DHUnplugged #798: Market Immunity

DHUnplugged #798: Market Immunity

From DHUnplugged Podcast by Horowitz and Dvorak

April 15, 2026 · 1h 1m · Episode 798

About this episode

The episode discusses market immunity in the context of inflation trends and earnings reports from major banks.

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 ! 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 - Walking back - Waffling and Extensions --- Blockade - not really - Market Immunity - Jesus.ai - Reading Retreats (The New Silent Disco?) Markets - PCE and inflation trends - single day concern - PPI revised - Earnings Season - Goldman, JPM - Historic Eco Report - Feds looking at Private Credit holdings at banks CONGRATS RORY! - back-to-Back Masters Champ - Over $250M in tour winnings Market Update - Great week for markets as Operation obliteration is postponed - - Weekend concerns and opening in the RED Monday as we get clarification - Markets somewhat immune? Looking past? - FWIW: Not much is moving thought the Straight....But who cares! ----- Markets made back all of the losses from the War! Nothing to worry…

People in this episode

Hosts: John C. Dvorak, Andrew Horowitz

Topics covered

  • market trends
  • inflation
  • earnings reports
  • Federal Reserve
  • consumer sentiment

Keywords

  • PCE
  • inflation
  • Earnings Season
  • Goldman
  • JPM
  • Federal Reserve
  • consumer sentiment
  • market update

Mentioned in this episode

Organizations: Goldman, JPM, Federal Reserve

Books & works: Jesus.ai

Places: Michigan

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