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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
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
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about how it seems every metal is surging including Gold, Silver, Platinum, Palladium, and what else? Plus, Shane reports on the options conference and record option volumes. Oh, and did the market and volatility overreact to Greenland? It lasted all of one day. Oh, we have a big earnings week coming so what is the options market predicting for earnings moves? Big earnings week Implied volatility of most of the Mag 7 pre-earnings Record options contract volumes Greenland market event that lasted all of one day Volatility goes up and comes right back down Palladium, Copper, Gold, Platinum, and Silver all moving Bonds vs Gold 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
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
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether the tariffs matter to the market anymore. Plus, energy stocks break out even though oil is still below $60. Later, how we continue to see broadening in participation of the bull market beyond the mag 7 stocks. Of course, earnings season is starting and in the end earnings matter above all else. Earnings matter in the long run XOM Exxon some back Energy stocks no longer hibernating How stocks can do well even if the underlying commodity isn't Commodity next boom? Does the Fed theoretically use taxpayer funds for their expenses? Will Powell leave the Fed when his term as chair ends (but not his governor term) Different pockets of the market still running Mag 7 trailed through April then led, not that gap is closing 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 and Mike Snyder to talk about whether higher valuations are warranted based on rising profit margins. Then, they think about whether the upcoming Supreme Court ruling on tariffs matters for the market. Later, they discussed Google passing Apple for the #2 highest valued company in the S&P 500 Index, midterm election years performance vs other years, regression channels in the S&P 500 Index, payroll numbers, interest rates, and even copper prices. Midterm year performance vs other presidential cycle years Supreme Court Ruling on Tariffs and what it means for markets Copper prices are about to break out or break down? Fed interest rates saying no cuts until after Powell leaves? Semiconductor earnings estimates vs the S&P 500 Index as a whole Polymarket sees only a 25% chance tariffs are upheld Google (Alphabet) surpasses Apple to be world #2 behind Nvidia Three-Month payroll contraction on nonfarm payrolls Talking technical analysis with regression channels on the SPX Free cash flow margins tech vs the rest Valuation forward pe ration adjusted for net profit margins S&P 500 companies' real revenue per worker highest going back to 1986 S&P 500 quarter EPS growth estimates Y/Y % change 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, Mike Snyder, and yup Jay Pestrichelli makes an appearance to give our 2026 predictions. Where will markets, the economy, gold, the dollar, the fed, interest rates, bitcoin, recession, oil, bitcoin and much more plus a look back at who got 2025 right. 2026 Year End S&P 500 Index Targets VIX high for 2026 10 Year Treasury predictions Where will Bitcoin end 2026? Where will Oil, Gold, & the US Dollar End land in 2026? Outliers amongst the group and some consensus Why you shouldn't trade off these Why committing to strategies rather than trying to time markets is the way 2025 Predictions and who was right and who was wrong The challenge in trying to predict markets When will the last Fed rate change happen next year? Where do interest rates wind up landing? What about GDP and CPI Inflation forecasts for 2026? 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 talk about silver prices going parabolic while Gold, Copper, Platinum, and other metals are clocking in gains. Does the rally continue? They, they look at how well international markets have done crushing the S&P 500 Index this year where Spain's IBEX 35 and South Korea's KOSPI are the top dogs that no one saw coming. Later, they discussed the attribution to gains this year including how much it is due to earnings growth vs the growth of the forward PE multiple. Finally, discussing how much the S&P 500 Index companies' turnover (and have done so at a much higher rate recently) showing the value of owning a momentum index that is diversified. Oil vs Gold Ratio Silver, Gold, Platinum, and Copper all rallying Surprising international markets crushing it this year including Spain and Korea Russell 2000 Index consensus 2026 earnings forecast sees EPS growing 61% in 2026 What is the Santa Claus rally? S&P 500 Index Company Turnover and disruption Why own indexes and is the S&P 500 Index a momentum index? Earnings growth vs multiple expansion responsible for market gains in 2025 Yardeni Research projects gold to hit $6000 in 2026 and $10,000 by 2030 Does the national deficit matter? Energy commodities vs metals Truck Tonnage Index decouples with the S&P 500 Index performance TIPS bonds may not help you during inflationary periods due to duration interest rate risk 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 and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue. Gold vs Bitcoin Bitcoin if its flat over the next 5-10 years as it matures SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF) What could go wrong for investors seeking private investments Sector performance YTD and some surprises Should Apple be a consumer staple? Japan 10-year yields surge past 2% so what could go wrong? Tesla TSLA implied volatility seems high, but it really isn't on a relative basis CPI prints a lower-than-expected reading Still no inflation from tariffs 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 