Is the Forward PE Useless?| S&P 500 Election Seasonality | Gen Z vs. Gen X Special

Broken Pie Chart

English - February 11, 2024 17:22 - 1 hour - 66.4 MB - ★★★★★ - 16 ratings
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Previous Episode: Too Focused on Fed Rates?| META Earnings Implied Volatility | NAV Erosion Myth

Next Episode: Put & Call Implied Volatility Mismatch? | US Dollar vs S&P 500 Correlation | Sticky Inflation | Japan Recession | Explaining Why Stocks Go Up (or down)

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, ask whether forward PE ratios are predictive of future market direction? Then they review how the S&P 500 Index has performed during each presidential election going back to 1996. Does it matter which party (Republicans or Democrats) are in office for markets? Is Tesla going to get kicked out of the Magnificent 7? Later Jay and Derek are joined by two Gen Z’ers (Zander and Bobby), to explore what their views are on money, markets, and take some questions.

Explaining what the forward PE is for the S&P 500 Index

What are the current forward EPS estimates for the S&P 500 Index

What if Forward PE ratios don’t tell us too much about future direction for markets?

Cocoa futures go parabolic during latest spike

Where cocoa beans come from

Delinquencies on auto loans rise

Seasonality in markets during presidential election years

Stock market returns when Republicans vs Democrats controlling presidency, senate, and house

Magnificent 6? Is Tesla going to get kicked out of magnificent 7?

Gen Z trading options

Does Gen Z really invest as much as the media suggests?

Where does Gen Z get their financial education online?

Quick explanation on the option greeks

How stocks are discounting the known future of companies

Surprising data on historic stock returns vs real estate

Mentioned in this Episode:

Cocoa prices soar https://www.ft.com/content/c163633a-cd9e-4962-8b7f-3d6c44463405

Historical Returns on Stocks, Bonds and Bills: 1928-2023 NYU Aswath Damodaran https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html

Previous Week’s Podcast:

Too Focused on Fed Rates?| META Earnings Implied Volatility | NAV Erosion Mythhttps://podcasts.apple.com/us/podcast/too-focused-on-fed-rates-meta-earnings-implied-volatility/id1432836154?i=1000644131131

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]