6000 Baby! | Market Breadth Narrows| Rolling 10 Year S&P 500 Returns | Tesla Elon vs. Trump

6000 Baby! | Market Breadth Narrows| Rolling 10 Year S&P 500 Returns | Tesla Elon vs. Trump

Author: Derek Moore June 9, 2025 Duration: 24:47

Derek Moore looks at how companies in the S&P 500 are not correlated while the equal weighted S&P 500 is correlated closely with the weighted S&P 500 Index. Later, looking at historical rolling 10-year returns in the market and why it's rare to have periods that are negative over longer time frames. Plus, touching on single stock risk a la Elon Musk, Tesla, and Trump public news hurts Tesla shares. Oh, and we are only 2.4% below the old all-time high. 

 

S&P 500 Index now only 2.4% from a new all-time high

Market Breadth definition and how its narrowing currently

Mag 7 performance dispersion

Elon vs Trump

Rolling 10-year returns in the S&P 500 Index

Single stock risk vs diversified indexes

 

Mentioned in this Episode

 

ZEGA Concentrated stock and white paper on Concentrated Stock Hedging https://zegainvestments.com/products/concentrated-stock

 

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com 

 

 

 


Derek Moore hosts Broken Pie Chart, a podcast that digs into the practical realities of managing money in a complex world. The name comes from the idea that traditional, rigid models for investing and planning often don't reflect real life. Each episode takes a specific concept-whether it's portfolio construction, market behavior, or preparing for retirement-and breaks it down into straightforward conversation. You'll hear clear explanations of economic trends and financial principles without the jargon, focusing on how these ideas actually impact personal and professional decisions. This isn't about hot stock tips; it's about building a durable understanding of how markets and the economy function. The goal is to provide listeners with a stronger foundation for their own financial choices, making seemingly opaque topics accessible and relevant. Tune in for a thoughtful, grounded perspective that challenges conventional wisdom and simplifies the complicated.
Author: Language: English Episodes: 100

Broken Pie Chart
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