NAFam

NAFam

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  • DHUnplugged Podcast - DHUnplugged #781: Greenlighting

    We are Green-lighting!

    Announcing the participants for the CTP Cup 2025 (2)

    Lots of execs moving around all of a sudden

    A Chocolate Craze

    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

    Interactive Brokers 

    Warm-Up

    - Announcing the participants for the CTP Cup 2025 (2)
    - Lots of execs moving around all of a sudden
    - Chocolate Craze

    Markets

    - NVDA gets the greenlight
    - Waiting for the ECO
    - ALL eyes...... Wednesday at 2pm
    - Oil Dropping - Gas Prices Dropping slightly
    - Just saw $2.59 for regular unleaded down here
    - Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet....

    Inflation

    - PCE comes in a little lighter than expected
    - However, let us be clear that inflation is not lower and prices grossly above where we were a couple of years ago
    - Inflation still running at around 3% overall
    - Fed set to greenlight the rate cut

    Oil and Gas

    - Oil has been dropping - reports that use will slow over the next year
    - Gas Prices Dropping slightly
    - Just saw $2.59 for regular unleaded down here
    - Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet....

    Jobs

    - Reports show that U.S. employers have announced over 1.1 million job cuts in 2025 (as of early December), marking the highest level since the pandemic's start in 2020.
    - This has been driven by tech integration (AI), economic shifts, and soft consumer spending, with sectors like government, tech, retail, and warehousing leading.

    Greenlight - No security problems here

    - Seeking a compromise over controlling exports to China, the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly 18 months behind its most advanced offerings, according to a person with knowledge of the plan.
    - The move, which would send Nvidia H200s to China, seeks to find a middle ground between those who oppose exports of any advanced AI chips and those who worry that restrictions will mer

    1 hr 3 min
  • No Agenda Show - 1823 - "Secretary of Egg"
    No Agenda Episode 1823 - "Secretary of Egg"

    "Secretary of Egg"

    Executive Producers:

    Bob Dietrich - katedietrich.net

    Dame Melavation

    Sir Adam of The Koch Empire

    Associate Executive Producers:

    Christopher Graves - Littlejohnscandies.com

    William Swenson

    Baronet Sir Twenty-Threes Knight of the Electric Sea

    Gary Macy

    Eli the coffee guy- Gigawattcoffeeroasters.com

    William Wild

    Linda Lu, Duchess of jobs & writer of winning résumés - imagmakersink.com

    Katherine J McCloskey

    Jeff Homan

    Become a member of the 1824 Club, support the show here

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

    Title Changes

    Sir Twenty-Threes, Knight of the Electric Sea > Baronet

    Art By: Blue Acorn

    End of Show Mixes:

     

     Bonald Crabtree EOS flock.mp3

     MVP EOS He Shakes and Throws.mp3

     MVP EOS Spiderman_ I'd Tap That (1).mp3

     

    Engineering, Stream Management & Wizardry

    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) 1823.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 12/07/2025 16:37:13
    This page created with the FreedomController

    Last Modified 12/07/2025 16:37:13 by Freedom Controller  
    3 hr 11 min
  • Podcasting 2.0 - Episode 243: Nuts & Logs

    Podcasting 2.0 December 5th 2025 Episode 243: "Nuts & Logs"

    Adam & Dave poddy training, junie, major dev talk and more!

    ShowNotes

    We are LIT

    NYC?

    Alby Hub?

    AI stats analysis

    Alt Enclosure Video

    New aggregatory open build

    GitHub - Podcastindex-org/feedparser: The XML parser that converts saved podcast feeds into intermediary files for SQL ingestion.

    TTS Podcasts on OP3

    Cloudflare Outage

    Decentralization

    Transcript Search

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

    V4V Stats

    Last Modified 12/05/2025 14:32:55 by Freedom Controller  
    1 hr 41 min
  • No Agenda Show - 1822 - "Kohanna"
    No Agenda Episode 1822 - "Kohanna"

    "Kohanna"

    Executive Producers:

    Baronetess Kelly

    Sir Smitiot

    Elaine Siebert - ArcanaResin.com

    strike

    Zane Petersen

    Associate Executive Producers:

    Christopher Graves - Littlejohnscandies.com

    Sean Homan

    Linda Lu, Duchess of jobs & writer of winning résumés - Imagemakersink.com

    Become a member of the 1823 Club, support the show here

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

    Art By: Darren O'Neill

    End of Show Mixes:

     

     Baron DarrenO of the Rock and Roll EOS Media_Deconstruction_DarrenO.mp3

     B-Dubz EOS Funky Human.mp3

     MVP EOS No Agenda Contraindications - frantic.mp3

     

    Engineering, Stream Management & Wizardry

    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) 1822.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 12/04/2025 16:48:33
    This page created with the FreedomController

    Last Modified 12/04/2025 16:48:33 by Freedom Controller  
    3 hr 19 min
  • DHUnplugged Podcast - DHUnplugged #780: Code Red

    Winner of the CTP Cup for IBIT

    Announcing the participants for the CTP Cup 2025

    Calling a Code Red! Sam Altman’s declaration

    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

    Interactive Brokers 

    Warm-Up

    - Winner of the CTP for IBIT
    - Announcing the participants for the CTP Cup 2025
    - Calling a Code Red! Sam Altman's panic
    - Here come the Tariff lawsuits
    - - Smart Toilets are a thing (And learning the Bristol Scale)

    Markets

    - Horses can smell the barn.... Seasonal Trends
    - PR Teams - full throttle - (This is their Social Media)
    - Tax planning over the next couple of weeks may see some selling into year end

    Impressive Results

    - India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed.
    - The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties.
    - Strongest in 6 quarters
    - Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures.
    - Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago.

