ZEGA’s December 2024 Performance Numbers Release
ZEGA’s December 2024 Performance Numbers Release
It Matters When It Matters | Employment Too Good? | Interest Rate Problem? | Dollar Problem? | Earnings Still Good? | AI The 6th Great Innovation?
Derek Moore is joined by guest co-host Spencer Wright to discuss the surge in bond yields, the surge in the US Dollar Index, and whether those two things might cause some near-term pain for equity markets.
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.
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