# pestrichelli (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover pestrichelli. Page: Feed: --- ## [Big Oil's Raining Free Cash Flow | Gold Near Getting Flows | Where Did Homebuyers Go? | Midterm Year Seasonality | Nvidia Earnings](https://brokenpiechart.libsyn.com/big-oils-raining-free-cash-flow-gold-near-getting-flows-where-did-homebuyers-go-midterm-year-seasonality-nvidia-earnings) _2026-08-26 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about Big Oil posting its best free cash flow quarter ever, $70 billion across the top five majors, without the war-driven price spike that powered the last record. Plus, gold pushing back higher as ETF flows return, the Citi global economic surprise index at its highest since 2022, an AI capex boom that lands as an import… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_391.mp3?dest-id=652098) ## [Mag 7 Valuation Gap Closes | Netscape Redux? | 32 NHL Team ETFs? | VIX Seasonality Setup](https://brokenpiechart.libsyn.com/mag-7-valuation-gap-closes-netscape-redux-32-nhl-team-etfs-vix-seasonality-setup) _2026-08-18 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about how valuations of the top stocks now have shrunk to those of the overall market, while tech and other Mag7 stocks valuations have come down while earnings expectations are up. Plus, record short positioning in Nasdaq-100 futures, gold fund flows picking back up, VIX seasonality heading into the autumn, and a filing for… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_390.mp3?dest-id=652098) ## [Bad News is Good News? | SpaceX Shares Unlock Angle | Fed Hikes Off the Table? | There Aren't 10% Pre-Tax US Treasuries](https://brokenpiechart.libsyn.com/bad-news-is-good-news-spacex-shares-unlock-angle-fed-hikes-off-the-table-there-arent-10-pre-tax-us-treasuries) _2026-08-09 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about a jobs report the market read as bad news is good news: payrolls up just 23,000 versus 80,000 expected, the prior two months revised down by 103,000, and participation slipping to 61.4%, the lowest since February 2021, even as unemployment fell to 4.1%. Daniel Lacalle argues the Fed is already weighing on the labor… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_389.mp3?dest-id=652098) ## [Warsh's Fed Lets the Market Decide | SpaceX Earnings | Apple Sells Off | Payout Ratios Falling for Mag 7 | Earnings Surprises and Semiconductor Volatility](https://brokenpiechart.libsyn.com/warshs-fed-lets-the-market-decide-spacex-earnings-apple-sells-off-payout-ratios-falling-for-mag-7-earnings-surprises-and-semiconductor-volatility) _2026-08-02 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about the market tape defined by two things happening at once: a violent volatility shock concentrated in semiconductors, and an earnings season that is quietly the strongest in years. The Leopold liquidation drove SOX single-stock volatility to 75% much higher than the S&P 500 Index in general. With 305 of 498 S&P 500… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_388.mp3?dest-id=652098) ## [Mag 7 Cap Ex Problem? | SpaceX vs Tesla | Earnings Implied Volatility AAPL vs MSFT | Lots of Dispersion in the S&P 500](https://brokenpiechart.libsyn.com/mag-7-cap-ex-problem-spacex-vs-tesla-earnings-implied-volatility-aapl-vs-msft-lots-of-dispersion-in-the-sp-500) _2026-07-27 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about whether the Mag 7 companies have a free cash flow problem compared to historical payout ratios. Then, they look at the relationship in price action between SpaceX and Tesla. Later, what does the options market say about next week's Apple and Microsoft earnings reports? Oh yea, they touch on Strategy changing how it… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_387.mp3?dest-id=652098) ## [Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks Dip](https://brokenpiechart.libsyn.com/apple-sues-openai-spacex-back-to-earth-memory-stocks-dip) _2026-07-20 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings. Later, did anything fundamentally change with the memory stocks like Micron or people just don't want to be the last out. Finally, the Strait of Hormuz didn't matter to