About this episode

The episode discusses market trends influenced by SpaceX and the recent Fed rate decision, along with investment strategies.

Let’s Make a Deal! News Dominated by … SpaceX This week – Fed rate Decision Need a new CTP (SPACEX?) 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 - Let's Make a Deal! - News Dominated by ... SpaceX - This week - Fed rate Decision - Need a new CTP (SPACEX?) Markets - Another V Formation - Nearing Highs again - IPO Madness - Anthropic and OpenAi - SpaceX IPO - could drain markets - More AI valuations through the roof DEDICATION: Stu Schifter - my good friend of 30 years passed away last night... battled Cancer for 2 years. Market Valuations - S&P 500 Forward P/E = 22.5 - 10-yr average = 19–20x - Long-term average 18-19 - Not cheap, pricing in a lot of earnings growth. - NASDAQ 100 forward P/E = 23-24 - 1-yr average ~23x - 20-yr average ~20–21x - Not screaming expensive on a forward basis - - NOTE: Training P/E = 33-40 NEW Playbook - But the Rumor and Buy the News - used to be Buy the Rumor and Sell the News…

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• DHUnplugged #807: MahJong and Markets · June 23, 2026 · 1h 5m

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