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Hosted by derek moore
Hosted by derek moore
5 episodes with derek moore
5 episodes with derek moore
3 episodes with derek moore
2 episodes with derek moore
2 episodes with derek moore
2 episodes with derek moore
2 episodes with derek moore
The Detroit Lions clarified their center plan: Juice Scruggs returned to first-team work and Tate Ratledge took center reps, setting Scruggs on the Week 1 path while Detroit stress-tests depth. In a rain-soaked session after the Cincinnati preseason opener, coaches rotated interior linemen to lock in trusted combinations ahead of the NFL regular season. Did the Detroit Lions clarify who starts at center in Week 1? Yes. Juice Scruggs is tracking as the starting center, and Detroit cross-trained Tate Ratledge at center with the starters while keeping Seth McLaughlin in a reserve lane. As Jeff Risdon noted, Scruggs has NFL pivot experience and projects as the player snapping the ball to Jared Goff in Week 1. When Juice Scruggs worked at center, Tate Ratledge played right guard and Christian Mahogany played left guard. When Scruggs sat, Ratledge slid inside to center, Ben Bartch came in at left guard and Mahogany moved to right guard. McLaughlin did not run with the first team in those center looks. The staff even evaluated wet-ball snapping in the rain to prepare for outdoor games. Dan Campbell previously praised McLaughlin's effort while acknowledging his smaller build, reinforcing the view of him as a dependable backup. What roster moves and signings changed the bottom of the depth chart? Detroit waived with injury designation running back Kai Robichaux and safety Law Strickland, both hurt against the Cincinnati Bengals, and both will revert to injured reserve after waivers. Dan Campbell said Kai Robichaux broke his foot, and Law Strickland suffered a non-contact lower-leg injury. The Lions added running back Trayveon Williams and cornerback Ekow Boye-Doe. Trayveon Williams, a 2019 sixth-round pick out of Texas A&M, is a compact inside runner. Jeff Risdon noted he has 72 carries for 343 yards across seven seasons and one qualifying season as a kick returner with a poor average as a rookie, so returns are not a selling point. Ekow Boye-Doe, a Kansas State product who has spent most of his time on NFL practice squads and was in the DC Defenders camp, brings legit speed but is undersized and faces long odds after a rough first day in Allen Park. Who popped in Sunday's rain practice? Aidan Hutchinson dominated, including blowing up a screen, a timely reminder of his game-wrecking impact. Second-round pass rusher Derek Moore returned and posted a sack in team work, flashing the length and range that set him apart from Detroit's power-first edge depth. Isaac TeSlaa delivered the catch of the day in red zone, going up over coverage for a touchdown and spiking in celebration, as relayed from practice reports. Cornerback Khalil Dorsey showcased high-end ball skills with a full-extension, one-handed attempt downfield, the kind of playmaking that fuels his roster case on defense and special teams. How are the fringe jobs shaking out at WR, TE, OL and OT? Tay Martin earned first-team reps with an opening at wide receiver and continues to draw praise from Dan Campbell for his camp and special teams work, pushing into the roster conversation. Tight end Jackson Meeks, converting from wide receiver, returned and must win via special teams in a crowded room. Tackle depth got a boost with Devin Cochran back at practice after an early-week knock. The staff is maximizing versatility while Cade Mays remains out until at least early October. Dan Campbell set the standard plainly: “We do not have time to waste... we have to be able to trust you. You have to be dependable, coachable, and a competitor.” Detroit is rewarding competitors who stack dependable reps, exactly what Sunday's wet-weather practice was designed to reveal. #detroitlions #lions #detroitlionspodcast #juicescruggs #tateratledge #christianmahogany #sethmclaughlin #benbartch #jaredgoff #dancampbell #aidanhutchinson #isaacteslaa #taymartin #khalildorsey #ekowboye-doe #kairobichaux #lawstrickland #cincinnatibengals Learn more about your ad choices. Visit megaphone.fm/adchoices
Rusty Mansell shares the proud story of his daughter Kaylee's unscripted broadcasting debut and discusses Seattle Seahawks head coach Mike Macdonald's rapid ascent through the coaching ranks. They also honor the heroic sacrifice of local teacher Derek Moore before taking listener calls for a segment on legendary athletes and humiliating sports blowouts. 01:00 - Kaylee Mansell's Broadcasting Debut 04:15 - NFL Media and Derek Moore 10:22 - Three Strikes Caller Segment
Steak Shapiro and Rusty Mansell break down Chris Sale's unique pre-game ejection and the recent performance of the Atlanta Braves' starting rotation. They also celebrate the budding career of Kaylee Mansell and honor the heroic sacrifice of local teacher Derek Moore before diving into a 'Three Strikes' listener trivia segment. 01:20 - Braves and Yankees Recaps 06:17 - Chris Sale's Pre-Game Ejection 09:43 - Braves Trade Deadline Analysis 14:32 - Kaylee Mansell's Media Career 18:33 - Mike Macdonald and Hard Knocks 23:45 - Three Strikes Sports Trivia
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 market, yet overnight index swaps still price about 1.7 hikes by mid-2027 — so are hikes really off the table? Plus, the US Dollar Index breakout, why there aren't 10% pre-tax US Treasuries, and how the SpaceX share unlock could lift its Nasdaq-100 weight from roughly 1.3% to 3.1%. Nonfarm payrolls added just 23,000 jobs in July versus 80,000 expected. The prior two months were revised down by a combined 103,000 jobs. Private payrolls rose 30,000 and manufacturing added 5,000. The unemployment rate ticked down to 4.1%. Daniel Lacalle argues the Fed is already hurting the labor market and hikes aren't justified. Labor force participation fell to 61.4%, the lowest since February 2021 per Charlie Bilello. Average hourly earnings rose 3.2% year over year versus 3.5% expected. Overnight index swaps now price about 1.7 hikes by mid-2027 with the implied rate near 4.05%. Why is the market pricing hikes rather than cuts after a soft jobs number? J.C. Parets asks whether the US Dollar Index breakout is a big deal. What a stronger dollar means for multinationals and commodities. Eric Balchunas notes the Middle East oil shipping futures ETF is up 1,294% year to date Drewry's WCI container freight benchmark sits at 4,297.46 per 40-foot box What rising freight and shipping rates signal about goods inflation ahead. How Nasdaq-100 weighs an adjusted market cap: SpaceX at roughly $1.5 trillion with about 5% free float SpaceX has a 15% factor, or about $225 billion effective cap and roughly a 1.3% index weight. If free float jumps to 12%, the factor jumps to 36%, based on today's price would raise weight to 3.1% 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
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 companies reported for Q2 2026, sales are beating by 3.1% and earnings by 31.1%, and forward EPS is modeled to climb from trailing 294 per share to 374 per share, pulling the index P/E from 25.4 trailing to roughly 19.9 forward PE. Looking ahead to SpaceX earnings and discussing Kevin Warsh telling reporters let the market decide! Leopold liquidation pushed SOX single-stock volatility to 75%, only the third time ever per Warren Pies. The prior two 75% readings, March 2020 and April 2025, led to big gains per Warren Pies Semis inside the S&P 500 carry a median 30-day implied vol of 87.5% versus 36.1% for the index. Q2 2026 earnings season: 305 of 498 S&P 500 names have been reported. Aggregate earnings are beating by 31.1% and sales by 3.1%, the biggest surprise in recent quarters. Consumer Discretionary (+121%) and Communications (+99%) led the earnings surprises. Utilities were the only sector with a negative sales surprise, at -1.5%. S&P 500 forward EPS is estimated at 374 versus trailing 294 actual, up 27%. That earnings growth takes the index P/E from 25.4, trailing down to 19.9 on forward estimates. Apple traded down about $26 on the day to roughly $307.55. Apple's combination of falling price and slightly lowered guidance still compressing its P/E to 32.5. Jurian Timmer at Fidelity notes that the Mag 7 payout ratio has been falling and now sits at +17%. What is the payout ratio and how do buybacks plus dividends account for percent of EPS paid out Week 32 earnings include Palantir, Toyota, Caterpillar, AMD, Disney, Uber, Shopify and Airbnb. Also reporting: Lilly, Novo Nordisk, McDonald's, Pfizer, CVS, DoorDash, Lyft and Take-Two. Did Apple get cheaper? Is Apple sandbagging to help the new CEO? (a sarcastic take) Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
