Shows
The Investopedia Express with Caleb SilverThe Bro Billionaire Basket of Stocks Leads a New Bull StampedeAs trade tensions ease and the headline economic data eases recession fears, a new bull market is picking up speed led by what Bank of America Securities calls the "Bro Billionaire Basket of Stocks", including Palantir, Nvidia, Coinbase and Bitcoin. Proximity to power is everything under this administration and in this stock market, and offenders like Tesla get punished when they cross the lines at Pennsylvania Ave. Plus, Silver prices hit a 13-year high as the Gold to Silver ratio narrows, signaling a new bull market in commodities, especially if the tariff truces stick.
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2025-06-0814 minThe Investopedia Express with Caleb SilverInside the Berkshire Shareholder Meeting as Buffett Says He's Stepping DownIt may have come as a surprise to those of us in attendance at the Berkshire Hathaway meeting in Omaha this Saturday, but Warren Buffett gracefully said he'll be stepping aside as CEO at the end of the year, ending the greatest 60-year run in business history. The 94-year old paved the way for his successor, Greg Abel, but reassured investors and the Berkshire faithful that he'll be hanging around to provide his infinite wisdom to the new leadership team, and to the rest of us. Listen to Warren's enduring words of wisdom, and to his faithful investors and...
2025-05-0517 minThe Investopedia Express with Caleb SilverThe 7th Circle of Uncertainty and Sanctity of the FedThe Big Money continues to flee U.S. assets amid more policy uncertainty and lack of guidance from C-Suites, but that hasn’t stopped individual investors from trying to buy the dips. That strategy has backfired, but they show no signs of giving up, yet. Plus, the president brings the smoke to the Fed Chair, but Powell may be protected by a key piece of legislation from 1913.Resource links:https://www.vandaresearch.com/https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780https://www.investopedia.com/terms/f/1913-federal-reserve-act.aspht...
2025-04-2013 minThe Investopedia Express with Caleb SilverThe Fed Said the "T" Word, and Individual Investors Buy the DipStocks 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 thi...
2025-03-2414 minThe Investopedia Express with Caleb SilverTech Gets Corrected Triggering the Titanic SyndromeAnother week of selling as the stock market suffers its worst week since early September sending the Nasdaq into correction territory and triggering the very rare and very dangerous Titanic Syndrome. Plus, the headline numbers and the Fed Chair both say the economy is in a good place, but that depends where you live inside of it. We break down the Good, the Bad, and the Ugly inside the economy today, and explain why 'stagflation' is back in the conversation.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms...
2025-03-1013 minThe Investopedia Express with Caleb SilverMomentum Loses its MoJo, and the Risk Trade Gets WreckedFebruary 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-11687706https://www.investopedia.com/terms...
2025-03-0314 minThe Investopedia Express with Caleb SilverSentiment Shaken, Stocks Stirred, and Retail Traders Rush InA swift drop in investor and consumer sentiment rattled the ‘Immaculate Rotation’ from growth to value stocks, sending the stock market off of record highs. But that hasn’t stopped retail traders from rushing back into the stock market at levels approaching 2021 highs in search of dips across mega cap tech, A.I. and consumer discretionary stocks. Is our timing as bad as it was during Roaring Kitty’s heydays? Plus, Warren Buffett’s annual shareholder letter dropped Saturday with its usual dose of wisdom and humility. But it’s hard to be humble when your holding companies generated $47 billion in o...
2025-02-2413 minThe Investopedia Express with Caleb SilverThe Bull Goes Global, and Welcome to the Age of ElectricityStocks snapped a two-week, battling through tariff and inflation headlines, to come within a fraction of all-time highs. What's driving the market higher now, what's different about today's rally, and why are global stocks spiking in the age of American Exceptionalism? Plus, welcome to the age of Electricity as demand to power the data centers and robotics revolution is set to soar to new heights, bringing power stocks along with it. And, the most important words being spoken on earnings conference calls tell us a lot about the precarious mental state of corporate America. One of the most important is...
2025-02-1713 minThe Investopedia Express with Caleb SilverThe Securitization of the "America First" AgendaInvestors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies in the world, and what they are saying about it. Plus. The President's holding company just announced the registration of new ETFs and SMAs that track his "America First" agenda. While conflicts of interest and the executive branch of government have always had a cosy relationship, we've never seen this kind of securitization of America's policies. And, new tax proposals are about to hit Congres...
2025-02-1013 minThe Investopedia Express with Caleb SilverDeepSeek, A.I., Tariffs, and the Future of Economic SecurityA 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....