ask if you would rather have a $1 million lump sum vs $1000 per week for life if you won the lotter. Then, looking at some of the incoming 2026 Wall Steet year end S&P 500 Index targets. Don't forget we'll do our own 2026 prediction show. Later, Apple seems to be bucking the AI spend and its price has been resilient in 2025, so what goes right or wrong in 2026? Plus, how markets go up over time but more specifically, in years they are up it's likely they are up more than average. Apple bet not to go all in on AI Wall Street investment banks 2026-year end targets starting Average market returns vs returns in up markets Time value of money Lottery winner in Canada chooses $1000 a week for life vs $1 million today The goldilocks markets as a thesis Mentioned in this Episode 20-Year-old lottery winner decies against $1M lump sum, opts for lifetime weekly $1000 payout https://ca.news.yahoo.com/20-year-old-lottery-winner-decides-against-1m-lump-sum-opts-for-lifetime-weekly-annuity-in-hopes-of-buying-a-home-120026248.html 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 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 derek.moore@zegainvestments.com
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the coming Fed decision and what the market is telling us. Plus, CNN's Fear and Greed Index is almost at extreme fear so why are most markets near all-time highs? Then, looking at the economy through the lens of Michael Kantro's HOPE theory and whether the recent ADP employment report is giving mixed messages. All this and more this week. HOPE = Housing Orders Profits Employment Russell 2000 Cup or Vase with Handle pattern? Fed interest rate cut now at 94% probability Are small caps telling us more rate cuts coming? Earnings expectations on the Russell 2000 Index? CNN Fear and Greed Index showing almost extreme fear Disconnect between Fear and Greed Index vs the stock market Soft data vs hard data disconnect Bitcoin and MicroStrategy or Strategy catches a bid on Vanguard news ADP soft private employment data Mentioned in this Episode Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead 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
Buckeye Weekly: Key Michigan Players to Watch Ahead of Ohio State ClashIn this episode of the Buckeye Weekly Podcast, hosts Tony Gerdeman and Tom Orr discuss five Michigan Wolverines that Ohio State fans should be concerned about as the Buckeyes prepare for their annual showdown against Michigan. From wide receiver Andrew Marsh to quarterback Bryce Underwood and defensive threats like Jaishawn Barham and Derek Moore, the hosts provide an in-depth analysis of the key players who could impact the game. Tune in for a comprehensive preview of the big game, including listener questions from Michigan fans and insights on how both teams are shaping up for this pivotal matchup.00:00 Introduction and Welcome00:12 Transition to Michigan Week00:52 Five Michigan Wolverines to Watch01:35 Andrew Marsh: Freshman Phenom04:43 Bryce Underwood: The Quarterback Challenge08:58 Michigan's Defensive Threats19:03 Listener Questions and Closing Remarks
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Nvidia's moves post earnings and whether the options market got it right. Then, what would happen if MSCI removes Strategy and index funds must liquidate? Later, did the Fed just say they are cutting without saying they are cutting? Plus, has sentiment ever been this bad near all-time highs? MSCI might dump MicroStrategy | Strategy from its index Fed enters the blackout period before their meeting Probability of an interest rate cut Did buying or selling the at-the-money Nvidia straddle work post earnings? Looking at when sentiment was low during good periods of market gains Did Nvidia calm the AI is a bubble trade? Rob Arnott comments around AI vs the internet from Excess Returns Mentioned in this Episode Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead 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 and Mike Snyder this week to talk about people's reaction to Michael Burry's comments on earnings quality in the Mag 7 companies, talk of the OpenAI IPO, and Nvidia's options ahead of earnings week. Plus, they reframe the idea of Strategy buying Bitcoin by using an alternative example. What if they held Apple stock instead? All this and much more this week. Michael Burry suggests depreciation and accounting adjustments driving earnings in Mag 7 OpenAI most anticipated IPO since Snapple in the early nineties? What if AI technology is a technical revolution but the winning companies are different? Michael Saylor's Bitcoin strategy landing on hard times What if Saylor bought Apple stock instead of Bitcoin, does that make their strategy easier to understand? Enterprise value vs market cap Implied volatility on Nvidia options ahead of earnings 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 and Mike Snyder where they look at the dispersion happening within the S&P 500 Index November to date. Then, they discuss the outflows ongoing for the small caps and what if anything that means. Later, looking at the effects of earnings on Nvidia's option prices, Apple's outlier as the strongest of the Mag 7 this week, and reviewing how the market re-rating caused the market to ease even though another record forward earnings expectation number from analysts. Not all Mag-7 stocks are acting in unison NVDA implied volatility comparison between expirations around earnings Small cap outflows are showing people aren't favoring them this year despite interest rate cuts Forward 12-month analyst EPS estimates on S&P 500 hit record high While the forward multiple declines in a market re-rating Apple vs the other Mag-7 stocks Market pullback before going for 7000? Don't try and time it, just be hedged! 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
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