Are We in a Bubble? | Top 10 Companies by Decade | Gold Historic Return YTD | Performance During Government Shutdowns

Are We in a Bubble? | Top 10 Companies by Decade | Gold Historic Return YTD | Performance During Government Shutdowns

Author: Derek Moore October 6, 2025 Duration: 52:54

Derek Moore is joined by Mike Syder this week to talk about market performance during government shutdowns, gold's historic YTD performance, and looking at how much turnover there is within the top 10 companies in the S&P 500 index. Plus, is ChatGPT causing a divergence in job growth since its release? Later, we discuss the increasing talk about whether we are in a bubble.

 

Is the stock market in a Bubble?

Gold's YTD performance is in record territory

ChatGPT as a jobs killer

Government shutdowns and market performance

Typical length of government shutdowns

Full vs partial shut downs

14th strongest September S&P 500 Index return since 1950 so now what?

Who will replace EA Sports in the S&P 500 Index?

New companies join the S&P 500 Index including RobinHood and AppLovin

 

 

Mentioned in this Episode

 

 

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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