Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue.
Gold vs Bitcoin
Bitcoin if its flat over the next 5-10 years as it matures
SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF)
What could go wrong for investors seeking private investments
Sector performance YTD and some surprises
Should Apple be a consumer staple?
Japan 10-year yields surge past 2% so what could go wrong?
Tesla TSLA implied volatility seems high, but it really isn't on a relative basis
CPI prints a lower-than-expected reading
Still no inflation from tariffs
Mentioned in this Episode
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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