Fed Big Mistake? | AI Companies Regulatory Capture? | Is the Market Getting Cheaper? | Markets and Midterms

Fed Big Mistake? | AI Companies Regulatory Capture? | Is the Market Getting Cheaper? | Markets and Midterms

Author: Derek Moore September 14, 2026 Duration: 43:08

Derek Moore is joined by Shane Skinner and Mike Snyder to discuss whether the Fed made a mistake raising interest rates considering the problem with CPI inflation is rising oil prices which is a supply side issue. Plus, the AI companies are sounding alarm bells about extinction level events. Is this a case of "We should be regulated and we'll help you write the regulations" to edge out new competitors which is known as regulatory capture. Later, looking at markets that have continued to see a re-rating in multiples lower while earnings estimates are rising. All this and more this week.

 

 

How will raising rates help open the Strait of Hormuz?

Core CPI has not been accelerating higher

Risks to the economy of raising rates now

Did Kevin Warsh go along to get along so he can lower later?

Anthropic, Xai, and OpenAI think they should be regulated

What is regulatory capture

Status of IPO launches unclear for Anthropic and OpenAI

Forward Multiple vis vies PE Ratio

Multiple contraction while EPS estimates continue rising

Historical market performance leading up to and after midterm elections

Gridlock good for markets?

 

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: 50

Broken Pie Chart
Podcast Episodes
Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks Dip [not-audio_url] [/not-audio_url]

Duration: 54:48
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings.…