May 28, 2023
Derek Moore and ZEGA Financial CEO Jay Pestrichelli have a lively discussion on whether AI is supplanting Crypto and Blockchain as the new thing. Then they point out fund flows going to long duration treasury (and 3x triple leveraged Treasury ETF) and why? Later we discussed the new increase in probabilities for more...
May 21, 2023
Derek Moore and ZEGA Financial CEO Jay Pestrichelli do it again. That’s right they talk about AI but this time around how it may be driving Mega Cap Tech performance relative to the rest of the market. Plus, the weight of the top 2 S&P 500 companies is the highest since 1978 and the top 10 companies weighting is now...
May 14, 2023
Derek Moore and ZEGA Financial CEO Jay Pestrichelli discuss whether the option markets via Volatility Indexes are underrating potential market turmoil. Plus, they debate whether fears of the US defaulting on Treasury Bonds is Overrated? Using ChatGPT AI to research the 1979 US Treasury default. Then they talk through...
May 7, 2023
Jay Pestrichelli is back on with Derek Moore where they do a deep dive into dividends. There are a lot of misconceptions around things like total return vs price return, ex-dates, payable dates, record date and more. Plus, they look at an example ETF before noting that there seems to be a movement of young investors...