Warm-Up
\n- JOBS Number - Odd Move
\n- Saylor is selling Bitcoin!
\n- VEGGIE ALERT!
\n- US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?)

Markets
\n- Starting off July on a Wobble
\n- SpaceX added to NAZ100
\n- Oil prices drifting lower - Gas at the pump?
\n- Oracle - Canary?

IRAN
\n- Looks like war is back on - at least for tonight
\n- Oil rises about 3% on the news
\n- US revokes Iran's ability to sell oil around the world
\n- Markets don't seem overly concerned - VIX still low at 16
\n- Odds that this will be more than a quick in and out?
\n--- Could it be that Iran was waiting until after the Funeral?

JOBS COOL, FED STILL HOT
\n- June payrolls came in at +57,000, well under the +110,000 estimate.
\n- April and May were revised down by a combined 74,000 jobs.
\n- Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people.
\n- Labor-force participation fell to 61.5%, the lowest in more than five years.
\n- Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy.
\n- Average hourly earnings rose $0.13 in June.
\n- Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence.
\n- - Fed Funds Futures Now only ONE Raise by Year-End

DOW RECORD, NASDAQ WOBBLE
\n- The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear.
\n- S&P 500 finished roughly flat.
\n- Nasdaq fell about 0.8% as chip stocks dragged the tape lower.
\n- The Philadelphia Semiconductor Index dropped more than 5% on July 2.
\n- Apple rose nearly 5% on iPhone launch optimism.
\n- Nvidia and other AI/chip names stayed volatile after a huge first-half","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/37914250"},"partOfSeries":{"@type":"PodcastSeries","name":"DHUnplugged Podcast","url":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/158157"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/ru/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/ru/usa/investing/203","name":"Investing"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/158157","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/158157/512.jpg"}}]}]}

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DHUnplugged Podcast

8 Jul 2026 02:14

DHunplugged #809: He’s Selling Bitcoin!

Investing

Starting off July on a Wobble

SpaceX added to NAZ100

Oil prices drifting lower – Gas at the pump?

JOBS Number – Odd Move

Saylor is selling Bitcoin!

PLUS we are now on Spotify and Amazon Music/Podcasts!

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Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?)

Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary?

World Cup? - USA is out... (Bad goalie move last night)

IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral?

JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End

DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half

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