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Broken Pie Chart


Aug 29, 2021

Jay Pestrichelli, CEO of ZEGA Financial, is back to talk a walk around the markets to discuss both sides of inflation debate, interesting numbers around all-time highs, hedging, the FED, Housing Prices. Jay turns the tables and hosts asking Derek about the case for and against inflation being transitory.

 

Transitory or Non-Transitory case for inflation

Container shipping issues with inflation

The Fed interest rate tapers and rate decisions

Market at All-time highs

Just best Hedge

Housing Prices big deal nor no-deal?

Demand for Treasuries

Reverse Repos and the Fed

Covid risks in the economy

Afghanistan risk to markets

 

Mentioned in this Episode:

 

Contact Derek derek.moore@zegafinancial.com

 

Follow Derek’s blog articles on the ZEGA site https://zegafinancial.com/blog

 

 

Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&

 

Gamestop short squeeze and wall street bets podcast https://podcasts.apple.com/us/podcast/gamestop-short-squeeze-by-reddit-wall-street-bets-traders/id1432836154?i=1000507187446

 

What are Repos and Reverse Repos https://podcasts.apple.com/au/podcast/what-are-reverse-repos-and-repos-fed-enters-overnight/id1432836154?i=1000523659106

 

How much Bitcoin or Ethereum to hold https://podcasts.apple.com/au/podcast/how-much-ethereum-and-bitcoin-should-i-have-in-my-portfolio/id1432836154?i=1000520947855