Semis & Hyperscalers Rocking | AAII Surveys Bearish | Will Fed Cause Yield Curve Inversion? | MLB Baseball ETFs

Semis & Hyperscalers Rocking | AAII Surveys Bearish | Will Fed Cause Yield Curve Inversion? | MLB Baseball ETFs

Author: Derek Moore September 23, 2026 Duration: 52:09

Derek Moore is joined by Mike Snyder and Shane Skinner with the market pressing new all-time highs, semiconductors and hyperscalers ripping, and the dichotomy of bad soft data but positive hard data. Plus, is the Fed going to cause another yield curve inversion judging by the narrowing of spreads? Later, do we really need MLB baseball team etfs? All this and more this week including a contrarian indicator of bearish readings in the AAII investor surveys.

 

 

Warren Pies points out correlations between semis and hyperscalers at all-time lows

If semis and hyperscalers get correlated and bullish, watch out all-time highs

Why the Fed may have just caused a yield curve inversion

The Fed mistake of raising rates?

Coming soon major league baseball team ETFs to join NHL team ETFs

Soft vs hard data contradictions

Surveys and oversampling one group or another

Contrarian indicators like surves

AAII surveys get bearish so what does that mean 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
INTC vs NVDA | Prediction Markets Scam | Mag 7 Big Earnings Week [not-audio_url] [/not-audio_url]

Duration: 1:00:08
Derek Moore is joined by Mike Snyder and Shane Skinner to talk about semiconductors and the relative surprising performance of Intel vs Nvidia. Plus, they examine forward PE ratios and how stocks making new all-time high…