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 calculates the preferred STRC Sharp ratio, the US Dollar Index breaking out, oil prices, and much more. Do Mag 7 companies have a free cash flow problem? Comparing Mag 7 payout ratios to historical levels How rising cap ex is squeezing free cash flow The relationship in price action between SpaceX and Tesla What does the options market imply for next week's Apple earnings? Comparing earnings implied volatility in AAPL vs MSFT Strategy changes how it calculates the preferred STRC Sharpe ratio The US Dollar Index breaks out Where oil prices go from here Lots of dispersion under the surface of the S&P 500 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 derek.moore@zegainvestments.com
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 until the market decided it mattered again. Apple sues OpenAI Micron and the memory stocks dip again Trading behavior psychology losing hurt more than winning feels good? Strait of Hormuz tanker tracker ticks lower More sellers than buyers in memory stocks SpaceX moves below its IPO price Looking at the Mag7 stocks and how they grew into their valuations over a decade Were the Mag7 stocks expensive or undervalued in hindsight 10 years ago? SpaceX forward valuation Interest rates and oil prices Inflation surprises to the downside 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 derek.moore@zegainvestments.com
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 from hyperscalers to Semiconductor companies. All this and more this week. The Fed's new Inflation Task Force and what it means for how the Fed evaluates inflation data Anthropic: the S-1 everyone is waiting for A classic head and shoulders pattern playing out in WTI Crude Oil charts Fed probabilities of interest rate changes and the latest Fed Minutes The generational exchange of free cash flow from hyperscalers to semiconductor companies Earnings season kicks off What is an S-1 filing? What is a head and shoulders technical pattern? Which companies are reporting earnings soon? 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 derek.moore@zegainvestments.com
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 consensus view that they need to tighten. Oh yeah, and they get Derek talking again about Bitcoin and Strategy, the resilient employment numbers, ISM prices paid are dropping, and market seasonality. Did Michael Saylor compare Strategy's perpetual preferred shares to a 3-month treasury? Bitcoin winter The case for and against the Fed CUTTING rates Strong employment numbers ISM prices paid and oil prices are dropping Market seasonality and how July historically goes The market seems to have forgotten about the Straight of Hormuz Above all else its earnings, but at what multiple, and at what net profit margin? Micron, SanDisk, and the memory stocks turn over so what's next? Getting into earnings seasons once again US Dollar strength so what's the problem? US Dollar zone of insignificance and when it is significant 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 derek.moore@zegainvestments.com
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 they same? Don't forget the guys got Derek talking about Bitcoin and Strategy again. Finally, looking at some bull and bear cases for the equity markets. What are the Hyperscalers? Strait of Hormuz tanker tracker Michael Saylors Bitcoin problem Bitcoin sentiment Micron implied volatility Micron's earnings and forward multiples Cash flow on the Mag 7 vs Micron Fed dot plots What the Fed dot plots predicted in December 2020 vs what actually happened 2021-2022 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 derek.moore@zegainvestments.com
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 implied volatility in its options Kevin Warsh FED press conference Kevin Warsh says no dot for you! LEI leading economic indicator MicroStrategy (Strategy) preferred issue #STRC Difference between a peg to par vs. trying to see it at par Word count in FED statement Warsh vs Powell 10 Year Treasury yields vs Nominal GDP growth rate YoY Oil prices continue to ease Analysts keep their earnings estimates strong for the forward 12 month period 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 derek.moore@zegainvestments.com
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 things that mattered matter anymore. SpaceX day one price and predictions going forward SpaceX options coming next week Implied volatility expectations for SpaceX options Is the correction over? 2-day correction Oil futures curve US government is using oil price swaps selling out of the SPR What does it mean to use oil swaps? Hot IPO post launch performance What does history say SpaceX price will be in 30 days? 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 derek.moore@zegainvestments.com
Derek Moore is joined by Shane Skinner to react to the market Friday selloff including many of the chip and memory stocks. What is driving this and has the oil trade decoupled from equities? Then they discuss SpaceX IPO pricing at $135, the strong jobs numbers that exceeded estimates including April being revised from negative to healthy positive number, and Michael Saylor sells some Bitcoin for Strategy. All this and more this week. SpaceX IPO price Saylor sells Bitcoin for Strategy Crypto out of favor judging by the ETF fund flows S&P 500 Index Friday selloff of -2.6% after continuous march higher Semis and memory stocks hit with many pulling back ~ -20% from all-time highs Oil was down but the market didn't care today More Oil supply coming online? Fed futures pricing in a rate hike by December Tough to time when to sell a highflyer Will investors hit the sell button thinking this is the turn? Greenshoe IPO provision 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 derek.moore@zegainvestments.com
Derek Moore is joined by Shane Skinner this week to talk about the typical IPO performance within the first 30 days of trading. Then, they compare how Google vs Tesla performed after their IPOs. Later, Goldman Sachs calls for 8000 by year in in the S&P 500 Index, how May has seen stellar returns last couple years, a bunch of ETF filings for SpaceX adjacent products, and surprising forward EPS valuations. Nvidia forward PE vs Costco and Walmart Google vs Tesla IPO performance Surprising Google State Post IPO SpaceX adjacent ETFs see a lot of filings How does this IPO issuance period compare to past ones? When day 100 is up nearly 10% what does the rest of the year historically look like? Bond vs Equity Valuations S&P 500 May Performance 1945-2026 Intel vs Nvidia 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 derek.moore@zegainvestments.com
Derek Moore is joined by Shane Skinner to get into the SpaceX S-1 including their revenues and earnings revealed. Plus, comparing the fever for SpaceX IPO to the dotcom era in the late nineties. Then, looking at Nvidia earnings and looking at its price to sales vs SpaceX. Later, what people thought the market would return over the last 10 years vs what it actually has returned. All this and more this week. Nvidia price to sales vs SpaceX price to sales based on reported initial IPO market cap Will SpaceX get into the S&P 500 Index and the Nasdaq 100 Index? Requirements for a stock to be included in the S&P 500 Index SpaceX S-1 filing review including revenue and earnings What is the lockup period for the SpaceX IPO? Comparing SpaceX S-1 to Google and Amazon's Comparing this IPO cycle to the late nineties Nvidia earnings What will the implied volatility be on SpaceX options once they are made available Public service announcement about investing in IPOs 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 derek.moore@zegainvestments.com