2025-02-0315 minThe Investopedia Express with Caleb SilverThe Upcoming Showdown at the Fed, and Making Cents out of Eliminating the PennyOn The Express this week, we dissect the flurry of economic executive orders and announcements from the Trump administration and identify the new power brokers influencing markets and the future of A.I. The Federal Reserve will meet on interest rates for the first time this year and the first time under this administration, which has been demanding lower rates. Plus, DOGE, led by Elon Musk, says it's time to stop printing the Penny, but those cents come with billions of dollars worth of complications even though they cost more to produce than they are actually worth. And, stocks tou...
2025-01-2713 minThe Investopedia Express with Caleb SilverThe New Economic Policy Playbook and the Future of TikTokIt'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 NO...
2025-01-2011 minThe Investopedia Express with Caleb SilverReasons to Remain Bullish as the Bond Vigilantes CircleDespite 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 NOT...
2025-01-1331 minThe Investopedia Express with Caleb SilverWhy the Bitcoin Bonanza Might Just Be Getting StartedAfter a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the blockchain has been firmly established across industries. Ric Edelman, the legendary financial advisor, best-selling author, award-winning radio host and founder of DACFP, rejoins The Express to peer into the future for Bitcoin and other cryptocurrencies. Plus, stocks slammed into a wall of resistance following the Fed's latest interest rate cut and indications that it may not be in a rush to do it again. Will the dip-buyers come bac...
2024-12-2339 minThe Investopedia Express with Caleb SilverAustin Hankwitz Wants to Show You His PortfolioAustin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to those decisions. Austin shares what he's buying now, and his perspective on how we will invest in the future. Plus, markets diverge as breadth weakens and investors chase chips and mega-cap tech stocks, yet again. Is this the beginning of a correction, or just the resumption of a young bull market that likes to follow the leaders?LINKS FOR S...
2024-12-1633 minThe Investopedia Express with Caleb SilverInvestopedia's Top Terms of the Year and Yet More Reasons to Be BullishInvestopedia 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 NOTEShttps://www.investopedia.com/the-2024-investopedia-terms-of-the-year-8754569https://www...
2024-12-0933 minThe Investopedia Express with Caleb SilverSetting Longer Tables with Chef José AndrésA conversation with José Andrés, world renowned chef, entrepreneur, author and humanitarian, on where he finds his inspiration and the business skills he and his team have learned through running World Central Kitchen, serving people on the frontlines of the world’s greatest disasters. Hear our conversation, which includes Ray Isle, the Executive Wine Editor for Food & Wine, on innovations in wine and spirits. Plus, stocks just closed out their strongest month of the year so far, with December historically performing even higher.LINKS FOR SHOW NOTEShttps://www...
2024-12-0240 minThe Investopedia Express with Caleb SilverThe ETF Industry in Search of the Next $10 TrillionAnna Paglia, the Chief Business Officer for State Street Global Advisors, joins The Express to help uncover where the next $10 Trillion in assets under management for the ETF industry will come from, and how soon they might find it. With over 12,000 listed ETFs globally and counting, new flavors of actively managed and crypto ETFs are the industry's next shiny things, but not all will survive and Anna tells us what they need to do in order to win over investors. Plus, markets are touching record highs again, but the breakout performance of Bitcoin and a few key stocks has m...
2024-11-2532 minThe Investopedia Express with Caleb SilverRay Dalio and His Principles For This New World OrderRay 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...
2024-11-1843 minThe Investopedia Express with Caleb SilverBreaking Down the Election Mega-Rally as the Bond Vigilantes CircleIn the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wealth, and look into the future for trends to watch given the policy promises of the Trump administration. Plus, the Bond Vigilantes may be starting to circle as the likelihood of tax cuts and heavy government spending are pushing Treasury yields to alarming levels even as the Fed cuts rates.LINKS FOR SHOW NOTEShttps://www.newedgewealth.com/team/cameron-dawson/
2024-11-1134 minThe Investopedia Express with Caleb SilverWhy the Federal Budget Deficit Could Trigger the Next Financial CrisisNo 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...
2024-11-0428 minThe Investopedia Express with Caleb SilverWhat Actually Happened to the Investors Who Joined the Market During Meme Stock Mania?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 NOTEShttps://www.investopedia.com/terms/r/re...
