Markets – Oil Prices – Earnings – Covid Market Risk - a podcast by Derek Moore

Derek reviews some key market themes including things to watch on corporate earnings, profit margins and more. Then he discusses the current situation around oil rig counts and inventories versus demand. Later Derek talks about how government responses such as lockdowns can impact the economy.

 

S&P 500 Earnings

Profit Margins at Decade Highs

Multiple expansion

Earnings expansion

Difference between multiple expansion and earnings growth

JP Morgan Guide to the Markets data

What is the market risk of Covid?

Earnings growth

Market valuations

 

 

Mentioned in this Episode:

 

Contact Derek Moore derek.moore@zegafinancial.com

 

Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&

 

JP Morgan Guide to the Markets https://am.jpmorgan.com/us/en/asset-management/protected/adv/insights/market-insights/guide-to-the-markets/

Further episodes of Broken Pie Chart

Further podcasts by Derek Moore

Website of Derek Moore