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

Broken Pie Chart

English - March 24, 2024 15:43 - 56 minutes - 51.6 MB - ★★★★★ - 16 ratings
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Previous Episode: Michael Saylor is Right on Bitcoin? |Worst Crash Since 1929 Coming? | Semiconductors Get Big Flows | 0 DTE Option Stats

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

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, discuss the Fed getting bullish by reducing unemployment estimates, raising GDP growth estimates, and doing nothing else but the market liked it. All while the yield curve inversion sets a record for longest in history. What is Bitcoin halving and what does it do for supply and demand? Looking at the stock market after going up a lot, why historically it can continue going (or not) up. Looking at 1995-1999 post Fed cut bullish moves. Why media explanations of 2 or 3 interest rate cuts by the Fed based on the median interest rate aren’t entirely true. Tip, how to calculate the median of something. All that and plenty more this week!

What is Bitcoin halving?

How to calculate the median of Fed funds dot plot rate

What is the Fed dot plot

Fed GDP growth rate upped at the March meeting while unemployment rate lowered

Core PCE inflation year end estimate increased by the Fed

Is the Fed just going to let inflation run a little hotter?

1995-1999 super strong S&P 500 market returns

New Yield Curve inversion record

High Yield debt maturity wall pushed out further

High Yield debt can be reduced by paying off, rolling, bankruptcy, or become investment grade

Looking at times when the market was up double digits over 30 days and what happens next

Mentioned in this Episode

What is Bitcoin ‘Halving’ and Does it Push Up the Cryptocurrency’s Price? https://www.bloomberg.com/news/articles/2024-03-06/what-is-bitcoin-halving-and-does-it-push-up-the-cryptocurrency-s-price

Previous Week’s Podcast:

Michael Saylor is Right on Bitcoin? |Worst Crash Since 1929 Coming? | Semiconductors Get Big Flows | 0 DTE Option Stats https://podcasts.apple.com/us/podcast/michael-saylor-is-right-on-bitcoin-worst-crash-since/id1432836154?i=1000649479605

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]