Tackle priority and Blake Miller's floor The Detroit Lions Podcast zeroed in on why offensive tackle felt likely going into the NFL draft. The class at tackle was top heavy. Options like Morgan Freeling and Proctor were in the mix. Detroit landed Blake Miller. Miller brings more than 50 plus starts. He shows lateral quickness for a big frame. The question is ceiling. Can he become a dominant force or is he a steady pro? The discussion leaned toward a very respectable starter. Solid baseline. Reasonable risk. Clear need met. Derek Moore's motor and rush upside Derek Moore drew differing opinions after Senior Bowl looks. The tape shows a high motor. Power at contact. Strong, active hands. He finishes when he wins early. The rush potential pops more than the all around game right now. That profile still checks Lions boxes. Effort. Physicality. Inside hands. Moore fits the rotation and can scale up if the pass rush package tightens. The bet is on juice and refinement. The value aligns with where Detroit picked. Nickel value, late finds, and roles Keith Abney was the surprise slider, landing at 157. Short, not small. Instinctive. Natural mover in coverage. Some label him a nickel only. That role matters. In today's NFL, the nickel is a twelfth starter. Detroit's corner group has battled injuries. There are questions about Branch health. The pick matches need and value. Jimmy Rolder brings Michigan production despite a short starting run. Efficient and smart. A clean GPS to the football. That helps special teams and depth right away, with room to grow on defense. Kendrick Law offers a defined path. Many of his catches came behind the line. He is a YAC threat. He did not always maximize his gifts, but the special teams prowess can track a roster spot while the route tree expands. Inside, Tyree West arrives from Tennessee at defensive tackle. The room adds a penetrator type in Skylar Gil Howard out of Texas Tech. That pairing gives the front more get off and disruption angles in sub packages. This Detroit Lions draft matched the board to the blueprint. Tackle security with Miller. Rush traits with Moore. Nickel utility with Abney. Role clarity for Law, West, and Skylar Gil Howard. A respectable class that fits how the Lions want to play. #detroitlions #lions #detroitlionspodcast #2026nfldraft #blakemiller #ericedholm #lionsdefense #ennisrakestraw #benjohnson #nfcnorth #nflpowerrankings Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Shane Skinner to discuss the upcoming Nvidia earnings through the prism of the option volatility levels. Then, they look at inflation, GDP, and markets vs expectations. Later, looking at the interest rate predictions and the likelihood of cuts vs raises with Kevin Warsh now at the helm. Finally, looking at the oil futures curve and what the back end says about where people think oil will price to eventually. Nvidia earnings predictions Nvidia option implied volatility and expected moves around earnings Pricing the Nvidia straddle Future interest rate probabilities Kevin Warsh takes over the Fed Oil futures swap curve Inflation sticky or not? Atlanta Fed GDP Now 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 derek.moore@zegainvestments.com
On Wednesday, May 13, Jeff Risdon sharpened three headlines. Jared Goff's window. A Munich matchup vs the Patriots on Nov. 15. Every Detroit Lions rookie signed. Goff's Window, Built by the Line Jared Goff will be the Detroit Lions quarterback for at least the next two seasons. That was clear and direct. The question is not if the Lions can win with Goff. The question is what kind of cast he gets. With this roster, the arrow points up. The offensive line drives that optimism. A new center who can actually run block changes the interior. Tate Ratledge is growing into his second season at guard. Christian Mahogany being healthy matters if he grabs the left guard job, and that competition is real. A better line makes Goff better, and he was already good enough last year despite an OC who worked against the flow. Goff's mobility will never be a feature, and his big-game record has mixed chapters. He also played very well in a Super Bowl loss. In the current NFL, the Detroit Lions can win with him when the front five sets the tone. He is low on the list of things keeping this team from a Lombardi. Schedule Drop and a Munich Showdown The NFL schedule release lands tonight. Travel planners care. So do fans circling one date in bold. On November 15 in Munich, the Lions will host the New England Patriots, the reigning AFC champs, per the league's decree. That is a marquee lift for an international stage where the Patriots brand still looms from the Brady and Belichick era. There is noise around New England. Mike Vrabel and Diana Russini headlines. Wide receiver questions. AJ Brown trade talk. An offensive line that looked bad and did not get the help some expected. The Patriots move from a last play schedule to a first play schedule. The Lions draw a fourth play schedule. Advantage Detroit. Matchup-wise, Detroit must run the ball. That fits the Lions' identity and their improved front. Pencil it in as a likely win when we play the schedule game. And ignore the leak season chatter. Even a Thanksgiving rumor linking the Patriots to Detroit fizzled by nightfall. Contracts: Entire Rookie Class Locked In Right after yesterday's show, the Lions made it official. Every rookie is signed. Blake Miller, Derek Moore, Keith Abney, Jimmy Rolder, the whole draft class. The undrafted free agents are now official as well. The paperwork is done. Camp battles can start where they matter most, in the trenches and on special teams. This Detroit Lions Podcast kept it simple. Goff has a runway. The line is stronger. Munich awaits. The roster is signed and ready. #detroitlions #lions #detroitlionspodcast #udfaclass #jerryjacobs #lukealtmyer #newenglandpatriots #lionsschedule #mileskitsleman #jaredgoff #lionswindow Learn more about your ad choices. Visit megaphone.fm/adchoices
Rookie Deals Reset: Derek Moore at 44 The Detroit Lions are back on the field in Detroit. Rookies checked in yesterday without a rookie minicamp. Most draft picks put pen to paper. One exception stands out. Blake Miller remains unsigned, though there is little to negotiate. Derek Moore is the headline. The Lions locked the No. 44 pick into a four-year, $11,426,000 contract. Fully guaranteed at signing. That mirrors a growing NFL shift. Last year, top second-rounders pushed for guarantees like first-rounders. Teams such as the Texans and Browns agreed. The trend extended down to the 40th pick in 2025, Saints quarterback Tyler Shuck. Third-rounders still tend to get only their signing bonuses guaranteed. The financial landscape is changing fast, and the Lions moved with it. Inside Pick 37: The Call and the Restraint The New York Giants released their draft room video. In it, GM Joe Shane takes a call while on the clock at No. 37. You can hear him say 118, 128, and 157. Those are Detroit's picks. The Lions were trying to climb for Moore. Detroit did not go that high. They moved from 50 to 44 instead and still landed Moore. The price to jump to 37 would have cost assets that became Jimmy Rolder and Keith Abney. The Giants did not trade the pick. They kept it and made their selection. Detroit read the board and got their guy without spending the extra capital. Holmes' Aggression, This Time in Check There is a pattern with Brad Holmes. He targets his players and goes hard. In 2021, he said he would have traded into the first round for Levi Anzuriki. The cost to acquire Isaac Tussle was steep too. Two third-round picks this year and one last year. Value can blur when conviction takes over. This time, restraint showed. The Lions avoided an unnecessary jump to 37 and kept useful pieces. Rolder now heads into OTAs set to battle Malcolm Rodriguez for the third or fourth linebacker role. Abney draws praise and could push to start sooner than later. Those opportunities exist because Detroit held firm. The Derek Moore deal fits a new NFL reality. Second-round guarantees are rising, and the Lions did not hesitate. The attempted trade to 37 shows the front office's urgency for Moore. The decision not to force it shows growth. On the Detroit Lions Podcast, this is the balance that matters. Get the player. Keep the board. Build the roster. #detroitlions #lions #detroitlionspodcast #nflscheduleleaks #lionsdraft #derrickmoore #newyorkgiants #nfldrafttrades #rookiecontracts #lionsjerseynumbers #jerseychanges Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss markets and the economy including Ryan Cohen's awkward CNBC interview with Andrew Ross Sorkin where he was pressed on the math behind the financing in GameStop's bid for EBAY. Plus, Micron again reaches an all-time high and still is trading at forward multiples below many other stocks. Later, is this year shaping up to be 1995 or something else? Finally, whether oil prices are reaching a pivot point looking at some technical analysis. Ryan Cohen CNBC interview with Andrew Ross Sorkin and Becky Quick GameStop trying to buy EBAY Does GameStop have the funding to do this purchase? Secondary offerings and dilution to shareholders Micron new all-time high Crude Oil WTI West Texas Intermediate Head and Shoulders Pattern Bearish technical patterns and reliability Comparing spaghetti chart of stock market annual paths 1995 vs 2026 stock chart Midterm election year stock market typical returns 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 derek.moore@zegainvestments.com
