Fed Inflation Task Force | Free Cash Flow Hyperscalers vs Semiconductors | Head and Shoulders Crude Oil | Earnings Season Kicks Off | Anthropic S-1 Wait
About this episode
Derek Moore discusses the Fed's new Inflation Task Force and its implications, alongside insights on free cash flow dynamics between hyperscalers and semiconductor companies, and a look at crude oil patterns and earnings season.
Derek Moore is joined by Mike Snyder and Shane Skinner, looking at the Fed Task force and what that means for how the Fed evaluates inflation data. Plus, Anthropic is the S-1 everyone is waiting for. Later, they talk through a classic head and shoulders pattern than played out in WTI Oil charts, Fed probability of interest rate changes, Fed Minutes, and the generational exchange of free cash flow from hyperscalers to Semiconductor companies. All this and more this week. The Fed's new Inflation Task Force and what it means for how the Fed evaluates inflation data Anthropic: the S-1 everyone is waiting for A classic head and shoulders pattern playing out in WTI Crude Oil charts Fed probabilities of interest rate changes and the latest Fed Minutes The generational exchange of free cash flow from hyperscalers to semiconductor companies Earnings season kicks off What is an S-1 filing? What is a head and shoulders technical pattern? Which companies are reporting earnings soon? 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…
People in this episode
Host: Derek Moore
Guests: Mike Snyder, Shane Skinner
Topics covered
- Fed Inflation Task Force
- Free Cash Flow
- Hyperscalers
- Semiconductors
- Crude Oil
- Earnings Season
- S-1 Filing
Keywords
- Fed Task Force
- inflation data
- head and shoulders pattern
- WTI Crude Oil
- free cash flow
- hyperscalers
- semiconductors
- earnings season
- S-1 filing
Mentioned in this episode
Organizations: Anthropic
Books & works: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking
More episodes of Broken Pie Chart
- Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks Dip
- Memory Stocks Pause | Fed May Do What No One Thinks | US Dollar Strength | Crude Oil Prices Done? | Bitcoin Recession
- The Unchanged S&P 500 Index | Micron Post Earnings | Hormuz Tanker Counts | Fed Useless Dot Plots | Bitcoin Sentiment | Michael Saylor Strategy Problems?
- Kevin Warsh Fed | Economy Better than Thought? | SpaceX Option Volatility | Strategy STRC Preferred Dips
- SpaceX Day 1 Trading | Oil Going Lower? | SpaceX Expected Options Volatility | Inflation Hype | 2 Day Correction?
- Friday Selloff | SpaceX IPO Price | Strong Jobs Number Revisions | MicroStrategy Sells Bitcoin | Fed Rate Hikes?
Explore listener stats, chart rankings, contacts and more on the Broken Pie Chart podcast page.