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Broken Pie Chart


Jun 22, 2026

Derek Moore is joined by Mike Snyder and Shane Skinner this week to get into the post Kevin Warsh Fed Presser reaction. Plus, leading economic indicators (LEI) are turning bullish? Then, they talk about the options action in SpaceX including how high is the implied volatility. Odds and ends this week include discussion on MicroStrategy’s preferred STRC has dropped below its par value.

 

SpaceX implied volatility in its options

Kevin Warsh FED press conference

Kevin Warsh says no dot for you!

LEI leading economic indicator

MicroStrategy (Strategy) preferred issue #STRC

Difference between a peg to par vs. trying to see it at par

Word count in FED statement Warsh vs Powell

10 Year Treasury yields vs Nominal GDP growth rate YoY

Oil prices continue to ease

Analysts keep their earnings estimates strong for the forward 12 month period

 

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