DHUnplugged #798: Market Immunity
From DH Unplugged by Horowitz and Dvorak
April 15, 2026 · 1h 1m · Episode 798
About this episode
The episode discusses PCE and inflation trends, earnings reports from major banks, and the Fed's focus on private credit holdings.
PCE and inflation trends – single day concern Earnings Season – Goldman, JPM Eco Reports of historic proportion Feds looking at Private Credit holdings at banks PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
People in this episode
Hosts: John C. Dvorak, Andrew Horowitz
Topics covered
- PCE trends
- inflation
- Earnings Season
- private credit
- stock picks
Keywords
- PCE
- inflation
- Earnings Season
- Goldman
- JPM
- private credit
- stock picks
Mentioned in this episode
Organizations: Goldman, JPM, Spotify, Amazon Music/Podcasts
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