Oct 6, 2025
Derek Moore is joined by Mike Syder this week to talk about market performance during government shutdowns, gold’s historic YTD performance, and looking at how much turnover there is within the top 10 companies in the S&P 500 index. Plus, is ChatGPT causing a divergence in job growth since its release? Later, we discuss the increasing talk about whether we are in a bubble.
Is the stock market in a Bubble?
Gold’s YTD performance is in record territory
ChatGPT as a jobs killer
Government shutdowns and market performance
Typical length of government shutdowns
Full vs partial shut downs
14th strongest September S&P 500 Index return since 1950 so now what?
Who will replace EA Sports in the S&P 500 Index?
New companies join the S&P 500 Index including RobinHood and AppLovin
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com