Analysts' vs The Market Volatility Kalshi Prediction Markets Arizona Lawsuit Breakeven Rates

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 Margin Call Movie and VaR Value at Risk Explained Derek Moore's book Broken Pie Chart Jay Pestrichelli's book Buy and Hedge Derek's book on public speaking Effortless Public Speaking Contact Derek derek.moore@zegainvestments.com

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Analysts' vs The Market Volatility Kalshi Prediction Markets Arizona Lawsuit Breakeven Rates is an episode from Broken Pie Chart by Derek Moore.

This episode is 58:27 long.

This episode was published on Mar 22, 2026.

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