
DHUnplugged Podcast
A weekly podcast that explores the more interesting side of finance and investing. Hosted by Andrew Horowitz and JC Dvorak, it offers commentary and insights on financial topics beyond the typical headlines. The show aims to make finance engaging and accessible to a broad audience.
Episodes

DHunplugged #818: Cyberdyne IRL
It’s the end of the world and we know it…
CPI numbers – HOT – Markets think hit a top – or just options Friday?
Sell Rosh Hashana and Buy Yom Kippur?
Plenty of AI
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DHUnplugged #817: I am The House
I am the House! Bessent on Yen and other matters (he has inside information).
Straight of Hormuz – There is no movement people.
CPI coming Friday – many say ultimate Fed test.
Gen-Z Dumps the bubbles.
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DHUnplugged #816: Strikes, Spikes, Hikes
September – here we are and the volatility starts.
Bear Invasions – is this something we should pay attention to?
Target is in the hotseat, Good-Good too.
Bombing Iran again.
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DHUnplugged #815: Stupid Does Stupid
Things are getting weird – looks like someone is panicking.
The Dumber side of finance – let’s dig in.
A big week ahead – major earnings could move markets.
– Gold, Bitcoin moving on a lower USD.
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DHUnplugged #814: The Doldrums
Oil Reserves taking a hit.
Finally getting to the recent high profile earnings.
Market Top Calls (again).
ALL TIME HIGHS – Then some consolidation (then highs again).
Situational Awareness Update.
SpaceX Bounces…
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DHUnplugged #813: Fear and Greed
NEW HIGHS!!! Shaking off the bad stuff.
In the midst of earnings season – peak was last week.
Let’s Look at the Fear and Greed Index.
Unemployment numbers are out (Something for everyone)
 
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DHUnplugged #812: Rollercoaster Ride
– OOFAH – Microsoft, Apple and Amazon earnings and stock moves.
– Hackathon disguised.
– KOSPI wild ride wrecks portfolios.
– Oil moved up on War – now no War again…
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DHUnplugged #811: Remembering JCD
Saying goodbye to JCD.
Andrew’s Tribute.
Growing up Dvorak with JC.
Plenty of financial news to discuss.
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DHUnplugged #810: Big Blew Up
SpaceX – Price almost $135 – full retracement.
Earnings season in on – here we go!
Inflation – choppy.
War back on! Straits Open? Or?
New Diet? CYCLOSPORIASIS
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DHunplugged #809: He’s Selling Bitcoin!
Starting off July on a Wobble
SpaceX added to NAZ100
Oil prices drifting lower – Gas at the pump?
JOBS Number – Odd Move
Saylor is selling Bitcoin!
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DHUnplugged #808: Bulls in a Bubble Shop
Happy 250th!
The bulls are bubbling up!
Yentervention - it is a thing.
Labor market predictions.
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DHUnplugged #807: MahJong and Markets
Announcing the CTP for SpaceX.
MahJong Craze gone wild.
Goodbye to Alan Greenspan - The Maestro.
Have you seen RAM prices?
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DHUnplugged #806: Buy the Rumor and The News
Let's Make a Deal!
News Dominated by ... SpaceX
This week - Fed rate Decision
Need a new CTP (SPACEX?)
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DHUnplugged #805: Space Race
Another good month - investors are giddy.
Oil - CRITICALLY LOW inventory (Inside Baseball).
Fed governor admits inflation is hard to control.
A major name says they are reducing stocks - but are they really?
Announcing the Winner of the CTP for Salesforce (CRM).
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DHUnplugged #804: Circular Bio-Economy
Oil Drops - Still highest cost for Memorial Day in years
Consumer Sentiment Drops again
New Fertilizer coming - Kinda Soilent Green vibe
Everyone is talking about SpaceX
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DHUnplugged #803: The Thucydides Trap
- Happy Memorial Day
- A WARM DHU welcome to Kevin Warsh - good luck fella, you are going to need it sir.
- The new transient inflation.
- Another BOARD? These guys like to make exclusive clubs...
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DHUnplugged #802: UBI Begins
A torn Meniscus - that is what they say... now what?
The beginning of UBI as a response from the AI boom?
Black in packaging - byproduct of war
Markets - - Up up and away!
- New inflation data is in...
- The Circular Economy - Great chart....
- Some inflation facts
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DHUnplugged #801: Robot Takeover Begins
Good overall earnings season - still going strong
Economic reports show a mixed picture - but still good enough
Semi-annual earnings report option gaining steam
Saying goodbye to Spirit Airlines
Markets
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Lo

DHUnplugged #800: 50-50 Market
All-time highs - SP500 up 9% MTD - NAS100 even more
Balanced risk - up or down from here is evenly matched
All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%)
Worried about No More Mr. Nice Guy
The new "Blockchain" , "SPAC", "MEME" that is pushing stocks
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DHUnplugged #799: Out of Action Again
All-time highs - SP500 up 8% MTD - NAS100 even more
Balanced risk - up or down from here is evenly matched
JCD could not make it tonight - back for some more tests....
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DHUnplugged #798: Market Immunity
PCE and inflation trends - single day concern
Earnings Season - Goldman, JPM
Eco Reports of historic proportion
Feds looking at Private Credit holdings at banks
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DHUnplugged #797: Transitory War Pricing
A surprising payroll report
The quick war - not over just yet
Food inflation coming
Economics - a bright spot and surprising report last week
Space issues - Space sewage
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DHUnplugged #796: Broken Trump Card
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 Trump Card no longer works...
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DHUnplugged #795: Johnny B Good
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 a mess.
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DHUnplugged #794: It’s A Drone World After-All
Exploring Bogus oil prices
Hold cow - look at what Gemini and JSD can do...
Markets needed good news - Correlation high
Fed on hold?
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