PE Contraction Salesforce vs Exxon Nvidia is Cheap? Volatility Skew PPI Beats

Derek Moore is joined by Shane Skinner to explain how the market just got cheaper on a forward valuation standpoint. Plus, how Nvidia EPS estimates reached a new all-time high while the stock trends sideways. Later, comparing Salesforce and Exxon, where they look at a multiple expansion vs a multiple contraction. Finally, they delve into an increase in the near-term volatility skew, and the hot PPI numbers. What is volatility skew Salesforce vs Exxon Nvidia goes sideways even though earnings and sales estimates reach new highs What does it me when stocks forward multiples contract (rerate) Getting into the PPI release Mentioned in this Episode 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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PE Contraction Salesforce vs Exxon Nvidia is Cheap? Volatility Skew PPI Beats is an episode from Broken Pie Chart by Derek Moore.

This episode is 54:36 long.

This episode was published on Mar 1, 2026.

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