Hated All-Time Highs | Semis Gone Wild | Does Apple Buy Perplexity? | Inflation Adjusted Oil Prices

Derek Moore is joined again by Spencer Wright from Halbert Wealth to talk about the market breaking out to another all-time high and how hated a rally this is. Then they discuss semiconductors finally catching up to their only July 2024 highs. Then they talk about Chamath Palihapitiya’s criticism of Apple and a Bloomberg report that Apple had talks about buying AI company Perplexity. Finally, some odds and ends like whether oil prices on an inflation adjusted basis are lower than in the 1970s and whatever else we covered. 

 

Back to all-time highs

Semiconductors finally join the party

Chamath Palihapitiya’s criticism of Apple 

Bloomberg report that Apple had talks about buying AI company Perplexity 

Crude oil inflation adjusted price

Is this still a hated rally by the street?

Odds and ends

 

 

Mentioned in this Episode

 

Bloomberg article talking about Apple potentially buying Perplexity

 

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

 

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek [e-mail]