2024-10-2833 minThe Investopedia Express with Caleb SilverHow to Really Get Better With Our MoneyFrom Philly Phinancial Literacy Week, founder Nisiar Smith takes us inside the movement he helped create to extend financial education into the underserved communities of Philadelphia. Plus, Marc Russell, the founder of BetterWallet and one of the original Fin-fluencers, takes us on his journey from being a foster child, to climbing out of $80,000 in debt, to building a personal finance business and platform serving hundreds of thousands of people. And, more record highs for big stocks and big markets usually mean more of the same, even with rising volatility.LINKS FOR SHOW NOTES...
2024-10-2132 minThe Investopedia Express with Caleb SilverHow to Have the Most Challenging Financial Conversations in Our LivesWe don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and prevent a lot of stress down the road. Financial advisors Luis Rosa, Anna N'Jie Konte and Denise Zapata get up close and personal at the SER Latino Summit in La Jolla to talk about the most challenging conversations they have with their clients, how to break the cycle of debt, and how to teach the power of investing and compounding to communities that have little faith in th...
2024-10-1433 minThe Investopedia Express with Caleb SilverThe Brain Behind the Biggest Breaking News Stories of Our GenerationDavid Faber, co-host of CNBC's Squawk on the Street, and the creator of The Faber Report, takes us through how he has broken some of the biggest business stories of the last thirty years, how the nature of business journalism has changed, and his quest to become the next host of Jeopardy. Plus, more all-time highs for the Dow and Gold as the latest jobs report fluff up the cushions for a soft landing. So why are some of the wealthiest people in the world selling their own stocks?LINKS FOR SHOW NOTESh...
2024-10-0732 minThe Investopedia Express with Caleb SilverSecrets Every Investor Should Know with Downtown Josh BrownJosh 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 FO...
2024-09-0942 minThe Investopedia Express with Caleb SilverInvestopedia Celebrates 25 Years, and The Investor Post-Summer PlaybookInvestopedia 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
2024-09-0335 minThe Investopedia Express with Caleb SilverThe ABC's of Alternative InvestingOnce 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...
2024-08-2632 minThe Investopedia Express with Caleb SilverWhat Broke, and What Got Stronger Amid the Market's Summer StormOn 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:
2024-08-1231 minThe Investopedia Express with Caleb SilverMarket Meltdown: Is This 1999 All Over Again?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 H...
2024-08-0533 minThe Investopedia Express with Caleb SilverPolitical Chaos and Our Portfolios: What Investors Really Need to Pay Attention to in this ElectionThe 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...
2024-07-2932 minThe Investopedia Express with Caleb SilverInvestors' Great Expectations Meet the Economic Realities of the 2nd Half of 2024Buoyed 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.
2024-07-1530 minThe Investopedia Express with Caleb SilverHow the Trolls Took Over Wall Street, and Where They are NowNathaniel 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...
2024-07-0135 minThe Investopedia Express with Caleb SilverUnlocking the Super Powers of SupercommunicatorsCharles 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...
2024-06-2432 minThe Investopedia Express with Caleb SilverMaking the Case Against the 401(k)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 a...
2024-06-1735 minThe Investopedia Express with Caleb SilverTaking a Hard Look at the Aftermath of Rate Cuts and Election Years for InvestorsJayson 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
2024-06-1032 minThe Investopedia Express with Caleb SilverChecking in on the Vibe Economy with Kyla ScanlonKyla 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.
2024-06-0329 minThe Investopedia Express with Caleb SilverWhy the U.S. Real Estate Market Might Be Healthier Than We ThinkJulian 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 strengt...
2024-05-2732 minThe Investopedia Express with Caleb SilverHow the Pros are Constructing Portfolios for the FutureFrom 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.L...
2024-05-2031 minThe Investopedia Express with Caleb SilverInside the 60th Berkshire Hathaway Annual Meeting Among the Buffett FaithfulThe 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....
2024-05-0625 minThe Investopedia Express with Caleb SilverHow Short Sellers Look Through the Muddy Waters of Filings for FraudCarson Block, CEO of Muddy Waters Research, joins The Express to explain how one of the most influential short sellers identifies the frauds, the lies, the half-truths and the warning signs that companies sometimes use to dupe investors. Block discusses why his firm and others are looking deep into the commercial and residential real estate markets for what might be rotting inside balance sheets, and the catchphrases investors should be aware of inside corporate filings. Plus, retail investors took an extended spring break in April, but may have rediscovered their favorite stocks.LINKS FOR...
