Commodity Boom? | Energy Stocks Running | Tariffs Don't Matter? | Market Broadening| Earnings Season is Here

Commodity Boom? | Energy Stocks Running | Tariffs Don't Matter? | Market Broadening| Earnings Season is Here

Author: Derek Moore January 19, 2026 Duration: 33:03

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether the tariffs matter to the market anymore. Plus, energy stocks break out even though oil is still below $60. Later, how we continue to see broadening in participation of the bull market beyond the mag 7 stocks. Of course, earnings season is starting and in the end earnings matter above all else.

 

Earnings matter in the long run

XOM Exxon some back

Energy stocks no longer hibernating

How stocks can do well even if the underlying commodity isn't

Commodity next boom?

Does the Fed theoretically use taxpayer funds for their expenses?

Will Powell leave the Fed when his term as chair ends (but not his governor term)

Different pockets of the market still running

Mag 7 trailed through April then led, not that gap is closing

 

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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