Derek and Jay discuss the idea that the stock market is in a Goldilocks period based on sustained higher margins and earnings growth.
ZEGA’s April 2024 Performance Numbers Release
Derek is back this week to discuss the Jay Powell Fed decision and the latest in employment and inflation.
Derek and Jay discuss Friday’s selloff. So, was it all the readjustment of Fed rate cut expectations? Is CPI Inflation putting the Fed in a box? Michael Saylor says Bitcoin is better than Gold.
ZEGA’s March 2024 Performance Numbers Release
HiPOS Conservative Update - With the S&P 500 Index (the underlying SPX) moving down Friday paired with an increase of volatility, the HiPOS Conservative moved from an unrealized profit to an unrealized loss.