Talking Inflation, All-Time Market Highs, Interest Rates, Covid, Housing, & More Broken Pie Chart

Jay Pestrichelli, CEO of ZEGA Financial, is back to talk a walk around the markets to discuss both sides of inflation debate, interesting numbers around all-time highs, hedging, the FED, Housing Prices. Jay turns the tables and hosts asking Derek about the case for and against inflation being transitory.
 
Transitory or Non-Transitory case for inflation
Container shipping issues with inflation
The Fed interest rate tapers and rate decisions
Market at All-time highs
Just best Hedge
Housing Prices big deal nor no-deal?
Demand for Treasuries
Reverse Repos and the Fed
Covid risks in the economy
Afghanistan risk to markets
 
Mentioned in this Episode:
 
Contact Derek derek.moore@zegafinancial.com
 
Follow Derek’s blog articles on the ZEGA site https://zegafinancial.com/blog
 
 
Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
 
Gamestop short squeeze and wall street bets podcast https://podcasts.apple.com/us/podcast/gamestop-short-squeeze-by-reddit-wall-street-bets-traders/id1432836154?i=1000507187446
 
What are Repos and Reverse Repos https://podcasts.apple.com/au/podcast/what-are-reverse-repos-and-repos-fed-enters-overnight/id1432836154?i=1000523659106
 
How much Bitcoin or Ethereum to hold https://podcasts.apple.com/au/podcast/how-much-ethereum-and-bitcoin-should-i-have-in-my-portfolio/id1432836154?i=1000520947855