Business
Jay Pestrichelli, CEO of ZEGA Financial, is back to talk a walk around the markets to discuss both sides of inflation debate, interesting numbers around all-time highs, hedging, the FED, Housing Prices. Jay turns the tables and hosts asking Derek about the case for and against inflation being transitory. Transitory or Non-Transitory case for inflation Container shipping issues with inflation The Fed interest rate tapers and rate decisions Market at All-time highs Just best Hedge Housing Prices big deal nor no-deal? Demand for Treasuries Reverse Repos and the Fed Covid risks in the economy Afghanistan risk to markets Mentioned in this Episode: Contact Derek derek.moore@zegafinancial.com Follow Derek’s blog articles on the ZEGA site https://zegafinancial.com/blog Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin& Gamestop short squeeze and wall street bets podcast https://podcasts.apple.com/us/podcast/gamestop-short-squeeze-by-reddit-wall-street-bets-traders/id1432836154?i=1000507187446 What are Repos and Reverse Repos https://podcasts.apple.com/au/podcast/what-are-reverse-repos-and-repos-fed-enters-overnight/id1432836154?i=1000523659106 How much Bitcoin or Ethereum to hold https://podcasts.apple.com/au/podcast/how-much-ethereum-and-bitcoin-should-i-have-in-my-portfolio/id1432836154?i=1000520947855