Does the Debt Matter? | Market Myth Busting | International Stocks Overbought? | Tax Rates Don't Matter?

Does the Debt Matter? | Market Myth Busting | International Stocks Overbought? | Tax Rates Don't Matter?

Author: Derek Moore July 13, 2025 Duration: 52:27

Derek Moore and Shane Skinner examine some market myths. Does a weak dollar mean problems for the stock market? Looking at tax rates and the effect on government spending vs revenue. Plus, some international market ETFs are up huge so can they continue? Later, looking at the national debt and when it might matter. All that and more market musings. 

 

Best performing international markets

Is the US Dollar weakness really that bad compared to other periods

Government revenue as a percentage of GDP

Government expenditure as a percentage of GDP

Do higher tax rates really make a difference when it comes to revenues and debt?

Looking at options market pricing of JP Morgan options ahead of earnings

Implied volatility of options prior to earnings estimated expected one standard deviation moves

How a weak dollar can raise earnings from multinational companies

Comparing the change in the US Dollar to the change in the S&P 500 Index

Are the US Dollar and the S&P 500 Index correlated?

 

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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