Avsnitt
-
Americans from every generation still believe that owning their home is one the greatest investments they will make and a key component of realizing their own version of the 'American Dream'. But rising prices and tighter supply have made that dream less of a reality for many. Angie Hicks, the founder of Angi and one of the country's leading real estate luminaries, explains how to find value and quality in today's market, and how to properly maintain that important and emotional financial asset once you own it. Plus, volatility is continuing to wear its September best as the stock market rallied last week to recover all of the losses from the prior week. As the Fed prepares to lower interest rates this week, expect the choppiness to continue.
LINKS FOR SHOW NOTES:
https://watchcharts.com/watches/brand_index/rolex
https://www.census.gov/newsroom/press-releases/2024/income-poverty-health-insurance-coverage.html
https://www.angi.com/articles/author/angie-hicks
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8710971
https://www.investopedia.com/federal-reserve-september-2024-meeting-preview-interest-rates-8711495
https://www.newyorkfed.org/microeconomics/sce.html#/
https://watchcharts.com/watches/brand_index/rolex
https://futureproofhq.com/festival/agenda/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Josh Brown rejoins The Express to talk about his latest book, "You Weren't Supposed to See That: Secrets Every Investor Should Know", and explains why the relentless bid in the stock market is everlasting, where all the public companies went, the economic creation and destruction behind scarcity and abundance, why trillions of dollars in economic stimulus created economic armageddon, and other light topics. Plus, September is just being September in the stock market as a cool wind has blown trillions of dollars of market cap off of high beta stocks. Welcome to Autumn.
LINKS FOR SHOW NOTES
https://podcasts.thecompoundnews.com/show/TCAF/
https://www.amazon.com/You-Werent-Supposed-See-That/dp/180409059X
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8707260
https://www.investopedia.com/terms/c/convexity.asp
https://www.investopedia.com/cost-of-the-american-dream-2024-8705906
https://www.ritholtzwealth.com/
https://www.investopedia.com/articles/basics/06/invertedyieldcurve.asp
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Saknas det avsnitt?
-
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 -
Once the playground for high-net worth and institutional investors, alternative investing is opening up to individual investors like us through ETFs and Interval funds. Shana Orczyk, the founder and CEO of Banrion Capital, also known as "The Queen of Alternatives", educates us on the universe of alternative investments outside of collectibles, and how investors can weave them into their portfolios for more precise diversification and the potential for outsized returns. Plus, Fed Chair Powell has spoken from the mountaintop in Jackson Hole, and he's telling us that the time has come for the era of high interest rates to end. Act accordingly.
LINKS FOR SHOW NOTES
https://www.banrioncapital.com/
https://www.investopedia.com/powell-confirms-fed-pivot-to-rate-cuts-8700557
https://www.investopedia.com/terms/a/alternative_investment.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8698293
https://etfdb.com/etfs/commodity/gold/
https://www.bls.gov/bls/empsitquickguide.htm
https://www.investopedia.com/terms/s/september-effect.asp
https://www.shanasissel.com/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
With the Dept. of Justice's recent antitrust victory over Google and its online advertising practices ruled monopolistic, the breakup of the biggest technology companies in the world seems like a real possibility. But, as William Kovacic, former Chair of the FTC and now a Professor of Law and Global Competition at The George Washington School of Law explains, the cases against these giants can take many years to resolve, and enforcement is becoming more complicated in the era of A.I. Plus, sentiment has shifted back to the Bulls as old leaders take the reins and the market erases most of its recent losses.
LINKS FOR SHOW NOTES:
https://guides.loc.gov/this-month-in-business-history/july/sherman-antitrust-act-enacted
https://www.law.gwu.edu/william-e-kovacic
https://www.bespokepremium.com/
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/terms/s/sherman-antiturst-act.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8696477
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_081624.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
On our 200th episode, JC Parets of AllStarCharts climbs back aboard The Express to assess the damage across the capital markets following the 2024 Summer Volmageddon. As it turns out, some sectors and asset classes actually got stronger despite the headlines, and may provide the set up for the next leg of this Bull Market. Plus, sentiment indicators have been flashing warning sirens among individual and institutional investors, and anxiety is riding high, so why are more individual stocks hitting new 52-week highs than any point this year?
links for show notes:
https://www.investopedia.com/articles/economics/08/past-recessions.asp
https://www.conference-board.org/topics/CEO-Confidence
https://www.investopedia.com/what-the-carry-trade-had-to-do-with-monday-stock-market-rout-8690861
https://www.optimisticallie.com/
https://www.investopedia.com/bank-of-japan-calms-markets-with-pledge-not-to-raise-rates-amid-volatility-8691554
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8693128
https://allstarcharts.com/blog/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Stock markets around the world are melting down as the most popular trades around A.I. and Tech are unwinding amid worries about overvaluation and signs of weakness in the U.S. economy. Paul La Monica from Barron's joins The Express to help us find the key similarities and differences between the Internet Bubble of 1999 and the A.I. craze of today. Plus, one of the most popular trades in the world is grinding to a halt as the Japanese Yen strengthens against the U.S. Dollar, and it's impacting other markets around the world, and Warren Buffett's Berkshire Hathaway has been aggressively selling some of its favorite stocks, including Apple.
