The Investopedia Express with Caleb Silver (Investopedia)

Charles Duhigg, the Pulitzer Prize winning journalist and best-selling author talks about is latest book, "Supercommunicators: How to Unlock the Secret Language of Connection", and how each of us has this superpower, but we just need the right tools to access it. How becoming a supercommunicator can improve your relationships in life and work, and what modern neurology is teaching us about how to train our brains. Plus, more record highs for the stock market, just not for most stocks, as the divergence between big winners and big losers widens. What usually happens when this happens, and should we be worried about it happening when investors are as confident as they've been in a year? LINKS FOR SHOW NOTES https://www.investopedia.com/what-to-expect-in-the-markets-this-week-06-24-2024-8666609 https://www.investopedia.com/terms/c/catastrophebond.asp https://www.investopedia.com/terms/u/ucits.asp https://www.investopedia.com/individual-investors-optimism-climbs-with-markets-hitting-record-highs-8666789 https://www.charlesduhigg.com/ https://www.hbscny.org/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Investopedia is celebrating its 25th Anniversary, and we are joining the party with the most important innovations, financial events and terms of the past quarter century. Plus, Jay Woods, the Chief Global Strategist for Freedom Capital Markets helps us prep our playbooks for the rest of the year as the stock market dances near record highs ahead of interest rate cuts and an election that is bound to deliver volatility. Summer lovin' was a blast, but it's time to reset and get back on track with The Express. LINKS FOR SHOW NOTES https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_081624.pdf https://www.freedomcapmkts.com/newsletter https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8703796 https://www.investopedia.com/warren-buffett-berkshire-hathaway-usd1-trillion-market-cap-8703150 https://www.bespokepremium.com/interactive/research/think-big-blog/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

The bears are circling as asset prices are being reset amid higher interest rates. Christine Benz and John Rekenthaler of Morningstar, and Anastasia Amoroso of iCapital, join Caleb at Investor Connection, a live event last week, for a conversation on how individual investors can reset their portfolios given the new market dynamics. Plus, why the Dot Plot, one of the most boring charts in economics and investing, is the most important data set for investors to pay attention to today. LINKS FOR SHOW NOTES https://www.icapitalnetwork.com/about-us/team/anastasia-amoroso/ https://www.morningstar.com/authors/30/christine-benz https://www.morningstar.com/authors/208/john-rekenthaler https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20220921.pdf https://www.federalreservehistory.org/essays/stock-market-crash-of-1987 https://www.c-span.org/video/?1444-1/president-reagan-stock-market-turbulence https://www.investopedia.com/terms/s/sinkingfund.asp https://www.youtube.com/c/investopedia https://registration.socio.events/e/investorconnection/promo-codes/CONNECT Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's a newer, faster version of The Express, and we break down the path of economic policies promised by the incoming Trump administration, including what's likely to happen, and what might get challenged. Plus, the future of TikTok in the U.S. is changing by the minute, but recent developments and the seating arrangement at the inauguration tell us that the popular social video app isn't going anywhere. And, get used to hearing about the Smoot-Hawley Tariff Act of 1930, and watch for new amendments to the 95-year old piece of legislation. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/s/smoot-hawley-tariff-act.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8776336 https://www.investopedia.com/trump-has-promised-these-major-economic-actions-on-day-one-8776775 https://www.bloomberg.com/features/2024-trump-day-one-agenda/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

February was a short and brutal month across the capital markets as the momentum trade into Big Tech and A.I. stocks reversed, leaving a pile-up of major losses across investors' favorite stocks. The White House dropped a new executive order to build a 'Strategic Crypto Reserve', breathing some bullishness back into the beleaguered crypto patch, and Wall Street has dusted off an old, but risky strategy called 'Portable Alpha', to find the next moonshot stocks. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11687706 https://www.investopedia.com/terms/p/portablealpha.asp https://www.investopedia.com/trump-says-canada-mexico-tariffs-will-take-effect-next-week-china-rate-to-double-11687476 https://www.economy.com/economicview/analysis Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stocks rallied last week following dovish comments and forecasts from the Federal Reserve, but Chair Powell said inflation may be 'transitory', which brought back nasty flashbacks from 2021. Investors are as bearish as ever, but retail investors have been buying the dip on our favorite stocks that are way off their recent highs. Is our timing terrible, or have we decided that the market has bottomed and the tariffs that go into effect next week will just be a minor adjustment? Plus, what the SKEW Index is telling us, and what to expect in the stock market and the economy this week. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11700527 https://www.investopedia.com/terms/s/skew-index.asp https://www.cboe.com/us/indices/dashboard/skew/ https://www.carsongroup.com/insights/blog/four-reasons-not-to-panic-and-sell-right-now/ https://www.investopedia.com/dot-plot-spotlight-fed-sees-interest-rate-cuts-coming-11699946 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ray Dalio, one of the most successful investors of all time and the author of the best selling "Principles" series, rejoins The Express to help us understand the new world order in light of the elections, geopolitical instability, climate risk and technology. The creator of the 'All Weather Portfolio', explains how he would build that portfolio today given all the risks and trends shaping this unprecedented cycle in history. Plus, Ray's thoughts on crypto, lessons for new investors, and the most important lesson he has learned in his lifetime as an investor. LINKS WITH SHOW NOTES https://www.investopedia.com/vaccine-maker-stocks-slump-after-rfk-jr-nominated-as-hhs-head-8745974 https://www.investopedia.com/what-the-republican-sweep-means-for-the-economy-8745669 https://wmi.edu.sg/dmp-online/ https://www.principles.com/ https://www.investopedia.com/terms/e/earnings_momentum.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8745796 https://www.investopedia.com/1-in-4-investopedia-readers-say-they-now-own-crypto-the-highest-in-a-year-8745853 Learn more about your ad choices. Visit podcastchoices.com/adchoices

