NAFam

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  • No Agenda Show - 1818 - "Bible Belt Buckle"
    No Agenda Episode 1818 - "Bible Belt Buckle"

    "Bible Belt Buckle"

    Executive Producers:

    Sean Wester

    Josh "Sheepdog" Bufford

    Sir Nate the Rogue

    Chris

    Associate Executive Producers:

    Nomadic Stephen/Moose

    Eli the coffee guy

    Alejandro Alcocer

    Linda and Scott Johnson

    Linda Lu, Duchess of jobs & writer of winning résumés

    Valdimir Putin

    Become a member of the 1819 Club, support the show here

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

    Knights & Dames

    Chad Hewitt > Sir Blue Acorn of Folsom

    Art By: Darren O'Neill

    End of Show Mixes:

     

     MVP EOS Gen Zed Hat Flag.mp3

     Øystein Berge EOS Flashlight_NAmix.mp3

     David Denton EOS ACC.mp3

     David Denton EOS JCD.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) 1818.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 11/20/2025 16:51:07
    This page created with the FreedomController

    Last Modified 11/20/2025 16:51:07 by Freedom Controller  
    3 hr 19 min
  • DHUnplugged Podcast - DHUnplugged #778: Total HorseSh!t
    Tariff juggling - just moving them around - no studies, no rationale
    Big Moves - One of the worst Novembers since 2008
    The Big Short - End of a Era?
    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
    - Last Few Days for IBIT CTP - Closing Price This Friday
    - The Big Short - End of a Era?
    - What is happening to Bitcoin?
    - THC laws changing - interesting loophole closed
    Markets
    - Tariff juggling - just moving them around - no studies, no rationale
    - Big Moves - One of the worst Novembers since 2008
    - Hindenburg Omen
    - Fed Losing Cred
    WHY?
    - If tariffs are not inflationary and this administration has brought down prices on groceries....
    - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg
    - So , just shooting from the hip on all of this are we?
    --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit
    More Tariffs
    - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028
    - Switzerland will reduce some import duties on US Imports
    - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat.
    - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028.
    - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS
    Fed Update
    - Markets no longer view December as a sure bet
    - Lots of Fed speakers out with commentary that is hawkish
    - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95%
    - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool)
    More Horseshit!
    - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank’s rules regarding stock trading, according to a report released by the U.S. Government Ethics Office.
    - Now we know why she abruptly resigned a few months ago
    - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings.
    - Oh - Supposedly her husband did it - but come on!
    - Fed losing more credibility - this is not the first time....
    StampFlation
    - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week.
    - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select.
    BIG
    - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management.
    - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year.
    - "My estimation of value in securities is not now, and has not been for some time, i
    1 hr 2 min
  • No Agenda Show - 1817 - "Stunt Grenade"
    No Agenda Episode 1817 - "Stunt Grenade"

    "Stunt Grenade"

    Executive Producers:

    Commodore G

    Sir Lawrence of Dystopia

    Dame Audra of Legoland and Doctor Don

    Sir Chris and Dame Kristen

    Ross Johnson

    Dame Shelly

    Sir Rounded By My Privilege

    Leora Coronel

    Associate Executive Producers:

    Eli The Coffee Guy

    Scott Johnson

    Christine Bonus

    Linda Lu, Duchess of jobs & writer of winning résumés

    Duke Slambob rolling knight of Guadeloupe

    Brian & Susy

    Anonymous

    Become a member of the 1818 Club, support the show here

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    Title Changes

    Sir Lawrence of Dystopia > Baron

    Art By: Blue Acorn

    End of Show Mixes:

     

     BDubz EOS JCD Techno! 3.mp3

     deezlaughs EOS 11.16.25.mp3

     Will Treese EOS Mean to John - The AI Slop Orchestra.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 11/16/2025 16:50:08
    This page created with the FreedomController

    Last Modified 11/16/2025 16:50:08 by Freedom Controller  
    3 hr 16 min
  • No Agenda Show - 1816 - "Boomer Knowledge"
    No Agenda Episode 1816 - "Boomer Knowledge"

    "Boomer Knowledge"

    Executive Producers:

    Sir Onymous of Dogpatch and Lower Slobbovia

    Dame Kathryn cryptogranny of Bangkok

    Sir DoubleT

    Associate Executive Producers:

    Eli the coffee guy

    brian warden

    Clint Loudon

    Linda Lu, Duchess of jobs & writer of winning résumés

    Dame Kelly

    Peace Prize:

    Sir Onymous

    JD

    Taylor

    Ashley

    Become a member of the 1817 Club, support the show here

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

    Title Changes

    Sir Scott, Black Knight of the No Agenda Armory > Sir Scott, Black Viscount of the No Agenda Armory

    Knights & Dames

    Taylor > Dame TayTay of Durango

    Ashley > Dame Ashley Little Miss Sunshine.

