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DH Unplugged 819: Bessent's Counterfactual, SoftBank's Junk Bonds & Market Highs

DH Unplugged 819 covers Bessent's 'counterfactual' defense, SoftBank's $11B junk-bond AI bet, NASDAQ highs, and stealth stock picks like Generac and Micron.

This episode matters because it equips investors to see through the kind of unfalsifiable rhetoric that can mask risky government bond-buying and corporate debt binges. By dissecting Bessent's 'counterfactual' defense and SoftBank's junk-bond-funded AI bets, Horowitz and Dvorak give listeners the critical tools to question official narratives and spot hidden leverage in markets. Their deep dive into index construction and stealth outperformers like Generac, Seagate, and Micron also offers actionable insights for portfolio positioning. In an era of narrow market highs and policy spin, this podcast delivers the skeptical, signal-over-noise analysis that helps investors protect their capital and make informed decisions.