LINKS FOR SHOW NOTES
https://www.investopedia.com/what-is-the-sahm-rule-8637564
https://www.investopedia.com/the-express-podcast-episode-181-8623072
https://www.investopedia.com/key-takeaways-from-berkshire-hathaway-q2-fy2024-earnings-8689932
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8688987
https://www.barrons.com/authors/paul-r-lamonica
https://twitter.com/LaMonicaBuzz
https://www.eri-c.com/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
The past month has been one of the most chaotic four weeks in U.S. political history, and the election is still over three months away. Michael Townsend, Chares Schwab's political analyst and a long-time Washington watcher, joins The Express to explain what's next in the political process for the Democrats, the likelihood of major policy changes to tax rates and the Inflation Reduction Act, and what investors should stop worrying about as the election approaches. Plus, the history of stock market returns during election years, and why investors need to stay the course no matter what the polls say or who ends up occupying the Oval Office.
LINKS FOR SHOW NOTES:
https://www.schwab.com/learn/author/michael-townsend
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8684188
https://www.investopedia.com/ask/answers/030515/real-gdp-better-index-economic-performance-gdp.asp
https://www.schwab.com/learn/washingtonwise
https://www.schwab.com/learn/author/michael-townsend
https://www.investopedia.com/how-big-tech-earnings-could-affect-the-market-amazon-apple-meta-microsoft-8684494
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Callie Cox, the new Chief Market Strategist at Ritholtz Wealth, rejoins The Express to unpack the historic break out in small cap stocks of late, and why the prospect of lower interest rates is actually good news for investors seeking balance. Plus, Callie's advice to Millennials looking to build a balanced portfolio that doesn't look anything like their parents' standard 60/40. And, some weeks last a decade, and last week was one of them.
LINKS FOR SHOW NOTES
https://www.pionline.com/hedge-funds/hedge-funds-post-pretty-strong-performance-midway-through-2024-return-58
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf
https://www.investopedia.com/ecb-holds-interest-rates-at-record-highs-lowers-inflation-forecasts-8605578
https://www.investoped...ition-8601178
https://www.ritholtzwealth.com/team/callie-cox
https://x.com/callieabost
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Buoyed by more record highs, investors have been reinvigorated by the prospect of interest rate cuts in September as inflation slows. But, as SoFi's Liz Young Thomas explains, interest rate cuts into a slowing economy are not always followed by great returns. Liz rejoins The Express to share her outlook for the second half of the year, and how to invest now to take advantage of sector rotation and economic headwinds. Plus, Wall Street strategists continue to raise their year-end price targets for the S&P 500 as earnings strengthen and market breadth finally opens up.
LINKS FOR SHOW NOTES
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.yardeniquicktakes.com/meltup/?utm_source=substack&utm_medium=email
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8676779
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071224.pdf
https://www.sofi.com/on-the-money/category/investment-strategy/
https://www.investopedia.com/terms/e/etn.asp
https://www.investopedia.com/terms/b/bullsteepener.asp
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Great wine enthusiasts and collectors are no different from investors. We like to find value and growth potential before anyone else, and back the next great company or vintage. From The Food & Wine Classic in Aspen, Kerrin Laz, David Parker and Charles Antin, three of the top wine experts in the country, explain how to find the next Screaming Eagle before it leaves the nest. Learn how they use their expert palettes, deep industry knowledge and market data to find the next Unicorn wines before they triple in value, and how to care for those bottles to maintain it. Plus, their top picks today and where to find them.
LINKS FOR SHOW NOTES:
https://foodandwineclassicincharleston.com/
https://www.lazwine.com/
https://www.benchmarkwine.com/
https://charlesantin.com/
https://www.foodandwine.com/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Nathaniel Popper joins The Express to talk about his latest book, "The Trolls of Wall Street: How the Outcasts and Insurgents are Hacking the Markets", and explains the origins of meme stock explosion which actually took root during Occupy Wall Street, and made their way through online forums like 4chan where throngs of disillusioned young men found community in the stock market. Popper draws the through-line from the Great Financial Crisis through the birth of Robinhood, Reddit and ultimately wallstreetbets, where trolling is the language of trading. If you thought this community of traders went away with the pandemic - think again. They are here to stay, and that could be good news for all investors.
