{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Analysts\u2019 vs The Market | Volatility | Kalshi Prediction Markets Arizona Lawsuit | Breakeven Rates","description":"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\u2019t budged their estimates yet. So, who\u2019s right and who\u2019s 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\u2019t 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\u2019s book Broken Pie Chart https:\/\/amzn.to\/3S8ADNT   Jay Pestrichelli\u2019s book Buy and Hedge https:\/\/amzn.to\/3jQYgMt   Derek\u2019s book on public speaking Effortless Public Speaking https:\/\/amzn.to\/3hL1Mag   Contact Derek derek.moore@zegainvestments.com ","author_name":"Broken Pie Chart","author_url":"http:\/\/www.razorwealth.com","html":"