Month: May 2018

DHUnplugged #409: Europe in Turmoil

Europe in turmoil as Italian politicians were unable to form a government. Major rotation out of European banks and bonds helped to push down the 10-year U.S. Treasury yield. After a week off, not much has changed The tape is very sensitive to any and all headlines. Markets are still...

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TDI Podcast: Entertain Me, Teach Me (#562)

Double the guests, quadruple the insights. We begin with talking cryptocurrency trading with Taylor Letterman of Simpler Trading. Taylor provides some wonderful insights about this fast moving area of finance.

Howard Lindzon comes with thoughts about swimming with Great White sharks and building networks. Plus a look at what he sees...

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TDI Podcast: Hedgeye’s Keith McCullough (#561)

Guest Keith McCullough digs deep into some of the more important market moving information that is available. We discuss macro tourism, moving average monkeys, key macro models that Hedgeye uses in their analysis.

Plus, a look back on the week and what is ahead.

AND, a quick update on Andrew’s recent trip...

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DHUnplugged #408: Live From NY – It’s DH Night!

Markets appeared to be back in bull mode. Earnings season wraps up with very impressive results. Buybacks are massive and buyers like what they see. There has also been a noticeable lack of headline risk as little mention of tariffs or other negative tones are heard into the mid-term elections....

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TDI Podcast: PJ Gorynski – The Survey Master (#560)

Guest PJ Gorynski of Bespoke Market Intelligence explains how specialized surveys are used to better understand investor and market sentiment. We take a look at some of his findings related to the newly announce Facebook (FB) dating service that was recently announced. How will that impact Match (MTCH) and other...

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