S&P 500 6000 | Bitcoin Strategic Reserve? | Why Bond Yields May Go Higher | Fed Rate Cuts Near All-Time Highs Bullish?

S&P 500 6000 | Bitcoin Strategic Reserve? | Why Bond Yields May Go Higher | Fed Rate Cuts Near All-Time Highs Bullish?

Author: Derek Moore November 11, 2024 Duration: 59:27

Derek Moore and Jay Pestrichelli decide who got the S&P 500 Index 6000 prediction right. Then they talk about Bitcoin running to new highs and some theories about a Bitcoin strategic reserve now that Trump is the President Elect. Later, they review some data pointing to bond yields remaining high (or going higher). Then discussing how investment banks S&P targets rise to follow the markets. All that plus a listener email.

 

Small Cap fund flows into IWM

TLT ETF bond flows

Bitcoin makes new highs and ETF fund flows surge

Hussman 12-year forward estimate nonfinancial market cap divided by gross value-added

Goldman Sachs 12-month S&P Price Target

Markets 12-month forward performance after Fed cuts rates near all-time highs

10-Year Treasury Yield vs. Nominal GDP Growth

Trump to stockpile Bitcoin in a strategic reserve?

VIX and implied volatility collapse post-election

Jay and Derek discuss who correctly called S&P 500 6000 by the end of the year

 

 

Mentioned in this Episode

 

Trump – Stockpile Bitcoin in strategic reserve

https://www.politico.com/newsletters/morning-money/2024/08/05/trumps-latest-crypto-gamble-00172611

 

Podcast where Jay and Derek predicted S&P 500 6000 back in mid June https://open.spotify.com/episode/5kEdjbbXKuCJ114381jYL8?si=420ed5b0864e4aea

 

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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