The Fed Gets Bullish? | Markets Don't Go Down Just Because They Go Up | Yield Curve Inversion Record | Bitcoin Halving
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
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, discuss the Fed getting bullish by reducing unemployment estimates, raising GDP growth estimates, and doing nothing else but the market liked it. All while the yield curve inversion sets a record for longest in history. What is Bitcoin halving and what does it do for supply and demand? Looking at the stock market after going up a lot, why historically it can continue going (or not) up. Looking at 1995-1999 post Fed cut bullish moves. Why media explanations of 2 or 3 interest rate cuts by the Fed based on the median interest rate aren't entirely true. Tip, how to calculate the median of something. All that and plenty more this week!
How to calculate the median of Fed funds dot plot rate
What is the Fed dot plot
Fed GDP growth rate upped at the March meeting while unemployment rate lowered
Core PCE inflation year end estimate increased by the Fed
Is the Fed just going to let inflation run a little hotter?
1995-1999 super strong S&P 500 market returns
New Yield Curve inversion record
High Yield debt maturity wall pushed out further
High Yield debt can be reduced by paying off, rolling, bankruptcy, or become investment grade
Looking at times when the market was up double digits over 30 days and what happens next
Mentioned in this Episode
What is Bitcoin 'Halving' and Does it Push Up the Cryptocurrency's Price? https://www.bloomberg.com/news/articles/2024-03-06/what-is-bitcoin-halving-and-does-it-push-up-the-cryptocurrency-s-price
Previous Week's Podcast:
Michael Saylor is Right on Bitcoin? |Worst Crash Since 1929 Coming? | Semiconductors Get Big Flows | 0 DTE Option Stats https://podcasts.apple.com/us/podcast/michael-saylor-is-right-on-bitcoin-worst-crash-since/id1432836154?i=1000649479605
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]