The Unchanged S&P 500 Index | Micron Post Earnings | Hormuz Tanker Counts | Fed Useless Dot Plots | Bitcoin Sentiment | Michael Saylor Strategy Problems?
About this episode
Derek Moore discusses Micron's earnings, geopolitical issues, and Bitcoin sentiment with guests Mike Snyder and Shane Skinner.
Derek Moore is joined by Mike Snyder and Shane Skinner this week where they'll discuss Micron's earnings announcement and subsequent stock price changes and free cash flow. Is that where all the hyperscalers cash is heading? Plus, the latest geo-political goings on including tracking the number of tankers in the Strait of Hormuz. Are the Fed dot plot predictions (expectations) really as useless as they same? Don't forget the guys got Derek talking about Bitcoin and Strategy again. Finally, looking at some bull and bear cases for the equity markets. What are the Hyperscalers? Strait of Hormuz tanker tracker Michael Saylors Bitcoin problem Bitcoin sentiment Micron implied volatility Micron's earnings and forward multiples Cash flow on the Mag 7 vs Micron Fed dot plots What the Fed dot plots predicted in December 2020 vs what actually happened 2021-2022 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
Guests: Mike Snyder, Shane Skinner
Topics covered
- Micron earnings
- Strait of Hormuz
- Fed dot plots
- Bitcoin sentiment
- equity markets
Keywords
- Micron
- Strait of Hormuz
- Fed dot plots
- Bitcoin
- equity markets
- hyperscalers
- cash flow
Mentioned in this episode
Organizations: Micron
Books & works: Broken Pie Chart, Buy and Hedge, Effortless Public Speaking
Places: Strait of Hormuz
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