
Derek Moore discusses the performance of Intel vs Nvidia and explores prediction markets and upcoming earnings.
Derek Moore is joined by Mike Snyder and Shane Skinner to talk about semiconductors and the relative surprising performance of Intel vs Nvidia. Plus, they examine forward PE ratios and how stocks making new all-time highs might have gotten cheaper on a valuation basis. Later, the news reports of a person scamming prediction markets for weather using a hair dryer. Finally, it's a huge earnings week so the gang has you covered looking at what the option markets are predicting for expected moves based on implied volatility. Intel vs Nvidia relative performance Did Intel get cheaper on a valuation basis? Semiconductors apparently keep going higher Microsoft, Apple, Meta, Google, and Amazon earnings are all this week Report that someone used a hair dryer on a temperature sensor in Paris to win prediction The problems with prediction markets and whether they have any place in investments 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
Host: Derek Moore
Guests: Mike Snyder, Shane Skinner
Organizations: Microsoft, Apple, Meta, Google, Amazon
Books & works: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking
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