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December 22, 2025 64 mins

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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