Analysts' vs The Market | Volatility | Kalshi Prediction Markets Arizona Lawsuit | Breakeven Rates
About this episode
Derek Moore discusses market volatility and prediction markets with guests Mike Snyder and Shane Skinner.
Derek Moore is joined by Mike Snyder and Shane Skinner where they get into a discussion around the market moving lower, lowering the forward PE, and analysts haven't budged their estimates yet. So, who's right and who's wrong? Then they go through the volatility environment and whether this is a normal midterm year pullback reminding everyone this is pretty typical. Later, they get into Arizona suing Kalshi and whether prediction markets (or betting) belong under the CFTC. Vix and VVIX Volatility in markets CFTC as regulator of prediction markets Who needs prediction markets? Arizona sues Kalshi Forward PE multiples drop While EPS forward estimates rise When will analysts start adjusting their EPS estimates? What are breakeven inflation rates Why breakeven rates historically haven't been a great predictor of future inflation Mentioned in this Episode Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp Derek Moore's book Broken Pie Chart…
People in this episode
Host: Derek Moore
Guests: Mike Snyder, Shane Skinner
Mentioned in this episode
Organizations: Kalshi, CFTC
Books & works: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking, The Big Short Movie & Credit Default Swaps, Margin Call Movie and VaR Value at Risk Explained
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