About this episode

Derek Moore and Shane Skinner discuss Nvidia earnings, inflation, GDP, interest rates, and oil futures.

Derek Moore is joined by Shane Skinner to discuss the upcoming Nvidia earnings through the prism of the option volatility levels. Then, they look at inflation, GDP, and markets vs expectations. Later, looking at the interest rate predictions and the likelihood of cuts vs raises with Kevin Warsh now at the helm. Finally, looking at the oil futures curve and what the back end says about where people think oil will price to eventually. Nvidia earnings predictions Nvidia option implied volatility and expected moves around earnings Pricing the Nvidia straddle Future interest rate probabilities Kevin Warsh takes over the Fed Oil futures swap curve Inflation sticky or not? Atlanta Fed GDP Now 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

Guest: Shane Skinner

Topics covered

• Nvidia earnings
• inflation
• GDP
• interest rates
• oil futures
• market expectations

Keywords

• Nvidia earnings
• inflation
• GDP
• interest rates
• oil futures
• Kevin Warsh
• option volatility
• market expectations

Mentioned in this episode

Organizations: Atlanta Fed

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

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