Bitcoin ETF Sell the News? | Expect Stock Market Corrections | Value vs. Growth | Travel Inflation Cooling?

Broken Pie Chart

English - January 14, 2024 12:57 - 49 minutes - 44.9 MB - ★★★★★ - 16 ratings
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Previous Episode: Hedging With Options Examples | Soft Landing? | US Congress Trading Returns | Is Good News or Bad News Good?

Next Episode: What Option Volatility Means for Markets | Is the Market Too Dovish on Interest Rate Expectations? | Does the Fed Need an Economics Lesson?

Derek Moore and Mike Puck of ZEGA Financial join up to discuss the run up and selloff in bitcoin around the bitcoin spot etf launches. Is it the obvious buy the rumor sell the news situation? How CPI components like lodging away from home and travel pricing are starting to cool. Later, examining the value vs growth debate and whether this is the year for value to finally have its day. Plus, forward PE valuations and how they have fluctuated over the last 2 years.

Bitcoin ETFs finally launch

Bitcoin prices rally ahead of the ETF launch and selloff on launch day

Buy the rumor sell the news?

Why value stocks have had difficulty outpacing growth

Cost of capital value stocks vs growth stocks

CPI travel components are cooling off bringing some pricing power back to consumers

Forward PE ratios

How the forward multiple has expanded after dropping in 2022

Why corrections are normal

Historically the markets suffer corrections but are often up for the year

1987 crash was big but market actually ended the year up

Once again why predictions and guessing market direction can be futile

Mentioned in this Episode:

Hedging With Options Examples | Soft Landing? | US Congress Trading Returns | Is Good News or Bad News Good?

https://podcasts.apple.com/us/podcast/hedging-with-options-examples-soft-landing-us-congress/id1432836154?i=1000640844619

2024 Predictions | Late Year Rally Bullish? | What if Investors Are Expecting Too Many Rate Cuts? https://podcasts.apple.com/us/podcast/2024-predictions-late-year-rally-bullish-what-if-investors/id1432836154?i=1000640245688

0 DTE Options to Blame for Selloff? | 2024 Targets for S&P 500 Index | Fed Dot Plots Always Wrong?https://podcasts.apple.com/us/podcast/0-dte-options-to-blame-for-selloff-2024-targets-for/id1432836154?i=1000639530301

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

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

Contact Derek [email protected]