TUNGKOL SA EPISODE NA ITO
Derek Moore is joined by Shane Skinner and Mike Snyder to discuss whether the Fed made a mistake raising interest rates considering the problem with CPI inflation is rising oil prices which is a supply side issue. Plus, the AI companies are sounding alarm bells about extinction level events. Is this a case of "We should be regulated and we'll help you write the regulations" to edge out new competitors which is known as regulatory capture. Later, looking at markets that have continued to see a re-rating in multiples lower while earnings estimates are rising. All this and more this week.
How will raising rates help open the Strait of Hormuz?
Core CPI has not been accelerating higher
Risks to the economy of raising rates now
Did Kevin Warsh go along to get along so he can lower later?
Anthropic, Xai, and OpenAI think they should be regulated
What is regulatory capture
Status of IPO launches unclear for Anthropic and OpenAI
Forward Multiple vis vies PE Ratio
Multiple contraction while EPS estimates continue rising
Historical market performance leading up to and after midterm elections
Gridlock good for markets?
Mentioned in this Episode
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com
