{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Can\u2019t Be a Bubble Without? | Contrarian Signal Consumer Sentiment Hits a Low | Gold vs Stocks | Earnings Guidance Rises","description":"Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer\u2019s chart showing we aren\u2019t 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\u2019s 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. &amp;nbsp; Gold vs Stocks performance Jurrien Timmer\u2019s 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 &amp;nbsp; &amp;nbsp; Mentioned in this Episode &amp;nbsp; Derek Moore\u2019s book Broken Pie Chart https:\/\/amzn.to\/3S8ADNT &amp;nbsp; Jay Pestrichelli\u2019s book Buy and Hedge https:\/\/amzn.to\/3jQYgMt &amp;nbsp; Derek\u2019s book on public speaking Effortless Public Speaking https:\/\/amzn.to\/3hL1Mag &amp;nbsp; Contact Derek derek.moore@zegainvestments.com &amp;nbsp; &amp;nbsp; ","author_name":"Broken Pie Chart","author_url":"http:\/\/www.razorwealth.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39321680\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/39321680"}