A first-round fit the room expected The Detroit Lions leaned into identity. On the Detroit Lions Podcast, Chris and Jeff Risdon welcomed draft analyst Chris Trepaso to dissect a class he graded very high. The focus opened on Blake Miller, the first-round pick who looks like a clean right tackle for Detroit's scheme. The discussion framed it simply. Power. Size. Length. Run-game movement. Anchor against bullrush. Miller checked every box for a line that already mauls people. Trepaso said he would have mock-drafted Miller to Detroit over and over. He called the fit one of the best in the first round. If Penei Sewell shifts to the left side, Miller slides in at right tackle with no friction. The NFL comparison offered was Braden Smith. Reliable. Durable. Darn good. That kind of profile settles an offensive line and keeps the run game on schedule. The measurables backed the film. Over 34-inch arms. Around 6-foot-5 and near 320 pounds. A 32-inch vertical. A 40-yard dash around five seconds. Those traits do not guarantee success, but paired with sturdy tape they signal a safe, smart NFL selection. The hosts and guest aligned on this. The Detroit Lions prioritized continuity and immediate utility up front. Miller fits. Derek Moore targets the opposite edge Day two brought Derek Moore from Michigan. Familiar player. Logical need. The Lions have searched for a stable answer across from Hutchinson. They added DJ Wonnum, but the long-term solution remains open. Moore offers speed to power with shock in his hands. He sets edges with pop. He can convert upfield urgency into displacement at the point of attack. Trepaso acknowledged the testing dip. At the Michigan pro day, Moore's vertical and broad jump were below average. That is a data point. The film still showed heavy hands, sturdy edges, and a bull rush that jars. The role in Detroit is straightforward. Win early downs with strength. Collapse the pocket when offenses slide help toward Hutchinson. Grow into the every-down threat they have chased for several seasons. Draft logic that matches Detroit's plan The thread through both picks was fit. The Detroit Lions want to stay among the NFL's best offensive lines. Miller sustains that standard and protects the run-first attitude that powers this group. The comp to Braden Smith underscored a vision for reliable right tackle play in a power running scheme. On defense, Moore's profile addresses a glaring pinch point. He aligns with what the staff values on the edge. Heavy hands. Speed to power. Assignment soundness. The Detroit Lions Podcast conversation kept circling back to this. Detroit selected players who play like Lions. The grades reflect it. The roster construction does too. #detroitlions #lions #detroitlionspodcast #blakemiller #derrickmoore #jimmyrolder #lionsdraft #2026nfldraft #christrapasso #playercomps #kendricklaw Learn more about your ad choices. Visit megaphone.fm/adchoices
High-floor bet on Blake Miller at 17 The Detroit Lions Podcast used May 4 to cut through the noise on NFL draft grades and focus on fit. The theme was steady floor over splash. Blake Miller at No. 17 fits that. He arrives as a ready-to-play NFL starting right tackle. Clemson ran a pro style offense. He worked next to an in-line tight end. He protected a pocket passer in Cade Klubnik, who could move some but played structure. That background matters for Detroit's plan up front. Miller's presence helps mitigate Jared Goff's biggest limitation, mobility. A sturdy offensive line keeps the offense on schedule. The Lions had that baseline before last season and aim to restore it. Miller projects as a dependable answer, much like Taylor Decker in profile even if he plays the opposite side. Expect a couple snaps each game where you want a little more. That is life picking 17th, not in the top 10. The trade-off is reliability. The show also noted he was in the mix when picking a favorite Lions selection this year. Derek Moore's quick wins reshape the edge room Derek Moore brings another sturdy floor. Usage at Michigan was odd. He could make a splash play, then sit a series and a half. Coaching and deployment did not always match his strengths. Even so, the traits are clear. He is a quick-win rusher who can generate instant pressure off his first move. That immediacy is the appeal. Think 2.2 seconds instead of 2.4 to 2.6. Those fractions change outcomes. Aidan Hutchinson creates steady pressure and finish, but often works through a longer path. Moore can complement that with earlier disruption. Expect Moore to alternate with DJ Wonnum, a power-based end who is not a pure speed threat. The rotation should be cleaner. The Senior Bowl tape matters here too. Moore beat third-rounder Markel Bell with shock and quickness, a snapshot of what Detroit wants more of on the edge. How the draft graders stacked the class Aggregate draft grades place the Detroit Lions in the middle of the NFL pack. Rene Buettner's annual compilation slotted Detroit 16th with a 2.89 GPA, a B-plus average. The ledger included two A-minuses from Chad Reuter and Vinnie Iyer, many Bs and B-pluses, and a few C-pluses. The outside read tracks with the show's tone: satisfaction with the top of the class, minor quibbles about ceiling. The host made one more point on process. Immediate grades are noise. Real evaluation lands after rookie deals. He plans to grade the 2022 and 2023 classes when those first contracts are over. For 2024, the takeaway is simple. Detroit emphasized high floors early, added early-pressure potential with Moore, and reinforced the offensive line with Miller to keep the offense on time. That is a coherent bet for this roster. #detroitlions #lions #detroitlionspodcast #blakemiller #derrickmoore #detroitlionsdraftgrades #clemsonfootball #keithabney #skylergill-howard #isaacteslaa #taifelton Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Mike Snyder and Shane Skinner exploring whether the economy via the LEI (Leading Economic Indicator) is flashing bearish signals. Then, they run through Micron, Intel, and Apple looking at relative valuations and what analysts are predicting. Later, they review some post earnings moves and volatility (or lack thereof). Plus, why do people think the Fed has a chance to raise rates? Micron vs Apple relative forward PE ratios Micron's forward PE is really low, but why? Intel continues its parabolic run What is the LEI Leading Economic Indicator Weights within the LEO How sentiment is super low and how it impacts LEI Powell wraps up his last meeting but he's not leaving? Does Warsh get rate cuts Lots of dissent within the Fed? 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 derek.moore@zegainvestments.com
Cold Tulips, Hot Lions Buzz Holland, Michigan was cold, but Lions gear warmed the streets. Hats. Jerseys. Hoodies. Pride showed up. After a quick day off for family, the Detroit Lions Podcast returned with perspective from outside the bubble. A visiting Colts fan saw it clearly: Detroit is the better run team. That view matches what many around the NFL are saying. Why Detroit Skipped Rookie Minicamp No rookie minicamp in Allen Park. Other teams held theirs over the weekend. The Lions kept rookies involved through voluntary workouts instead. The choice stands out and invites debate. The show argued the team should host something similar, even if scaled. Minicamps can surface tryout flashes, but they can also create churn that does not help a contender. Look at a cautionary example. Las Vegas cycled players after tryouts and released Charles Snowden, a 2023 contributor in their pass rush group. That move stirred fans because help opposite Max Crosby remains unsettled there. Detroit knows the strain of a star carrying heavy snaps. Aidan Hutchinson did that last year. Chasing names cut during post-draft reshuffles can feel tempting. It often is not productive for a roster with standards. If a player cannot stick with a struggling depth chart, patience beats impulse. Free Agent Reality Check Calais Campbell signed elsewhere at age 40. The veteran market still has options, but the board is thinning. The show reviewed remaining free agents and weighed the ring-chase factor. Detroit qualifies. Around the league, the Lions are viewed as a viable NFL contender. That reputation matters when veterans pick landing spots late in the calendar. There have been no splash acquisitions in Detroit this week. Undrafted free agency remains quiet without a rookie minicamp to stage tryouts. That is fine for now. The roster can wait for a value fit rather than force a move based on a weekend flash somewhere else. Fan Pulse and Rookie Spotlight Fans in Detroit are re-energized after the draft. The class lacks headline skill names, but it fits needs and identity. The national Rookie Premiere will not feature Lions picks. That event leans to quarterbacks, wide receivers, and running backs. No offensive linemen were invited. Defensive linemen rarely get that nod. Pass rushers David Bailey, Arvel Reese, and Reuben Bain are expected there. Detroit drafted Blake Miller and Derek Moore up front. They are not trading-card darlings. They are trench players built for January football. Big picture, the message landed: avoid panic shopping, trust the roster, and use the calendar. The Detroit Lions are positioned to add selectively while keeping continuity. That is how real NFL contenders operate. #detroitlions #lions #detroitlionspodcast #rookieminicamp #kadynproctornfldraft #johndorsey #nflfreeagency #camjordan #jabrillpeppers #lionsdefense Learn more about your ad choices. Visit megaphone.fm/adchoices
Youth and Health Shape the Lions' Plan The Detroit Lions zigged in this NFL draft. Jeff Risdon sat down with Dr. Jimmy Liao on the Detroit Lions Podcast to grade the class through a medical lens. The theme was clear. Youth and health. Every pick landed at age 23 or younger. None of the 24-year-old prospects were taken. The shift tracks with recent lessons. Lower medical risk. Fewer known durability flags. Play the odds. Dr. Liao grades injury risk on a 1-to-10 scale. Younger players start lower. Age 23 and up nudges concern a bit. This class stayed on the low end across the board. It marks a turn from prior years when the Detroit Lions accepted more medical risk. In the NFL, availability matters. Detroit moved to stack it. Blake Miller's Ironman Profile at Clemson The top note was right tackle Blake Miller. Legendary durability at Clemson. He started 54 straight games. He logged 3,778 snaps, a school record. Dr. Liao set his medical concern at 1 out of 10. The only ding was a wrist surgery in 2024, with proof of recovery afterward. The worry there is longer-term stiffness, but his track record is strong. He is 22. That age keeps his grade low. Miller fits what the Detroit Lions want up front. Young. Battle tested. Clean enough medically to project early availability. He even graded as a top-three tackle target on the medical board. For an NFL team intent on protecting its quarterback and stabilizing the run game, this is a trend-breaking selection. Less risk. More snaps. Derek Moore's Hamstring and Second-Round Signal Next came Michigan edge Derek Moore. Before the combine he sat at 1 out of 10. A pre-combine hamstring strain bumped him to 2 out of 10. Hamstrings recur, and they spook timelines. Still, fast-twitch athletes almost all meet one sooner or later. The context matters. Detroit used a second-round pick on Moore. That signals the medical staff saw a minor issue. Dr. Liao moved him effectively back down to a 1 out of 10 after the pick. The Detroit Lions added a high-motor defender with minimal long-term concern. Recent examples of lingering hamstrings exist around the league, but the takeaway here was balance. Note the strain. Price the risk. Trust the file. The NFL demands it. On Deck: Michigan LB Jimmy Rolder The conversation turned to Michigan linebacker Jimmy Rolder. He drew a 3 out of 10 on the injury risk scale. He did not play a ton in college. That makes projection tougher, but it fits the draft's core theme. Younger players with manageable medical profiles. The Detroit Lions Podcast made it clear: Detroit targeted availability without sacrificing upside. #detroitlions #lions #detroitlionspodcast #2026nfldraft #lionsdraftclass #injuryupdates #detroitinjuryrisk #blakemiller #jimmyrolder #brianbranch #kerbyjoseph #jermodmccoy #levionwuzurike Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason and Jacob give their take on the Lions draft. Who was their favorite pick. Which pick was a reach?Visit us on X: @talkinggritpodJason - @Jason_TGPodJacob - @jmallittonYouTube - www.youtube.com/@TalkingGritFacebook - https://www.facebook.com/profile.php?id=61559912376520Reddit - https://www.reddit.com/r/Talkinggritpodcast/Substack - Talking Grit Podcast#detroitlions #NFL #football #NFCNorth00:00 - Introduction and draft overview; what to expect from the episode02:25 - Post draft reactions and Lions' draft strategy03:40 - Lions' team building: tackling draft needs without overextending05:04 - Surprising draft picks: Rams trading into the first round06:58 - Rams' draft visit strategies and covert meetings with prospects08:11 - Over/under for offensive tackles in the first round09:35 - Impact of draft trades and team drafting philosophy11:08 - Draft presentation issues and broadcasting challenges13:47 - The significance of draft-day memorabilia, signed rookie cards15:28 - Lions' top picks and trade scenarios related to Blake Miller18:34 - Evaluation of Michigan's Derek Moore and team expectations23:07 - Offensive line and tackle development concerns23:47 - Pre-draft, trade-up decision-making and comparing prospects27:44 - Lions' second-round pick and evaluation of Michigan's Derek Moore33:20 - Draft picks at linebacker and special teams contributions35:23 - Unexpected fall of Keith Abney and overall draft surprises37:16 - Assessing late-round picks like Kendrick Law and long-term potential39:38 - The influence of undrafted free agents and local prospects40:02 - Emotional stories like Skyler Gill Howard's draft hat44:13 - The importance of high-character, adaptable players49:36 - Wrap-up of undrafted free agent analysis and team-building philosophy52:06 - Lions hosting veteran wide receivers: strategic moves or camp battles53:31 - Division-wide draft review: Packers, Bears, Vikings analysis57:34 - Final thoughts on drafts of NFC North rivals and team outlooks
Big Sal is back to close out the NFC North draft review series, and he saved the easiest roast for last — the Detroit Lions. After falling from 15-2 and an NFC Championship appearance to a 9-8 couch season, Brad Holmes answered with the safest, most vanilla draft class Big Sal has ever seen. Blake Miller at 17 is the meatloaf of draft picks — nobody's mad, nobody's excited, he just exists. Meanwhile the rest of the division is eating steak. Detroit traded UP to take Derek Moore over Zion Young, paying more to get the prospect most analysts graded lower. Two of their first three picks are Michigan Wolverines — that's not scouting, that's a Big Ten alumni mixer with a salary cap. Five of seven picks were defensive players, yet they still didn't address safety or tight end. The secondary got torched in 2025 and Holmes put a bucket under one leak and called it a renovation. One bright spot: Keith Abney, CB out of Arizona State in the fifth round — real value that even Big Sal can't deny. The final NFC North draft report card is in: Bears delusional, Vikings a disaster, Lions safe and boring, and Green Bay sitting on top with a roster built to win. Subscribe, leave a five-star review, and spread the word — the NFC North runs through Lambeau. #GoPackGo #Packers #NFCNorth #DetroitLions #NFLDraft #GreenBay #PackNation #BigSal #LetMeTellYouSomething #PackernetPodcast This episode is brought to you by PrizePicks! Use code PACKDADDY to get started with America's #1 fantasy sports app. https://prizepicks.onelink.me/LME0/PACKDADDY To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Website: https://nfldraftgrades.com/ My Board: https://nfldraftgrades.com/board/83a18c42-7a0b-4590-8d1b-453e49840d02
