Derek Moore is joined by lane hutson Mike Snyder and Shane Skinner to talk about semiconductors and the relative surprising performance of Intel vs Nvidia. Plus, they examine forward PE ratios and how stocks making new all-time highs might have gotten cheaper on a valuation basis. Later, the news reports of a person scamming prediction markets for weather using a hair dryer. Finally, it’s a huge earnings week so the gang has you covered looking at what the option markets are predicting for expected moves based on implied volatility.
Intel vs Nvidia relative performance
Did Intel get cheaper on a valuation basis?
Semiconductors apparently keep going higher
Microsoft, Apple, Meta, Google, and Amazon earnings are all this week
Report that someone used a hair dryer on a duncan robinson temperature sensor in Paris to win prediction
The problems with prediction markets and whether they have any place in investments
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart
Jay Pestrichelli’s book Buy and Hedge
Derek’s book on public speaking Effortless Public Speaking
Contact Derek [email protected]
