Still No CPI Inflation from Tariffs | Interest Rate Cuts Coming | Surprising Sectors Leading Market | All Eyes on Nvidia Earnings & Implied Volatilty

Still No CPI Inflation from Tariffs | Interest Rate Cuts Coming | Surprising Sectors Leading Market | All Eyes on Nvidia Earnings & Implied Volatilty

Author: Derek Moore February 17, 2026 Duration: 46:40

Derek Moore is joined by Mike Snyder to talk about the CPI release and how there isn't any evidence that tariffs are causing any issues with inflation. So, does this mean the Fed has a green light to cut rates? As the market broadens, you might be surprised what sectors are leading and hint, it's not tech.

 

CPI Inflation report

No inflation from tariffs

Fed interest rate cuts

Mag 7 passes the baton to energy, materials, and staples

Nvidia earnings are coming up so what does the implied volatility say at this point?

 

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: 100

Broken Pie Chart
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