Derek Moore and Shane Skinner give their thoughts on the Fed, interest rates, and the Trump vs. Powell situation. Plus, looking at new data on how much revenue US companies derive from overseas markets. Later the talk about what many get wrong about where their stock market returns come from year over year plus those crazy surveys and inflation expectations. Finally, they talk about what the option market is expecting around TSLA earnings
How long are Fed Governor terms?
How long is the term of the Federal Reserve Chair?
Where returns come from changes in revenues, margins, EPS, buybacks, and dividends
Q2 Earnings Season kicks off
Will earnings beat by more than people expect?
What percentage do S&P 500 Index companies revenues come from overseas?
What about the Mag 7 percentage of foreign earnings?
U of Michigan inflation survey still shows crazy disparity between democrats and republicans
Trump vs Powell debate
Fed interest rate probabilities
Will the Fed lower interest rates in July?
What the options market says about the TSLA earnings move this week
TSLA implied volatility
Mentioned in this Episode
Semper Augustus 2021 letter talking about where returns come from over longer periods https://static.fmgsuite.com/media/documents/db64b928-53d6-43a9-a4d0-a9d2f69f76ba.pdf
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 derek.moore@zegainvestments.com
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