Warm-Up
\n- 250 Years!
\n- We have the scorecard
\n- Bulls are on the loose!
\n- Kevin Hassett - what a putz
\n- RAM JOB!

Markets
\n- Google's first day in the DJIA - a good one
\n- SpaceX bonds already losing
\n-Yen slips to 1986 levels - Yentervention?

WHAT A PUTZ!
\n- Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office.
\n- Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028.
\n- Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money.
\n- Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap.
\n- Money is invested in index funds and generally locked up until the child reaches adulthood.
\n- Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club.
\n- However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism.
\n- Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money.
\n- So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism.

First-Half Winners and Losers
\n- S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure.
\n- Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%.
\n- Overseas AI hardware ripped too: South Korea's Kospi up 123%, helpe","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/37842696"},"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

1 Jul 2026 02:15

DHUnplugged #808: Bulls in a Bubble Shop

Investing

Happy 250th!

The bulls are bubbling up!

Yentervention – it is a thing.

Labor market predictions.

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

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Warm-Up - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB!

Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention?

WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism.

First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helpe

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