markets… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_386.mp3?dest-id=652098) ## [Fed Inflation Task Force | Free Cash Flow Hyperscalers vs Semiconductors | Head and Shoulders Crude Oil | Earnings Season Kicks Off | Anthropic S-1 Wait](https://brokenpiechart.libsyn.com/fed-inflation-task-force-free-cash-flow-hyperscalers-vs-semiconductors-head-and-shoulders-crude-oil-earnings-season-kicks-off-anthropic-s-1-wait) _2026-07-13 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner, looking at the Fed Task force and what that means for how the Fed evaluates inflation data. Plus, Anthropic is the S-1 everyone is waiting for. Later, they talk through a classic head and shoulders pattern than played out in WTI Oil charts, Fed probability of interest rate changes, Fed Minutes, and the generational exchange of free cash flow… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_385.mp3?dest-id=652098) ## [Memory Stocks Pause | Fed May Do What No One Thinks | US Dollar Strength | Crude Oil Prices Done? | Bitcoin Recession](https://brokenpiechart.libsyn.com/memory-stocks-pause-fed-may-do-what-no-one-thinks-us-dollar-strength-crude-oil-prices-done-bitcoin-recession) _2026-07-06 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner to get into markets including whether the memory stock run (including Micron) is over or just taking a pause. Then, they look at the strength of the US Dollar and whether that is a major headwind while oil prices seem like they are done worrying about the Strait of Hormuz. Later, the case for and against the Fed LOWERING rates this year vs the… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_384.mp3?dest-id=652098) ## [The Unchanged S&P 500 Index | Micron Post Earnings | Hormuz Tanker Counts | Fed Useless Dot Plots | Bitcoin Sentiment | Michael Saylor Strategy Problems?](https://brokenpiechart.libsyn.com/the-unchanged-sp-500-index-micron-post-earnings-hormuz-tanker-counts-fed-useless-dot-plots-bitcoin-sentiment-michael-saylor-strategy-problems) _2026-06-29 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week where they'll discuss Micron's earnings announcement and subsequent stock price changes and free cash flow. Is that where all the hyperscalers cash is heading? Plus, the latest geo-political goings on including tracking the number of tankers in the Strait of Hormuz. Are the Fed dot plot predictions (expectations) really as useless as… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_383.m4a?dest-id=652098) ## [Kevin Warsh Fed | Economy Better than Thought? | SpaceX Option Volatility | Strategy STRC Preferred Dips](https://brokenpiechart.libsyn.com/kevin-warsh-fed-economy-better-than-thought-spacex-option-volatility-strategy-strc-preferred-dips) _2026-06-22 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder and Shane Skinner this week to get into the post Kevin Warsh Fed Presser reaction. Plus, leading economic indicators (LEI) are turning bullish? Then, they talk about the options action in SpaceX including how high is the implied volatility. Odds and ends this week include discussion on MicroStrategy's preferred STRC has dropped below its par value. SpaceX… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_382.mp3?dest-id=652098) ## [Watch Chovy Code Live (Sponsored)](https://crawlproof.com/a/aRgRHtRxQibY) _2026-06-22 · **Sponsored**_ Join live coding streams with real-time collaborative screen sharing, open source and free. ## [SpaceX Day 1 Trading | Oil Going Lower? | SpaceX Expected Options Volatility | Inflation Hype | 2 Day Correction?](https://brokenpiechart.libsyn.com/spacex-day-1-trading-oil-going-lower-spacex-expected-options-volatility-inflation-hype-2-day-correction) _2026-06-15 · Broken Pie Chart_ Derek Moore is joined by Mike Snyder to discuss some wild SpaceX price predictions and review day 1 of trading. Then, they discuss what the implied volatility and options pricing will be like once SpaceX options are available. Then they make the case that oil has seen its peak and the bull and bear case going forward. Later, they look at the 2-day correction before the markets decided none of the… [Listen](https://traffic.libsyn.com/secure/brokenpiechart/BPC_381.mp3?dest-id=652098)