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.
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.
HiPOS Weekly Update: Market Playing Nice with HiPOS
HiPOS Conservative Trade Update - The S&P 500 Index (SPX) made yet another new all-time high today.
Nvidia Gets Cheaper?|Buying Bitcoin vs Michael Saylor’s MicroStrategy | Dominos vs. Google | Historical Post Election Markets | Morgan Stanley Says 6500 SPX in 25’
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.