    JD > JD Knight of Rivers Edge

    Double T > Sir Double T of the Nostr-verse.

    Art By: Darren O'Neill

    End of Show Mixes:

     

     David Denton EOS BPITU Short.mp3

     EOS - Steve Jones - FBI Junk.mp3

     Nykko Syme EOS Six Seven.wav

     Sir Joho EOS Experimental noagenda song.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) 1816.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 11/13/2025 16:45:35
    This page created with the FreedomController

    <
    3 hr 18 min
  • DHUnplugged Podcast - DHUnplugged #777: Bifurcation

    NEW CTP for IBIT

    Under/Over – Looks like the OVER

    Presidential PARDONS and A King’s EVICTION

    All Excited – Making headway on the Deficit !

    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

    - NEW CTP for IBIT
    - Under/Over - Looks like the OVER
    - Presidential PARDONS and A King's EVICTION
    - All Excited - Making headway on the Deficit !

    Markets

    - DJIA hits new ATH - after big moves last week - Buyers stepped in (again)
    - NASDAQ - lagging as AI trade is questioned
    - THEREFORE - what is happening is a simple rotation again - ALL IN!

    Just back from a wedding in NJ - Did some Apple picking, hot cider and donuts!

    Pardon Me...

    - President Donald Trump has pardoned a long list of his political allies for their support or involvement in plans to overturn the 2020 presidential election, according to the Department of Justice’s Pardon Attorney, Ed Martin.
    - Several others (20+) were pardoned as well including some that plead guilty.

    Over the Pond

    - King Charles III on Thursday stripped his disgraced brother Prince Andrew of his remaining titles and evicted him from his royal residence after weeks of pressure to act over his relationship with sex offender Jeffrey Epstein, Buckingham Palace said.
    - After the king’s rare move, which follows years of shameful scandals, he will be known as Andrew Mountbatten Windsor and not as a prince, and he will have to vacate his Royal Lodge mansion near Windsor Castle.

    Debt

    - The U.S. government’s gross national debt surpassed $38 trillion Wednesday, a record number that highlights the accelerating accumulation of debt on America’s balance sheet.
    - It’s also the fastest accumulation of a trillion dollars in debt outside of the COVID-19 pandemic — the U.S. hit $37 trillion in gross national debt in August this year.
    - “During his first eight months in office, President Trump has reduced the deficit by $350 billion compared to the same period in 2024 by cutting spending and boosting revenue,” White House spokesman Kush Desai said in a statement, adding that the administrat

    1 hr 2 min
  • No Agenda Show - 1815 - "Attunement"
    No Agenda Episode 1815 - "Attunement"

    "Attunement"

    Executive Producers:

    Sir Kevin, keeper of the Spee

    Loes Van Opzeeland-Kollof

    Sir OhioBloke from the Buckeye State

    Associate Executive Producers:

    Nathan Parker

    Eli the coffee guy

    Sir. Q

    Linda Lu, Duchess of jobs & writer of winning résumés

    Anonymous Bitcoin Donation

    Rubbleizer Donation

    Sır Kevın Keeper of the Spee Secretary General and Duke of Portland

    Peace Prize:

    Sir Kevin, keeper of the Spee United States Marine Corp (turning 250 on Nov 10th)

    Become a member of the 1816 Club, support the show here

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

    Title Changes

    Sir Kevin, keeper of the Spee > Sır Kevın Keeper of the Spee Secretary General and Duke of Portland

    Knights & Dames

    Art By: Jeffrey Rea

    End of Show Mixes:

     

     Bonald Crabtree EOS group7.mp3

     deezlaughs EOS 11.6.2025.mp3

     EOS - Needle Drop - Sir Michaelanthony.mp3

     MVP EOS BlowingUpBoats.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) 1815.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 11/09/2025 16:38:15
    This page created with the FreedomController

    Last Modified 11/09/2025 16
    3 hr 15 min
  • Podcasting 2.0 - Episode 241: RSS NutJobs

    Podcasting 2.0 November 7th 2025 Episode 241: "RSS NutJobs"

    Adam & Dave Celebrate another namespace win and wallets that work!

