Fed Inflation Task Force | Free Cash Flow Hyperscalers vs Semiconductors | Head and Shoulders Crude Oil | Earnings Season Kicks Off | Anthropic S-1 Wait

Fed Inflation Task Force | Free Cash Flow Hyperscalers vs Semiconductors | Head and Shoulders Crude Oil | Earnings Season Kicks Off | Anthropic S-1 Wait

Author: Derek Moore July 13, 2026 Duration: 50:33

Derek Moore is joined by Mike Snyder and Shane Skinner, looking at the Fed Task force and what that means for how the Fed evaluates inflation data. Plus, Anthropic is the S-1 everyone is waiting for. Later, they talk through a classic head and shoulders pattern than played out in WTI Oil charts, Fed probability of interest rate changes, Fed Minutes, and the generational exchange of free cash flow from hyperscalers to Semiconductor companies. All this and more this week.

 

The Fed's new Inflation Task Force and what it means for how the Fed evaluates inflation data

Anthropic: the S-1 everyone is waiting for

A classic head and shoulders pattern playing out in WTI Crude Oil charts

Fed probabilities of interest rate changes and the latest Fed Minutes

The generational exchange of free cash flow from hyperscalers to semiconductor companies

Earnings season kicks off

What is an S-1 filing?

What is a head and shoulders technical pattern?

Which companies are reporting earnings soon?

 

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
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