Would A Fed Rate Cut Matter? | Employment Revised Lower | Gold Reaches ATH | Inflation Expectations Drop | Largest 1-Day Single Stock Moves Higher

Would A Fed Rate Cut Matter? | Employment Revised Lower | Gold Reaches ATH | Inflation Expectations Drop | Largest 1-Day Single Stock Moves Higher

Author: Derek Moore September 16, 2025 Duration: 53:58

Derek Moore, Shane Skinner, and Mike Snyder team up to discuss whether a Fed rate cut matters as much as people seem to think, especially given that most people have mortgages locked in lower. Plus, reviewing the revised lower employment numbers and whether the economy is truly slowing. ORCL moved 40% higher at one point in a single day, but what other large companies have moved that much? Later, based on U-Mich surveys, inflation expectations are dropping while Gold reaches a new all-time high even on an inflation adjusted basis. All this and more this week. 

 

ORCL single day move vs Volkswagen in 2008

University of Michigan inflation expectations survey

Employment revisions

Gold price vs Gold Mining Stocks

Fed rate cuts are coming but what does it mean for housing?

Bond PE ratios

Market expectations for Fed Funds dip below 3% by end of 2026

Distribution of outstanding 30-year conventional mortgage borrower interest rates

 

 

 

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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