Crypto Winter | Bond Market Forecasting Recession?
Broken Pie Chart · Broken Pie Chart
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This week Derek Moore is joined again by ZEGA Financial CEO Jay Pestrichelli to talk about the recent blowups in Crypto and review some contrarian picks that worked and didn't work. Plus, what is the recent backup in rates in the bond market telling us about the probability of a recession and negative GDP for Q2?
Yields backing off predicting a recession?
Flattening & Inverted (once again) yield curve
Crypto winter and blowups
What is the bond market telling us?
Contrarian corner - what has aged well and what has not?
Will the earnings story hold up? (Margins, EPS, inflation, inventory)
Top Gun movie gets a recommendation
Mentioned in this Episode:
Contact Derek Moore [email protected]
Derek Moore's book "Broken Pie Chart" https://amzn.to/3OGm1RG
ZEGA Financial www.zegafinancial.com
Jay Pestrichelli Book "Buy and Hedge" https://amzn.to/3y4wwak
MicroStrategy Bitcoin play https://podcasts.apple.com/us/podcast/is-bitcoin-play-by-microstrategy-ceo-michael-saylor-crazy/id1432836154?i=1000567039227
Podcast 4 R's recession, rates, reduction of https://podcasts.apple.com/us/podcast/most-telegraphed-recession-ever-the-4-rs-recession/id1432836154?i=1000563145394
Death of 60/40 Portfolio https://podcasts.apple.com/us/podcast/death-of-60-40-portfolio-markets-during-midterm/id1432836154?i=1000555384965
Earnings Multiple expansion vs earnings expansion (or reduction) https://podcasts.apple.com/us/podcast/desconstructing-stock-price-earnings-multiple-expansion/id1432836154?i=1000545436987