How could such a beautiful country blessed with abundant natural resources, a well-educated workforce, and access to trading partners around the world be mired with sky-high inflation and an unstable currency? The answers are complicated and entangled in decades of tumultuous political history. The Express heads to the Rio de la Plata on a journey of economic discovery. SHOW LINKS: https://www.proshares.com/our-etfs/leveraged-and-inverse/sqqq https://www.cefeidas.com/about/juan-cruz-diaz/# https://www.investopedia.com/terms/forex/a/arp-argentinian-peso.asp https://www.investopedia.com/terms/d/devaluation.asp https://www.investopedia.com/terms/c/capitulation.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's been the summer of discontent for labor unions across industries, and the future of the way millions of people work and earn is in the balance. Suresh Naidu, Professor of Labor Economics at Columbia University explains the dynamics unfolding inside industries today that are pitting workers against executives and shareholders. Plus, where does organized labor go from here as A.I. and robotics permeate industries. And, the September effect will make the headlines this month, but that doesn't mean we need to pay attention to the historical axiom anymore. LINKS FOR SHOW NOTES: https://www.investopedia.com/terms/s/september-effect.asp https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.jimmybuffett.com/ https://home.treasury.gov/about/history/history-overview/history-of-the-treasury https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.nlrb.gov/ https://www.investopedia.com/terms/m/monopsony.asp https://econ.columbia.edu/econpeople/suresh-naidu/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the author of "In This Economy", rejoins The Express to break down the top ten, and share her predictions for 2025's top terms. Plus, there are even more reasons to be Bullish as stocks and risk assets hit all-time highs. LINKS FOR SHOW NOTES https://www.investopedia.com/the-2024-investopedia-terms-of-the-year-8754569 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8757265 https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_120624A.pdf https://www.amazon.com/This-Economy-Money-Markets-Really/dp/0593727878/ref=sr_1_1? https://www.instagram.com/kylascan/?hl=en Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Express heads to ETF Exchange to learn what is coming down the tracks for investors who ride the exchange traded funds rails. Todd Rosenbluth of VettaFi and Reggie Browne of GTS join the show to tell us why there is still a lot of growth ahead for the industry, and why they are creating new solutions for more discerning investors. Plus, a little risk-reversal takes hold after a torrid January, just as retail investors dive headlong into the options market. Be careful out there. Links for show notes: www.etoro.com/news-and-analysis/in-depth-analysis/the-costs-of-rising-short-termism/ https://www.cboe.com/data/market_statistics/ https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_021023.pdf https://exchangeetf.com/ www.investopedia.com/terms/d/deflation.asp www.investopedia.com/terms/d/disinflation.asp https://www.etftrends.com/author/toddrosenbuth/ https://gtsx.com/reginald-m-browne/ https://www.investopedia.com/terms/e/etf.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Claudia Sahm didn't coin the "Sahm Rule", but she has taken on the responsibility that comes with having an economics rule and recession indicator named after her. The macroeconomist who worked at the Federal Reserve and the White House Council of Economic Advisers joins The Express with her forecast for the U.S. economy, including what could go very right, and what could go very wrong. Plus, divergences across the stock market make this recent run to all time highs even more interesting. Happy financial literacy month! Links for show notes: https://www.investopedia.com/terms/d/dowtheory.asp https://allstarcharts.com/blog/ https://dogwifcoin.org/ https://www.investopedia.com/bitcoin-halving-4843769 https://restorethemagic.com/wp-content/uploads/2024/03/Disney-Trian-White-Paper-2024.pdf https://stayathomemacro.substack.com/ https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8622016 Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Express visits Barcelona Spain for a deep dive into the culture and the economic underpinnings of this European gem. Angel Talavera of Oxford Economics helps us understand Spain's economy, and where this country is headed over the next few years. Plus, roll down the window because investor sentiment stinks as U.S. markets are coming off their worst week of the year. Why investors need to reset their expectations a'hora mismo. LINKS FOR SHOW NOTES: https://epfr.com/insights/category/quant-insights/ www.investopedia.com/terms/v/valuelineindex.asp www.investopedia.com/terms/v/valuelineindex.asp www.tesla.com/blog/secret-tesla-motors-master-plan-just-between-you-and-me https://www.investopedia.com/legality-biden-student-loan-forgiveness-6273996 https://www.investopedia.com/terms/t/terminalvalue.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Justin Wolfers, professor of public policy and economics at the University of Michigan, says the economy is in much better shape than most people think, and the Fed actually can hike rates while putting out the fire storm around banks. Plus, Big Tech is back in the driver's seat as investors return to their old favorites in search of safety and the prospect for a pause in rate hikes. LINKS FOR SHOW NOTES https://www.investopedia.com/usb-and-credit-suisse-forced-to-merge-7367988 www.businesswire.com/news/...c-Bank www.moodys.com/resea...361119 www.federalreserve.gov/newsevents/pressreleases/monetary20230312a.htm www.sipc.org/for-investors/what-sipc-protects https://fordschool.umich.edu/faculty/justin-wolfers https://twitter.com/JustinWolfers www.investopedia.com/terms/l/liquidity-coverage-ratio.asp https://www.investopedia.com/terms/b/basel_accord.asp https://www.youtube.com/watch?v=o-D3Pfa-ViY Learn more about your ad choices. Visit podcastchoices.com/adchoices

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms? LINKS FOR SHOW NOTES https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327 https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755 https://www.investopedia.com/terms/j/januarybarometer.asp https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ryan Detrick, Chief Market Strategist at The Carson Group, climbs back aboard The Express to break down the recent 'Everything Rally', and why history and recent economic data suggest that this trend in motion should stay in motion. Plus, companies are piling on the dividends and the share buybacks to entice investors and jolt their earnings. Investors are scooping up those benefits and are as confident in future returns as they've been in a long time. Links for show notes: https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20240320.htm https://www.investopedia.com/individual-investors-optimism-grows-albeit-cautiously-as-stocks-back-off-highs-8611333 https://www.investopedia.com/articles/02/041702.asp https://www.janushenderson.com/en-us/advisor/insights/global-dividend-index/ https://www.spglobal.com/spdji/en/corporate-news/article/sp-500-q4-2023-buybacks-increase-180-compared-to-q3/ https://www.carsongroup.com/insights/ https://www.carsongroup.com/insights/blog/why-high-interest-rates-havent-hurt-the-consumer-and-maybe-even-helped/ https://www.investopedia.com/terms/a/antitrust.asp https://www.investopedia.com/terms/s/sherman-antiturst-act.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-march-25-2024-8613096 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brian Stelter, the special correspondent for Vanity Fair, and the host of The Hive podcast, explains what's really behind the actor and writer strikes facing the entertainment industry, and how Artificial Intelligence is changing the industry forever. Plus, the summer of Big Labor's discontent heats up as auto workers and UPS employees threaten to strike just as the economy starts to stabilize. https://www.nasdaq.com/press-release/the-nasdaq-100-index-special-rebalance-to-be-effective-july-24-2023-2023-07-07 https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/cvna-earning-release-q2-2023.pdf https://teamster.org/ https://www.investopedia.com/terms/p/payoutratio.asp https://www.vanityfair.com/contributor/brian-stelter https://podcasts.apple.com/us/podcast/inside-the-hive-by-vanity-fair/id1232383877 Learn more about your ad choices. Visit podcastchoices.com/adchoices

