Is the Forward PE Useless?| S&P 500 Election Seasonality | Gen Z vs. Gen X Special
Broken Pie Chart · Broken Pie Chart
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Show Notes
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, ask whether forward PE ratios are predictive of future market direction? Then they review how the S&P 500 Index has performed during each presidential election going back to 1996. Does it matter which party (Republicans or Democrats) are in office for markets? Is Tesla going to get kicked out of the Magnificent 7? Later Jay and Derek are joined by two Gen Z'ers (Zander and Bobby), to explore what their views are on money, markets, and take some questions.
Explaining what the forward PE is for the S&P 500 Index
What are the current forward EPS estimates for the S&P 500 Index
What if Forward PE ratios don't tell us too much about future direction for markets?
Cocoa futures go parabolic during latest spike
Where cocoa beans come from
Delinquencies on auto loans rise
Seasonality in markets during presidential election years
Stock market returns when Republicans vs Democrats controlling presidency, senate, and house
Magnificent 6? Is Tesla going to get kicked out of magnificent 7?
Gen Z trading options
Does Gen Z really invest as much as the media suggests?
Where does Gen Z get their financial education online?
Quick explanation on the option greeks
How stocks are discounting the known future of companies
Surprising data on historic stock returns vs real estate
Mentioned in this Episode:
Cocoa prices soar https://www.ft.com/content/c163633a-cd9e-4962-8b7f-3d6c44463405
Historical Returns on Stocks, Bonds and Bills: 1928-2023 NYU Aswath Damodaran https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html
Previous Week's Podcast:
Too Focused on Fed Rates?| META Earnings Implied Volatility | NAV Erosion Mythhttps://podcasts.apple.com/us/podcast/too-focused-on-fed-rates-meta-earnings-implied-volatility/id1432836154?i=1000644131131
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 [email protected]