Broken Pie Chart
The Broken Pie Chart Podcast offers fresh looks at investment portfolio management, economics, markets, retirement planning, and more by simplifying and explaining important aspects of financial markets and the economy in easy to understand ways.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
SpaceX Starship Reaches Orbit | S&P 500 Breadth Lowest Since Dot-Com | 59% of S&P 500 Stocks in Bear Markets | Is Narrow Leadership a Warning? | Micron Implied Volatility and Earnings (opens the original)
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Derek Moore is joined by Mike Snyder and Shane Skinner to dig into a market that looks healthy on the surface but tells a very different story underneath. S&P 500 breadth, measured by the gap between the index and its median stock relative to 52-week highs, just hit its narrowest level since the Dot-Com Bubble, according to a Marlin Capital chart based on Goldman Sachs Global Investment Research data. Meanwhile, as Don Durrett pointed out on Twitter, 59% of S&P 500 Index constituents are already
Semis & Hyperscalers Rocking | AAII Surveys Bearish | Will Fed Cause Yield Curve Inversion? | MLB Baseball ETFs (opens the original)
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Derek Moore is joined by Mike Snyder and Shane Skinner with the market pressing new all-time highs, semiconductors and hyperscalers ripping, and the dichotomy of bad soft data but positive hard data. Plus, is the Fed going to cause another yield curve inversion judging by the narrowing of spreads? Later, do we really need MLB baseball team etfs? All this and more this week including a contrarian indicator of bearish readings in the AAII investor surveys. Warren Pies points out correlations betwe
Fed Big Mistake? | AI Companies Regulatory Capture? | Is the Market Getting Cheaper? | Markets and Midterms (opens the original)
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Derek Moore is joined by Shane Skinner and Mike Snyder to discuss whether the Fed made a mistake raising interest rates considering the problem with CPI inflation is rising oil prices which is a supply side issue. Plus, the AI companies are sounding alarm bells about extinction level events. Is this a case of "We should be regulated and we'll help you write the regulations" to edge out new competitors which is known as regulatory capture. Later, looking at markets that have continued to see a re
Post Labor Day Market Stats | Growth vs Value Ratio at Key Level | Fed Interest Rate Probabilities | Oracle Earnings Options Implied Move | S&P 500 vs Nasdaq 100 Forward P/E Ratio (opens the original)
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Derek Moore and Shane Skinner run the post Labor Day numbers, including what the S&P 500 has done the day after Labor Day, the rest of that week, the rest of September, and the rest of the year going back to 1945. Plus, a look at Jeff Weniger's chart showing growth stocks failing again at the 1980 to 2000 resistance line versus value, what the options market implies for Oracle around earnings, and where forward earnings estimates and multiples sit on both the S&P 500 and the Nasdaq 100. All that
September Seasonality in Midterm Years | High Alert Heading into September | Deficits vs Tax Rates | Mega Cap Winners and Losers | Forward P/E Check Dispersion (opens the original)
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Derek Moore and Shane Skinner dig into what history says about September in a midterm election year, and why Mike Santoli argues investors should be on high alert heading into the month. Plus, a long look at federal receipts versus federal outlays as a percent of GDP and what top tax rates did and did not do to revenue, the widening spread between mega cap winners and losers in 2026, and a forward earnings check on Nvidia, Alphabet, Apple, Tesla, Costco, and the S&P 500 itself. All that and more
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