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September 8, 2024 70 mins

Derek Moore and Jay Pestrichelli are back to talk employment, Fed cuts, recession (or not), forward earnings multiples, VIX, VVIX, crude oil recession sign, currencies, and more!

 

Looking at 3 2024 stock market selloffs this year

Crude oil as a recession indicator?

Currencies and Commodities driving stocks right now?

Why markets may be trading on technical

VIX and VVIX goings on

Why VIX is tough to trade

S&P 500 Index forward earnings and multiples

First rate cut isn't always the biggest

Response rates of employment surveys

Non-farm payrolls

Unemployment report breakdown and factors

US Dollar Japanese Yen pair resumes Yen strengthening

 

 

Mentioned in this Episode

 

All the News is Out? | Nvidia Earnings Breakdown | Implied Volatility and Earnings for Nvidia | Is the long bond trade getting crowded?

https://open.spotify.com/episode/2LsHNmpPGY3jKpfS9WnjVt?si=21de3281be394249

 

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

 

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

 

Contact Derek derek.moore@zegainvestments.com

 

www.zegafinancial.com

 

 

 

 

 

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