2025 Predictions | Un-Inverted Curve | China Deflation Tariff Solution? | Bitcoin Quantum Problem?
Derek and Jay round out the year with some 2025 predictions on markets, rates, bonds, oil, bitcoin, the dollar, GDP, inflation, and gold.
VIX Spikes as Market Has Tantrum | Fed Hawkish Cut| Inflation Not Getting to 2% | Dollar Index Breaks Out
Derek and Jay react to the Fed meeting where people are calling it a hawkish cut and a reset of future expectations of where interest rates end up.
HiPOS December Expiration Day Update
The HiPOS position is set to expire worthless today. If it does indeed finish out today (Friday) out of the money, it would realize a full profit.
S&P 500 7000 By Year End 2025? | Multiples vs Earnings Growth | Inflation Still Too High? | Probabilities Calculated Using Options | Fair Share on Taxes?
Derek and Jay once again to discuss whether inflation is too high for the Fed to aggressively cut rates more. Then, they talk about the probability of the S&P 500 closing or getting to 7000 by year end 2025.
ZEGA’s November 2024 Performance Numbers Release
ZEGA’s November 2024 Performance Numbers Release
Hawk Tuah Crypto Scam? | United Healthcare CEO Single Stock Risk| Unemployment Breakdown | +29% S&P Years More Common| MicroStrategy vs. Bitcoin
Derek and Jay cover markets including the news on the CEO of United Healthcare, the Hawk Tuah meme coin alleged scam, unpacking the latest unemployment report, how markets go up 29% or more in a year more often than you’d think, and how the rotation of voting members of the FOMC might be hawkish in 2025.