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Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Is Nvidia in a Bubble? | Don’t Give Up on the Bull Market Yet? | French Election Implied Volatility | Shipping Containers
Manage episode 426436292 series 2426951
Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Derek Moore is back to discuss the WSJ article comparing Nvidia to Cisco and Jim Cramer’s response. Is Nvidia in a bubble?
Wall Street Journal Article on Cisco 2000 vs Nvidia 2024
Forward PE multiples then and now Cisco vs Nvidia
Data showing bull markets often continue the second half of the year
When markets are up 10% first half of the year what happens next?
Don’t give up on the bull market yet based on data?
Implied Volatility spikes in France compared to Germany
What does 100% Moneyness mean in options speak?
Explaining option moneyness at different levels
How does July stack up against other months of the year for S&P 500 returns?
August and July market returns in Election years
Inflation PCE cools while PCE Services less housing still elevated YoY
Container shipping rates rising again to highest level since September 2022
French CAC 40 Market near 10% drawdown from highs
Mentioned in this Episode
WSJ article comparing Cisco in 2000 vs Nvidia in 2024 https://www.wsj.com/finance/investing/nvidia-is-no-cisco-but-it-is-getting-expensive-1938fcc0
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegafinancial.com
279 episodes
Share
Manage episode 426436292 series 2426951
Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Derek Moore is back to discuss the WSJ article comparing Nvidia to Cisco and Jim Cramer’s response. Is Nvidia in a bubble?
Wall Street Journal Article on Cisco 2000 vs Nvidia 2024
Forward PE multiples then and now Cisco vs Nvidia
Data showing bull markets often continue the second half of the year
When markets are up 10% first half of the year what happens next?
Don’t give up on the bull market yet based on data?
Implied Volatility spikes in France compared to Germany
What does 100% Moneyness mean in options speak?
Explaining option moneyness at different levels
How does July stack up against other months of the year for S&P 500 returns?
August and July market returns in Election years
Inflation PCE cools while PCE Services less housing still elevated YoY
Container shipping rates rising again to highest level since September 2022
French CAC 40 Market near 10% drawdown from highs
Mentioned in this Episode
WSJ article comparing Cisco in 2000 vs Nvidia in 2024 https://www.wsj.com/finance/investing/nvidia-is-no-cisco-but-it-is-getting-expensive-1938fcc0
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegafinancial.com
279 episodes
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Similar to Broken Pie Chart
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
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