39 min
Max Bearish? | Earnings Declines Don’t Mean Falling Stocks? Broken Pie Chart
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- Investing
Jay Pestrichelli, CEO of ZEGA Financial and Derek Moore are back to talk Netflix earnings, why earnings declines don’t necessarily mean falling stock prices, wide bid ask spread in housing, and volatility dropping in the currency and fixed income markets. Plus, the AAII investor survey points to record lows in bullish sentiment. Why margins are being overlooked in earnings estimates. Finally, is Japan an unknown, unknown and Derek (without any knowledge) predicts Amazon buys AMC and Apple buys Netflix.
Does the market still care about Netflix earnings?
Netflix low YoY quarterly revenue growth
Wild prediction on Apple buying Netflix
Why doesn’t Amazon buy AMC?
Existing home sales continue to make new lows year over year
Earnings declines don’t equal lower stock prices all the time
Comparing years where earnings are lower but stocks are higher
Why markets look forward to future earnings expectations
Volatility dropping in FX and fixed income markets
Spread between equity volatility and Fixed Income volatility still wide
Used car prices finally printing lower lows
AAII survey points to low bullish sentiment and high bearish sentiment
Margins in earnings should be the story
Why Japan may be a thing to watch as an unknown unknown
Mentioned in this Episode:
2023 market predictions that will probably be wrong again https://podcasts.apple.com/us/podcast/2023-predictions-markets-and-the-economy/id1432836154?i=1000591390337
Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr
Jay Pestrichelli’s book Buy and Hedge https://www.amazon.com/Buy-Hedge-Iron-Rules-Investing/dp/1087941849/ref=nav_signin?_encoding=UTF8&qid=&sr=&asin=1087941849&revisionId=&format=4&depth=1
Contact Derek derek.moore@zegafinancial.com
Jay Pestrichelli, CEO of ZEGA Financial and Derek Moore are back to talk Netflix earnings, why earnings declines don’t necessarily mean falling stock prices, wide bid ask spread in housing, and volatility dropping in the currency and fixed income markets. Plus, the AAII investor survey points to record lows in bullish sentiment. Why margins are being overlooked in earnings estimates. Finally, is Japan an unknown, unknown and Derek (without any knowledge) predicts Amazon buys AMC and Apple buys Netflix.
Does the market still care about Netflix earnings?
Netflix low YoY quarterly revenue growth
Wild prediction on Apple buying Netflix
Why doesn’t Amazon buy AMC?
Existing home sales continue to make new lows year over year
Earnings declines don’t equal lower stock prices all the time
Comparing years where earnings are lower but stocks are higher
Why markets look forward to future earnings expectations
Volatility dropping in FX and fixed income markets
Spread between equity volatility and Fixed Income volatility still wide
Used car prices finally printing lower lows
AAII survey points to low bullish sentiment and high bearish sentiment
Margins in earnings should be the story
Why Japan may be a thing to watch as an unknown unknown
Mentioned in this Episode:
2023 market predictions that will probably be wrong again https://podcasts.apple.com/us/podcast/2023-predictions-markets-and-the-economy/id1432836154?i=1000591390337
Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr
Jay Pestrichelli’s book Buy and Hedge https://www.amazon.com/Buy-Hedge-Iron-Rules-Investing/dp/1087941849/ref=nav_signin?_encoding=UTF8&qid=&sr=&asin=1087941849&revisionId=&format=4&depth=1
Contact Derek derek.moore@zegafinancial.com
39 min