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S&P 500 Going to 7000? | NAV Erosion Myth | Fed HAS Cut Rates at All-Time Highs| China & Emerging Markets Surge | Answering Audience Questions
Manage episode 442678852 series 2426951
Derek Moore and Jay Pestrichelli this week answer some audience questions plus comparing 1995 first Fed rate cut to today’s market and asking if the next year can be a repeat of the 1995-96 period. They also dispel the myth that the Fed has never cut rates when markets are at all-time highs. Later, they look at the China and Emerging markets surge after the Chinese government does a bunch of things to juice markets. In the questions Derek and Jay dispel some myths between NAV erosion and NAV decline. All this and more this week on the Broke Pie Chart Podcast.
Similarities between 1995 and 2024 Fed rates cuts
Why longer duration bond yields may go up not down post Fed rate cut
Emerging market finally having its day in the sun?
China markets go crazy after government stimulus announced.
What does NAV (Net Asset Value) or price mean?
NAV Erosion vs NAV Decline explained
Interest rate changes effect on option prices
The least popular option Greek Rho comes into play
Fed cuts when markets are at all-time highs
Recession or no recession determining next year’s market returns
Oil prices, container shipping rates,
Mentioned in this Episode
Fed Goes Big | Market Performance After Rate Cuts | Election Volatility in VIX Futures Is a Crowded Trade | Year End S&P 500 Predictions https://open.spotify.com/episode/3se9kb5ew488TPYKoVohgn?si=FLXDtZz0TgSKo5f1d-aQjg
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 derek.moore@zegainvestments.com
299 episoder
Manage episode 442678852 series 2426951
Derek Moore and Jay Pestrichelli this week answer some audience questions plus comparing 1995 first Fed rate cut to today’s market and asking if the next year can be a repeat of the 1995-96 period. They also dispel the myth that the Fed has never cut rates when markets are at all-time highs. Later, they look at the China and Emerging markets surge after the Chinese government does a bunch of things to juice markets. In the questions Derek and Jay dispel some myths between NAV erosion and NAV decline. All this and more this week on the Broke Pie Chart Podcast.
Similarities between 1995 and 2024 Fed rates cuts
Why longer duration bond yields may go up not down post Fed rate cut
Emerging market finally having its day in the sun?
China markets go crazy after government stimulus announced.
What does NAV (Net Asset Value) or price mean?
NAV Erosion vs NAV Decline explained
Interest rate changes effect on option prices
The least popular option Greek Rho comes into play
Fed cuts when markets are at all-time highs
Recession or no recession determining next year’s market returns
Oil prices, container shipping rates,
Mentioned in this Episode
Fed Goes Big | Market Performance After Rate Cuts | Election Volatility in VIX Futures Is a Crowded Trade | Year End S&P 500 Predictions https://open.spotify.com/episode/3se9kb5ew488TPYKoVohgn?si=FLXDtZz0TgSKo5f1d-aQjg
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 derek.moore@zegainvestments.com
299 episoder
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