PE Contraction | Salesforce vs Exxon | Nvidia is Cheap? | Volatility Skew | PPI Beats
About this episode
Derek Moore and Shane Skinner discuss market valuation, Nvidia's EPS estimates, and compare Salesforce and Exxon while exploring volatility skew and PPI numbers.
Derek Moore is joined by Shane Skinner to explain how the market just got cheaper on a forward valuation standpoint. Plus, how Nvidia EPS estimates reached a new all-time high while the stock trends sideways. Later, comparing Salesforce and Exxon, where they look at a multiple expansion vs a multiple contraction. Finally, they delve into an increase in the near-term volatility skew, and the hot PPI numbers. What is volatility skew Salesforce vs Exxon Nvidia goes sideways even though earnings and sales estimates reach new highs What does it me when stocks forward multiples contract (rerate) Getting into the PPI release 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
Mentioned in this episode
Organizations: Salesforce, Exxon, Nvidia
Products: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking
More episodes of Broken Pie Chart
- Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates
- INTC vs NVDA | Prediction Markets Scam | Mag 7 Big Earnings Week
- Tesla Earnings Option Volatility | S&P 500 To the Moon? | Did Investors Miss? | Back to All-Time Highs
- 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
Explore listener stats, chart rankings, contacts and more on the Broken Pie Chart podcast page.