Memory Stocks Pause | Fed May Do What No One Thinks | US Dollar Strength | Crude Oil Prices Done? | Bitcoin Recession

Memory Stocks Pause | Fed May Do What No One Thinks | US Dollar Strength | Crude Oil Prices Done? | Bitcoin Recession

Author: Derek Moore July 6, 2026 Duration: 53:44

Derek Moore is joined by Mike Snyder and Shane Skinner to get into markets including whether the memory stock run (including Micron) is over or just taking a pause. Then, they look at the strength of the US Dollar and whether that is a major headwind while oil prices seem like they are done worrying about the Strait of Hormuz. Later, the case for and against the Fed LOWERING rates this year vs the consensus view that they need to tighten. Oh yeah, and they get Derek talking again about Bitcoin and Strategy, the resilient employment numbers, ISM prices paid are dropping, and market seasonality.

 

Did Michael Saylor compare Strategy's perpetual preferred shares to a 3-month treasury?

Bitcoin winter

The case for and against the Fed CUTTING rates

Strong employment numbers

ISM prices paid and oil prices are dropping

Market seasonality and how July historically goes

The market seems to have forgotten about the Straight of Hormuz

Above all else its earnings, but at what multiple, and at what net profit margin?

Micron, SanDisk, and the memory stocks turn over so what's next?

Getting into earnings seasons once again

US Dollar strength so what's the problem?

US Dollar zone of insignificance and when it is significant

 

 

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.…