As The Express celebrates 100 episodes, we bring in JC Parets of AllStarCharts and Kenny Polcari for a full examination of the markets using technical analysis and macro fundamentals. Plus, Kenny drops an incredible recipe for a bone-in pork roast and JC gives us the perfect wine pairing to go with it. And, Dex McBean, a real-deal freestyle finance MC, joins The Express with the term of the week backed by a vicious beat. SHOW NOTE LINKS https://allstarcharts.com/blog/? https://www.kennypolcari.com/ https://insight.factset.com/ https://www.instagram.com/dex.mcbean/?hl=en https://soundcloud.com/kingtripl3 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Katie Stockton, founder and managing partner of Fairlead Strategies, climbs back aboard The Express to share what the most important charts and indicators in the stock market are telling us right now. She shares her outlook for the broader market, individual sectors and cryptocurrency as seen through key technical indicators like the DeMark Indicator and MACD. Plus, it's a huge week for huge stocks like Apple and Alphabet given the new iPhone release and the DOJs antitrust suit against Google. We'll get you ready for the week ahead. Links for show notes: https://www.justice.gov/opa/pr/justice-department-sues-google-monopolizing-digital-advertising-technologies https://www.investopedia.com/arm-5-billion-ipo-is-the-years-biggest-us-yet-valued-at-over-50-billio-7965387 https://www.fairleadstrategies.com/trial https://www.investopedia.com/ask/answers/071414/whats-difference-between-moving-average-and-weighted-moving-average.asp https://www.investopedia.com/us-household-net-worth-grows-gains-in-stocks-real-estate-7967556 https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.fairleadstrategies.com/about https://www.fairleadfunds.com/tack https://www.investopedia.com/apple-announces-september-event-with-iphone-15-release-expected-7963221 https://www.youtube.com/watch?v=OLenSrOsWLc https://www.investopedia.com/terms/m/macd.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Lindsey Bell, Chief Markets and Money Strategist for Ally rejoins the show to share 5 signs of a market bottom. Plus, the first 100 days of the year were among the worst in history for the stock market. What usually happens after a bad start, and how investors should prepare for the rest of the year. And, the U.S. economy is on a precipice, and key reports from the labor market and the consumer this week will tell us if a recession is in the cards. Show note links: https://www.ally.com/do-it-right/investing/ally-expert-lindsey-bell/ https://www.ally.com/do-it-right/trends/weekly-viewpoint-may-13-2022-signs-of-a-market-bottom/ https://sentimentrader.com/blog https://www.investopedia.com/terms/c/capitulation.asp https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.investopedia.com/the-investopedia-express-podcast-5215636 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'? LINKS FOR SHOW NOTES https://www.investopedia.com/berkshire-hathaway-fy2023-earnings-key-takeaways-8599175 https://www.investopedia.com/terms/a/average-daily-float.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8599318 https://www.biancoresearch.com/visitor-home/ https://twitter.com/biancoresearch https://www.berkshirehathaway.com/2023ar/2023ar.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Lindsey Bell, Chief Strategist at 248 Ventures, climbs back aboard The Express to take investors' temperatures following the Fitch credit rating downgrade. What's the message behind the drop from AAA to AA+, and why a potential government shutdown may make matters worse. Plus, investor was on the upswing according to our latest sentiment survey. Were we too giddy too soon? LINKS FOR SHOW NOTES https://twitter.com/justlbell?lang=en https://www.investopedia.com/terms/r/relative-value.asp https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_080423.pdf https://www.investopedia.com/terms/b/bearsteepener.asp https://www.instagram.com/p/CstTLOfNETA/ https://www.youtube.com/watch?v=HmMMHjD7yEs Learn more about your ad choices. Visit podcastchoices.com/adchoices

Seema Shah, the Chief Global Strategist at Principal Asset Management, on how and where to invest as tariff and policy uncertainty roils markets and economies. In an unpredictable investing landscape, Seema helps us focus on the real trends, assets and indicators that can lead us to a clearer path. LINKS https://www.principalam.com/us/insights https://www.linkedin.com/in/seemavshah/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markets are setting record highs across sectors and asset classes and investors get even more comfortable taking on risk. Matt Hougan, the Chief Investment Officer of Bitwise joins The Express with a front row seat inside the storm of assets flowing into those new spot Bitcoin ETFs, including Bitwise's BITB. Hear why Matt thinks this surge in inflows is just the beginning, and how big the Bitcoin ETF market can be in the next five years. LINKS FOR SHOW NOTES https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html https://www.aaii.com/sentimentsurvey https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8603107 https://bitwiseinvestments.com/crypto-market-insights https://bitbetf.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Phil Pearlman joins the Express to talk about the importance of harmonizing our financial health with our emotional and physical wellbeing, and the path to getting there. Plus, there are plenty of sectors and stocks breaking out to 52-week highs despite a pretty range-bound market. We name names and get you ready for this week's big labor market reports that will weigh heavily on future rate hikes. LINKS FOR SHOW NOTES https://twitter.com/TimmerFidelity www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.barchart.com/stocks/highs-lows https://www.investopedia.com/terms/g/goodwill.asp https://primecuts.substack.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mike Wilson, the Chief U.S. Equity Strategist for Morgan Stanley, says the market could fall further as corporate earnings roll over and the chances of a recession increase. Still, long-term investors can still find opportunities to stabilize and grow their portfolios in this tumultuous environment, and why we need to look at the U.S. economy in the 1940's for comparison. And, the 60/40 portfolio just had its worst six-month period in history, turning decades of investing principles on their head. We try to turn things around on The Express. LINKS FOR SHOW NOTES: archive.org/details/essaysinearlierh01daviuoft https://www.morganstanley.com/profiles/mike-wilson-chief-investment-officer https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp https://www.investopedia.com/terms/f/federalfundsrate.asp https://www.investopedia.com/terms/r/riskrewardratio.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Responsible Budget warns, the interest costs alone to serve that debt are approaching 17% of government spending, which is more than we spend on defense, education and healthcare. Both presidential candidates are pushing policies that would only amplify that debt by trillions of dollars over the next decade, bringing with it inflation, high interest rates, a debt spiral and a massive devaluing of U.S. Treasuries. The debt matters, but don't tell Washington D.C. LINKS FOR SHOW NOTES: https://www.investopedia.com/warren-buffett-berkshire-hathaway-apple-stock-cash-pile-q3-2024-8738738 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110124.pdf https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8737801 https://www.crfb.org/ https://www.investopedia.com/presidents-and-their-impact-on-the-stock-market-4587369 https://www.investopedia.com/what-economists-think-harris-trump-economic-plans-presidential-election-8700373 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stephen Sikes, the Chief Operating Officer for Public.com, explains what happened to most of the retail investors who jumped into the stock market in the middle of meme-stock mania in 2021, and what they are looking for today as market dynamics shift into a lower interest rate regime. Plus, why are yields for long term bonds spiking just as the Fed lowers rates, what made Goldman Sachs curb our expectations for future equity returns, and where are the hedge fund whales swimming lately? LINKS FOR SHOW NOTES https://www.investopedia.com/terms/r/relativevalue-funds.asp https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ https://www.jpmorganchase.com/institute/all-topics/financial-health-wealth-creation/the-changing-demographics-of-retail-investors https://www.investopedia.com/terms/c/cupandhandle.asp https://public.com/ https://www.linkedin.com/in/stephensikes/ https://www.investopedia.com/what-to-expect-in-markets-this-week-jobs-earnings-gdp-8732908 https://www.bespokepremium.com/interactive/research/think-big-blog/ https://www.hfr.com/insights-commentary/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sam Ro, the veteran business news journalist and author of the TK'er substack joins the Express to help us launch the Express-o Awards, where we honor the best, worst and most dynamic stories of the first half of the year. Plus, Elon Musk is pulling out of his bid to buy Twitter and the lawsuits are about to start flying. We break down what happened, and what's next for Musk and Twitter. LINKS REFERENCED: https://www.tker.co/ https://www.atlantafed.org/cqer/research/gdpnow https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_070822.pdf https://www.sec.gov/Archives/edgar/data/1418091/000110465922078413/tm2220599d1_ex99-p.htm Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Ed Yardeni, the founder, president and Chief Investment Officer of Yardeni Research on why the stock market may have bottomed in June, and what key health indicators we should focus on to see if the patient is on the road to full recovery. Plus, Yardeni shares his favorite investing and finance shows and movies, and why his favorite term, "Bond Vigilantes", is about to become popular again. LINKS FOR SHOW NOTES https://www.yardeni.com/ https://www.yardeniquicktakes.com/ https://www.yardeni.com/#StockMarketFundamentalsMetrics https://www.amazon.com/dp/B077VGFZBD/ref=cm_sw_r_cp_ep_dp_w1IyAb30XKCAR https://insight.factset.com/topic/earnings https://www.investopedia.com/terms/d/deflation.asp https://ir.wingstop.com/news-and-events/news/press-release-details/2022/Wingstop-Inc.-Reports-Fiscal-Second-Quarter-Financial-Results/default.aspx Learn more about your ad choices. Visit podcastchoices.com/adchoices