Big Sal is back to close out the NFC North draft review series, and he saved the easiest roast for last — the Detroit Lions. After falling from 15-2 and an NFC Championship appearance to a 9-8 couch season, Brad Holmes answered with the safest, most vanilla draft class Big Sal has ever seen. Blake Miller at 17 is the meatloaf of draft picks — nobody's mad, nobody's excited, he just exists. Meanwhile the rest of the division is eating steak. Detroit traded UP to take Derek Moore over Zion Young, paying more to get the prospect most analysts graded lower. Two of their first three picks are Michigan Wolverines — that's not scouting, that's a Big Ten alumni mixer with a salary cap. Five of seven picks were defensive players, yet they still didn't address safety or tight end. The secondary got torched in 2025 and Holmes put a bucket under one leak and called it a renovation. One bright spot: Keith Abney, CB out of Arizona State in the fifth round — real value that even Big Sal can't deny. The final NFC North draft report card is in: Bears delusional, Vikings a disaster, Lions safe and boring, and Green Bay sitting on top with a roster built to win. Subscribe, leave a five-star review, and spread the word — the NFC North runs through Lambeau. #GoPackGo #Packers #NFCNorth #DetroitLions #NFLDraft #GreenBay #PackNation #BigSal #LetMeTellYouSomething #PackernetPodcast This episode is brought to you by PrizePicks! Use code PACKDADDY to get started with America's #1 fantasy sports app. https://prizepicks.onelink.me/LME0/PACKDADDY To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Website: https://nfldraftgrades.com/ My Board: https://nfldraftgrades.com/board/83a18c42-7a0b-4590-8d1b-453e49840d02
Derek Moore is joined by 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 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 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 derek.moore@zegainvestments.com
The 2026 NFL Draft closed on Saturday, and the Detroit Lions Podcast zeroed in on how Detroit finished. Day Three lacked its usual spark. Too many late picks around the NFL look unlikely to stick. That reality shaped a sharp read on what the Detroit Lions did and why. Jimmy Roeder at 118: Box thumper with work to do Detroit opened Day Three with Michigan Wolverines linebacker Jimmy Roeder at No. 118. Jeff Risdon had him at No. 177 on his board but backed the fit. He watched Roeder live three times, including mop-up duty in the 2024 Fresno State game. The traits showed up. Roeder thrives in the box. He stacks, strafes, and drives downhill at the run. He does not shed consistently, but he sorts traffic and finds the ball. He is a fantastic form tackler. He can close on screens, blow up a bubble screen, and reach the sideline if the edge is not sealed. The flags are clear. Coverage is the biggest one. He does not always trust his eyes. He started only one year at Michigan and played a lot of vanilla zone. There is upside, but he must get off blocks better. When the defensive line wins up front, Roeder pops. When it does not, he can fade. That mirrors how Jack Campbell looks better when DJ Reader, Ty Lake Williams, and Alene McNeil are rolling. Roeder walks in as direct competition and insurance for Malcolm Rodriguez, who returned on a one-year deal. He brings special teams experience. The value was a touch early, but the role makes sense in Detroit. Derek Moore at 44: Why Detroit moved Detroit traded up to 44 for Derek Moore on Friday night. The front office believed Baltimore would take him at 45. The Jesse Minter connection made that a plausible fear. That was their guy. They went and got him. The message was simple. Be aggressive. Do not sweat trade value charts. If you land the player, the move is worth it. Moore projects as a win. Keith Abney at 157: Undersized corner, heavyweight hits Arizona State defensive back Keith Abney at No. 157 was the favorite pick of the day. He reminds you of Amik Robertson. He is an undersized outside corner who hits like a safety and tackles like a safety. The question now is where the Detroit Lions envision him. Outside, inside, or a hybrid path will define his rookie impact. The tools and temperament are there. Day Three did not deliver the usual thrill. The class across the league looks thin. Still, Detroit found specific roles and leaned into identity. That is how you survive the NFL marathon. #detroitlions #lions #detroitlionspodcast #202nfldraft #lionspicks #jimmyrolder #keithabney #skylergill-howard #tyrewest Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Mike Snyder and Shane Skinner commenting on the stock market's breakout to new all-time highs. With earnings estimates, earnings reports, and sentiment shifting higher the market looks forward. Did investors get too bearish? Looking at Tesla's upcoming earnings via their implied volatility and 1-standard deviation expected move higher or lower. All this and more this week. Yup, we are back at all-time highs 7000 the new floor in the S&P 500 Index? Earnings analysts raise estimates again So far so good earnings season Tesla implied volatility shows what the expected range through earnings is Did investors get too bearish, causing them to miss out by selling at the recent bottom? Why its difficult to time markets 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner this week to discuss the all-time low in consumer sentiment and what if anything it means for markets. By the way, who exactly are they getting to stay on the phone for 50 questions? Then they discuss Exxon vs Salesforce performance since the CRM replaced XOM in the Down Jones Index. Plus, secular bull markets have pullbacks so are we still in one now? Consumer confidence all-time low Does Consumer Sentiment indicator from UMich forecast stock movements? Semiconductor forward earnings growth is predicted to be strong S&P 500 Index earnings seasons is upon us Exxon got replaced by Salesforce in the Down but since then CRM is trailing XOM Geopolitical volatility Why the Fed probably still cuts and the stock market is seeing through the clutter US Dollar Index peeled back from recent highs so is that good for earnings? Sarcastic discussion on who the heck is answering survey calls 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner to look at the bull case vs. the bear case in markets. Plus, which company the gang is most looking forward to seeing what their earnings release shows and how the big tech names are all cheaper on a forward valuation basis. Why doesn't the market always go up when earnings grow? Now people are tracking sailings in the Strait of Hormuz. Later, examining whether Friday's recovering from a rough open is a good sign for markets or just an anomaly. Strait of Hormuz ship tracking Earnings growth vs the market return in a given year Odd to see the market down while earnings revisions have grown positively +8% Nvidia vs Microsoft for who everyone is most looking forward to earnings wise SpaceX files for an IPO but we'll have to wait on the S-1 release Market bull and bear case Mentioned in this Episode Article with Peter Lynch video link plus forward valuation charts on the market, Nvidia, and Exxon. https://zegainvestments.com/blog/is-the-market-getting-cheaper-or-just-early-ahead-of-analyst-revisions Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss how the news sounds worse than the markets have performed so far. What Peter Lynch famous 1994 speech tells us about market declines and corrections. Plus, really? The Fed Funds futures are now pricing in higher probability of rate hikes vs rate cuts. Finally, the Mag 7 seems to be on sale, so what needs to happen for them to start leading the market back to the highs? Peter Lynch on market corrections Mag 7 valuations are getting cheap relative to where they were Fed Rate hikes, really? Volatility in markets Why is the VIX higher? The news is worse than the markets