The Unchanged S&P 500 Index | Micron Post Earnings | Hormuz Tanker Counts | Fed Useless Dot Plots | Bitcoin Sentiment | Michael Saylor Strategy Problems?

The Unchanged S&P 500 Index | Micron Post Earnings | Hormuz Tanker Counts | Fed Useless Dot Plots | Bitcoin Sentiment | Michael Saylor Strategy Problems?

Author: Derek Moore June 29, 2026 Duration: 55:18

Derek Moore is joined by Mike Snyder and Shane Skinner this week where they'll

discuss Micron's earnings announcement and subsequent stock price changes and

free cash flow. Is that where all the hyperscalers cash is heading? Plus, the latest

geo-political goings on including tracking the number of tankers in the Strait of

Hormuz. Are the Fed dot plot predictions (expectations) really as useless as they

same? Don't forget the guys got Derek talking about Bitcoin and Strategy again.

Finally, looking at some bull and bear cases for the equity markets.

What are the Hyperscalers?

Strait of Hormuz tanker tracker

Michael Saylors Bitcoin problem

Bitcoin sentiment

Micron implied volatility

Micron's earnings and forward multiples

Cash flow on the Mag 7 vs Micron

Fed dot plots

What the Fed dot plots predicted in December 2020 vs what actually happened 2021-2022

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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INTC vs NVDA | Prediction Markets Scam | Mag 7 Big Earnings Week [not-audio_url] [/not-audio_url]

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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…