DHUnplugged Podcast
Episodes
DHUnplugged #797: Transitory War Pricing
08 Apr 2026
Contributed by Lukas
A surprising payroll report The quick war – not over just yet Food inflation coming Economics – a bright spot and surprising report last w...
DHUnplugged #796: Broken Trump Card
01 Apr 2026
Contributed by Lukas
March is the WORST month for markets in a long time. International equities getting killed Dollar Up, Oil Up, Equities Down, Bonds Down The markets Tr...
DHUnplugged #795: Johnny B Good
25 Mar 2026
Contributed by Lukas
JCD BACK IN THE HOUSE! Correction in some areas and sectors. Crude oil DROPS after “good” talks and a deal brewing with Iran. Airports are...
DHUnplugged #794: It’s A Drone World After-All
18 Mar 2026
Contributed by Lukas
Exploring Bogus oil prices Hold cow – look at what Gemini and JSD can do… Markets needed good news – Correlation high Fed on hold? P...
DHUnplugged #793: Mission Accomplished?
11 Mar 2026
Contributed by Lukas
WAR IS COMPLETE! Oil Screaming higher Euro Nat Gas up 60% An update on JCD PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show...
DHUnplugged #792: Disrupter < Disrupters
25 Feb 2026
Contributed by Lukas
DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs PLUS we are...
DHUnplugged #791: AI Overload
18 Feb 2026
Contributed by Lukas
Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are n...
DHUnplugged #790: Hang On!
11 Feb 2026
Contributed by Lukas
Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville...
DHUnplugged #789: Crash Test For Dummies
04 Feb 2026
Contributed by Lukas
WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon...
DHUnplugged: TTM and Back
28 Jan 2026
Contributed by Lukas
Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past ...
DHUnplugged #787: The Elitists Convene
21 Jan 2026
Contributed by Lukas
Here we go again – Tariffs and retaliatory tariffs DAVOS – Elitists are Meeting Suicide Coaches? Hedge funds – finally a good year! ...
DHUnplugged #786: All In A Weeks Work
14 Jan 2026
Contributed by Lukas
Greenland, Mexico, Venezuela, Colombia – USA is the world’s Cop again? More .. Housing, Credit cards, Fannie and Freddie – all in we...
DHUnplugged #785: January Effect
07 Jan 2026
Contributed by Lukas
LOVE HOSTILE TAKEOVERS? Upgrades all around the AI trade again… January Effect Defense and Oil Related – Let’s Go! PLUS we are now o...
DHUnplugged #784: Auld Lang Xiety
31 Dec 2025
Contributed by Lukas
Looking at a weird GDP data point. Calling BS on Russia/Ukraine peace talks. Gold and Silver – WOW! Closing out the year – a good one too!...
DHUnplugged #783: Santa Is That You?
24 Dec 2025
Contributed by Lukas
Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE fo...
DHUnplugged #782: Black Hole Economics
17 Dec 2025
Contributed by Lukas
SpaceX IPO coming – huge increase in valuation over past 3 months Happy Hanukah – Eight Crazy Nights Now Kevin AND Kevin PLUS we are now o...
DHUnplugged #781: Greenlighting
10 Dec 2025
Contributed by Lukas
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 ...
DHUnplugged #780: Code Red
03 Dec 2025
Contributed by Lukas
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 ...
DHUnplugged #779: Rip the Dip
26 Nov 2025
Contributed by Lukas
Rough Week - does not phase bulls! Bitcoin - Bottoming? Let's take a look at Walmart and Target again Homeowners! Mortgage Reform? PLUS we...
DHUnplugged #778: Total HorseSh!t
19 Nov 2025
Contributed by Lukas
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 ...
DHUnplugged #777: Bifurcation
12 Nov 2025
Contributed by Lukas
NEW CTP for IBIT Under/Over - Looks like the OVER Presidential PARDONS and A King's EVICTION All Excited - Making headway on the Deficit ! ...
DHUnplugged #776: Same Story Line
05 Nov 2025
Contributed by Lukas
Supreme Court Ruling on tariffs within weeks.... Say goodbye to the penny! November heading for a potential fall. Splits - Are they back? ...
DHUnplugged #775: Everything Is Fine
29 Oct 2025
Contributed by Lukas
Exhaustion signals TESLA - a rabbit out of a hat! Fed meeting in focus S&P earnings week - its a big one PLUS we are now on Spotify and Am...
