Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed abo…

Yields important again – rising and worrisome. Hedge Fund titans getting nervous – talking bout a Minsky Moment. End of month – October is about to be in the books. 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. Lov…

Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable environments and the potential impact of low inflation on market trends. Lastly, we debated the what is the long-term impact of AI on productivity and market trends. And our guest – Ed Easterling of Crestmont Research Ed Easterling is the founder and President o…

There are some things we need to know about who is actually buying stocks. Yields on the rise – estimate that they could be moving up to what level? Big tech earnings on tap – how will markets react? 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. Clic…

GDP Numbers may be coming in hot. More new highs for markets. 2 weeks away from the presidential election. This week’s guest, Tax Expert – Dan Pilla. Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s lead…

Bulls remain in charge Data not important – down the road all will be fine Seasonality – Race to the End CPI and PPI – conflicting 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 Donat…

New Highs across the board – (Big Caps – not the small caps). China stocks get obliterated. Rates moving up – CPI report…. This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He a…

Does anyone care about the data? Does the Data Matta? Port Strike ENDED – for now Hurricane Milton – Strong Cat5 going to hit West Coast of Florida… Employment Report Update 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 sid…

Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle East conflict intensifies. China and Emerging Markets on Fire – breaking out from long base. This week’s guest – Tim Knight – a self proclaimed Permabear. Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on Octo…

Bulls and Bears – (TDI Podcast running now is Bull and next week is Bear – will be interesting divergence) End of the Month – End of The Quarter Seasonality features the Bulls Fed Limericks! NEW CTP ANNOUNCED! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener …

China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end of the quarter. Metals, including copper get a boost. And out Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has g…

Finally Fed makes a move (they will not be done jabbering though) Storms heading to Florida and Gulf Coast – Natural gas prices jump COVID Shot Stocks – “fun” while it lasted Confidence is waning….. CHINA! 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…