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/v/vix.asp
https://www.ndr.com/
https://sentimentrader.com/reports
https://www.carsongroup.com/insights/blog/here-comes-the-best-month-according-to-the-past-20-years/
https://www.investopedia.com/terms/s/skew-index.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8670691
https://www.amazon.com/Trolls-Wall-Street-Insurgents-Outcasts-ebook/dp/B09L8CSDYW
https://www.nathanielpopper.com/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
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 -
Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary retirement savings vehicle for most American workers, only helps high earners and is riddled with misaligned incentives. She joins The Express to make the case for a new government sponsored retirement savings account that she says is more equitable and provides a pathway to allowing workers to not run out of money once they stop working. Plus, new record highs keep coming for the stock market, but by all accounts, this bull market is pretty tame.
LINKS FOR SHOW NOTES
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8662467
https://www.newschool.edu/nssr/faculty/teresa-ghilarducci/
https://teresaghilarducci.org/about
https://insight.factset.com/
https://www.investopedia.com/terms/t/triplewitchinghour.asp
https://www.investopedia.com/terms/1/401kplan.asp
https://twitter.com/TimmerFidelity
https://eig.org/bipartisan-pair-of-economists-propose-bold-new-wealth-building-program-for-the-bottom-50-percent-of-american-workers/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/d/dispersion.asp
https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358
https://www.youtube.com/watch?v=U1prSyyIco0
https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti
https://www.cboe.com/us/indices/dispersion/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains why people feel disconnected from the economy, and how to help them find their role in it. Plus, consumers are becoming much more discerning about their discretionary spending, and that is having a profound effect on the 'experience' economy. And, if you are looking for divergences in the stock market as it dances around record highs, there are plenty to choose from.
LINKS FOR SHOW NOTES:
https://www.investopedia.com/terms/m/mcclellanoscillator.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8656394
https://www.investopedia.com/private-credit-vs-private-equity-7565530
https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/
https://kylascanlon.com/
https://www.truistsecurities.com/insights
https://www.investopedia.com/terms/o/opportunitycost.asp
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years. Plus, more investors are sniffing around the junk bond market in search of higher and higher yields, but the rising stench of defaults is sending our warning winds. And, while the stock market makes new record highs behind the strength of Nvidia, consumer discretionary stocks have not been invited to the party.
Links for show notes:
https://www.investopedia.com/what-a-shorter-stock-trade-settlement-known-as-t-1-means-for-you-8653078
https://www.investopedia.com/what-the-sec-pivot-to-approve-spot-ether-etfs-means-8653633
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8653037
https://thebasispoint.com/
https://allstarcharts.com/blog/
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder.
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/s/shortinterest.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/terms/d/dividendpayoutratio.asp
https://kraneshares.com/#
https://www.pgim.com/dc-solutions/home
https://www.nuveen.com/en-us/insights
https://www.ndr.com/media
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors need to lose in order to win, and what the future of trading and investing technology looks like over the next ten years. Plus, some of the top performing global markets in the world are all in South America. What's up down below?
LINKS FOR SHOW NOTES
https://www.investopedia.com/cpi-inflation-april-2024-preview-8646157
https://www.tastylive.com/talent/tom-sosnoff
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_051024.pdf
https://www.investopedia.com/legendary-investor-and-quant-king-jim-simons-dies-at-86-8646726
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
The Express returns to Omaha, Nebraska where tens of thousands of Berkshire Hathaway shareholders have gathered for 60 years to hear words of wisdom from Warren Buffett and listen to how he intends to keep growing their investment. Absent this year, of course, was Charlie Munger, Berkshire's former Vice-Chairman and Buffett's partner in building the conglomerate, who passed away last November just one month shy of his 100th birthday. We caught up with the Berkshire faithful as they shopped til they dropped and listened to Buffett's succession plans as he passes the reins to Greg Abel and Ajit Jain.
LINKS FOR SHOW NOTES
https://sentimentrader.com/blog
https://opensea.io/collection/boredapeyachtclub
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-5-8643141
https://www.investopedia.com/terms/b/buyback.asp
https://www.investopedia.com/investors-aren-t-worried-right-now-but-they-re-not-buying-either-8642075
https://www.investopedia.com/key-takeaways-warren-buffett-berkshire-hathaway-annual-meeting-2024-8643567
https://www.youtube.com/watch?v=r1E20HeIvRc
https://www.investopedia.com/4-key-takeaways-from-apple-q2-2024-earnings-call-8642680
Learn more about your ad choices. Visit podcastchoices.com/adchoices - Visa fler