2024-04-2932 minThe Investopedia Express with Caleb SilverIs Capitalism Broken, and Can it Be Fixed?Bethany McLean, author of best-selling books including, "The Smartest Guys in the Room", and "All the Devils are Here", climbs back aboard to The Express after receiving the SABEW Distinguished Achievement Award, to talk about how she broke open some of the biggest business stories of the past thirty years. From Enron to Elon Musk's SolarCity, Bethany talks about how she developed her sense of wrongdoing, her battles challenging the Power and the Powerful, and whether America's style of capitalism can be saved.LINKS FOR SHOW NOTEShttps://www...
2024-04-2237 minThe Investopedia Express with Caleb SilverClaudia Sahm on the "Sahm Rule", and the Health of the Economy TodayClaudia 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:
2024-04-0133 minThe Investopedia Express with Caleb SilverA New Wave of Optimism Reawakens the BullsRyan 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
2024-03-2532 minThe Investopedia Express with Caleb SilverCan Cannabis Tourism Save California's Cannabis Industry?Cannabis sales and prices are falling apart in the Golden State as overproduction and a glut of dispensaries have far outpaced demand. Can cannabis tourism rescue the industry, or will the stigma of the Schedule 1 controlled substance linger over a state that has been built on family fun destinations like Disneyland and Universal Studios? From the Visit California Outlook Forum in Palm Springs, a panel conversation with Peter Gamez, the President and CEO of Visit Oakland, Wendy Hasse-Roberts, the President and CEO of Travel Santa Ana, and Brian Applegarth of Destination Cannabis. Plus, sector rotation is under way in t...
2024-03-1837 minThe Investopedia Express with Caleb SilverDigging for Answers on Why Gold is at a Record HighGold prices are at all time highs as the precious metal is having another moment in the sun amid geopolitical uncertainty, sticky high inflation and the highest interest rates in over 20 years. Louise Street of the World Gold Council, a membership organization of some of the biggest gold miners and companies in the world, explains why investors are leaning back into this historical store of wealth. Plus, the biggest stocks in the market are fading as the rest of the market plays catch up. Is this the sign of a healthy bull market, or a late-cycle fade in this hist...
2024-03-1136 minThe Investopedia Express with Caleb SilverWhat the Non-Consensus View is Telling us About Capital Markets TodayJim 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...
2024-02-2633 minThe Investopedia Express with Caleb SilverDemystifying A.I. and How to Harness it to Learn and Earn MoreSonia Dumas, a futurist and co-founder of Campaign Coach A.I., joins the show to explain how A.I. is being used across industries from real estate to financial planning to enhance productivity and profitability, and why we there is nothing 'artificial' about it. Plus, more record highs for the stock market despite very thin breadth is just one reason doubters don't think this rally can last. Also - it's been a tough market for cheap stocks as investors keep favoring the biggest, most expensive companies.LINKS FOR SHOW NOTESht...
2024-02-1231 minThe Investopedia Express with Caleb SilverHow to Prepare for the Thawing of the Real Estate MarketMatt Garland, aka 'MG The Mortgage Guy', on what to expect for the U.S real estate market this Spring as mortgage rates fall and demand comes storming back. Whether you are a potential buyer, seller, investor, or broker, Matt shares his best advice on how to prepare to capitalize on the real estate reawakening. Plus, the stock market tops more record highs, but there are rising rumblings about the strength of one of the narrowest bull markets in history. And, why investors should hope for a blowout in Sunday's Super Bowl.LINKS FOR SHOW...
2024-02-0533 minThe Investopedia Express with Caleb SilverResetting our Long-Term Expectations for the Markets as "Sound Money" ReturnsJoe 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...
2024-01-0132 minThe Investopedia Express with Caleb SilverBreaking out the 2024 Investing Playbook as Stocks Touch New HighsLiz Ann Sonders, the Chief Investment Strategist at Charles Schwab, tells us what to expect next year for the markets and the economy, and how investors should prepare. Plus, the Fed gave investors an early holiday gift by indicating three rate cuts in 2024, which sent the stock market soaring. But the recent rally hasn't totally convinced individual investors that these gains are here to stay. What are they waiting for?LINKS FOR SHOW NOTEShttps://www.youtube.com/watch?v=hQYXqwNDA88https://www.investopedia.com/what-to-expect-in-the-markets-this-week-dec-18-8416490https://a...
2023-12-1827 minThe Investopedia Express with Caleb SilverInvestopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-RallyIt's been a year unlike any other for investors with a bear market in bonds, bank failures. the rise of A.I., and a reality check for the so-called "American Dream". We bring you Investopedia's Most Searched Terms of 2023, and what that Dream costs in today's dollars. Plus, Bitcoin is on another one of its magnificent rallies, up more than 180% in 2023. Ric Edelman of DACFP climbs back aboard The Express to explain the enthusiasm, and why it could get even bigger next year.LINKS FOR SHOW NOTEShttps://www.investopedia.com/2023-investopedia-terms-of-the-year-8409161...