retracement so far, but will that change? Mentioned in this Episode Article with Peter Lynch video link plus forward valuation charts on the market, Nvidia, and Exxon. https://zegainvestments.com/blog/is-the-market-getting-cheaper-or-just-early-ahead-of-analyst-revisions Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner where they get into a discussion around the market moving lower, lowering the forward PE, and analysts haven't budged their estimates yet. So, who's right and who's wrong? Then they go through the volatility environment and whether this is a normal midterm year pullback reminding everyone this is pretty typical. Later, they get into Arizona suing Kalshi and whether prediction markets (or betting) belong under the CFTC. Vix and VVIX Volatility in markets CFTC as regulator of prediction markets Who needs prediction markets? Arizona sues Kalshi Forward PE multiples drop While EPS forward estimates rise When will analysts start adjusting their EPS estimates? What are breakeven inflation rates Why breakeven rates historically haven't been a great predictor of future inflation Mentioned in this Episode Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp 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 derek.moore@zegainvestments.com
John McMullen breaks down the Eagles' edge rusher situation after losing Jaelan Phillips to Carolina's $120M deal. Only Keldric Balch could do it at pick 23 — and he probably won't be there. Bailey and Reese are top 5-10 picks, untouchable. Day 2 options: Zion Young (30-visit scheduled), Derek Moore from Michigan. McMullen calls a Jonathan Greenard trade a 'home run' and reveals the Eagles should have extended Phillips in-season at $24M. Plus Travon Walker as a trade deadline wildcard and Cam Jordan as a veteran stopgap.Privacy & Opt-Out: https://redcircle.com/privacy
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss how a strong dollar, high oil prices, and the normal midterm year market cycle are dominating the talk around the stock market. If there was no Iran conflict, would the market be in the same spot? Later, looking at the options markets on Micron before next week's earnings. Finally, why the Strait of Hormuz is causing supply issues. Straight of Hormuz oil tanker conundrum Oil and the US Dollar jump and why it may not be good news for earnings Implied Volatility on Micron Pricing the long and short straddles on Micron Midterm Year Market Cycles and how this compares Talking about the movies Margin Call and The Big Short Mentioned in this Episode Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner to riff on volatility surging including VIX and VVIX. What volatility changes mean to market makers having to sell or buy more shares to hedge. Later, examine the largest 1 week surge in oil historically and where last week ranks. Plus, asking if OpenAI will wind up being the winner or more like Netscape. All this and more this week. OpenAI vs other AI companies as the eventual winner Explaining what VVIX is in relation to the VIX Why changes in volatility cause market makers to have to sell or buy shares of underlying Energy sector was the contrarian pick hiding in plain site Green shoots that this selloff will end? The Fed and interest rates 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 derek.moore@zegainvestments.com
Derek Moore is joined by Shane Skinner to explain how the market just got cheaper on a forward valuation standpoint. Plus, how Nvidia EPS estimates reached a new all-time high while the stock trends sideways. Later, comparing Salesforce and Exxon, where they look at a multiple expansion vs a multiple contraction. Finally, they delve into an increase in the near-term volatility skew, and the hot PPI numbers. What is volatility skew Salesforce vs Exxon Nvidia goes sideways even though earnings and sales estimates reach new highs What does it me when stocks forward multiples contract (rerate) Getting into the PPI release 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss the Supreme Court ruling on tariffs and the market reaction. Plus, looking at what the options market is predicting for Nvidia post earnings moves. Later, WTI oil prices moving higher, did the energy sector bull run predict this? Finally, breaking down the GDP release and whether the baring the government shutdown, GDP would have been higher. All this and more this week. GDP release and breakdown No inflation from tariffs Supreme Court Ruling on Tariffs What other justifications Trump admin can use to still impose tariffs WTI West Texas Intermediate crude price catches a bid Nvidia earnings this week come out so what is the option market predicting? Nvidia implied volatility and straddle prices 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 derek.moore@zegainvestments.com
The Top 100 project finally reaches the finish line. In this marathon Draft Room session, we break down the remaining prospects who are shaking up big boards and forcing their way into day-two conversations — and a few who might be climbing even higher. Deep dives on Ohio State CB Davison Igbinosin's penalty redemption arc, the mitten-wearing practice hack that cut his flags from 16 to five, and whether NFL teams will trust the fix Edge rusher evaluations featuring Gabe Akas's incredible wrestling-to-pass-rush pipeline out of Illinois, Romelo Height's one-year Texas Tech explosion playing opposite David Bailey, and Derek Moore's four-year steady climb at Michigan capped by a viral Senior Bowl bull rush Wide receiver breakdowns including Antonio Williams's Jaden Reed comp as Clemson's do-everything slot weapon, Jeremy Bernard's Jarvis Landry-style possession game out of Alabama, Malachi Fields's Senior Bowl domination that launched him from day three to first-round buzz, and Chris Brazil's vertical threat emergence at Tennessee Honest discussion on the risks of late breakouts, NIL-driven transfers, and whether playing next to elite talent inflates production or reveals it Hit subscribe so you don't miss the final stretch of draft season coverage, and drop your own big board takes at 608-561-3243. #NFLDraft #DraftRoom #PackernetPodcast #NFLScouting #DraftProspects #TopProspects This episode is brought to you by PrizePicks! Use code PACKDADDY to get started with America's #1 fantasy sports app. https://prizepicks.onelink.me/LME0/PACKDADDY To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Website: https://nfldraftgrades.com/ My Board: https://nfldraftgrades.com/board/83a18c42-7a0b-4590-8d1b-453e49840d02
The Top 100 project finally reaches the finish line. In this marathon Draft Room session, we break down the remaining prospects who are shaking up big boards and forcing their way into day-two conversations — and a few who might be climbing even higher. Deep dives on Ohio State CB Davison Igbinosin's penalty redemption arc, the mitten-wearing practice hack that cut his flags from 16 to five, and whether NFL teams will trust the fix Edge rusher evaluations featuring Gabe Akas's incredible wrestling-to-pass-rush pipeline out of Illinois, Romelo Height's one-year Texas Tech explosion playing opposite David Bailey, and Derek Moore's four-year steady climb at Michigan capped by a viral Senior Bowl bull rush Wide receiver breakdowns including Antonio Williams's Jaden Reed comp as Clemson's do-everything slot weapon, Jeremy Bernard's Jarvis Landry-style possession game out of Alabama, Malachi Fields's Senior Bowl domination that launched him from day three to first-round buzz, and Chris Brazil's vertical threat emergence at Tennessee Honest discussion on the risks of late breakouts, NIL-driven transfers, and whether playing next to elite talent inflates production or reveals it Hit subscribe so you don't miss the final stretch of draft season coverage, and drop your own big board takes at 608-561-3243. #NFLDraft #DraftRoom #PackernetPodcast #NFLScouting #DraftProspects #TopProspects This episode is brought to you by PrizePicks! Use code PACKDADDY to get started with America's #1 fantasy sports app. https://prizepicks.onelink.me/LME0/PACKDADDY To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Website: https://nfldraftgrades.com/ My Board: https://nfldraftgrades.com/board/83a18c42-7a0b-4590-8d1b-453e49840d02
