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
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