49 min
Bitcoin ETF Sell the News? | Expect Stock Market Corrections | Value vs. Growth | Travel Inflation Cooling? Broken Pie Chart
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- Investing
Derek Moore and Mike Puck of ZEGA Financial join up to discuss the run up and selloff in bitcoin around the bitcoin spot etf launches. Is it the obvious buy the rumor sell the news situation? How CPI components like lodging away from home and travel pricing are starting to cool. Later, examining the value vs growth debate and whether this is the year for value to finally have its day. Plus, forward PE valuations and how they have fluctuated over the last 2 years.
Bitcoin ETFs finally launch
Bitcoin prices rally ahead of the ETF launch and selloff on launch day
Buy the rumor sell the news?
Why value stocks have had difficulty outpacing growth
Cost of capital value stocks vs growth stocks
CPI travel components are cooling off bringing some pricing power back to consumers
Forward PE ratios
How the forward multiple has expanded after dropping in 2022
Why corrections are normal
Historically the markets suffer corrections but are often up for the year
1987 crash was big but market actually ended the year up
Once again why predictions and guessing market direction can be futile
Mentioned in this Episode:
Hedging With Options Examples | Soft Landing? | US Congress Trading Returns | Is Good News or Bad News Good?
https://podcasts.apple.com/us/podcast/hedging-with-options-examples-soft-landing-us-congress/id1432836154?i=1000640844619
2024 Predictions | Late Year Rally Bullish? | What if Investors Are Expecting Too Many Rate Cuts? https://podcasts.apple.com/us/podcast/2024-predictions-late-year-rally-bullish-what-if-investors/id1432836154?i=1000640245688
0 DTE Options to Blame for Selloff? | 2024 Targets for S&P 500 Index | Fed Dot Plots Always Wrong?https://podcasts.apple.com/us/podcast/0-dte-options-to-blame-for-selloff-2024-targets-for/id1432836154?i=1000639530301
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Contact Derek derek.moore@zegafinancial.com
www.zegafinancial.com
Derek Moore and Mike Puck of ZEGA Financial join up to discuss the run up and selloff in bitcoin around the bitcoin spot etf launches. Is it the obvious buy the rumor sell the news situation? How CPI components like lodging away from home and travel pricing are starting to cool. Later, examining the value vs growth debate and whether this is the year for value to finally have its day. Plus, forward PE valuations and how they have fluctuated over the last 2 years.
Bitcoin ETFs finally launch
Bitcoin prices rally ahead of the ETF launch and selloff on launch day
Buy the rumor sell the news?
Why value stocks have had difficulty outpacing growth
Cost of capital value stocks vs growth stocks
CPI travel components are cooling off bringing some pricing power back to consumers
Forward PE ratios
How the forward multiple has expanded after dropping in 2022
Why corrections are normal
Historically the markets suffer corrections but are often up for the year
1987 crash was big but market actually ended the year up
Once again why predictions and guessing market direction can be futile
Mentioned in this Episode:
Hedging With Options Examples | Soft Landing? | US Congress Trading Returns | Is Good News or Bad News Good?
https://podcasts.apple.com/us/podcast/hedging-with-options-examples-soft-landing-us-congress/id1432836154?i=1000640844619
2024 Predictions | Late Year Rally Bullish? | What if Investors Are Expecting Too Many Rate Cuts? https://podcasts.apple.com/us/podcast/2024-predictions-late-year-rally-bullish-what-if-investors/id1432836154?i=1000640245688
0 DTE Options to Blame for Selloff? | 2024 Targets for S&P 500 Index | Fed Dot Plots Always Wrong?https://podcasts.apple.com/us/podcast/0-dte-options-to-blame-for-selloff-2024-targets-for/id1432836154?i=1000639530301
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Contact Derek derek.moore@zegafinancial.com
www.zegafinancial.com
49 min