Episoder
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Anna 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 masked one of the more boring bull markets in history.
LINKS FOR SHOW NOTES
https://www.ssga.com/library-content/assets/pdf/north-america/equities/2024/spdr-etf-impact-survey-findings.pdf
https://www.asym500.com/media
https://www.investopedia.com/articles/investing-strategy/071616/implied-vs-historical-volatility-main-differences.asp
https://www.investopedia.com/who-is-scott-bessent-trumps-pick-for-treasury-secretary-8750750
https://www.investopedia.com/terms/d/divestiture.asp
https://www.ssga.com/us/en/individual/insights/market-trends
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-fed-minutes-thanksgiving-earnings-8749343
https://www.statestreet.com/us/en/asset-owner/about/our-people/leaderships/anna-paglia
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Ray Dalio, one of the most successful investors of all time and the author of the best selling "Principles" series, rejoins The Express to help us understand the new world order in light of the elections, geopolitical instability, climate risk and technology. The creator of the 'All Weather Portfolio', explains how he would build that portfolio today given all the risks and trends shaping this unprecedented cycle in history. Plus, Ray's thoughts on crypto, lessons for new investors, and the most important lesson he has learned in his lifetime as an investor.
LINKS WITH SHOW NOTES
https://www.investopedia.com/vaccine-maker-stocks-slump-after-rfk-jr-nominated-as-hhs-head-8745974
https://www.investopedia.com/what-the-republican-sweep-means-for-the-economy-8745669
https://wmi.edu.sg/programmes/dalio-market-principles-program/
https://www.principles.com/
https://www.investopedia.com/terms/e/earnings_momentum.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8745796
https://www.investopedia.com/1-in-4-investopedia-readers-say-they-now-own-crypto-the-highest-in-a-year-8745853
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Manglende episoder?
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In 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 NOTES
https://www.newedgewealth.com/team/cameron-dawson/
https://www.newedgewealth.com/insights/
https://www.federalreserveeducation.org/about-the-fed/archive-history
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-cpi-earnings-fed-speakers-8740185
https://www.investopedia.com/bond-vigilante-6386194
https://www.investopedia.com/terms/c/contributionmargin.asp
https://www.carsongroup.com/insights/blog/author/rdetrick/
https://www.investopedia.com/bitcoin-price-tops-usd80000-for-first-time-8742854
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No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Responsible Budget warns, the interest costs alone to serve that debt are approaching 17% of government spending, which is more than we spend on defense, education and healthcare. Both presidential candidates are pushing policies that would only amplify that debt by trillions of dollars over the next decade, bringing with it inflation, high interest rates, a debt spiral and a massive devaluing of U.S. Treasuries. The debt matters, but don't tell Washington D.C.
LINKS FOR SHOW NOTES:
https://www.investopedia.com/warren-buffett-berkshire-hathaway-apple-stock-cash-pile-q3-2024-8738738
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110124.pdf
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8737801
https://www.crfb.org/
https://www.investopedia.com/presidents-and-their-impact-on-the-stock-market-4587369
https://www.investopedia.com/what-economists-think-harris-trump-economic-plans-presidential-election-8700373
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Stephen Sikes, the Chief Operating Officer for Public.com, explains what happened to most of the retail investors who jumped into the stock market in the middle of meme-stock mania in 2021, and what they are looking for today as market dynamics shift into a lower interest rate regime. Plus, why are yields for long term bonds spiking just as the Fed lowers rates, what made Goldman Sachs curb our expectations for future equity returns, and where are the hedge fund whales swimming lately?
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/r/relativevalue-funds.asp
https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/
https://www.jpmorganchase.com/institute/all-topics/financial-health-wealth-creation/the-changing-demographics-of-retail-investors
https://www.investopedia.com/terms/c/cupandhandle.asp
https://public.com/
https://www.linkedin.com/in/stephensikes/
https://www.investopedia.com/what-to-expect-in-markets-this-week-jobs-earnings-gdp-8732908
https://www.bespokepremium.com/interactive/research/think-big-blog/
https://www.hfr.com/insights-commentary/
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From 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
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8729934
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_101824.pdf
https://www.bespokepremium.com/interactive/research/think-big-blog/
https://sentimentrader.com/
https://www.phillyphinancial.org/
https://www.investopedia.com/boeing-union-reach-tentative-deal-to-end-5-week-long-strike-8731034
https://www.instagram.com/betterwallet/
https://www.thebetterwallet.com/
https://www.investopedia.com/terms/b/bulltrap.asp
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We 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 the financial system. Plus, the stock market keeps making record highs as this bull market celebrates its second birthday. The good news for investors is how young this bull is, historically speaking, and how balanced this rally has become.
LINKS FOR SHOW NOTES
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8726921
https://www.investopedia.com/terms/a/adjusted-ebitda.asp
https://buildabetterfinancialfuture.com/
https://www.annanjiekonte.com/
https://www.zapatawealth.com/our-team
https://www.sersummits.com/
https://www.investopedia.com/etf-investors-shrug-market-uncertainties-bullish-on-mag-7-schwab-survey-finds-8726215
https://www.allstarcharts.com/blog
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David 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 NOTES
https://www.investopedia.com/terms/c/collective-bargaining.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-oct-7-2024-8722570
https://www.investopedia.com/strong-job-market-makes-recession-less-likely-economy-labor-federal-reserve-8723504
https://www.investopedia.com/us-dockworkers-suspend-strike-after-reaching-tentative-agreement-on-wages-8723165
https://insidersentiment.com/
https://www.cnbc.com/david-faber/
https://sabew.org/
https://washingtonservice.com/
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_100424.pdf
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From the Food & Wine Classic in Charleston, S.C., new whiskey distillers like Company Distilling are battling for shelf space and brand recognition against the giants like Jim Beam and Jack Daniels. Nate Gana, one of the foremost scotch and whiskey experts in the world, takes us inside the big business of whiskey, scotch and bourbon, where global conglomerates are battling a spirits recession, barrels are precious, and consumers have more than enough choices. Plus, it’s an everything rally across the capital markets, but more record highs for gold and spiking long-term yields may be warning of trouble on the tracks.
LINKS FOR SHOW NOTES
https://www.investopedia.com/71-of-investors-feel-good-about-the-stock-market-here-s-what-they-re-investing-in-8717954
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-jobs-report-fed-speakers-8718986
https://foodandwineclassicincharleston.com/
https://companydistilling.com/distilleries/townsend-distillery/
https://www.instagram.com/nategana/?hl=en
https://singlemaltdaily.com/
https://www.foodandwine.com/the-city-that-rice-built-8695153
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The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today.
LINKS FOR SHOW NOTES:
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614
https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/
https://x.com/callieabost/status/1837234523555144147
https://www.carsongroup.com/insights/blog/author/rdetrick/
https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf
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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/
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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
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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/
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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/
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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
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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/
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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/
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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
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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
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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
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