Jan 27, 2025
Derek Moore previews Apple, Tesla, and Microsoft earnings by looking at the implied moves around earning by the options market. Plus, Bloomberg comes out with a new inflation gauge called The Bacon Egg & Cheese Sandwich index. Later, Derek talks about a new study which shows the percentage of time in recessions by...
Jan 20, 2025
Derek Moore is joined by guest co-host Mike Puck to talk markets including how people seem to think making money in Bitcoin is too easy and what that means. Plus, why the S&P 500 Index concentration may not be as big of a deal when looking at how the index changes. Comparing the top 10 market weighted stocks in 1997 to...
Jan 13, 2025
Derek Moore is joined by guest co-host Spencer Wright to discuss the surge in bond yields, the surge in the US Dollar Index, and whether those two things might cause some near-term pain for equity markets. Plus, discussing whether AI Artificial Intelligence is a true next technological revolution and what it means for...
Jan 6, 2025
Derek Moore talks about the level of implied volatility in MicroStrategy and its performance relative to bitcoin. Plus, looking at how much future fed cut expectations have fallen for 2025. Later, Derek explains what drives returns looking at the forward p/e ratio vs forward analyst eps estimates for the S&P 500 Index,...