<description>&lt;p class="p1"&gt;&lt;strong&gt;Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, or neither? Finally, looking at the returns of gold vs stocks plus surprising forward P/E ratio of Walmart vs Nvidia.&lt;/strong&gt;&lt;/p&gt; &lt;p class="p2"&gt; &lt;/p&gt; &lt;p class="p1"&gt;Gold vs Stocks performance&lt;/p&gt; &lt;p class="p1"&gt;Jurrien Timmer's market return attributions comparing earnings vs valuation gains&lt;/p&gt; &lt;p class="p1"&gt;Bubble or not a bubble.&lt;/p&gt; &lt;p class="p1"&gt;Earnings multiple changes vs earnings changes&lt;/p&gt; &lt;p class="p1"&gt;Walmart forward P/E ratio&lt;/p&gt; &lt;p class="p1"&gt;University of Michigan consumer sentiment of economic conditions index&lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p4"&gt;&lt;strong&gt;Mentioned in this Episode&lt;/strong&gt;&lt;/p&gt; &lt;p class="p5"&gt; &lt;/p&gt; &lt;p class="p4"&gt;Derek Moore's book Broken Pie Chart &lt;a href= "https://amzn.to/3S8ADNT"&gt;&lt;span class= "s1"&gt;https://amzn.to/3S8ADNT&lt;/span&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p1"&gt;Jay Pestrichelli's book Buy and Hedge &lt;a href= "https://amzn.to/3jQYgMt"&gt;&lt;span class= "s2"&gt;https://amzn.to/3jQYgMt&lt;/span&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p6"&gt; &lt;/p&gt; &lt;p class="p4"&gt;Derek's book on public speaking Effortless Public Speaking &lt;a href="https://amzn.to/3hL1Mag"&gt;&lt;span class= "s2"&gt;https://amzn.to/3hL1Mag&lt;/span&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p7"&gt;&lt;span class="s4"&gt;Contact Derek &lt;a href= "mailto:derek.moore@zegainvestments.com"&gt;&lt;span class= "s2"&gt;derek.moore@zegainvestments.com&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p5"&gt; &lt;/p&gt; &lt;p class="p8"&gt; &lt;/p&gt;</description>

Broken Pie Chart

Derek Moore

Can't Be a Bubble Without? | Contrarian Signal Consumer Sentiment Hits a Low | Gold vs Stocks | Earnings Guidance Rises

DEC 8, 202539 MIN
Broken Pie Chart

Can't Be a Bubble Without? | Contrarian Signal Consumer Sentiment Hits a Low | Gold vs Stocks | Earnings Guidance Rises

DEC 8, 202539 MIN

Description

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, or neither? Finally, looking at the returns of gold vs stocks plus surprising forward P/E ratio of Walmart vs Nvidia. Gold vs Stocks performance Jurrien Timmer's market return attributions comparing earnings vs valuation gains Bubble or not a bubble. Earnings multiple changes vs earnings changes Walmart forward P/E ratio University of Michigan consumer sentiment of economic conditions index 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 [email protected]