What if Bitcoin Goes Nowhere? | No Inflation | TSLA Volatility & SpaceX | Gold vs Bitcoin | Japan 10YR Yields

What if Bitcoin Goes Nowhere? | No Inflation | TSLA Volatility & SpaceX | Gold vs Bitcoin | Japan 10YR Yields

Author: Derek Moore December 22, 2025 Duration: 1:04:02

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue. 

 

Gold vs Bitcoin

Bitcoin if its flat over the next 5-10 years as it matures

SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF)

What could go wrong for investors seeking private investments

Sector performance YTD and some surprises

Should Apple be a consumer staple?

Japan 10-year yields surge past 2% so what could go wrong?

Tesla TSLA implied volatility seems high, but it really isn't on a relative basis

CPI prints a lower-than-expected reading 

Still no inflation from tariffs 

 

 

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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