Buying At All-time Highs Better? | S&P 500 Returns After Last Hike | Developed International Beats the S&P | How To Tell Whether Options Are Expensive
By Derek Moore
Show Summary:
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, are back to explore surprising data about buying the market at all-time highs vs any other day. Plus, how do markets and bonds perform post the last fed hike? Later, while you were sleeping developed international markets outperform U.S. markets. And listener question “who do I know what a good price for an option is?”
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Topics Include:
- What is a high or low price for an option?
- Components that make up and drive option prices
- Market performance post last fed rate hike
- Bond market performance after last fed rate hike
- MSCI EAFE developed markets international outperforms U.S. large cap
- Why people aren’t buying the inflation is lower narrative
- S&P 500 earnings estimates continue to rise
- Forward PE multiple on the S&P 500 dynamic
- Unemployment drops as more people are working and in the labor force
- How does immigration if at all impact employment data?
- How far $100 gets you at the grocery store today vs 2019
- Understanding the cumulative effects of inflation vs the year over year percent change
- Why high prices aren’t going back down as only the rate of future change adjusts
Mentioned in this Episode:
How far does $100 get you at the grocery store post inflation?
Jay Pestrichelli’s book Buy and Hedge
Derek’s new book on public speaking Effortless Public Speaking
Derek Moore’s book Broken Pie Chart
Contact Derek derek.moore@zegafinancial.com
Did you miss last week’s episode where Jay and Derek covered:
The Fed Gets Bullish? | Markets Don’t Go Down Just Because They Go Up | Yield Curve Inversion Record | Bitcoin Halving
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