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  <title>Mag 7 Cap Ex Problem? | SpaceX vs Tesla | Earnings Implied Volatility AAPL vs MSFT | Lots of Dispersion in the S&amp;amp;P 500</title>
  <description>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. &amp;amp;nbsp; 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&amp;amp;amp;P 500 &amp;amp;nbsp; Mentioned in this Episode &amp;amp;nbsp; &amp;amp;nbsp; Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT &amp;amp;nbsp; Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt &amp;amp;nbsp; Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag &amp;amp;nbsp; Contact Derek derek.moore@zegainvestments.com </description>
  <author_name>Broken Pie Chart</author_name>
  <author_url>http://www.razorwealth.com</author_url>
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