Most Record Highs Since 2013 | The Fed No Rush to Cut? | VVIX and VIX Super Quiet | Value vs Growth | Cocoa More Valuable than Gold?

Broken Pie Chart

English - March 31, 2024 20:12 - 27 minutes - 25.3 MB - ★★★★★ - 16 ratings
Investing Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The Fed Gets Bullish? | Markets Don’t Go Down Just Because They Go Up | Yield Curve Inversion Record | Bitcoin Halving

Next Episode: Buying At All-time Highs Better? | S&P 500 Returns After Last Hike | Developed International Beats the S&P | How To Tell Whether Options Are Expensive

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, discuss Fed governor Waller (not Christopher Walkin) hinting the Fed should be in no rush to cut interest rates. Plus, we haven’t seen this many record stock market highs since Q1 of 2013. So, what does that mean if anything? Examining VVIX and VIX which both are really quiet and low right now. Growth has outperformed value by quite a bit, but do some relative value charts hint value may have its time in the sun? Later, corporate profit margins continue to be strong despite many saying they must revert to the mean. Finally, no Cocoa is not worth more than gold per ounce despite what the internet says.

Fed Governor Waller says no so fast on the need to cut rates

Why would the Fed cut rates if the economy is doing well?

Most record stock market highs since Q1 2013 in Q1 of 2024

Corporate profit margins remain strong

The VVIX has been sitting below the 80 level

VIX index not showing signs of worry

Triple top in the Growth relative to Value chart?

Cocoa futures make another new high

Value of Cocoa futures vs Gold futures

Public service (PSA) difference between price return and dividend adjusted return in ETFs

Mentioned in this Episode

Why cocoa prices spiked and what it means for chocolate lovers from Bloomberg https://www.bloomberg.com/news/articles/2024-03-31/why-cocoa-prices-spiked-and-what-it-means-for-chocolate-lovers

Previous Week’s Podcast:

The Fed Gets Bullish? | Markets Don’t Go Down Just Because They Go Up | Yield Curve Inversion Record | Bitcoin Halving https://podcasts.apple.com/us/podcast/the-fed-gets-bullish-markets-dont-go-down-just/id1432836154?i=1000650266452

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]