About this episode

Derek Moore discusses market trends with guests Mike Snyder and Shane Skinner, focusing on memory stocks, US Dollar strength, oil prices, and the Fed's potential interest rate decisions.

Derek Moore is joined by Mike Snyder and Shane Skinner to get into markets including whether the memory stock run (including Micron) is over or just taking a pause. Then, they look at the strength of the US Dollar and whether that is a major headwind while oil prices seem like they are done worrying about the Strait of Hormuz. Later, the case for and against the Fed LOWERING rates this year vs the consensus view that they need to tighten. Oh yeah, and they get Derek talking again about Bitcoin and Strategy, the resilient employment numbers, ISM prices paid are dropping, and market seasonality. Did Michael Saylor compare Strategy's perpetual preferred shares to a 3-month treasury? Bitcoin winter The case for and against the Fed CUTTING rates Strong employment numbers ISM prices paid and oil prices are dropping Market seasonality and how July historically goes The market seems to have forgotten about the Straight of Hormuz Above all else its earnings, but at what multiple, and at what net profit margin? Micron, SanDisk, and the memory stocks turn over so what's next? Getting into earnings seasons once again US Dollar strength so what's the problem? US Dollar zone of insignificance…

People in this episode

Host: Derek Moore

Guests: Mike Snyder, Shane Skinner

Topics covered

• memory stocks
• US Dollar strength
• oil prices
• Fed interest rates
• Bitcoin strategy
• market seasonality
• employment numbers

Keywords

• memory stocks
• US Dollar
• oil prices
• Fed rates
• Bitcoin
• employment numbers
• market seasonality

Mentioned in this episode

Organizations: Micron, SanDisk, Strategy, Zegainvestments

Books & works: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking

Places: US, Strait of Hormuz

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