2023-12-1130 minThe Investopedia Express with Caleb SilverReimagining Retirement and the Meaning of Wealth in the New Economic NormalThe past couple of years have warped many of our perceptions about retirement, and the reasons why we save and invest. Doug Boneparth, Jamie Hopkins and Peter Lazaroff climb back aboard The Express to share their views about what the words "retirement" and "wealth" mean today, and how investors should approach their goals given higher interest rates and the end of easy money. Plus, the S&P Technology sector hits an all-time high as mutual fund managers are warming back up to stocks and planning for a soft landing. What could go wrong?links...
2023-11-2033 minThe Investopedia Express with Caleb SilverThe Driving Forces Pushing Financial Literacy into America's Public SchoolsWhile most people agree that teaching financial literacy in high school is the right thing to do, only 23 states require at least one semester of financial education or personal finance curriculum in order to graduate. But progress is being made, and the path is being forged by leaders like Tim Ranzetta of Next Gen Personal Finance, and public school teachers across the country. Get to know a few of them and how they are delivering personal finance education into their classrooms. Plus, the stock market is doing its "November" thing, again, but only a few stocks are carrying the...
2023-11-1334 minThe Investopedia Express with Caleb SilverSetting up for the Stock Market's Best Six-Month StretchJeff 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 NOTEShttps://www.investopedia.com/terms/b/b...
2023-11-0631 minThe Investopedia Express with Caleb SilverSearching for Signs of Hope Amid the SelloffShannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that will turn the market around. Plus, it's been a cruel autumn for corporate earnings as investors have no patience for missed expectations. The thrill may be gone from the stock market for now, but history tells us that its best two months start this week.Links for show notes:https://www.investopedia.com/why-there-s-a-gold-rush-at-costco-8362722htt...
2023-10-3032 minThe Investopedia Express with Caleb SilverRedefining Retirement as Peak 65 ApproachesDan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors.LINKS FOR SHOW NOTEShttps://www.etoro.com/en-us/news-and-analysis/market-insights/sweating-the-small-cap-stocks/https://www.investopedia.com/terms/c/cape-ratio.asp
2023-10-2331 minThe Investopedia Express with Caleb SilverThe Geopolitical and Economic Impact of the War in Israel on the Middle EastThe attack on Israel came at a critical time in the Middle East as the country was forming new economic alliances with Saudi Arabia and other nations that would reshape the geopolitical landscape in the region. Professor Simon Mabon of Lancaster University explains how that was playing out, and what might come next as Israeli forces enter Gaza ahead of a cold winter. Plus, the U.S. Treasury is having a hard time selling long bonds, but new, opportunistic buyers are circling, and they are playing an entirely different game.https://www.investopedia.com/t...
2023-10-1632 minThe Investopedia Express with Caleb SilverFacing our Fears in Money and LifeFarnoosh Torabi joins the show to talk about her new book, "A Healthy State of Panic", and how we can use our fears to conquer our biggest challenges in money and life. Plus, investor anxiety is peaking again as long-term treasury yields spike, and the reliability of Treasury bonds faces a reckoning. Investors have choices, even if we choose to do nothing.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/e/equityriskpremium.asphttps://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_100623...
2023-10-0933 minThe Investopedia Express with Caleb SilverPermission to Dream with the CEO of HappynessChristopher P. Gardner, the self-proclaimed CEO of Happyness, describes his journey from the depths of despair as a single, homeless father, to finding his path as a stock broker, investment manager, best-selling author, philanthropist and dream-manifester. Plus, the floods of September are receding, leaving a wake of destruction across the stock and bond markets. The good news is that the bad news is everywhere, and the next three months are historically the best for the stock market.Links for show notes:https://www.carsongroup.com/insights/blog/why-stocks-should-rally-in-the-fourth-quarter/
2023-10-0231 minThe Investopedia Express with Caleb SilverThe Real Story of the Taming of Wall Street Amid its Darkest DaysDiana Henriques, author of the new book, "Taming the Street: The Old Guard, The New Deal, and FDR's Fight to Save American Capitalism", joins the show to talk about how President Franklin Delano Roosevelt and a small group of men revolutionized Wall Street after Black Thursday with the establishment of the SEC and other agencies. Plus, how today's financial regulators are under pressure, and the risks that pose to all investors. And, investors are finally coming around to the Fed's 'Higher for Longer', mantra, and that is keeping stocks under pressure.LINKS FOR SHOW NOTE...
