Derek Moore is joined once again by ZEGA CEO Jay Pestrichelli to give a few contrarian takes on markets. What are the inverse of obvious trades when inflation is perceived to be continuing? How commodities have run but gold has disappointed. Plus, why the Fed raising rates might increase costs...
Jay was back on with Cheddar TV before the market open this morning. Watch his interview here.
Jay Pestrichelli and Derek Moore joined up for another podcast where they go through some predictions, guesses, and general commentary on the markets in the year ahead. Also our primary HiPOS Conservative short put spread will be expiring today
HiPOS update: How Time Decay Has Increased Your Unrealized Profit. And ZEGA's CEO, Jay Pestrichelli, Appears on Yahoo Finance to Discuss the Markets and Volatility
Even after accounting for inflation, only in the severe periods do stocks have a negative real return (after inflation) while bonds suffer negative real returns even in periods of just high inflation.
On the latest Podcast, Jay and Derek are back to discuss key themes in the markets so you can get context to share with your clients or just yourself.