    ShowNotes

    We are LIT

    This week in Vibe Coding - TWIV

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

    MKUltra chat

    Transcript Search

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

    V4V Stats

    1 hr 35 min
  • No Agenda Show - 1814 - "Needle Drop"
    No Agenda Episode 1814 - "Needle Drop"

    "Needle Drop"

    Executive Producers:

    Aug

    Sir Schwartz

    Dame Kathryn

    Associate Executive Producers:

    Dame Astrid and Sir Mark - Arch Duchess and Arch Duke of Japan and all the Disputed Islands in the Japan Sea

    Anonymous

    Linda Lu, Duchess of jobs & writer of winning résumés

    Christopher Ryan

    Peace Prize:

    Aug

    Become a member of the 1815 Club, support the show here

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

    Art By: Nessworks

    End of Show Mixes:

     

     MVP EOS A.I. Slop Song.mp3

     Bonald Crabtree EOS fedpromo.wav

     Danny Loos EOS In the Morning _ Boom Bap.mp3

     Dick Cheney EOS Sha BOOM.mp3

     MVP EOS 18 Years of Crackpottery and Buzzkilling.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) 1814.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 11/06/2025 16:32:30
    This page created with the FreedomController

    Last Modified 11/06/2
    3 hr 9 min
  • DHUnplugged Podcast - DHUnplugged #776: Same Story Line

    Supreme Court Ruling on tariffs within weeks….

    Say goodbye to the penny!

    November heading for a potential fall.

    Splits – Are they back?

    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

    NEED A NEW CTP - How About a Crypto ETF? (IBIT)

    INTERACTIVE BROKERS

    Warm-Up

    - Supreme Court Ruling on tariffs within weeks....
    - Say goodbye to the penny
    - November heading for a potential fall
    - Prediction - When will US Government Reopen
    - New Term - AI Washing

    Markets

    - OpenAI - even more deals
    - Palatir Earnings
    - Serepta FLOP
    -AMAZON BLOWOUT
    - Splits - Are they back?

    Election Day - Updates?

    The SAME Stories are making their way around

    - Seasonally good time for equities
    - Don't fight the Fed
    - Earnings trend
    - Buybacks again

    Under/Over on When US Government Opens

    - November 10th - Under/Over?

    November Outlook

    - On the heels of a good October...
    - Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa?
    - More NVDA excitement? More OpenAi deals???
    - So much good news is priced in it is hard to imagine HUGE upside

    AI Washing

    - AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced.
    - It is also used when layoffs occur to say that there is less need for employees due to advances in technology.
    - Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year.

    Amazon

    - Great earnings - stock up HUGE to ATH ater the report
    - Amazon beats by $0.38, beats on revs; guides Q4 revs in-line
    - Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus.
    - Co reports Q3 operatin

    1 hr 2 min
  • No Agenda Show - 1813 - "Lunchbox"
    No Agenda Episode 1813 - "Lunchbox"

    "Lunchbox"

    Executive Producers:

    Daniela Pompeu

    Duke of San Francisco

    Nancy

    Robert

    Kasondra

    Associate Executive Producers:

    Sir Scovee

    Sir Dixbert

    Brad Granier

    the Highland Craigs

    Sean Homan

    Eli the coffee guy

    Michael Shovan

    Matthew Martell

    Linda Lu, Duchess of jobs & writer of winning resumes

    Marina Stroouin

    Peace Prize:

    Daniela Pompeu

    Secretary General:

    Secretary General Nancy's Son

    Become a member of the 1814 Club, support the show here

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

    Title Changes

    Sir Dixbert > Baronet

    Knights & Dames

    Daniela Pompeu > Dame Pompeu

    Art By: Capitalist Agenda

    End of Show Mixes:

     

     Bonald Crabtree EOS obama.mp3

     In-Q-Tel EOS 1984drh-2.mp3

     MVP EOS Ground Troops!.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) 1813.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 11/02/2025 16:46:04
    This page created with the FreedomController

    Last Modified 11/02/2025 16:46:04 by Freedom Controller  
    3 hr 20 min