2023-09-2633 minThe Investopedia Express with Caleb SilverWhat the Most Important Charts in the Stock Market are Telling Us Right NowKatie 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:
2023-09-1133 minThe Investopedia Express with Caleb SilverOrganized Labor's Summer Uprising and the Future of UnionsIt'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:
2023-09-0531 minThe Investopedia Express with Caleb SilverThe Present and Future Prospects for Big Tech StocksDan Ives, the senior equity analyst for Wedbush Securities and one of the industry's top analysts, takes stake of the recent sell-off in tech stocks, and paints a picture of the A.I. future for companies including Apple, Tesla, Palantir and GM. Plus, why he thinks an Apple-ESPN merger is inevitable. Also... what's behind the recent real estate meltdown in Chinese real estate, and the new risk of a U.S. government shutdown in October.LINKS FOR SHOW NOTES:https://www.investopedia.com/terms/e/equityriskpremium.asph...
2023-08-2131 minThe Investopedia Express with Caleb SilverDiving Deep into Value Investing with Rob ArnottLegendary value investor and innovator Rob Arnott of Research Affiliates joins The Express to explain what Value investing really means today, and why the time is right for this style of portfolio allocation. Plus, credit card debt hits a record high as consumers dig deeper into their wallets, yet no one seems to be too worried about it. Should we be?https://www.investopedia.com/consumer-confidence-falls-in-august-7642387https://www.newyorkfed.org/newsevents/news/research/2023/20230808https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://advantage.factset.com/hubfs/Website/Resources%20S...
2023-08-1436 minThe Investopedia Express with Caleb SilverTaking Investors' Temperatures as the U.S. loses its AAA Credit RatingLindsey 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 NOTEShttps://twitter.com/justlbell?lang=enhttps://www.investopedia.com/terms/r/relative-value.asphttps://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772https://adva...
2023-08-0728 minThe Investopedia Express with Caleb SilverBehind Bitcoin's Rise, and BlackRock's Bid to Launch an ETFNate 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-4584772https://www.federalreserve.gov/monetarypolicy/beigebook202307.htmhttps://www.investopedia.com/terms/e/elliottwavetheory.asphttps://e...
2023-07-1731 minThe Investopedia Express with Caleb SilverRiding the Skinny Bull Market From the Floor of the NYSEJay 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-4584772https://www.investopedia.com/is-eurozone-in-a-recession-7509697https://www.investopedia.com/terms/t/triplewitchinghour.asphttps://www.investopedia.com/terms/p/pre...
2023-06-1227 minThe Investopedia Express with Caleb SilverInside the Most Important Charts in the World as the Debt Ceiling Deadline LoomsJC Parets of AllStarCharts rejoins The Express to help us find where the bulls are running across the entire global stock market, and shares his favorite wines for the Spring season. Plus, the debt ceiling deadline is approaching quickly, and the consequences of political inaction could send global markets into an unknown spiral if the U.S. gets hit with a credit rating downgrade. Will the lessons learned in 2011 help break the standoff in Washington D.C.?www.cmegroup.com/markets/energy/crude-oil/light-sweet-crude.quotes.htmlhttps://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772
2023-05-1529 minThe Investopedia Express with Caleb SilverTrading and Investing Goes Hyper-SocialCallie Cox, eToro's Investment Analyst, joins the show to talk about the social online broker's new deal with Twitter to allow users to trade directly from the platform, how young investors are behaving, and why they are so misunderstood. Plus, the VIX may still be on Spring break, but the MOVE Index is warning of gathering storm clouds on the horizon. And, why the Velocity of Money is our term of the week.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/d/dmi.asphttps://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772
2023-04-1731 minThe Investopedia Express with Caleb SilverInside the Eye of the Fiscal and Monetary Policy StormProfessor 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-7376799www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.federalreserve.g...
2023-04-1031 minThe Investopedia Express with Caleb SilverRiding the Thin Edge of a Rail with Risk ReversalGuy Adami and Dan Nathan, the OG's of financial influence and founders of the Risk Reversal media empire, join the Express to reveal their processes and approach to trading the markets while talking about them all day long. Hear why they are bearish, where the risks are, and their rankings of the best rock bands of all time. Plus, why the calls for the demise of the U.S. Dollar may be #TooSoon.Links for Show Noteswww.investopedia.com/terms/b/beartrap.aspwww.investopedia.com/terms/r/reservecurrency.asp...
