DHUnplugged #817: I am The House

DHUnplugged #817: I am The House

From DHUnplugged Podcast by Andrew Horowitz and JC Dvorak

September 8, 2026 · 1h 7m

About this episode

The episode discusses various economic topics including the Yen, CPI, and bond yields while introducing new streaming platforms.

I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. 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 S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE…

People in this episode

Hosts: John S. Dvorak, Andrew Horowitz

Topics covered

Keywords

Mentioned in this episode

Organizations: Spotify, Amazon Music/Podcasts, DHUnplugged

Places: Yen, Hormuz

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