Jay and Derek are back to discuss hedged equity versus the typical 60/40 portfolio. They also talk through some commentary around market valuation and return expectations for the next decade. Plus, how the gameshow Deal or No Deal with Howie Mandal is an expected value decision game?
This week Jay Pestrichelli and Derek Moore are back to discuss whether Bitcoin or Gold are good hedges. What the appeal of cryptocurrencies are? How just being long the market while have a hedged floor in the portfolio allows investors to be in the historically best inflation adjusted return asset.
The Wall Street Bets community executed a short squeeze through Reddit on stocks like GameStop and AMC Theatres this week. But what is a short squeeze? How did they and others buying stocks and options cause the stock to go up at least in the short term?
The Wall of Worry pertains to investors always worrying as markets climb higher. So, what are some of the bull and bear cases on the markets, valuations, inflation, interest rates, stocks, and bonds? Jay Pestrichelli and Derek Moore join up again...
ZEGA decided to look at average annual returns for presidents going back nearly 100 years. Back to 1923 to be exact which would take us to President Coolidge’s term.