2023-04-0335 minThe Investopedia Express with Caleb SilverDecoding the Fed's Latest Decision for Clues to the FutureAnastasia Amoroso, Chief Investment Strategist for iCapital, rejoins the show to help decode the Fed's latest decision on interest rates and the curious language in its statement. Plus, what she is looking for inside bank balance sheets to determine just how healthy, or sick they actually are. And, despite the swirling fears around the banking sector, some of the riskiest assets are the best performers in the first quarter. Will that continue?Links for show notes:www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20230322.pdfhttps://www.cmegroup.com...
2023-03-2734 minThe Investopedia Express with Caleb SilverLooking at the Glass Half-Full as the Fed Meets on RatesJustin 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 NOTEShttps://www.investopedia.com/usb-and-credit-suisse-forced-to-merge-7367988www.businesswire.com/news/...c-Bankwww.moodys.com/resea...361119
2023-03-2033 minThe Investopedia Express with Caleb SilverThe Good, The Bad, and The Beautiful of Spain's Economy in 2023The 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
2023-02-2730 minThe Investopedia Express with Caleb SilverWhy Investors May be Irrationally Exuberant Right NowLiz Young, Chief Investment Strategist at SoFi, climbs back aboard The Express to explain why investors may be overly optimistic right now, and what key signals to watch for in the coming months to tell us that the coast is really clearing. Plus, consumer credit stretches to new all-time highs as the Federal Reserve battles sticky high inflation. Why this may become an even bigger problem as the economy slows.LINKS FOR SHOW NOTEShttps://www.newyorkfed.org/microeconomics/hhdchttps://www.sofi.com/article/investment-strategy/liz-looks-at-how-long-will-this-take/https...
2023-02-2033 minThe Investopedia Express with Caleb SilverThere is an ETF for That!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...
2023-02-1328 minThe Investopedia Express with Caleb SilverWhat Really Happens on the Floor of the NYSEPeter 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
2023-02-0636 minThe Investopedia Express with Caleb SilverPrinciples for Living and Investing in a Dynamic World, with Ray DalioRay Dalio, the founder of Bridgewater Associates, and author of the Principles series of books and videos, rejoins The Express, to talk about his latest addition to the set, how he sees the current economic dynamic playing out, and why we keep repeating the same cycles over centuries in capital markets. Plus, the latest results of our reader sentiment survey tell us you are a little less afraid to invest, but not yet ready to run with the Bulls. The Bulls, however, are already running.LINKS FOR SHOW NOTEShttps://www.investopedia...
2023-01-3037 minThe Investopedia Express with Caleb SilverInside the Rise and Fall of America's Greatest Corporate EmpireWilliam D. Cohan, best-selling author, joins the show to talk about his new book about GE, "Power Failure: The Rise and Fall of an American Icon", the legacy of Jack Welch, and our endless fascination with the cult of the CEO. Plus, as the Debt Ceiling approaches, the U.S. Treasury is warning of a repeat of 2011 that could derail markets and deliver a serious blow to the country's precarious financial situation. And, risk is back on the menu as promiscuous investors hunt for yield in dangerous places.LINKS:https://allstarcharts.com/b...
2023-01-1733 minThe Investopedia Express with Caleb SilverThe Power of the Plan in an Uncertain MarketTaylor Schulte, the founder of Define Financial and the host of the "Stay Wealthy Retirement", podcast, joins The Express to help us ease our stress and find opportunities in uncertain markets like this one. Plus, the enigma that is the U.S. labor market, and what the layoffs in Big Tech are telling us. And, what to watch this week as inflation and earnings take center stage.LINKS FOR SHOW NOTESwww.federalreserve.gov/monetarypolicy/fomcprojtabl20221214.htmhttps://www.investopedia.com/terms/c/consumerpriceindex.asphttps://advantage.factset.c...
2023-01-0928 minThe Investopedia Express with Caleb SilverA 'Random Walk Down Wall Street' Turns 50, and Our Top Terms of the YearProfessor Burton Malkiel, author of the seminal investing bible, 'A Random Walk Down Wall Street", joins the show to celebrate the 50th anniversary of the masterpiece, and shares timeless advice for investors today. Plus, we share Investopedia's Top Terms of 2022, and what was top of mind for investors during this tumultuous year. And, why this could be the most important week of the year for the markets.LINKS FOR SHOW NOTEShttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://dof.princeton.edu/about/clerk-faculty/emeritus/burton-gordon-malkielhttps...