Derek Moore is joined by Mike Snyder to talk about the CPI release and how there isn't any evidence that tariffs are causing any issues with inflation. So, does this mean the Fed has a green light to cut rates? As the market broadens, you might be surprised what sectors are leading and hint, it's not tech. CPI Inflation report No inflation from tariffs Fed interest rate cuts Mag 7 passes the baton to energy, materials, and staples Nvidia earnings are coming up so what does the implied volatility say at this point? 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 derek.moore@zegainvestments.com
Derek Moore is joined by Mike Snyder and Shane Skinner this week to chat about the meltdown in bitcoin and Strategy (MicroStrategy $MSTR). Why would investors choose MSTR over just Bitcoin? The enterprise value vs market value of its Bitcoin holdings. Later, The Mag 7 aren't all acting alike as Apple is surging while Microsoft is in a bear market. Later, is volatility too high given we are so close to the previous all-time high in the S&P 500 Index? Bitcoin vs Strategy Bitcoin melts down Strategy $MSTR enterprise value vs the value of its Bitcoin holdings Apple vs Microsoft Why would an investor who likes Bitcoin buy $MSTR vs owning $IBIT? VIX hits 23 but was that an overreaction given we are so close to ATH? 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 derek.moore@zegainvestments.com
Derek Moore is joined by Shane Skinner this week to discuss the parabolic moves in silver and gold including the record amount of trading. Plus, was PPI a big deal or no problem? Later, looking at the forward valuations of Walmart vs Nvidia in a hypothetical game of which one would you rather hold? You could also flip a coin which would be as good as any analysis. Meanwhile, earnings estimates have ticked higher while the S&P 500 Index moved lower, illustrating a multiple contraction in the forward PE ratio. Silver and Gold go parabolic Record trading volumes in silver and gold Forward EPS estimates tick higher in the S&P 500 Index PPI Producer Price Index was lower in 2025 than 2024 so why the angst? Walmart vs Nvidia forward PE ratios Why is Walmart trading at a higher valuation than Nvidia? Is AI the reason Walmart is bid up on a valuation measure? 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 derek.moore@zegainvestments.com
Detroit locks in OT at 17 Mock Draft 1.0 on the Detroit Lions Podcast set the board with a clear priority. Offensive tackle at No. 17. The choice is Utah's Caleb Lomu. The approach mirrors the current reality. Taylor Decker played through a shoulder injury and a potential retirement hovers. Operate as if Decker will not be back. If he returns, that is preferred. A rookie develops behind veterans and the line stays stout. This is about protecting Jared Goff and sustaining a top NFL front five. Caleb Lomu scouting snapshot Lomu brings outstanding athleticism and smooth movement in space. His footwork on the edge is clean. He rarely opens the gate and gives up the corner to bend rushers. He uses length well. If he is beaten initially, he shows quick reaction and recovers. That recovery mirrors what the Lions need on the left side. It also covers for breakdowns that happen on long downs. The cons are real. He will be 24 as a rookie, almost as old as Penei Sewell. He does not move people in the run game. Power rushers can get into his pads and walk him back. Functional strength must improve. Add eight to ten pounds and those issues tighten up. Among the two Utah tackles, Spencer Fano looks better right now. In two years, Lomu's ceiling could be higher. Less mileage. More room to grow. The fit in Detroit works. The profile matches the offense and the locker room. Derek Moore's Senior Bowl surge Day two brings a Senior Bowl riser. Michigan edge Derek Moore flashed an upper tier week. His Michigan tape had peaks and long quiet stretches. Splash or invisible. In Mobile he stacked more consistent reps. One stood out. Aligned on the edge, he collapsed the blocker inside and forced the run into the A gap. That is assignment sound football. That translates to the Lions front. It shows he can anchor, set an edge, and still chase. He is a little smaller for the role, but the technique win matters. The arrow is up. What changes before the draft This is an early guess. Only one mock each year reflects personal board. The rest project what the Detroit Lions will do. The NFL combine hits at the end of the month. Pro days follow. Those trips produce fresh data from scouts and coaches. Notes from the road sharpen the board and the next iteration gets tighter. For now, tackle at 17 with Lomu, then Moore as the front seven boost. Needs met. Upside secured. The plan holds until new information moves it. #detroitlions #lions #detroitlionspodcast #caleblomu #utahutestackle #taylordeckershoulder #taylordeckerpotentialretirement #peneisewell #detroitlionsoffensiveline #lefttacklerecovery #bullrushpower #rungamemovement #spencerfano #derekmoore #michiganpassrusher #seniorbowlweek #agapspill #combineatendofmonth Learn more about your ad choices. Visit megaphone.fm/adchoices
Senior Bowl film, defensive front focus Jeff Risdon is not in Mobile, but he is deep in the Panini Senior Bowl practice film. The Detroit Lions Podcast zeroed in on five defensive players who stood out on the first day. The lens stayed on the defensive front. Think day two or day three targets, with one possible first-rounder in the mix. The Senior Bowl staff set up on-demand practice cutups for those not on site. That access matters. The tape shows pace, drills, and assignments without the noise. The Detroit Lions need disruption and discipline up front. Day 1 offered both, and the film backed it up. TJ Parker's measurements and Lions fit at 17 TJ Parker of Clemson checked in at 6-foot-3 and three-quarters, 263 pounds, with 33.25-inch arms. That falls within the Detroit Lions' edge profile, even if it is smaller than Josh Paschal and lighter than Hutch by 10 to 15 pounds. The game is power to speed. He does not flash the same speed to power you see from Hutch or Micah Parsons, but he carries force through contact. Parker plays the run on the way to the pass. On Day 1, the team drills told the story. He stacked and shed on the edge. He got into the backfield and stayed assignment-sound. No freelancing. No lost contain. That backside contain matters in the Kelvin Sheppard defense. He must improve his get-off and block deconstruction, but the traits align with what Detroit wants. If the board falls a certain way, Parker fits the conversation at number 17 overall. The measurements are close enough. The role is clear. The tape shows a defender who can set an edge, disrupt, and finish within structure. Senior Bowl meeting reality check Every single player in Mobile meets with every NFL team. It is scheduled. It runs 10 to 15 minutes per club. Do not get swept up in “met with” posts. That is the format. Informal chats still happen after practice, like when Ray Agnew once spoke with Hendon Hooker, but those are not the only touchpoints. The universal meetings keep players engaged in the process and give teams baseline exposure. Derek Moore brings a big Day 1 Michigan edge Derek Moore delivered a whopper of a first day. The clip made the rounds on social media. The key is that it was not a one-off flash. The first look showed power, urgency, and finish from a Big Ten frame. As the week continues, the team periods will confirm whether that surge holds when the offense hits back. For a Detroit Lions front seeking reliable force and clean edges, Day 1 put Moore firmly on the radar. The Detroit Lions Podcast will keep grinding the cutups as the practices roll. Day 1 gave Detroit clear defensive front options. The tape will decide who sticks. #detroitlions #lions #detroitlionspodcast #seniorbowl #paniniseniorbowl #tjparker #clemson #derekmoore #michigan #kelvinshepparddefense #teamdrills #backsidecontain #number17overall #joshpaschal #hutch #micahparsons Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Season 2 of the Orthobullets Podcast.Today's show is CoinFlips, where expert speakers discuss grey zone decisions in orthopedic surgery. This episode will feature doctors Karim Shafi, Derek Moore, & Corey Walker They will discuss the case titled "Right Arm Pain and Weakness in 32M."Follow Orthobullets on Social Media:FacebookInstagramTwitterLinkedInYouTube
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