56 min
Michael Saylor is Right on Bitcoin? |Worst Crash Since 1929 Coming? | Semiconductors Get Big Flows | 0 DTE Option Stats Broken Pie Chart
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- Investing
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, talk through some examples of options trading in 0 DTE options on the SPX and Nvidia. Plus, a hedge fund manager says the worst crash since 1929 is coming. Looking at huge inflows into the semiconductor ETFs. Derek actually agrees with Michael Saylor’s points on Bitcoin including whether it’s a currency or property. Media mentions of stock market bubble are rising but so are continued mentions of AI. Finally, PPI producer price index comes in hot especially services while real retail sales still hasn’t gone above its 2022 highs. All that and more this week.
Is Bitcoin a currency or property?
MicroStrategy’s Michael Saylor interview on CNBC
Hedge fund manager says worst market crash since 1929 coming
How the same people make the same market predictions all the time
Semiconductor ETFs get massive flows of money last week
Examining detailed option data on SPX and NVDA 0 DTE options
Media mentions of “stock market bubble” are rising
Media mentions of AI and artificial intelligence jumped prior to the takeoff in AI stocks
PPI producer price index comes in hotter than expected
Services inflation now higher than goods inflation
Comparing US Deposits at commercial banks vs money markets
Money markets assets hit new highs
What do big money market balances mean for the stock market if anything?
Advanced real (after inflation) retail and restaurant sales
YTD 2024 ETF category flows bitcoin vs gold
Mentioned in this Episode
Michael Saylor CNBC interview about Bitcoin and whether it’s a currency or property https://twitter.com/saylor/status/1767178599390458285
Previous Week’s Podcast:
Worst Market Timing Ever? | Options Cost of Carry | Option Put Call Parity | Unemployment Bad News Is Bad News? https://podcasts.apple.com/us/podcast/worst-market-timing-ever-options-cost-of-carry/id1432836154?i=1000648820557
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 Jay Pestrichelli, CEO of ZEGA Financial, talk through some examples of options trading in 0 DTE options on the SPX and Nvidia. Plus, a hedge fund manager says the worst crash since 1929 is coming. Looking at huge inflows into the semiconductor ETFs. Derek actually agrees with Michael Saylor’s points on Bitcoin including whether it’s a currency or property. Media mentions of stock market bubble are rising but so are continued mentions of AI. Finally, PPI producer price index comes in hot especially services while real retail sales still hasn’t gone above its 2022 highs. All that and more this week.
Is Bitcoin a currency or property?
MicroStrategy’s Michael Saylor interview on CNBC
Hedge fund manager says worst market crash since 1929 coming
How the same people make the same market predictions all the time
Semiconductor ETFs get massive flows of money last week
Examining detailed option data on SPX and NVDA 0 DTE options
Media mentions of “stock market bubble” are rising
Media mentions of AI and artificial intelligence jumped prior to the takeoff in AI stocks
PPI producer price index comes in hotter than expected
Services inflation now higher than goods inflation
Comparing US Deposits at commercial banks vs money markets
Money markets assets hit new highs
What do big money market balances mean for the stock market if anything?
Advanced real (after inflation) retail and restaurant sales
YTD 2024 ETF category flows bitcoin vs gold
Mentioned in this Episode
Michael Saylor CNBC interview about Bitcoin and whether it’s a currency or property https://twitter.com/saylor/status/1767178599390458285
Previous Week’s Podcast:
Worst Market Timing Ever? | Options Cost of Carry | Option Put Call Parity | Unemployment Bad News Is Bad News? https://podcasts.apple.com/us/podcast/worst-market-timing-ever-options-cost-of-carry/id1432836154?i=1000648820557
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
56 min