2022-12-1233 minThe Investopedia Express with Caleb SilverStrategic Investing in the Home Stretch of 2022Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey.LINKS FOR SHOW NOTEShttps://ycharts.com/dashboard/www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlttps://ww...
2022-12-0531 minThe Investopedia Express with Caleb SilverHow to Create Your Financial Plan on PurposeJamie 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 SH...
2022-11-2834 minThe Investopedia Express with Caleb SilverInvesting in Innovation with Cathie Wood, and The Collapse of FTXCathie 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!ThanksLINKS FOR SHOW NOTES:
2022-11-1431 minThe Investopedia Express with Caleb SilverA Wake-Up Call for Investors to the New, New NormalLiz 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.aspwww.investopedia.com/articles/markets/120115/top-5-apple-shareholders.aspwww.investopedia.c...
2022-11-0735 minThe Investopedia Express with Caleb SilverThe Bumpy Road to an Economic Recovery with Mohamed El-ErianMohamed 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 NOTEShttps://www.globalxetfs.com/funds/embd/https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772...
2022-10-3132 minThe Investopedia Express with Caleb SilverGoing Back to School with The Master InvestorIan 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 NOTEShttps://www.investopedia.com/terms/o/octobereffect.asphttps://www.investopedia.com/terms/c/chicago-board-options-exchange-cboe-vix-vix-vvix.aspawealthofcommonsense.com/2022/10/the-long-term-is-not-where-life-is-lived/...
2022-10-2435 minThe Investopedia Express with Caleb SilverLive from the Floor of the NYSE with Bob PisaniBob 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.c...
2022-10-1733 minThe Investopedia Express with Caleb SilverWhat Could Stop the Bear Market in its Tracks, with Ryan DetrickThe 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 NOTEShttps://ycharts.com/www.investopedia.com/articles/bonds/08/treasuries-fed.asphttps://www.investopedia.com/investor-sentiment-on-thin-ice-amid-rate-hikes-and-swoon-in-stocks-6745309https://www.aaii.com/sentimentsurvey...
2022-10-0332 minThe Investopedia Express with Caleb SilverThe Secret Sauce Behind the World's Greatest InvestorsWhat 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 NOTEShttps://www.investopedia.com/ask/answers/013015/why-200...
2022-09-0630 minThe Investopedia Express with Caleb SilverGoing Back to School with Stock Market FundamentalsBrian 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 NOTEShttps://www.investopedia.com/terms/b...
2022-08-1530 minThe Investopedia Express with Caleb SilverLive from InvestFest with Downtown Josh Brown, BitBoy Crypto, and Lamar WilsonThe 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
2022-08-0831 minThe Investopedia Express with Caleb SilverUntangling the Economic Enigma that is ArgentinaHow 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/sqqqhttps://www.cefeidas.com/about/juan-cruz-diaz/#https://www.investopedia.com/terms/forex/a/arp-argentinian-peso.asphttps://www.investopedia.com...
2022-07-2539 minThe Investopedia Express with Caleb SilverExploring the Depths of the Downturn with Dan NilesDan 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.ThanksLINKS FOR SHOW NOTEShttps://www.danniles.com/https://insight.factset.com/sp-500-earnings-season-update-july-15-2022
2022-07-1836 minThe Investopedia Express with Caleb SilverBuilding a 2nd Half Playbook with Morgan Stanley's Mike WilsonMike 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:
2022-07-0531 minThe Investopedia Express with Caleb SilverReading the Warnings Signs for the Next RecessionSeema 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-5215636https://www.principalglobal.com/knowledgehttps://www.investopedia.com/consumer-inflation-rises-to-new-40-year-high-in-may-5409249https://www.investopedia.com/demand-destruction-5222107...
2022-06-1330 minThe Investopedia Express with Caleb SilverSearching for Signs of a Market BottomLindsey 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...
2022-05-3132 min
The Green InvestorWelcome to The Green Investor from InvestopediaGreen Investing is one of the fastest-growing sectors of the capital markets, yet it’s still one of the most misunderstood. Investors want their money to align with their social and environmental values, but finding a path through the thicket of products, companies, industries, and ratings is trickier than ever. The Green Investor, powered by Investopedia, will explore the present and future frontiers of ESG, SRI and Impact investing, and the companies and leaders who are shaping the landscape. Hosted by Investopedia Editor-in-Chief Caleb Silver, The Green Investor will feature interviews with the most influential executives, academics, investors, and po...
2021-10-2602 minThe Investopedia Express with Caleb SilverWelcome to the Investopedia Express with Caleb SilverGet 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
2020-08-2602 min