DHUnplugged #774: Right to Win
22 Oct 2025
Contributed by Lukas
A new crisis is brewing - banking sector again Markets is sideways mode The scary tariffs and a walk back Apple News........ PLUS we are n...
DHUnplugged #773: Best Of Us (2)
15 Oct 2025
Contributed by Lukas
HYSTERICAL! Some of the best host stories from over the years. Recipes and food talk.... How about that Egg book? Shotguns and Booze anyone ?...
DHUnplugged #772: Best of Us (1)
08 Oct 2025
Contributed by Lukas
ROTFL - Some of the best host stories from over the years. Shoes off at airports anyone? Vinegar book? How about economics based on train cou...
DHUnplugged #771: Red October?
01 Oct 2025
Contributed by Lukas
Crypto pulling back October - one of the toughest months Day traders - some good news Intel's new growth model PLUS we are now on Spotify ...
DHUnplugged #770: The Money Tree
24 Sep 2025
Contributed by Lukas
Rate cut - rates up? Diet Stocks - losing weight Good news/bad news - all good for markets Bessent for Fed Chair and Treasury Secretary? P...
DHUnplugged #769: Sideline Ca$h
17 Sep 2025
Contributed by Lukas
Cash on the sidelines.... (that thesis is coming back) ATH - Fed cut, AI earnings, buybacks... (Sentiment) Most hated stocks - more hate PLUS...
DHUnplugged #768: Glass Houses
10 Sep 2025
Contributed by Lukas
Football Team Valuations Sexy is back - Retail What winning the Powerball Jackpot means A little 1,000,000 revision... PLUS we are now on ...
DHUnplugged #767: Flirty Chatbots
03 Sep 2025
Contributed by Lukas
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 S...
DHUnplugged #766: Jackson HOLY!
27 Aug 2025
Contributed by Lukas
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....
DHUnplugged #765: Money Fishing
20 Aug 2025
Contributed by Lukas
Bottom Fishing for bargains. Consolidation, Digestion - awaiting the next catalyst. Saudi SWF takes a hit. The Jackson Hole confab is around ...
DHUnplugged #764: CHINUS Capitalism
13 Aug 2025
Contributed by Lukas
China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pi...
DHUnplugged #763: The Bend and Snap
06 Aug 2025
Contributed by Lukas
Employment Report - Revisions Gone Wild But The Dip (Aka The Bend and Snap) Earnings Season - Plenty of CapX Boeing making moves - unions m...
DHUnplugged #762: What a Week!
30 Jul 2025
Contributed by Lukas
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 A...
DHUnplugged #761: Running of The Bulls
23 Jul 2025
Contributed by Lukas
Back from Vacation - refreshed? Fun with Coldplay! A quick look at how indices and sectors are doing Sugar in the news.... The REAL runnin...
DHUnplugged #760: Full Court Press
09 Jul 2025
Contributed by Lukas
OBBBA written into law! Big week for Coney Island The American Party - Musk taking a shot Amazon Prime Day (Prime Week) happening PLUS we ...
DHUnplugged #759: MSGA
02 Jul 2025
Contributed by Lukas
Month/Quarter ends and everything is just peachy Banks got some good news - you can't have a prolonged rally without the financial sector Bond y...
DHUnplugged #758: Dropping the Hammer
25 Jun 2025
Contributed by Lukas
WAR! (or is it?) Tesla Robotaxi Update Japan's rice problem Drink up! New guidelines coming... PLUS we are now on Spotify and Amazon Music...
DHUnplugged #757: Storm Alert
18 Jun 2025
Contributed by Lukas
A parade of pauses WAR! Middle East at it again Oracle earnings - wow! Tesla robotaxi spotted PLUS we are now on Spotify and Amazon Music/...
DHUnplugged #756: Mutual Assured Destruction
11 Jun 2025
Contributed by Lukas
Plenty of Buy-the-Dip excitement Trial Balloons - Next Fed Chair thoughts Excitement over China talks PLUS we are now on Spotify and Amazon M...
DHUnplugged #755: Smoking Mirrors
04 Jun 2025
Contributed by Lukas
Set your clock - must be the weekend - New Tariffs imposed Someone wants the Fed Chair job TACO FAFO and more... More muddy AI cover art P...