Markets – Oil Prices – Earnings – Covid Market Risk

Broken Pie Chart

English - November 28, 2021 18:39 - 27 minutes - 25.5 MB - ★★★★★ - 16 ratings
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Previous Episode: Stocks During High Inflation

Next Episode: Market Pullback – Corporate Profit Margins At Decades High - Portfolio Risk Measures Explained

Derek reviews some key market themes including things to watch on corporate earnings, profit margins and more. Then he discusses the current situation around oil rig counts and inventories versus demand. Later Derek talks about how government responses such as lockdowns can impact the economy.

S&P 500 Earnings

Profit Margins at Decade Highs

Multiple expansion

Earnings expansion

Difference between multiple expansion and earnings growth

JP Morgan Guide to the Markets data

What is the market risk of Covid?

Earnings growth

Market valuations

Mentioned in this Episode:

Contact Derek Moore [email protected]

Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&

JP Morgan Guide to the Markets https://am.jpmorgan.com/us/en/asset-management/protected/adv/insights/market-insights/guide-to-the-markets/