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NAFam episodes

  • DHUnplugged Podcast - DHUnplugged #751: Heads I Win

    Good ECO/Markets = Trump

    Bad ECO/Markets – Biden

    CTP for Micron is underway

    AI wins a horse race

    News from Omaha

    PLUS we are now on Spotify and Amazon Music/Podcasts!

    Click HERE for Show Notes and Links

    DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

    Love the Show? Then how about a Donation?

    Follow John C. Dvorak on Twitter

    Follow Andrew Horowitz on Twitter

     Warm-Up

    - Good ECO/Markets = Trump
    - Bad ECO/Markets - Biden
    - CTP for Micron is underway
    - AI wins a horse race
    - News from Omaha
    - India/Pakistan - India stikes

    Markets

    - Some Earnings Color
    - S&P breaks it streak this week
    - KRI +4, +5 (Spearman +100)
    - Currency interventions happening

    Interesting Timing

    - Skechers U.S.A., Inc. the third largest footwear company in the world, today announced that it has agreed to be acquired by 3G Capital, a global investment firm built on an owner-operator approach to long-term investing.
    - 3G gets discount as tariffs are softening price
    - Helped to move the other names in the space higher

    Heads I Win....

    - President Donald Trump took credit for the "good parts" of the economy in an exclusive interview with NBC News airing Sunday, but said that the "bad parts" are former President Joe Biden's economy.
    - "Ultimately, I take responsibility for everything, but I've only just been here for a little more than three months," Trump said.
    - "The tariffs have just started kicking in. ... The tariffs are going to make us rich. We're going to be a very rich country," he added.

    In terms of shortages:

    - "I don't think a beautiful baby girl needs – that's 11 years old – needs to have 30 dolls," Trump said.
    - "I'm just saying [children] don't need to have 30 dolls, they can have three, they don't need to have 250 pencils, they can have five," he added.
    - But, Mira Lago has 58 bedrooms, 33 bathrooms, a 29-foot-long (8.8 m) pietra dura marble-top dining table, 12 fireplaces, and three bomb shelters.
    ---WHAT?

    Ford Earnings

    - Ford Motor beats by $0.14, misses on revs, co suspends FY25 guidance; says business is strong, adjusted EBIT tracking within prior guidance, excluding new tariff-related

    1 hr
  • No Agenda Show - 1761 - "News Desert"
    No Agenda Episode 1761 - "News Desert"

    "News Desert"

    Executive Producers:

    Tom Anaya

    Daneil Sean Jerald Morse

    Commodore Spooky

    Associate Executive Producers:

    Eli the coffee guy

    Brittany Carrothers

    Linda Lu, Duchess of jobs & writer of resumes

    Tynan Rebich

    Commodores:

    Commodore Daneil Sean Jerald Morse

    Commodore Spooky

    Become a member of the 1762 Club, support the show here

    Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

    Title Changes

    Sir NineTwoOh of 920 > Baron Tom, Warden of the Frozen Tundra.

    Art By: Francisco Scaramanga

    End of Show Mixes: Deezlaughs - Nautilus K

    Engineering, Stream Management & Wizardry

    Mark van Dijk - Systems Master

    Ryan Bemrose - Program Director

    Back Office Jae Dvorak

    Chapters: Dreb Scott

    Clip Custodian: Neal Jones

    Clip Collectors: Steve Jones & Dave Ackerman

    NEW: and soon on Netflix: Animated No Agenda

    Sign Up for the newsletter

    No Agenda Peerage

    ShowNotes Archive of links and Assets (clips etc) 1761.noagendanotes.com

    Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

    RSS Podcast Feed

    Full Summaries in PDF

    No Agenda Lite in opus format

    Last Modified 05/04/2025 16:34:23
    This page created with the FreedomController

    Last Modified 05/04/2025 16:34:23 by Freedom Controller  
    3 hr 8 min
  • Podcasting 2.0 - Episode 219: Buttcast

    Podcasting 2.0 May 2nd 2025 Episode 219: "Buttcast"

    Adam & Dave celebrate the new apple app deregulation and vibe code like true Digital Sharecroppers

    ShowNotes

    We are LIT

    This week in Vibe Coding - TWIV

    Buzzsprout bogus download detection is the best

    Apple updates App Store Guidelines to allow links to external payments - 9to5Mac

    Live Events in Podcast Apps | Dave

    Blog | Podcast Standards Project

    -------------------------------------

    MKUltra chat

    Transcript Search

    What is Value4Value? - Read all about it at Value4Value.info

    V4V Stats

    Last Modified 05/02/2025 14:49:16 by Freedom Controller  
    1 hr 38 min
  • No Agenda Show - 1760 - "Mercenary Spyware"
    No Agenda Episode 1760 - "Mercenary Spyware"

    "Mercenary Spyware"

    Executive Producers:

