DHUnplugged #792: Disrupter < Disrupters

DHUnplugged #792: Disrupter < Disrupters

From DHUnplugged Podcast by Horowitz and Dvorak

February 25, 2026 · 1h 1m

About this episode

The episode discusses the impact of recent tariff rulings, market conditions in China, and the ongoing issues related to the Mexico Cartel Wars.

DOD &#8211; Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs 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 Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs…

People in this episode

Hosts: John C. Dvorak, Andrew Horowitz

Topics covered

  • China markets
  • tariffs
  • Mexico Cartel Wars
  • stock prices
  • mortgage rates
  • Supreme Court ruling

Keywords

  • tariffs
  • China markets
  • Lunar New Year
  • FedEx
  • Apple
  • Cartel Wars
  • stock prices
  • mortgage rates

Mentioned in this episode

Organizations: FedEx, Apple

Places: China, Mexico

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