    NVDA Spreading Out

    - Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions.
    - As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release.
    - Nvidia said it purchased Synopsys’ stock at $414.79 per share (Now at $445)

    Amazon Ultra Fast Service

    1 hr 7 min
  • No Agenda Show - 1821 - "Genesis"
    No Agenda Episode 1821 - "Genesis"

    "Genesis"

    Executive Producers:

    L.E. Hovdenes

    Jason Radak

    Crypto Granny in Bangkok

    Associate Executive Producers:

    Christopher Graves - Little Johns Candies

    Eli the coffee guy - Gigawatt Coffee Roasters

    Linda Lu, Duchess of jobs & writer of winning résumés

    Become a member of the 1822 Club, support the show here

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

    Knights & Dames

    Josiah Hendrickson > Sir Wire Cowboy

    Art By: Comic Strip Blogger

    End of Show Mixes:

     

     

     Mellow D EOS Donald Putin.mp3

     MVP EOS CyberMondayChaos.mp3

     MVP EOS Vance Says Turkey is _Shit_.mp3

     

     

    Engineering, Stream Management & Wizardry

    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) 1821.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 11/30/2025 16:38:35
    This page created with the FreedomController

    Last Modified 11/30/2025 16:38:35 by Freedom Controller  
    3 hr 13 min
  • No Agenda Show - 1820 - "Tokyo Rose"
    No Agenda Episode 1820 - "Tokyo Rose"

    "Tokyo Rose"

    Executive Producers:

    Associate Executive Producers:

    Peace Prize

    Become a member of the 1821 Club, support the show here

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

    Knights & Dames

    Art By: Joq 10

    End of Show Mixes:

    Engineering, Stream Management & Wizardry

    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) 1820.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 11/27/2025 16:47:53
    This page created with the FreedomController

    Last Modified 1
    3 hr 24 min
  • DHUnplugged Podcast - DHUnplugged #779: Rip the Dip
    Rough Week - does not phase bulls!
    Bitcoin - Bottoming?
    Let's take a look at Walmart and Target again
    Homeowners! Mortgage Reform?
    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
    - Short Week - Markets closed on Thursday and short Friday (1pm)
    - Can't have a down week for TDAY! - Too much table talk
    - Recession News
    - Let's take a look at Walmart and Target again
    - Homeowners! Mortgage Reform?
    Markets
    - Rough Week - does not phase bulls!
    - Bitcoin - Bottoming?
    - NVDA - China Bound?
    - NASDAQ Weighting
    Inflation - Still Up There
    - They are now pressing for a cut in December (How are we handicapping this?)
    - All of a sudden the parade of Fed speakers - all seem a bit more dovish.
    Meanwhile
    - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries.
    - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers.
    Quantum Stocks
    GOOD NEWS!
    - NO Recession risk!
    - Bessent says inflation due to services economy, not tariffs
    - Treasury secretary says Republicans should end filibuster in event of another shutdown
    - Bessent says administration working to lower prices where it can
    - Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting)
    Rigging it
    - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg
    Weird News
    - Buried in the NVDA earnings report
    - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI.
    - Nvidia said in its quarterly financial filing that there’s no guarantee that the company will finalize an agreement with OpenAI.
    - Soooooo - is this all hot air????
    More NVDA
    - Here we go. Another reversal
    - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China.
    - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick.
    ------ Read that again - money versus national security
    - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies.
    Chip in question: H200
    - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us)
    EVEN MORE
    - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" |
    - The tip of the Iceberg - this is what Michael Burry has been pressing.....
    HPQ Earnings
    - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts
    - Stock down 6%
    Amazon
    - The Spend keeps going...
    - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities.
    - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the
    1 hr 5 min
  • No Agenda Show - 1819 - "FLOP30"
    No Agenda Episode 1819 - "FLOP30"

    "FLOP30"

    Executive Producers:

    Bill Maloy

    Ken Kaspar

    Associate Executive Producers:

    Sean Homan

    Linda Lu, Duchess of jobs & writer of winning résumés

    Darren O'Neill

    Peace Prize

    Bill Maloy

    1819 Club Member:

    Bill Maloy

    Become a member of the 1820 Club, support the show here

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

    Title Changes

    Darren O'Neill -> Baron DarrenO of the Rock and Roll with the territory of the Southland of Chiraq

    Knights & Dames

    Bill Maloy > Sir Cum Speck, Knight of the Living Debt

    Ken Kaspar -> Sir Ken of Braunfels

    Art By: Jeffrey Rea

    End of Show Mixes:

     

     Bonald Crabtree EOS time trudges on.mp3

     HeyCitizen EOS catfood-aiSlop.mp3

     Mellow D EOS Peace And Love.mp3

     MVP EOS Donnie and Momdani.mp3

     

     

    Engineering, Stream Management & Wizardry

    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) 1819.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 11/23/2025 16:34:03
    This page created with the FreedomController

    Last Modified 11/23/2025 16:34:03 by Freedom Controller 
    3 hr 10 min
  • Podcasting 2.0 - Episode 242: Poddy Pop Up

    Podcasting 2.0 November 21st 2025 Episode 242: "Poddy Pop Up"

    Adam & Dave Discuss how the Cloudflare outage affected podcasting and have solutions to the index synch problem

    ShowNotes

    We are LIT

    Alby-Hub spam issue

    Cloudflare Outage

    Decentralization

    RSS.com goes Hyper-Local!

    Feed re-directs

    Transcript Search

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

    V4V Stats

    ast Modified 11/21/2025 14:30:08 by Freedom Controller  
    1 hr 34 min