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Show Notes
Derek Moore is joined once again by ZEGA CEO Jay Pestrichelli to give a few contrarian takes on markets. What are the inverse of obvious trades when inflation is perceived to be continuing? How commodities have run but gold has disappointed. Plus, why the Fed raising rates might increase costs. Yup, that's contrarian but we'll explain on the podcast.
Good news bad news market reactions
Contrarian trade ideas
Are FED interest rate expectations too much?
Inflation continues as calls for the FED to do something increase
Will raising interest rates actually do anything for inflation?
What if raising rates will cause more inflation?
Well intentioned government programs have unintended consequences
The Cobra Problem
Bad Superbowl Predictions
The return of Ozark show on Netflix
Mentioned in this Episode:
Contact Derek Moore [email protected]
Derek Moore's Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
Jay Pestrichelli Book Buy and Hedge https://amzn.to/3nuzHUg
Podcast Words and Numbers Supply Chain Insider Describes the issues https://podcasts.apple.com/us/podcast/episode-256-an-insiders-view-of-the-supply-chain/id1237781005?i=1000547016908
Podcast explaining overnight reverse repurchase agreements https://podcasts.apple.com/au/podcast/what-are-reverse-repos-and-repos-fed-enters-overnight/id1432836154?i=1000523659106
Fed Rate Probability Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html