Derek and Jay are back on the big 300th episode to discuss whether Michael Saylor’s ‘Bitcoin Yield’ makes sense and looking at why people are buying MicroStrategy vs just buying Bitcoin.
New HiPOS Conservative Trade Established - Today we took the opportunity provided by the market to close our existing open HiPOS position and establish a new one with a December 20th expiration date.
Derek and Jay talk through the latest market action including the forward PE ratio looking frothy, yields continue rising, probability of rate cuts dropping, and when and if the US Dollar strength will be a problem.
ZEGA’s October 2024 Performance Numbers Release
Derek and Jay decide who got the S&P 500 Index 6000 prediction right. Then they talk about Bitcoin running to new highs and some theories about a Bitcoin strategic reserve now that
Derek and Jay go through the recent unemployment numbers to see whether it was as bad as reported. Plus, did the recent hurricane throw of the surveys?