Crazy VIX Bets Due to Election? | Market Reversal | Home Ownership Affordability Today | Shiller PE

Broken Pie Chart

English - June 02, 2024 13:06 - 49 minutes - 68.6 MB - ★★★★★ - 16 ratings
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Previous Episode: Nvidia Earnings Recap | Get Over It Rates are Staying Higher | Despite Rates Home Prices Up YoY | AI Mentions in Earnings Calls | What VVIX and VIX Did

Next Episode: GameStop Option Bets | S&P Too Top Heavy? | Nvidia Passes Apple | Upcoming Banking Problems from Mortgages?

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial review some interesting VIX option trades around the election and around inauguration day in 2025 compared to the next few months options action. When young people say home ownership dreams are dead is that true? Surprising numbers to compare inflation adjusted costs. Plus, on Friday the market swung from down over 1% to up almost 1% as we continue to be in a buy the dip regime. Later discussing the evolving Fed rate cut expectations and why it shouldn’t be a surprise. Finally, they go bring up container shipping costs rising again and what that means for inflation, the Presidential election market cycle, history of interest rates, and more.

Looking at VIX trades far out of the money around election and inauguration day

Are retail investors making bets on a rise in volatility due to the election?

Why trading VIX options can be frustrating and may be misused by retail traders

Home ownership dreams dead for young people?

Comparing a monthly mortgage payment today on an inflation adjusted basis to historical

Home prices compared on an inflation adjusted basis

History of interest rates over 5000 years

Container shipping costs on the rise

Share buybacks at highest level over the last couple years and what that means for earnings

Friday’s huge market reversal going from down to up in the last hour

Fed rate cut expectations through the end of 2024 down from 7 cuts to 1 cut

4th year of the Presidential cycle and the S&P 500 Index

What Shiller Cape ratio means for returns over the next 10 years

Cape PE ration and Price to Free Cash Flow

Mentioned in this Episode

History of Interest Rates book by Sidney Homer and Richard Sylla https://amzn.to/3V3TNEJ

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 [email protected]