Professor Alan Blinder of Princeton University, and former Vice-Chair of the Federal Reserve, joins the show to talk about what the Fed missed, which era in history this most clearly resembles, why this recession may be unlike any other, and why rumors of the Dollar's demise have been greatly exaggerated. Plus, the ultra-rare Zweig Breadth Thrust indicator just triggered, which historically means very good things for stocks. Links for show notes: https://www.investopedia.com/us-employers-added-236-000-jobs-in-march-underscoring-brisk-labor-market-7376799 www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.federalreserve.gov/releases/h8/current/ https://www.aba.com/about-us/press-room/press-releases/q2-2023-credit-conditions-index www.investopedia.com/articles/04/012104.asp www.investopedia.com/terms/b/breadth-thrust-indicator.asp https://www.youtube.com/watch?v=IaPPsEIxJok https://www.princeton.edu/blinder/ https://press.princeton.edu/books/hardcover/9780691238388/a-monetary-and-fiscal-history-of-the-united-states-1961-2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jay Woods, NYSE veteran and Chief Global Strategist for Freedom Capital Markets, joins the Express from the floor of the NYSE to examine the new bull market. It looks a little thin, but it is showing signs of strengthening. Plus what to watch and listen for as the Fed meets this week on interest rates, and what investors may have already decided for themselves. https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.investopedia.com/is-eurozone-in-a-recession-7509697 https://www.investopedia.com/terms/t/triplewitchinghour.asp https://www.investopedia.com/terms/p/presentvalue.asp https://twitter.com/JayWoods3 https://jaywoods.substack.com/ https://insight.factset.com/what-is-driving-the-expected-rebound-in-sp-500-earnings-growth-in-q4-2023 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023. LINKS FOR SHOW NOTES https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022 https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785 www.spglobal.com/marke...960244 www.investopedia.com/terms/c/capitulation.asp https://www.shapingwealth.com/ https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liberation Day last week brought the biggest selloff in the stock market since the early days of the pandemic as investors couldn't get out of stocks fast enough, putting a swift end to the bull market that began running in October of 2022. Fed Chair Jerome Powell preaches patience as the impacts of the tariffs are still unknown, but consumers and investors haven't been this pessimistic in years. We lay out three scenarios for what might happen next in the tariff war, but one thing is for certain - no one - not even our elected officials, really knows. Plus, the Fed Chair shares his favorite economic indicator and Grateful Dead albums. LINKS for show notes https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/ https://sabew.org/ https://www.investopedia.com/stocks-just-had-one-of-their-worst-weeks-of-this-century-update-11709694 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11708734 Learn more about your ad choices. Visit podcastchoices.com/adchoices

From the Food & Wine Classic in Charleston, S.C., new whiskey distillers like Company Distilling are battling for shelf space and brand recognition against the giants like Jim Beam and Jack Daniels. Nate Gana, one of the foremost scotch and whiskey experts in the world, takes us inside the big business of whiskey, scotch and bourbon, where global conglomerates are battling a spirits recession, barrels are precious, and consumers have more than enough choices. Plus, it’s an everything rally across the capital markets, but more record highs for gold and spiking long-term yields may be warning of trouble on the tracks. LINKS FOR SHOW NOTES https://www.investopedia.com/71-of-investors-feel-good-about-the-stock-market-here-s-what-they-re-investing-in-8717954 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-jobs-report-fed-speakers-8718986 https://foodandwineclassicincharleston.com/ https://companydistilling.com/distilleries/townsend-distillery/ https://www.instagram.com/nategana/?hl=en https://singlemaltdaily.com/ https://www.foodandwine.com/the-city-that-rice-built-8695153 Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Express steams through the Future Proof Wealth Festival to bring you conversations from some of the country's top financial advisors and investment strategists on how we should navigate the tumult in the capital markets. Joe McLean, Lindsey Bell, Blair Duquesnay and Michael Antonelli climb aboard with their best advice for investors of all ages as we face rising interest rates and even more uncertainty. Plus, it's a huge week for monetary policy makers as the Federal Reserve and other central banks meet on interest rates. What's likely to happen, and how we should prepare for it now. LINKS FOR SHOW NOTES https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html https://investors.fedex.com/news-and-events/investor-news/investor-news-details/2022/FedEx-Reports-Preliminary-First-Quarter-Financial-Results-and-Provides-Update-on-Outlook/default.aspx https://futureproof.advisorcircle.com/ https://www.joemclean.com/ https://www.ally.com/do-it-right/investing/ally-expert-lindsey-bell/ https://ritholtzwealth.com/team/blair-duquesnay/ https://blog.rwbaird.com/bull-and-baird-blog/michael-antonelli/ www.investopedia.com/terms/s/sacrificeratio.asp https://www.patagonia.com/ownership/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week. LINKS FOR SHOW NOTES https://www.jamiehopkins.com/ https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/ https://business.bofa.com/en-us/content/market-strategies-insights.html https://www.spglobal.com/spdji/en/research-insights/education/ https://www.investopedia.com/terms/c/counterpartyrisk.asp https://www.investopedia.com/terms/d/defaultrisk.asp https://www.investopedia.com/terms/c/cape-ratio.asp https://selfserve.decipherinc.com/survey/selfserve/14c3/210402 https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g Learn more about your ad choices. Visit podcastchoices.com/adchoices

Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there. Yardeni, who coined the term "Bond Vigilantes", outlines the risks, probabilities and opportunities facing investors today, and explains why he sees the S&P 500 topping 10,000 by the end of the decade. Plus, expensive stocks have pushed the equity risk premium to historical lows, but those hoping for it to rise better be careful what they wish for. LINKS FOR SHOW NOTES www.investopedia.com/what-to-expect-in-the-markets-this-week-877192 https://www.investopedia.com/hiring-surprisingly-surged-in-december-8772350 https://classic.foodandwine.com/ https://www.federalreserve.gov/monetarypolicy/files/FOMC20180926tealbooka20180914.pdf https://yardeni.com/ https://yardeni.com/quicktakes/ https://www.investopedia.com/bond-vigilante-6386194 Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Express is live and direct from Invest Fest 2023, the flagship event from Earn Your Leisure, as 20,000 attendees flock to Atlanta to learn wealth building, entrepreneurship, and investing lessons from some of the biggest names in the business. Our conversations with Casanova Brooks, Matt Garland, aka "MG The Mortgage Guy", and Armando Pantoja. Plus, investors face their fears of a potential market crash. Is it just paranoia or recency bias behind our anxiety? Links for Show Notes: https://podcasts.apple.com/ca/podcast/what-it-really-means-to-earn-your-leisure/id1529322197?i=1000521114217 https://www.investopedia.com/terms/m/mcclellanoscillator.asp https://www.investopedia.com/markets-waver-between-gains-and-losses-after-fed-chair-powell-suggests-fed-could-raise-rates-further-7852860 http://www.econ.yale.edu/~shiller/ https://www.instagram.com/casanova_brooks/ https://www.instagram.com/tallguytycoon/ https://www.instagram.com/mgthemortgageguy/ https://www.youtube.com/@EarnYourLeisure https://soundcloud.com/kingtripl3 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Over the past 100 years, Edward Jones has become a ubiquitous financial advice business with over 15,000 locations in North America overseeing $2 trillion in household assets. Penny Pennington, CEO and Managing Partner of Edward Jones joins The Express to talk about what American families are doing with their money, what they are worried about, and how they intend to transfer their wealth to their kids and grandkids. Plus, Volatility is back after a long nap, and it is shaking up individual stocks and the major averages. Is this the beginning of a correction, or just the natural cycle of capital markets in the 21st century? LINKS FOR SHOW NOTES https://www.investopedia.com/terms/v/vix.asp https://www.costco.com/1-oz-gold-bar-pamp-suisse-lady-fortuna-veriscan-new-in-assay.product.4000186760.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8630573 https://www.edwardjones.com/us-en/why-edward-jones/news-media/thought-leadership/firm-leadership/penny-pennington https://www.cfraresearch.com/insights/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nate Geraci of the ETF Store joins the Express to breakdown Bitcoin's incredible rise this year, and why the biggest asset managers in the world like BlackRock have filed to launch Bitcoin ETFs. Has crypto-regulation peaked? Plus, consumer discretionary stocks have been the leaders of this bull market even though everyone says the consumer is tapped out. Why Taylor Swift says we should just 'shake it off'. https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.federalreserve.gov/monetarypolicy/beigebook202307.htm https://www.investopedia.com/terms/e/elliottwavetheory.asp https://etfstore.com/our-team/ https://theetfeducator.com/https://etfprime.com/ https://www.theice.com/products/194/US-Dollar-Index-Futures https://www.investopedia.com/inv-100-top-financial-advisors-7556227 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jeff Hisrsch, editor of The Stock Trader's Almanac, on why 'seasonality' matters for investors, and why the next six months are usually the strongest of the year. Plus, how his father, Yale Hirsch, developed the Almanac, and why lessons like "Sell in May and Go Away", and "The Santa Claus Rally", still endure to this day. And, the Fed paused its rate hiking campaign, as expected, and doesn't forecast a recession. So why is everyone else convinced one will come? LINKS FOR SHOW NOTES https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://www.nber.org/research/business-cycle-dating https://sites.google.com/site/claudiasahm/ https://www.investopedia.com/berkshire-hathaway-q3-2023-earnings-8386838 https://www.investopedia.com/terms/c/convertiblepreferredstock.asp https://www.stocktradersalmanac.com/ https://jeffhirsch.tumblr.com/ https://www.investopedia.com/terms/s/santaclauseffect.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Peter Tuchmann, aka “The Einstein of Wall Street”, and the most visible trader on the floor of the NYSE, explains what actually happens on the floor of the world’s most famous exchange, how it has changed, and why human beings will always be essential to the capital markets. Plus, what in the world is going on with the U.S. labor market? We break down the latest jobs numbers, and why they defy fears of a recession. Links for show notes: www.investopedia.com/terms/n/nonfarmpayroll.asp www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.investopedia.com/terms/c/convertible-security.asp https://www.einsteinofwallst.com/ https://wall-street-global-trading-academy.teachable.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dan Niles, the legendary investor and founder of The Satori Fund, explains why the stock market could fall another 20-35% from here, and why this cycle is different from anything most investors have ever experienced. Plus, Dan explains how we will know when it's safe to start buying again. And, why margin calls are ringing across the crypto-verse, and the trouble brewing on the other end of the line. Thanks LINKS FOR SHOW NOTES https://www.danniles.com/ https://insight.factset.com/sp-500-earnings-season-update-july-15-2022 https://www.investopedia.com/terms/m/margincall.asp https://www.investopedia.com/terms/p/parityprice.asp https://www.investopedia.com/top-100-financial-advisors-5323670 Learn more about your ad choices. Visit podcastchoices.com/adchoices

A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billions of dollars of spending by Big Tech on semiconductors to control the future. The Fed punted on interest rates, as expected, but now new tariffs on Canada, Mexico and China threaten to upend the effects of monetary policy and bring more inflation to our doorsteps. Plus, scholars take shots at the Efficient Market Hypothesis, and ask whether passive investing has actually made the stock market inefficient. LINKS FOR SHOW NOTES https://www.whitehouse.gov/presidential-actions/2025/02/imposing-duties-to-address-the-flow-of-illicit-drugs-across-our-national-border/ https://www.investopedia.com/trump-tariffs-enacted-saturday-what-you-need-to-know-8783771 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3821263 https://www.investopedia.com/terms/e/efficientmarkethypothesis.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8783286 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Investors have been bracing for, and selling ahead of April 2nd, dubbed "Liberation Day", by The White House, when hundreds of billions of dollars in tariffs are set to be imposed on Canada, Mexico and China. That has driven consumer and investor sentiment down to multi-year lows as we ready ourselves for more inflation and profit pressure. Meanwhile, the rise of a new coalition of autocracies called the CRINK's has been very busy doing business with one another in Russia, China, Iran and North Korea, and they are doing it without the Dollar. What a declining greenback means for the strength of the U.S. economy as it enters a new era of protectionism. LINKS for show notes: https://www.bis.doc.gov/index.php/other-areas/office-of-technology-evaluation-ote/section-232-investigations https://www.investopedia.com/terms/p/protectionism.asp https://globaltradealert.org/ https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11704419 https://www.investopedia.com/investors-are-gripped-by-fear-and-distrust-but-hold-onto-favorite-stocks-11703339 https://www.youtube.com/watch?v=lnG2EvqRKbA Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brian Feroldi, the author of, "Why Does the Stock Market Go Up?", joins the show as we go back to the fundamentals of the stock market and how to invest for the long term as the market switches cycles. Plus, we dig into the charts and indicators that tell us if this rally is for real, or just another bear trap. And, Benjamin Graham explains why the experts often get it so wrong in a rare piece of footage of The Intelligent Investor. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 http://mindset.brianferoldi.com/ https://www.amazon.com/Brian-Feroldi/e/B09NRXZ9SG https://www.investopedia.com/terms/r/reverserepurchaseagreement.asp https://www.youtube.com/watch?v=yuqLGAbFurE Learn more about your ad choices. Visit podcastchoices.com/adchoices

Haley Sacks, aka “Mrs. Dow Jones”, joins the Express to talk about her journey to becoming a financial pop star, and what her hundreds of thousands of followers are asking her about every day. Plus, hawkish talk from the Fed and high anxiety blew a cool icy wind across the markets, and the short sellers are back at the table. Is the market repeating its cycles from 1946, 1973 and 2001? We dig into the charts. https://insight.factset.com/topic/earnings https://www.carsongroup.com/insights/blog/two-reasons-the-bulls-should-be-smiling/ https://www.sec.gov/Archives/edgar/data/1067983/000095012322009450/xslForm13F_X01/15796.xml https://www.instagram.com/mrsdowjones/?hl=en https://www.financeiscool.com/ https://tv.apple.com/us/show/loot/umc.cmc.5erbujil1mpazuerhr1udnk45 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Christopher Whalen, Chairman of Whalen Global Advisors, and author of the Institutional Risk Analyst newsletter, joins the show to explain how SVB's mismanagement and the Fed's lack of awareness of the impact of rising interest rates, brought the 40-year financial institution down. We also look into the overall health of the nation's banks amid these rising rates, and the prognosis isn't great. Also, commodity prices have come way off their highs and could lead headline inflation lower, at last. LINKS FOR SHOW NOTES: https://www.birinyi.com/index.php/newsletter-service.html https://www.fdic.gov/news/press-releases/2023/pr23016.html www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.fdic.gov/news/press-releases/2023/pr23016.html www.investopedia.com/terms/f/fdic.asp https://www.youtube.com/watch?v=EY-HYUFlCPs https://www.theinstitutionalriskanalyst.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Vivian Tu, aka Your Rich BFF, joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ever bothered tell us. Her new book, “Rich AF, The Winning Money Mindset that Will Change Your Life”, is full of those tips, and available for order now. Plus, investors are going to miss November which was just as sweet for bond investors as it was for stock bulls. Should we be curbing our enthusiasm about the Fed possibly cutting rates sooner than expected? LINKS FOR SHOW NOTES https://www.atlantafed.org/cqer/research/gdpnow https://www.fidelity.ca/en/insights/market-updates/timmermarketreport/ https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8409428 https://www.instagram.com/your.richbff/?hl=en https://www.yourrichbff.com/richaf https://www.investopedia.com/charlie-munger-buffett-s-right-hand-man-dies-at-99-8407672 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, as he digs into the most important stories in finance and global economics. Through expert analysis, interviews with the biggest names in business, and educational breakdowns of the news that moves markets, The Investopedia Express preps you with the information you need to start your week in finance. Want The Express every day? Sign up for the daily morning newsletter at Investopedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Volatility has come roaring in after a long summer break and technology stocks are taking a hit after five months of historic gains. What is the options market telling us about the future direction for U.S. markets? Plus, a few good minutes with Ali Velshi, a global business correspondent and anchor for MSNBC. That, and more on The Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On The Investopedia Express this week: What investors need to hear from the Federal Reserve at its last meeting before the U.S. elections, U.S. tech giants are cozying up to India's Reliance Industries, how individual investors should interpret volatility, with Liz Ann Sonders, the Chief Investment strategist at Charles Schwab, and why quadruple witching can scare this market this Friday. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Big tech stocks have lost their luster as investors rotate into cyclicals hoping that the recovery is real. We go inside the leading economic indicators to look for signs of strength. Also, where are big tech investors looking for new opportunities to put money to work? We spend a few good minutes with serial investor and entrepreneur, Howard Lindzon. All that and more on this week's episode of The Investopedia Express, with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Volatility is back in style as the U.S. election draws near, but do elections actually move the markets? We go back in history with Fidelity's Jurrien Timmer to find out. 2020 has been a banner year for IPO's, and one of the biggest is about to drop as Palantir Technologies prepares for its debut. We'll tell you what you need to know about the data mining software company. Plus, why the SEC and other regulators changed the Volcker Rule to allow banks to make and offer some risky investments. All that and more on this week's episode of The Investopedia Express, with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Trump's COVID-19 diagnosis adds yet another complicated twist to the investing landscape with less than a month to go before the election. We look at potential outcomes with Greg Valliere, US Policy Strategist for AGF Investments. While markets have been choppy of late, there are several bull markets running in the small to mid-cap sectors. We go inside the charts with JC Parets from AllStarCharts to find the uptrends. And why the effective tax rate is the investing term you need to know this week. All that and more on this week's Investopedia Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Equity markets have shifted into a higher gear as investors play tug-of-war between betting on a recovery, while hedging against an economic slowdown. We look at where the money has been flowing with Investopedia's James Chen, and how individual investors should embrace the uncertainty with Lindsey Bell of Ally Invest. Plus, how a contested U.S. presidential election impacted the stock market back in 1876, and what you need to know about net interest margins in the week ahead. All that and more on this week's Investopedia Express, with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Equity markets keep grinding higher despite so many uncertainties around the pandemic, the elections and the economy. We look at what investors see over the horizon with LPL's Chief Market Strategist Ryan Detrick. The economic recovery is happening everywhere we look except in the labor market where income inequality and financial insecurity are threatening millions of Americans. We take a deeper dive inside America's unemployment crisis with Heather Long from The Washington Post. We also look at what caused Black Monday 33 years ago, and why it couldn't happen today, and why you need to know about yield curve control this week. All that and more on The Investopedia Express this week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In the new normal of low returns for fixed income securities, investors preparing for retirement are caught between risk and low returns. Joe Duran of Goldman Sachs Personal Financial Management helps us plot the course for the near term. Big Tech is back in the crosshairs as Google faces an antitrust lawsuit, which is likely to be the first of many facing the mega-cap technology giants. Rana Foroohar of The Financial Times has a forecast for their future. And,why Volatility and Implied Volatility are this Fall's fashions. All that and more on this week's Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

'Downtown' Josh Brown from Ritholtz Wealth Management joins The Express to help investors keep their perspective as markets swirl amid a resurgence in the coronavirus and election volatility. We also track where the money is flowing with Investopedia's James Chen as investors seek safety amid the choppiness... and why Value at Risk is the most important investing term of the week. All that and more on The Investopedia Express this week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the election uncertainty dissipates, investors are pushing their chips in on a continued rally across most sectors. Greg Valliere from AGF Investments helps set up the playbook for the next two months. How do you spot the next great investments and companies? Kevin O'Leary, aka Mr. Wonderful joins the Express with his advice and best opportunities. And why we need to know about the Wash Rule this week, as tax season unofficially begins. All that and more on The Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Global equity markets rush towards record highs despite daily record levels of the virus in the U.S. Mohamed El-Erian, President of Queens College, Cambridge, and Chief Economic Adviser, Allianz, joins the Express to talk about the economic and psychological scars from the pandemic, and how individual investors can protect themselves as risk takes over. Plus, how WallStreetBound is bringing investing careers to the inner city, and why 'Tail Risk', is the investing term you need to know this week. All that and more in this episode of The Investopedia Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Investors have been piling into recovery stocks as more positive news from vaccine makers light the risk lamp, but the economic realities of the pandemic are creating more obstacles. Ellevest founder and CEO Sallie Krawcheck joins The Express to talk about the pandemic's unequal toll on women, and how to fix it before it's too late. Plus, what the educated investor needs to know about market breadth and moving averages to position properly for the weeks ahead. All that and more on this week's episode of The Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The business cycle is ramping up and most leading economic indicators show a recovery. ECRI's Lakshman Achuthan tells us what to look for next, and why the stock market's exuberance is to be expected. Low interest rates and a global debt binge have set the table for the feast of a century for private equity firms. Best-selling author and business journalist Bethany McLean joins the show to talk about how this could go very wrong. And why short-selling is the investing term educated investors need to know this week. All that and more on The Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Of all the "asset " classes, Bitcoin has had an unfathomable year, rising 160% and smashing all-time records along the way. We go behind the cryptocurrency's momentum with Michael Sonnenshein of Grayscale Investments to see who's buying Bitcoin, and what the future looks like. The unicorns have returned for winter as Doordash and AirBnB are set to make their public debuts at fantasy-level valuations. What investors need to know about the IPO party at the end of the year. And why Modern Monetary Theory is the term of the week, and what you need to know about it. All that and more on the Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the first truckloads of Pfizer's vaccine hit the highways, investors are feeling high anxiety as markets touch new records. Ben Carlson from Ritholtz Wealth Management explains the paradox facing investors. Global pandemics and stock markets have a long history together, and Jamie Catherwood of O'Shaughnessey Asset Management shows us how the patterns of this crisis look awfully similar to health crises of the past. As central banks meet for the last time in 2020, quantitative easing is our term for educated investors to know this week. All that and more on this episode of The Investopedia Express with Caleb Silver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Everything the educated investor needs to know to start their week, and how top financial advisors are guiding their clients into 2021 with Doug Boneparth of Bona Fide Wealth. Plus, the real reasons behind the Santa Claus rally, and whether you should still believe in it.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Breaking down the winners and losers from a historic year as we chart our path through the next stages of the recovery. We also look into the future of exchange traded funds and products with Dave Nadig, Director of Research for ETF Trends. All that, and the news educated investors need to know to start 2021, plus the most important investing term of the week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2020 brought millions of new investors and traders into the market for the first time as extreme volatility and passion stocks lured stuck-at-home consumers into the fray. JJ Kinahan, Chief Strategist at TD Ameritrade joins the show to look at how much impact they really had on markets, and what they are buying and selling now. Plus, earnings season is about to start and companies have been pretty tight-lipped with their guidance. What you need to watch out for this season, and why "Melt Up", is our investing term of the week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

How should investors and savers be rebuilding their plans and portfolios to take advantage of the economic recovery that is expected later this year? Morningstar’s Christine Benz joins the show with strategies to adapt to the new reality. And it’s a big week for corporate earnings. We’ll tell you what to watch out for as 2021 picks up speed, and a flurry of new regulations comes out of the White House. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Can traditional fundamental analysis be trusted anymore? 2020 turned our ideas about valuing companies upside down. Aswath Damodaran, NYU Professor, best-selling author and a wizard in the world of valuing companies, says we have been doing it wrong for years and he has a dire warning for value investors. He also calls out the Oracle of Omaha, the Fed and Bitcoin enthusiasts. Plus, why the educated investor needs to know about free cash flow this week.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

How will the day trading frenzy impact markets, and what history can teach us about the clash of institutional and individual investors. Ryan Detrick of LPL Research joins the show to look at how this might play out, and Jamie Catherwood of Investor Amnesia is back with lessons from clashes of the past. Also - why "margin call" is this week's term for educated investors to know. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's show, more high anxiety for investors as stocks hit record highs, again. Plus, Tyrone Ross Jr., joins the program to talk about the power and the passion behind his push for financial literacy, and introducing cryptocurrency to the financial planning industry. All that, plus the news the Educated Investor needs to start their week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The cannabis sector was overrun by day traders recently, taking several stocks on wild rides with rough endings. Cannabis investor Todd Harrison of CB1 Capital joins the show with what the political and legislative landscape looks like for cannabis and how long-term investors should value its most popular stocks. Robinhood, Citadel, and the hedge funds caught up in the recent short-selling frenzy are called to testify on Capitol Hill. What to expect, and why short squeeze is our term of the week.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

How to keep your hands on the wheel when asset bubbles are everywhere. Paul Hickey of the Bespoke Investment Group joins the show to help us steer through the froth. Plus, SPACs are so hot, rapper/producer Cassius Cuvee burned down the internet with his rap video on those blank-check companies. He joins the Express to talk about the inspiration behind 'SPAC Dream', and what he's working on next. And, why Payment for Order Flow is this week's term of the week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Another wave of worry is building inside the stock market as rising rates and inflation weigh on investor sentiment. Kenny Polcari joins the show to tell us what we should, and shouldn’t be worried about, and what to do about it. He also shares his recipe for the best linguine tri-colore you’ve ever tasted. Plus, what to expect in the week ahead and why Convexity is the investing term you need to know this week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The recent correction in tech stocks may have seemed like it came out of nowhere, but Savita Subramanian and her team at BofA Securities have been talking about it for months. Savita joins the show to make sense of the current market anxiety and tells us what she sees in the months ahead as economies reopen. Plus, why Non-fungible Token is our term of the week, and the key things the educated investor needs to know to navigate these choppy waters. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Underneath the headlines of the fantastic rise of Bitcoin and other cryptocurrencies is a fundamental transformation in the way we live, spend and transact in a digital economy. The future of the blockchain, Bitcoin and Ethereum is actually the future of money, digital rights, and commerce. Fintech pioneer, futurist and CMO of Consensys, Lex Sokolin joins The Express to help up decode our digital future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

How to break the patterns of income inequality amid a booming economic rebound and stock market. CNN Chief Business Correspondent Christine Romans joins the show with lessons from recent boom and bust cycles. And, what’s next for SPACs now that the hype has settled and new products hit the market to bet against them, and what's behind the big boom in virtual real estate. All that, plus the investing term you need to know this week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week’s show Jeff Kleintop, the Chief Global Investment Strategist for Charles Schwab joins the show to talk about which global markets still have strength, and where the recovery may have petered out. Plus, investors brace for the end of a tumultuous quarter wondering just how much leverage has been used to push stocks to record highs. All that, and the question of the week the educated investor needs to know to stay ahead of the game. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We go chart-hopping with JC Parets of AllStarCharts.com to find pockets of relative strength and potential weakness across markets. Plus, April is Financial Literacy Month, our favorite month of the year. We’ll share some of our favorite lessons and terms to help the educated investor stay smart as we jump into spring. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We'll be answering the personal finance questions you might be afraid to ask. Best-selling author and syndicated Washington Post columnist Michelle Singletary joins the Express to share the real truths, realities, and solutions to our money problems. It’s a huge week ahead for corporate earnings, direct listings, and economic reports, and we set you up for what to expect. Plus, why are cautious investors starting to worry about the so-called "Buffett Indicator"? We break it down as The Investopedia Express rolls on. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Doug Boneparth of BonaFide Wealth joins the show to tackle your questions about how to start investing, how to choose your securities, where to find yield, and how to play it safe. Plus, there are more record highs than a Grateful Dead concert, and signs of irrational exuberance have made their way into a delicatessen. Find out what’s up with cold cuts, and the investing term of the week on this week’s episode of The Investopedia Express. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week’s show, we go inside the mind of a veteran day trader as Kenny “Hit the Bid” Glick shows us how he trades today’s choppy markets, and we answer your trading questions. Plus, the specter of higher capital gains taxes is looming over the $49 trillion U.S. equity market. Is this the end of the gravy train? Plus, the investing term you need to know this week. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michael Batnick of Ritholtz Wealth Management, and the blogger behind The Irrelevant Investor, joins the show to talk about how we get in the way of ourselves, and how it even happens to the greatest investors in the world. Plus, the U.S. economy is cooking with gas right now after the fastest quarterly GDP rise since 1984. What could slow it down? CEO pay has left the atmosphere, and that could bring in the activist investors. All that, and the investing term that the educated investor needs to know this week. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rashad Bilal and Troy Millings, the masterminds behind the ‘Earn Your Leisure’, podcast and platform, join the show to talk about their inspiration for EYL, spreading financial literacy to inner cities around the world, and how today’s entrepreneurs and investors are paying it forward. Plus, the Biden administration says it supports waiving intellectual property protections for COVID-19 vaccines. Dr. Jesssica Shepherd, the Chief Medical Officer of Verywell, joins the show to talk about what that means for vaccine makers, patients and our health, post-pandemic. And, we dig through the bubbles as markets make record highs again. All that, and the question of the week, on The Investopedia Express. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On the show this week, making sense of the crypto-craze and tokens like Polkadot with Greg King of Osprey Funds, and volatility has awoken from its hibernation, and it is hungry. We explore the recent choppiness in the stock and options markets with Kenny Polcari, who also drops off one of his terrific recipes for a spicy pasta dish. Plus, the investing term the educated investor needs to know this week. All that and more on The Investopedia Express. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On the show this week, the biggest financial crime of all time. How Bernie Madoff defrauded 270,000 investors in a $65 Billion Ponzi Scheme that went on for decades. Jim Campbell, the author of “Madoff Talks”, and one of a small handful of journalists to have extensively interviewed Madoff while he was incarcerated, joins the show to break down how Madoff got away with it, who helped him do it, and why it could happen again. Plus, we answer your most pressing cryptocurrency questions as that market gets rattled by fears of more regulation. That, and the investing term you need to know this week, on The Investopedia Express. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Claman, anchor of The Claman Countdown on Fox Business News, joins the show to talk about what’s different about the mania around ‘meme’ stocks this time compared to other market bubbles, and what worries her most about the current climate for investors. Plus, the U.S. labor market is caught in a supply vs. demand conundrum, and it is holding the full economic recovery back. What can be done to fix it. All that, and the investing term the educated investor needs to know this week.  See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The legendary investor joins the show to talk about this market cycle, where he spots opportunities, and his process for picking great companies. Plus, we are living in the land of huge numbers. How rising deficits, debt and household income are combining to create bubbles across capital markets. And, what to expect from the Fed’s meeting on interest rates. All that and more on The Investopedia Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sara Fischer of Axios helps us break down the flurry of deals, spinoffs and media platform launches in the past several months, and how tech giants like Apple, Amazon and Facebook are preparing for a long battle. Plus, we read between the lines of the Fed’s latest statement as investor sentiment shifts away from risk, and all asset classes look vulnerable. Plus, what to watch out for this week, and the investing term the educated investor needs to know to stay smart. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab rejoins the Express to take the temperature of the economic recovery, inflation, stock prices and our portfolios. Plus, the good, the bad, and the ugly on the spike in household wealth, and what's different about these stock market highs than last year's. That and the investing term we need to know this week, on the Investopedia Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's podcast we go inside our money minds with Morgan Housel. The best-selling author and financial columnist shares the behavioral traits that push us to make bad investing decisions, and how to re-train our minds to make the right ones. We also look out into the second half of the year to identify the key investing catalysts that will move the markets. The Investopedia Express is sponsored by Newrez. Learn more at newrez.com/FindMyHome Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andy Serwer, Editor in Chief of Yahoo Finance joins the show to share what makes them great, and the challenges facing all investors at this stage of the recovery. Plus the investing and finance term of the week as we head into the start of earnings season. The Investopedia Express is sponsored by Newrez. Learn more at newrez.com/FindMyHome Learn more about your ad choices. Visit podcastchoices.com/adchoices

Maureen Farrell of the Wall Street Journal and co-author of "The Cult of We", joins the show to unpack how the unicorn office rental/real estate company went from one of the most valued private companies on the planet to near collapse under the leadership of its cult-like leader, Adam Neumann. Also, what's really driving consumer prices higher, and how much longer will inflation stick around. Plus, the term of the week that educated investors need to know. The Investopedia Express is sponsored by Newrez. Learn more at newrez.com/FindMyHome Learn more about your ad choices. Visit podcastchoices.com/adchoices

Julian Hebron of The Basis Point joins the show to blast through the myths around the U.S. housing market and forecasts when prices are expected to cool and inventories will rise. Plus, how new real estate tech platforms are disrupting the market, and what that means for buyers, sellers, and investors. And, brace yourself for a flurry of earnings this week as markets dance around record highs. The Investopedia Express is sponsored by NewRez. The Investopedia Express is sponsored by Newrez. Learn more at newrez.com/FindMyHome Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tom Sosnoff, founder of TastyTrade and ThinkorSwim, joins the Express to talk about what the influx of new traders means for markets, and how trading platforms and regulators need to evolve to keep them trading. Also, what to expect from earnings, and the term of the week that educated investors need to know. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nick Maggiulli, the blogger behind Of Dollars and Data, joins the show to break apart some of the oldest and most popular rules for investing, and offers age-less advice for younger investors who are just beginning their journey. Plus, what to expect from earnings and the economic reports this week. That, and the investing term of the week that educated investors need to know. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Joe McLean, financial advisor to professional athletes, celebrities, and executives, explains the biggest mistakes the suddenly wealthy make, and how to manage your financial life if and when you get a windfall of cash. Plus, what the Supreme Court's decision on NCAA student-athletes' ability to get paid means for the future of college and professional sports. That, and the term of the week that the educated investor needs to know. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Express steams into Omaha, Nebraska to talk to shareholders and listen for pearls of wisdom from Warren Buffett and Charlie Munger. There is nothing quite like what's been called, "Woodstock for Capitalists", and this year lived up to the hype. Plus, the stock market just had its worst month since the Great Financial Crisis. Is the selling over, or just getting warmed up? Links for show notes https://www.cnbc.com/brklive22/ https://www.berkshirehathaway.com/qtrly/links1stqtr22.html https://ble-t.org/ Learn more about your ad choices. Visit podcastchoices.com/adchoices