49 min
Crazy VIX Bets Due to Election? | Market Reversal | Home Ownership Affordability Today | Shiller PE Broken Pie Chart
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- Investing
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial review some interesting VIX option trades around the election and around inauguration day in 2025 compared to the next few months options action. When young people say home ownership dreams are dead is that true? Surprising numbers to compare inflation adjusted costs. Plus, on Friday the market swung from down over 1% to up almost 1% as we continue to be in a buy the dip regime. Later discussing the evolving Fed rate cut expectations and why it shouldn’t be a surprise. Finally, they go bring up container shipping costs rising again and what that means for inflation, the Presidential election market cycle, history of interest rates, and more.
Looking at VIX trades far out of the money around election and inauguration day
Are retail investors making bets on a rise in volatility due to the election?
Why trading VIX options can be frustrating and may be misused by retail traders
Home ownership dreams dead for young people?
Comparing a monthly mortgage payment today on an inflation adjusted basis to historical
Home prices compared on an inflation adjusted basis
History of interest rates over 5000 years
Container shipping costs on the rise
Share buybacks at highest level over the last couple years and what that means for earnings
Friday’s huge market reversal going from down to up in the last hour
Fed rate cut expectations through the end of 2024 down from 7 cuts to 1 cut
4th year of the Presidential cycle and the S&P 500 Index
What Shiller Cape ratio means for returns over the next 10 years
Cape PE ration and Price to Free Cash Flow
Mentioned in this Episode
History of Interest Rates book by Sidney Homer and Richard Sylla https://amzn.to/3V3TNEJ
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
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
Contact Derek derek.moore@zegafinancial.com
www.zegafinancial.com
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial review some interesting VIX option trades around the election and around inauguration day in 2025 compared to the next few months options action. When young people say home ownership dreams are dead is that true? Surprising numbers to compare inflation adjusted costs. Plus, on Friday the market swung from down over 1% to up almost 1% as we continue to be in a buy the dip regime. Later discussing the evolving Fed rate cut expectations and why it shouldn’t be a surprise. Finally, they go bring up container shipping costs rising again and what that means for inflation, the Presidential election market cycle, history of interest rates, and more.
Looking at VIX trades far out of the money around election and inauguration day
Are retail investors making bets on a rise in volatility due to the election?
Why trading VIX options can be frustrating and may be misused by retail traders
Home ownership dreams dead for young people?
Comparing a monthly mortgage payment today on an inflation adjusted basis to historical
Home prices compared on an inflation adjusted basis
History of interest rates over 5000 years
Container shipping costs on the rise
Share buybacks at highest level over the last couple years and what that means for earnings
Friday’s huge market reversal going from down to up in the last hour
Fed rate cut expectations through the end of 2024 down from 7 cuts to 1 cut
4th year of the Presidential cycle and the S&P 500 Index
What Shiller Cape ratio means for returns over the next 10 years
Cape PE ration and Price to Free Cash Flow
Mentioned in this Episode
History of Interest Rates book by Sidney Homer and Richard Sylla https://amzn.to/3V3TNEJ
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
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
Contact Derek derek.moore@zegafinancial.com
www.zegafinancial.com
49 min