Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates

Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates

Author: Derek Moore May 4, 2026 Duration: 58:59

Derek Moore is joined by Mike Snyder and Shane Skinner exploring whether the economy via the LEI (Leading Economic Indicator) is flashing bearish signals. Then, they run through Micron, Intel, and Apple looking at relative valuations and what analysts are predicting. Later, they review some post earnings moves and volatility (or lack thereof). Plus, why do people think the Fed has a chance to raise rates?

 

Micron vs Apple relative forward PE ratios

Micron's forward PE is really low, but why?

Intel continues its parabolic run

What is the LEI Leading Economic Indicator

Weights within the LEO

How sentiment is super low and how it impacts LEI

Powell wraps up his last meeting but he's not leaving?

Does Warsh get rate cuts

Lots of dissent within the Fed?

 

 

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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