Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Michael Saylor is Right on Bitcoin? |Worst Crash Since 1929 Coming? | Semiconductors Get Big Flows | 0 DTE Option Stats

56:41
 
Share
 

Manage episode 406942614 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 and Jay Pestrichelli, CEO of ZEGA Financial, talk through some examples of options trading in 0 DTE options on the SPX and Nvidia. Plus, a hedge fund manager says the worst crash since 1929 is coming. Looking at huge inflows into the semiconductor ETFs. Derek actually agrees with Michael Saylor’s points on Bitcoin including whether it’s a currency or property. Media mentions of stock market bubble are rising but so are continued mentions of AI. Finally, PPI producer price index comes in hot especially services while real retail sales still hasn’t gone above its 2022 highs. All that and more this week.

Is Bitcoin a currency or property?

MicroStrategy’s Michael Saylor interview on CNBC

Hedge fund manager says worst market crash since 1929 coming

How the same people make the same market predictions all the time

Semiconductor ETFs get massive flows of money last week

Examining detailed option data on SPX and NVDA 0 DTE options

Media mentions of “stock market bubble” are rising

Media mentions of AI and artificial intelligence jumped prior to the takeoff in AI stocks

PPI producer price index comes in hotter than expected

Services inflation now higher than goods inflation

Comparing US Deposits at commercial banks vs money markets

Money markets assets hit new highs

What do big money market balances mean for the stock market if anything?

Advanced real (after inflation) retail and restaurant sales

YTD 2024 ETF category flows bitcoin vs gold

Mentioned in this Episode

Michael Saylor CNBC interview about Bitcoin and whether it’s a currency or property https://twitter.com/saylor/status/1767178599390458285

Previous Week’s Podcast:

Worst Market Timing Ever? | Options Cost of Carry | Option Put Call Parity | Unemployment Bad News Is Bad News? https://podcasts.apple.com/us/podcast/worst-market-timing-ever-options-cost-of-carry/id1432836154?i=1000648820557

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

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Contact Derek derek.moore@zegafinancial.com

www.zegafinancial.com

  continue reading

275 episodes

Artwork
iconShare
 
Manage episode 406942614 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 and Jay Pestrichelli, CEO of ZEGA Financial, talk through some examples of options trading in 0 DTE options on the SPX and Nvidia. Plus, a hedge fund manager says the worst crash since 1929 is coming. Looking at huge inflows into the semiconductor ETFs. Derek actually agrees with Michael Saylor’s points on Bitcoin including whether it’s a currency or property. Media mentions of stock market bubble are rising but so are continued mentions of AI. Finally, PPI producer price index comes in hot especially services while real retail sales still hasn’t gone above its 2022 highs. All that and more this week.

Is Bitcoin a currency or property?

MicroStrategy’s Michael Saylor interview on CNBC

Hedge fund manager says worst market crash since 1929 coming

How the same people make the same market predictions all the time

Semiconductor ETFs get massive flows of money last week

Examining detailed option data on SPX and NVDA 0 DTE options

Media mentions of “stock market bubble” are rising

Media mentions of AI and artificial intelligence jumped prior to the takeoff in AI stocks

PPI producer price index comes in hotter than expected

Services inflation now higher than goods inflation

Comparing US Deposits at commercial banks vs money markets

Money markets assets hit new highs

What do big money market balances mean for the stock market if anything?

Advanced real (after inflation) retail and restaurant sales

YTD 2024 ETF category flows bitcoin vs gold

Mentioned in this Episode

Michael Saylor CNBC interview about Bitcoin and whether it’s a currency or property https://twitter.com/saylor/status/1767178599390458285

Previous Week’s Podcast:

Worst Market Timing Ever? | Options Cost of Carry | Option Put Call Parity | Unemployment Bad News Is Bad News? https://podcasts.apple.com/us/podcast/worst-market-timing-ever-options-cost-of-carry/id1432836154?i=1000648820557

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

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Contact Derek derek.moore@zegafinancial.com

www.zegafinancial.com

  continue reading

275 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide