
The Investopedia Express with Caleb Silver
315 episodes — Page 5 of 7
Ep 113What Financial Advisors are Telling Their Clients Today
As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are advising them. Listen to these words of wisdom from Peter Lazaroff, Malcolm Etheridge, James Demmert, Brian Vendig, Helen Stephens and Rob Santos. Plus, why are options traders betting against the market at its seasonally strongest time of the year? LINKS FOR SHOW NOTES: https://pressroom.aboutschwab.com/press-releases/press-release/2022/Schwab-Q4-Trader-Sentiment-Survey-A-Recession-May-Already-Be-Here-But-Traders-Say-It-Will-Be-Short-Lived/default.aspx https://www.cboe.com/us/options/market_statistics/daily/ https://impact.schwab.com/ https://www.findyourindependentadvisor.com/ https://peterlazaroff.com/ https://www.malcolmethridge.com/ https://www.ms-research.com/team/james-demmert https://www.mjpwealthadvisors.com/brian-vendig-cpa https://www.cifinancial.com/ci-privatewealth/us/en/learn-more.html https://www.aspenwealthmgmt.com/team/helen-stephens-cfp/ https://cdn.nrf.com/sites/default/files/2022-09/National%20Retail%20Security%20Survey%20Organized%20Retail%20Crime%202022.pdf https://www.youtube.com/watch?v=76DbHi8e9Ws Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 112Investing in Innovation with Cathie Wood, and The Collapse of FTX
Cathie Wood, the CEO and CIO of Ark Invest, joins the show to talk about her team's vision for a digital, decentralized future, and how she manages her funds through the downturn. Plus, the collapse of crypto-broker FTX rocked the industry and shattered the trust of millions of investors, Lamar "Big Marh" Wilson gets back aboard The Express to explain how it happened, why it could happen again, and how to protect your crypto assets. Let it fly! Thanks LINKS FOR SHOW NOTES: https://www.bls.gov/news.release/cpi.nr0.htm https://www.investopedia.com/ftx-files-for-bankruptcy-6828164 https://www.nasa.gov/artemis-1 https://www.blackbitcoinbillionaire.com/ https://ark-invest.com/ https://www.investopedia.com/terms/e/exponential-growth.asp https://www.investopedia.com/terms/c/cold-storage.asp https://www.investopedia.com/cryptocurrency-4427699 https://www.youtube.com/c/investopedia https://www.investopedia.com/the-investopedia-express-podcast-5215636 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 111A Wake-Up Call for Investors to the New, New Normal
Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab, rejoins the Express to explain why we need to stop hoping for a Fed pivot, and why we need good old-fashioned investing fundamentals to navigate the new normal in capital markets. Plus, what are the top concerns among financial advisors at this year's Schwab Impact Conference. And, why lotteries like Powerball are considered a regressive tax. LINKS FOR SHOW NOTES: https://www.investopedia.com/terms/f/federalfundsrate.asp www.investopedia.com/articles/markets/120115/top-5-apple-shareholders.asp www.investopedia.com/fidelity-offers-crypto-trading-6825311 insight.factset.com/sp-500-earnings-season-update-november-4-2022 https://dealogic.com/insight/investment-banking-revenue-report-9m22/ https://websummit.com/ https://impact.schwab.com/ www.investopedia.com/terms/r/regressivetax.asp www.schwab.com/learn/author/liz-ann-sonders https://www.aaii.com/sentimentsurvey www.youtube.com/c/EarnYourLeisure/featured https://www.youtube.com/watch?v=f0i6oWAxrIo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 110Bonus Episode - A Conversation with the Masters of Marketing
In this bonus episode of the Express, we sit down with the chief marketing officers of United Airlines, Reckitt and CVS Health, as well as Bob Liodice, the CEO of the Assoc. of National Advertisers, for their take on the advertising market today, and spending plans for 2023. Plus... their favorite ads of all time, and who do they admire in the industry today. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 109The Bumpy Road to an Economic Recovery with Mohamed El-Erian
Mohamed El-Erian, the President of Queens College, Cambridge, and Sr. Economic Adviser at Allianz, on the economic scars of the pandemic, the bumpy road to a healthy recovery, and reasons for investors to be optimistic as we face a potential global recession. Plus, October lived up to its reputation as a bear market killer posting one of the best months for stocks in history. We unpack the rally for signs of what could happen next. LINKS FOR SHOW NOTES https://www.globalxetfs.com/funds/embd/ https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.investopedia.com/terms/j/jolts.asp www.investopedia.com/terms/e/emerging-markets-bond-index.asp www.investopedia.com/terms/e/emerging-markets-bond-index.asp https://www.mohamedel-erian.com/ https://www.youtube.com/watch?v=q_wEQ4gYujA https://www.royalalberthall.com/tickets/events/2022/earn-your-leisure/ https://websummit.com/ https://www.tiktok.com/@investopedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 108Going Back to School with The Master Investor
Ian Dunlap, aka 'The Master Investor', joins The Express to talk about his process, his inspirations, and his passion for investing. He also shares tips for navigating today's market, and how to invest for the long term. Plus, the winds of sentiment have shifted as options traders go long and October tries to live up to its reputation as a Bear market killer. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/o/octobereffect.asp https://www.investopedia.com/terms/c/chicago-board-options-exchange-cboe-vix-vix-vvix.asp awealthofcommonsense.com/2022/10/the-long-term-is-not-where-life-is-lived/ https://www.spacresearch.com/newsletter https://insight.factset.com/sp-500-earnings-season-update-october-21-2022 www.investopedia.com/terms/c/coveredcall.asp https://www.instagram.com/themasterinvestor/ https://linktr.ee/themasterinvestor https://www.youtube.com/watch?v=5Yhf0wBFtvY Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 107Live from the Floor of the NYSE with Bob Pisani
Bob Pisani, the legendary business news broadcaster and CNBC's Senior Markets Correspondent joins the show live from the floor of the New York Stock Exchange to talk about what really happens on Wall Street, the current mood of the markets, and his new book, "Shut Up & Keep Talking." Plus, retail traders have swarmed a dangerous part of the options market, making short-term bets that are fueling recent volatility. And, the anniversary of Black Monday, 1987 is upon us. We go back in time with Louis Rukeyser. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 www.investopedia.com/terms/c/cdo.asp https://www.investopedia.com/terms/c/clo.asp www.wsj.com/articles/u-k-crisis-spills-into-u-s-junk-debt-11665440122 www.cnbc.com/bob-pisani/ www.thriftbooks.com/w/shu...78499/ www.eventbrite.com/e/your-money-your-health-planning-for-your-future-tickets-419657927157 https://www.investopedia.com/ask/answers/042115/what-caused-black-monday-stock-market-crash-1987.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 106The Case Against Stakeholder Capitalism
Vivek Ramaswamy, author of Woke Inc., and Nation of Victims, joins the show to talk about the fallacy of stakeholder capitalism and why it is at the root of one of the greatest frauds in financial markets today. Plus, the hunt for fair value for the stock market continues, and the stakes are getting higher as earnings season approaches. What to watch out for inside quarterly reports as the Fed sharpens its talons. LINKS FOR SHOW NOTES: https://insight.factset.com/largest-cuts-to-eps-estimates-for-sp-500-companies-for-q3-2022-in-more-than-two-years https://www.investopedia.com/terms/f/fairvalue.asp https://www.economist.com/by-invitation/2022/09/14/stakeholder-capitalism-poisons-democracy-argues-vivek-ramaswamy https://www.vivekramaswamy.com/ https://strive.com/ https://www.investopedia.com/terms/c/creditdefaultswap.asp https://www.youtube.com/watch?v=27Tf8RN3uiM&list=RDLVOHTVXKK2a0M&start_radio=1&rv=OHTVXKK2a0M https://www.eventbrite.com/e/your-money-your-health-planning-for-your-future-tickets-419657927157 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 105What Could Stop the Bear Market in its Tracks, with Ryan Detrick
The Carson Group's new Chief Investment Strategist rejoins the Express to give us perspective on this bear market, and what could bring it to its knees. Plus, investor sentiment is at an historical low, which is usually a contrarian indicator. But investors are facing challenges on all fronts, which could put a wrinkle in history. Is all this pessimism "priced in"? LINKS FOR SHOW NOTES https://ycharts.com/ www.investopedia.com/articles/bonds/08/treasuries-fed.asp https://www.investopedia.com/investor-sentiment-on-thin-ice-amid-rate-hikes-and-swoon-in-stocks-6745309 https://www.aaii.com/sentimentsurvey https://www.opec.org/opec_web/en/press_room/28.htm https://www.investopedia.com/articles/active-trading/090115/understanding-how-dividends-affect-option-prices.asp https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 104The Great Portfolio Reset - Live from Investor Connection
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
Ep 103Avoiding the Bear Trap - Live from Future Proof
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
Ep 102eToro Charges on Through the Crypto Winter
Lule Demissie, CEO of eToro U.S., joins the show from the Future Proof Wealth festival to talk about how its customers are braving the crypto winter and the downturn in stocks, and why investing education is getting them through it. Plus, two major railroad unions threaten to strike this week which could derail the supply chain just as it is showing signs of easing. What's lays ahead on the tracks and why it could thwart the easing of inflation. LINKS FOR SHOW NOTES: https://insight.factset.com/highest-number-of-sp500-companies-citing-recession-on-q2-earnings-calls-in-over-ten-years https://www.aar.org/news/rail-service-interruption-could-cost-economy-2-billion-per-day/ https://www.etoro.com/en-us/news-and-analysis/market-insights/the-bear-necessities-with-lule-demmissie-etoros-us-ceo/ https://www.investopedia.com/terms/d/drawdown.asp https://futureproof.advisorcircle.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 101The Secret Sauce Behind the World's Greatest Investors
What are the characteristics of the world's greatest investors that separate them from the rest of us? David Rubenstein, co-founder of The Carlyle Group, and best-selling author, joins The Express to talk about the legends of the game and his new book, "How to Invest - Masters on the Craft". Plus, more hawkish talk from central bankers and stubborn inflation have killed the four-decade old bull market in bonds. That could be a $140 trillion dollar problem that will rock capital markets. LINKS FOR SHOW NOTES https://www.investopedia.com/ask/answers/013015/why-200-simple-moving-average-sma-so-common-traders-and-analysts.asp https://www.investopedia.com/ask/answers/012815/why-50-simple-moving-average-sma-so-common-traders-and-analysts.asp https://www.apple.com/apple-events https://www.davidrubenstein.com/ https://www.investopedia.com/terms/d/delisting.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 100Technicals, Fundamentals and Freestyle Finance Ring in our 100th Episode
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
Ep 99The Measure of Financial Influence with Mrs. Dow Jones
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
Ep 98Going Back to School with Stock Market Fundamentals
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
Ep 97Live from InvestFest with Downtown Josh Brown, BitBoy Crypto, and Lamar Wilson
The Express steamed down to Atlanta for InvestFest by Earn Your Leisure, and we caught up with Downtown Josh Brown to talk about why this market is the ideal time for young investors to learn the right lessons to build wealth in the future. Plus, how to make sense of the Crypto Winter with BitBoy Crypto, and Lamar Wilson, founder of the Black Bitcoin Billionaire Network. And, more government spending is on the way via the Inflation Reduction Act of 2022. Tune in to find out how we are paying for it. SHOW NOTES https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_080522A.pdf https://www.investopedia.com/investors-slowly-warming-to-market-realities-6362529 https://thehill.com/wp-content/uploads/sites/2/2022/08/Inflation-Reduction-Act-of-2022.pdf https://www.instagram.com/downtownjoshbrown/ https://investfest.com/ https://bitboycrypto.com/ https://www.blackbitcoinbillionaire.com/author/lamarwilson/ https://www.investopedia.com/bitcoin-halving-4843769 https://www.investopedia.com/terms/m/milton-friedman.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 96Examining the Health of the Stock Market with Dr. Ed Yardeni
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
Ep 95Untangling the Economic Enigma that is Argentina
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
Ep 94Exploring the Depths of the Downturn with Dan Niles
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
Ep 93Introducing the Express-o Awards with Sam Ro
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
Ep 92Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson
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
Ep 91What the Business Cycle is Telling us About a Recession
Lakshman Achuthan of The Economic Cycle Research Institute rejoins the show to discuss what leading business cycle indicators are saying about the probability, depth and duration of a recession, and how investors should prepare for it. Plus, a mini-rally breaks a multi-week slide for stocks. Is this support, or just another Bear trap? And, heavy metals are sinking as the global economy loses pace. What that means for the capital markets. LINKS FOR SHOW NOTES: https://www.businesscycle.com/ecri-about/staff-achuthan-banerji https://dealogic.com/insights/ https://www.investopedia.com/terms/r/rebalancing.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
Investing in Wine, Live from the Food & Wine Classic in Aspen
The Express rolled into Aspen, CO, for the 39th annual Food & Wine Classic. Listen to Caleb's full panel discussion on 'Investing in Wine', with Charles Antin, Zachy's Auctioneer and Head of Wine Auction Sales, Erik Segelbaum, the founder and principal of SOMLYAY, and Carlos Solorzano-Smith, the founder and managing partner of the Aspen Hospitality Group. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 90Investing in Wine with the NBA's elite Players
The Express takes the high rails into the Colorado Rockies for the Food and Wine Classic in Aspen where we interview NBA star and NBA Players Association President CJ McCollum on his growing wine empire, and Carmelo Anthony speaks about building legacy through his grapes. Plus, the do's and don'ts of investing in wine for beginners, and the future of the grape on the blockchain. And, the S&P 500 is back in a bear market after the Fed hikes interest rates in a Hail Mary pass to curb inflation. Do investors believe in a soft landing? Salut! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 89Reading the Warnings Signs for the Next Recession
Seema Shah, the Chief Strategist for Principal Global Investors, joins the show to identify the top warning signs that will bring about the next recession, and why it may not get here until late next year. Plus, we dig into the most recent inflation data to see who prices are hurting the most, and why demand destruction may be the only cure for stubbornly high prices. https://www.investopedia.com/the-investopedia-express-podcast-5215636 https://www.principalglobal.com/knowledge https://www.investopedia.com/consumer-inflation-rises-to-new-40-year-high-in-may-5409249 https://www.investopedia.com/demand-destruction-5222107 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 88Michael Kitces on the Myth of Retirement and the Rise of Financial Independence
The highly influential financial advisor and industry guru joins the show to talk about how we need to move away from "retirement", as a concept, and towards financial independence, and how the planning industry can make that shift. Plus, the $305 trillion global debt wave is gathering force as interest rates rise amid peaky inflation. What that paradigm means for investors. Links: https://www.kitces.com/ https://allstarcharts.com/investopedia-june22/ https://www.youtube.com/watch?v=av3k_lcGm9g https://www.weforum.org/agenda/2022/05/what-is-global-debt-why-high/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 87Searching for Signs of a Market Bottom
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
Ep 86The Legend of Jack Bogle, and the Future of ETFs
Eric Balchunas, senior ETF analyst for Bloomberg Intelligence joins the show to talk about how ETFs have been riding the storm of volatility and what's next for the that asset class, and his new book, "The Bogle Effect". Plus, we dig into the history of bear markets, and how investors should view the next one. Links Mentioned: https://aflcio.org/press/releases/ceo-pay-soars-361-times-average-worker https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.bloomberg.com/authors/ADUgYkp2OlE/eric-balchunas?sref=6IwE4a0o https://www.amazon.com/Bogle-Effect-Vanguard-Investors-Trillions/dp/1637740719 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 85Keeping it Real with Real Vision's Raoul Pal
Raoul Pal, economist, investor, futurist and co-founder of Real Vision joins the show to share his perspective on the current sell-off, recession risks, and the future of crypto. Plus, we put the market's current spin-cycle in historical perspective and look for signs that the selling may be peaking. Are we "oversold", yet? Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ep 84Inside the Berkshire Hathaway Annual Meeting
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

Ep 83Charting the Hot Mess Inside the Stock Market
JC Parets, founder of AllStarCharts.com, rejoins The Express to break down the breakdowns inside the global stock market, and where to find relative strength and momentum, now. Also, streamers have lost their steam as Netflix and Disney face the reality of slower growth ahead. For show notes: https://www.scribd.com/document/571086967/Twitter-Board#from_embed https://data-central.conference-board.org/ https://www.sec.gov/Archives/edgar/data/1418091/000110465922048128/tm2213229d1_sc13da.htm Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 82The Price We Really Pay for College, with Ron Lieber
Ron Lieber, the personal finance columnist for the New York Times, and author of "The Price You Pay for College", joins the show just in time as millions of high school seniors are making their college decisions in the next couple of weeks. As Ron explains, the sticker price is rarely the final price we pay, and the decision about what and how to pay for college is one of the most important investment decisions a family can make, Plus, we unpack Elon Musk's crazy past two weeks amid his bid to buy Twitter and take it private, and how a new poison pill could derail his plans. Links for show notes: https://ronlieber.com/books/the-price-you-pay-for-college/ https://commondataset.org/ https://washingtonmonthly.com/2013/08/18/merit-aid-madness/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 81The New Age of Financial Literacy with Kyla Scanlon
Kyla Scanlon, the options trader turned financial philosopher, joins the show to talk about how financial and investing literacy need to change to meet the needs of millions of new investors. Plus, we share the results of our nationwide survey on financial literacy, investing and retirement, including the biggest gaps, opportunities, shocks and surprises. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 80Why the Best Advice may be to 'Just Keep Buying'
Nick Maggiulli rejoins the show, and he's out with a new book, "Just Keep Buying", with basic principles of saving and investing for investors of all ages. Plus, did the stock market bottom, or did we just fall into a bear trap? We go foraging for clues on The Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 79Decoding Mixed Signals in the Economy and Markets with Invesco's Kristina Hooper
Kristina Hooper. Invesco’s Chief Global Market Strategist joins the Express to help us understand how inflation, rising interest rates, geo-political uncertainty and trade sanctions are impacting the markets, investor sentiment, and economic forecasts. Plus, is this the end of globalization as we know it? The world’s top money managers say so - so, what does it mean for the rest of us? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 78Breaking Down Walls of Worry with LPL's Ryan Detrick
Ryan Detrick, The Chief Market Strategist for LPL Financial rejoins The Express to put the market's recent volatility into perspective... long term perspective, and why it might just be different this time. Plus, despite the slight recovery in the tech sector, some of 2020's stock market standouts are down 70% or more from their highs. We name names on The Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 77Examining the 'Special Characters', who became today's Tech Titans
Award-winning journalist, entrepreneur, and tech-insider Laurie Segall joins the show to talk about her new book that documents the early and mysterious days of tech's titans, what the meta-verse will actually be like, and how to stay human in today's digital world. Plus, we put the stock market's recent losses in perspective... long term perspective. And, there's something about the month of March we can't ignore. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 76Breaking down the Energy Price Shock and What May Happen Next
John Kilduff, founder of Again Capital and author of The Kilduff Report, breaks down the dynamics behind the rapid surge in oil prices, and what could happen next if Russia continues its invasion of Ukraine. Plus, cryptocurrencies like Bitcoin are displaying some unusual behavior as they are being used inside the war, and hotly traded as investors turn away from other risky assets. What's the correlation? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 75Strategic Investing in Turbulent Times
Jason Trennert of Strategas Research Partners joins the show to talk about how to invest through geopolitical uncertainty, and the new realities of higher interest rates and persistent inflation. Plus, we unpack the sanctions levied against Russia, and how the SWIFT system works. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 74Finding Financial Motivation Through Hip Hop with Ash Cash
Ash Cash Exantus, founder and CEO of Mind Right Money and host of the Inside the Vault podcast, joins the show to talk about how he is using hip-hop culture to educate and motivate tens of thousands of people to take control of their money and start investing. Plus, the U.S. stock market is one of the worst performers on the planet? Where on Earth did all the money flow? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 73Trading and Traveling the world with Teri Ijeoma
The self-taught trader and former school assistant principal shares how she learned her craft, and how she is teaching it to thousands of new investors and traders. Plus, the stock selloff intensifies as inflation concerns and tensions between Russia and the Ukraine grow. How are investors maneuvering around the 'fear trade', and what the yield curve is telling us. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 72Ultra long-Term Investing with Jeremy Siegel
The Wharton professor, and author of the seminal, "Stocks for the Long Run," joins the show to put the market's recent shakiness into long-term perspective, advice on how to build a portfolio today for any age, how to think about cryptocurrency, and his greatest investing influences. Plus, this Sunday's Super Bowl will break records for advertising sales and gambling revenue, but what's in it for the players besides glory? We break down the economics of the big game. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 71Tactical investing in a Tricky market
Anastasia Amoroso, Chief Investment Strategist for iCapital, joins the show with timely advice on how to find opportunities for alpha outside the U.S. stock market as the air comes out of inflated assets. Also, what the Fed said, and didn't say, that shook the market last week, and what that means for the pace and size of upcoming rate hikes. Plus tensions rise around Russia and Ukraine, roiling natural gas markets, and China rings in the Year of the Tiger. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 70Eli Manning Goes Long Private Equity
The two-time Super Bowl winning former quarterback of the NY Giants has taken his off-the-field talents to Brand Equity Partners to help develop and grow businesses from the inside. Eli discusses his passion for investing, how he's learning about finance, what the NFL is doing about financial literacy, and his favorite Po'Boy in his hometown of New Orleans. Plus, the sell-off in risk assets accelerates. We chart the decline and prepare the educated investor for what's next. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 69Ray Dalio on the Rise and Fall of Economic Empires
Ray Dalio, the high priest of macro investing, joins the show to discuss his new book on the rise and fall of economic empires, and how to invest now given the massive structural changes happening in the global economy. Plus, economists and CEOs are predicting as many as 6 interest rate hikes in 2022. We look at what that could do to an already vulnerable stock market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 68The Great Portfolio Reset
Liz Young, Head of Investment Strategy at SoFi, joins the show to help investors reset their portfolios in the face of rising interest rates, red-hot inflation, and a massive sector rotation in capital markets. Plus, "risk" has gone into hiding as meme stocks and cryptocurrencies battle for survival in a bear market. We look at where the carnage is, and what could stop it. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 67What's in Store for ETF Investors in 2022?
Tom Lydon, CEO of ETF Trends joins the show to talk about the record-breaking year for ETF inflows and his outlook for 2022, including what's next for crypto, fixed income and global products. (Sign up for the ETFs22 free online summit with Investopedia and ETF Trends here). Plus, investors face numerous challenges in the coming year after enjoying bountiful returns in 2021. We map out the journey as we steam into the new year on The Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 66What’s the Deal, with Kristin Myers
The Editor in Chief of The Balance joins the Express to talk about the changing face of money and investing for younger generations, and we play a round of “What’s the Deal,” as we dig into recent headlines and decide if it’s a Big Deal, Little Deal, or No Deal at all. Plus, we reveal Investopedia’s top ten financial terms of the year and look ahead into what’s in store for 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 65The Golden Age for Individual Investors
Jan van Eck, the CEO of Van Eck U.S., joins the Express to talk about why retail investors have never had it better, and why his firm is launching Bitcoin-related ETFs. Plus, consumer prices surged to the highest levels since 1982. How long will they last, and how long will consumers keep spending? And, sentiment shifted again, as investors pile back into risk. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices