PodcastDHUnplugged PodcastOctober 14, 2026
DHUnplugged #821: Gold Standard Ahead
Hosts JC Dvorak and Andrew Horowitz riff on bank earnings, bond yields, housing price cuts, AI and software reverse-engineering, consumer debt, trade deficits, Treasury policy and Apple's smart-home push.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.