    Anonymous Black Sheep

    Scott Horton

    Abby Paulsons Commadore of the Human Resources Producers

    Sir Marcus

    Sir Milkman

    Zadoc Brown III

    SDG

    Brock Reinhold

    Jon Tucker

    Laurens De Ceuster

    Sir Dibs on Living

    Angel Dechter

    Wirt Fuller

    Rick W Cable

    Brandon Foster

    Associate Executive Producers:

    Rich Geisler

    Chad Finkbeiner

    Eli the coffee guy

    Linda Lu Duchess of jobs & writer of resumes

    Erin Parr

    Commodores:

    Commodore Anonymous Black Sheep

    Commodore Scott Horton

    Commodore of the Human Resources Producers

    Commodore Mark of Crow Wing County"?

    Commodore Sir Milkman of Evington

    Commodore Zadoc Brown III

    Commodore SDG

    Commodore Brock Reinhold

    Commodore Jon Tucker

    Become a member of the 1761 Club, support the show here

    Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

    Knights & Dames

    Sir Tom > Baron Tom, Warden of the Frozen Tundra.

    Art By: Dennis Roebecker

    End of Show Mixes: Nautilis K - David Keckta

    Engineering, Stream Management & Wizardry

    Mark van Dijk - Systems Master

    Ryan Bemrose - Program Director

    Back Office Jae Dvorak

    Chapters: Dreb Scott

    Clip Custodian: Neal Jones

    Clip Collectors: Steve Jones & Dave Ackerman

    NEW: and soon on Netflix: Animated No Agenda

    Sign Up for the newsletter

    No Agenda Peerage

    ShowNotes Archive of links and Assets (clips etc) 1760.noagendanotes.com

    Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

    RSS Podcast Feed

    Full Summaries in PDF

    No Agenda Lite in opus format

    Last Modified 05/01/2025 16:55:14
    This page created with the FreedomController

    Last Modified 05/01/2025 16:55:14 by Freedom Controller  
    3 hr 24 min
  • Curry and The Keeper - 131: "Green Rings"
    Curry & The Keeper - April 30th 2025 Episode 131 - "Green Rings"

    Art by: Craig Weinberg

    Credits

    Executive Producer:

    Associate Executive Producer:

    Salmon Yay:

    -----------------------

    Show Notes

    Hello, my Queen

    Pastor Brian's Sermon

    Green Rings

    Tina's Travels

    God Shot

    Question of the Week

    Tasting Room Goodies

    -----------------------------------------------------------

    Bridge Church Fredericksburg Texas

    3 Apps with purchase built in - MoonPay

    CurryAndTheKeeper.com

    PO Box 1849 - Fredericksburg Texas 78624

    Last Modified 04/30/2025 19:42:38 by Freedom Controller  
    1 hr 14 min
  • DHUnplugged Podcast - DHUnplugged #750: Bread Lines?

    Oh boy –  Supply Chain Concerns again?

    Summertime lines – for goods/food? Empty shelves?

    China factories shutting down.

    Talks/No-Talks Underway with China/US.

    PLUS we are now on Spotify and Amazon Music/Podcasts!

    Click HERE for Show Notes and Links

    DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

    Love the Show? Then how about a Donation?

    Follow John C. Dvorak on Twitter

    Follow Andrew Horowitz on Twitter

     Warm-Up

    - Now Supply Chain Concerns
    - Summertime lines - for goods/food? Empty shelves?
    - China factories shutting down
    - Talks/No-Talks Underway with China/US
    - DONE DONE DONE - Lutnick

    Markets

    - Capital Raise - Big Boost - ELON
    - Economics - Big Week
    - Earnings - The big tech names are on tap
    - Berkshire annual meeting and earnings this weekend

    ELON

    - Elon Musk's xAI Holdings is in discussions with investors to raise about $20 billion, Bloomberg News reported.
    - The funding would value the company at over $120 billion, according to the report.
    - THIS: The artificial intelligence firm last month acquired X in an all-stock deal that valued xAI at $80 billion and the social media platform at $33 billion.
    - "This combination will unlock immense potential by blending xAI's advanced AI capability and expertise with X's massive reach."
    - ELON also says that he will be stepping back from DOGE and refocus on TESLA

    HAHA! FAV STORY!

    - Tesla reported a $97 million loss due to digital assets, the company’s Bitcoin holdings. In the fourth quarter, there was a gain of $270 million.
    - Tesla now excludes Bitcoin swings from its non-GAAP results.  Tesla also backs out stock-based compensation from its adjusted numbers.
    - That means the Bitcoin gains were included in the company’s fourth-quarter adjusted results, and the losses weren’t included in the first-quarter adjusted results.
    - Tesla’s report states that the accounting switch was due to the “adoption of the new crypto assets standard.”

    Powell Under Fire - Update

    - All is good - no new discussions is

    1 hr 1 min
  • No Agenda Show - 1759 - "Eat The Babies"
    No Agenda Episode 1759 - "Eat The Babies"

    "Eat The Babies"

    Executive Producers:

    Al Vocado

    Sir Commodore Demo Dave

    Diego Sainz

    Sir Shaun

    Julian Torrado

    robert petruska

    Gopher Coach

    William Alston

    Jacob Cram

    Greg Dissmore

    Lady LeeAn Webb

    Associate Executive Producers:

    Jack DeAngelis

    Chad Lawrence

    The BioPros.com

    Matthew Babula

    Alexander Grandin

    Matthew Martell

    Sir Wilkinson of the Crescent City

    Baron NBS

    Sir Isaac

    Linda Lu Duchess of jobs and writer of resumes

    Ara Derderian

    James Greene

    Commodores:

    Commodore Al Vocado

    Commodore Demo Dave

    Commodore Part Rican

    Commodore Sir Shaun

    Commodore J, the plumber

    Commodore robert petruska

    Become a member of the 1760 Club, support the show here

    Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

    Knights & Dames

    David Timmons > Sir Demo Dave

    Wilkinson Therio > Sir Wilkinson of the Crescent City

    Art By: Capitalist Agenda - [email protected]

    End of Show Mixes:

    Engineering, Stream Management & Wizardry

    Mark van Dijk - Systems Master

    Ryan Bemrose - Program Director

    Back Office Jae Dvorak

    Chapters: Dreb Scott

    Clip Custodian: Neal Jones

    Clip Collectors: Steve Jones & Dave Ackerman

    NEW: and soon on Netflix: Animated No Agenda

    Sign Up for the newsletter

    No Agenda Peerage

    ShowNotes Archive of links and Assets (clips etc) 1759.noagendanotes.com

    Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

    RSS Podcast Feed

    Full Summaries in PDF

    No Agenda Lite in opus format

    Last Modified 04/27/2025 16:54:01
    This page created with the FreedomController

    Last Modified 04/27/2025 16:54:01 by Freedom Controller  
    3 hr 33 min
  • Podcasting 2.0 - Episode 218: Vibe Coding

    Podcasting 2.0 April 24th 2025 Episode 218: "Vibe Coding"

    Adam & Dave Dive into the depths of location, lit, funding and ShadowDOM

    ShowNotes

    We are LIT

    2.4 Billion dollars

    Lightphone III

    SPC

    Location Tag

    Live Item Tag and Location go hand in hand

    What is radio?

    Live streams from players (rss feed)

    This Week In Liquid Soap

    Vibe Coding

    ShadowDom

    Live Events in Podcast Apps | Dave

    Blog | Podcast Standards Project

    -------------------------------------

    MKUltra chat

    Transcript Search

    What is Value4Value? - Read all about it at Value4Value.info

    V4V Stats

    Last Modified 04/25/2025 14:28:30 by Freedom Controller  
    1 hr 47 min
  • No Agenda Show - 1758 - "Scream Circle"
    No Agenda Episode 1758 - "Scream Circle"

    "Scream Circle"

    Executive Producers:

    Cary Cates

    Mike

    Jerrod Hardegree

    Sir Red Devil

    Joe Dunn

    Viscount Steve Bandstra of BNA

    Sir Haggis

    Associate Executive Producers:

    Jack DeAngelis

    Duke SirDrSharky

    Ronin Colorado

    Eli the coffee guy

    Sir Schweddy

    Linda Lu Duchess of jobs and writer of resumes

    David Seldon

    Trevor Malkinson

    Commodores:

    Commodore Cary Cates

    Commodore Mike

    Become a member of the 1759 Club, support the show here

    Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

    Title Changes

    Baron Steve Bandstra > Viscount Steve Bandstra of BNA

    Knights & Dames

    Pierre LaMouche > Sir Chevalier Pierre LaMouche de Francophonie

    Mark Kucharski > Sir Red Devil

    Schweddy > Sir Schweddy

    Art By: Francisco Scaramanga

    End of Show Mixes: Sir Michaelanthony - Prof J Jones - Sound guy Steve

    Engineering, Stream Management & Wizardry

    Mark van Dijk - Systems Master

    Ryan Bemrose - Program Director

    Back Office Jae Dvorak

    Chapters: Dreb Scott

    Clip Custodian: Neal Jones

    Clip Collectors: Steve Jones & Dave Ackerman

    NEW: and soon on Netflix: Animated No Agenda

    Sign Up for the newsletter

    No Agenda Peerage

    ShowNotes Archive of links and Assets (clips etc) 1758.noagendanotes.com

    Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

    RSS Podcast Feed

    Full Summaries in PDF

    No Agenda Lite in opus format

    Last Modified 04/24/2025 16:43:57
    This page created with the FreedomController

    Last Modified 04/24/2025 16:43:57 by Freedom Controller  
    3 hr 22 min