DHUnplugged Podcast
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Horowitz And Dvorak Podcasts
The Disciplined Investor Podcast
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Rate cut – rates up? Diet Stocks – losing weight Good news/bad news – all good for markets Bessent for Fed Chair and Treasury Secretary? 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…
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TDI Podcast: The Crypto Taxman (#939)
1:07:00
1:07:00
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1:07:00
The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working…
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Cash on the sidelines…. (that thesis is coming back) ATH – Fed cut, AI earnings, buybacks… (Sentiment) Most hated stocks – more hate 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 Don…
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TDI Podcast: Schiff – Monetary Overdose (#938)
1:03:20
1:03:20
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1:03:20
Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers i…
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Football Team Valuations Sexy is back – Retail What winning the Powerball Jackpot means A little 1,000,000 revision… 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 Jo…
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We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values – are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Agentic AI – something to look into… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached…
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Blame it on AI – new excuse: Flirty Chatbots NVDIA earnings the high point for a while? Announcing the WINNER of the CTP 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? Follo…
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Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available o…
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Jackson HOLY cow what a move…. SOE’s get used to it – We are now China. Airline consolidation or murder? Bond yields – Long bond yields up. 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 abou…
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Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financia…
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Bottom Fishing for bargains. Consolidation, Digestion – awaiting the next catalyst. Saudi SWF takes a hit. The Jackson Hole confab is around the corner. 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? …
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TDI Podcast: Opportunities Within Chaos (#934)
58:33
58:33
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Home country bias – not benefiting you this year. CPI inflation – not as bad on the top line – under the surface more to look at. Global Momentum fund review – and new Exchange ETF opportunities for tax benefits. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management NEW! DOWNLOAD THIS EPISODE’S AI GENERAT…
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DHUnplugged #764: CHINUS Capitalism
1:07:44
1:07:44
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China Style Capitalism – CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement 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 Sho…
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TDI Podcast: The New Market Mantra (#933)
1:04:41
1:04:41
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The Bend and Snap – a one day sell-off is all it takes Services PMI is just about the contraction zone Economic reports softening – markets begging for a rate cut This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Satyajit D…
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DHUnplugged #763: The Bend and Snap
1:04:14
1:04:14
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Employment Report – Revisions Gone Wild But The Dip (Aka The Bend and Snap) Earnings Season – Plenty of CapX Boeing making moves – unions may strike 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…
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TDI Podcast: Telemetry Hedging (#932)
1:06:05
1:06:05
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F1 Racing and the markets. Earnings, economics and the Fed. The casino – zero date options. Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay Updated Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Cap…
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GDP, Earnings and FOMC meeting Cover Art – Best Ever – Not… New term – QUISHING I gotchooo and Say less 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 …
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TDI Podcast: Quantum Leaps with Rogers (#931)
52:28
52:28
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The first time in history this is happening in India What is Jim Buying? A restraint of trade and why commodity prices are cheap Looking to learn from one of the greats – GOAT! This episode’s guest: Jim Rogers – The Investment Biker NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Jim Rogers, a native of Demopolis, Alabama, is an author, f…
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DHUnplugged #761: Running of The Bulls
1:09:05
1:09:05
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Back from Vacation – refreshed? Fun with Coldplay! A quick look at how indices and sectors are doing Sugar in the news…. The REAL running of the bulls – bad things happen 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 sideba…
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TDI Podcast: ParaSocial Scaramucci (#930)
1:02:15
1:02:15
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Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course! Tariff Fever – Markets don’t really care. Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) An…
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The OBBBA is signed into law.Letters are going out with a new deadline.Coming up on earnings season – JPM reporting on the 15th – next week.And our guest – Larry McMillan – The Options Strategist. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Str…
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OBBBA written into law!Big week for Coney IslandThe American Party - Musk taking a shotAmazon Prime Day (Prime Week) happeningPLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.Love the Show? Then how about a Donation?Foll…
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TDI Podcast: Industrial Digitization (#928)
1:00:31
1:00:31
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Jobs Job Jobs - not too hot, not too cold.VIX – under 17 – a contra-signal?The KRI (Key) seems to thing so – overbought at a +5Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFollow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiti…
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Month/Quarter ends and everything is just peachyBanks got some good news - you can't have a prolonged rally without the financial sectorBond yields soften a bit as Trump closer to Shadow Fed announcementATH for SP 500 and NAS100 (DJIA and Russ2000 still lagging)PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and Links…
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TDI Podcast: Options for Numb Zone (#927)
1:01:45
1:01:45
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PCE – The Fed’s preferred inflation metric…The VIX – pricing in smooth sailing - how to hedge...And commodities – The one most interesting trade right now is...?Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley TradingNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Carley Garner is a futures …
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DHUnplugged #758: Dropping the Hammer
1:03:59
1:03:59
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WAR! (or is it?)Tesla Robotaxi UpdateJapan's rice problemDrink up! New guidelines coming...PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged 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 TwitterFollow …
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The Presidential Cycle and the sectors that may benefit.Taking a look at the Longevity ParadoxTariffs and Inflation - is it all a hoax?Our guest this week – David Gaffen, Breaking News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)David Gaffen is the U.S. breaking news companies editor at Reuters, where he ha…
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A parade of pausesWAR! Middle East at it againOracle earnings - wow!Tesla robotaxi spottedPLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged 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 TwitterFollow A…
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AI is coming to finance with some major Shifts to the investment landscapeSumo Politics in full force.We got a China deal, or did we?Seeking out innovation with our guest, Steven Sanders - EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product De…
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DHUnplugged #756: Mutual Assured Destruction
1:04:19
1:04:19
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Plenty of Buy-the-Dip excitementTrial Balloons - Next Fed Chair thoughtsExcitement over China talksPLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged 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 Twitte…
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TDI Podcast: Skin In The Game (#924)
1:01:37
1:01:37
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How to invest, research and do it with skin in the game.Is the USD vulnerable? You may be surprised by the answer.How to identify under-the-radar opportunities.Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFrank Curzio can be reached by email at [email protected] C…
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Set your clock - must be the weekend - New Tariffs imposedSomeone wants the Fed Chair jobTACO FAFO and more...More muddy AI cover artPLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.Love the Show? Then how about a Donati…
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TDI Podcast: How Not To Invest (#923)
1:24:37
1:24:37
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The tariff saga continues – we got the The TACO trade and the courts now.The Big Beautiful Bill – in jeopardy.May was a jolly good month – equities ripped higher.Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Barry L. Ritholtz is the co-fo…
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