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Broken Pie Chart

Jan 16, 2022

Derek Moore is joined once again by ZEGA CEO Jay Pestrichelli to give a few contrarian takes on markets. What are the inverse of obvious trades when inflation is perceived to be continuing? How commodities have run but gold has disappointed. Plus, why the Fed raising rates might increase costs. Yup, that’s contrarian...


Jan 9, 2022

Derek Moore explains what was in those Fed minutes released last week that stirred up selling in the markets. What does balance sheet normalization mean? When are forecasters expecting the first interest rate hike? Is the Fed worried about the yield curve?

 

Why did the Fed Minutes release rile markets

Increasing the...


Jan 2, 2022

Derek Moore reviews asset classes like stocks, bonds, bitcoin, and gold. What investors thought would be a no brainer with higher inflation didn’t work. Plus, Derek goes back ten years and reads some bearish doom and gloom predictions for crashes that never came true. How wrong where they and why you maybe...


Dec 27, 2021

Jay Pestrichelli joins Derek Moore to review some 2022 market predictions. You shouldn’t trade of these! Make sure to listen in a year to see what they got right, and what they got wrong.

 

2022 S&P 500 Index Year End Predictions

2022 Inflation

2022 Earnings on the S&P 500 Index

Will the S&P 500 see multiple...


Dec 19, 2021

Derek Moore responds to market pundits making 2022 predictions where they examine whether stock prices will see moves diven by changes in earnings vs PE multiples expanding. Also covered will be effect share buybacks have on earnings per share EPS. Then he compares Amazon and Apple forward multiples and...