Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates
About this episode
Derek Moore and guests discuss economic indicators, stock valuations, and the Federal Reserve's potential rate changes.
Derek Moore is joined by Mike Snyder and Shane Skinner exploring whether the economy via the LEI (Leading Economic Indicator) is flashing bearish signals. Then, they run through Micron, Intel, and Apple looking at relative valuations and what analysts are predicting. Later, they review some post earnings moves and volatility (or lack thereof). Plus, why do people think the Fed has a chance to raise rates? Micron vs Apple relative forward PE ratios Micron's forward PE is really low, but why? Intel continues its parabolic run What is the LEI Leading Economic Indicator Weights within the LEO How sentiment is super low and how it impacts LEI Powell wraps up his last meeting but he's not leaving? Does Warsh get rate cuts Lots of dissent within the Fed? Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
People in this episode
Host: Derek Moore
Guests: Mike Snyder, Shane Skinner
Mentioned in this episode
Organizations: Intel, Micron, Apple, The Fed
Books & works: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking
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- INTC vs NVDA | Prediction Markets Scam | Mag 7 Big Earnings Week
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- Consumer Confidence All-Time Low | Exxon vs Salesforce | Still in a Bull Market?
- Market Bull & Bear Case | Strait of Hormuz Tracking | SpaceX IPO S-1 Coming? | Company Earnings Most Looking Forward To
- So Far News Is Worse Than Markets | Fed Rate Hikes? | Mag 7 Valuations Get Cheaper | Peter Lynch on Corrections
- Analysts' vs The Market | Volatility | Kalshi Prediction Markets Arizona Lawsuit | Breakeven Rates
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