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In this episode of Stocks in Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried reflect on some of our key conversations and look ahead to 2025.
First, we revisit our discussion with Joe Brusuelas, chief economist at RSM, who analyzed the post-pandemic economy. “The shutdown of global supply chains finally did what textbooks tell us recessions always do,” said Brusuelas. “It wiped the slates clean.”
Next, friend of the show, Callie Cox, chief market strategist at Ritholtz Wealth Management, returns to share practical advice for new investors, emphasizing diversification as an essential tool.
Raoul Pal, CEO and co-founder of Real Vision, explores the future of blockchain and delves into one of the great forces of the universe: compounding. Pal describes it as “the process where growth builds on previous growth and accelerates exponentially over time, whether it's money, knowledge, or resources, creating increasingly larger results.”
Finally, Kristina Hooper, Invesco's chief global market strategist, rounds out the “Best of the Episode” by breaking down the business cycle, market caps, and the role of central banks.
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers, and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried are joined by Callie Cox, the Chief Market Strategist at Ritholtz Wealth Management, to discuss productivity’s role in shaping the economic landscape for 2025.
Productivity, which measures how efficiently goods and services are produced, is typically calculated as the total output divided by the total input, reflecting the value an economy generates through money exchange.
According to Cox, productivity is one of the most promising economic trends heading into 2025, describing it as “the antidote to inflation” and “the solution to higher growth.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers, and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada and Shelby Boamah.
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Fehlende Folgen?
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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Demetri Kofinas, the host of Hidden Forces podcast, for a deep dive into the concept of financial nihilism.
Coined by Kofinas in 2019, the term "financial nihilism" refers to the belief that financial planning, investing, or wealth building is meaningless or futile. Kofinas’ philosophy of financial nihilism arises from the growing disconnect between price and value.
“Markets are about finding the intersection between those two points and trying to buy below, at a price below value,” Kofinas. “Eventually the thing appreciates in line with expectations or underlying value.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected]. Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada and Shelby Boamah.
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The market has surged since the conclusion of the 2024 Presidential election, with ETFs experiencing a significant swell in investments.
In this episode of Stocks In Translation, Todd Sohn, an ETF strategist at Strategas Asset Management, joins Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried to discuss ETFs, market capitalization, and risk flows.
“We have seen a massive amount of money go into equity ETFs, roughly 240 billion or so over the last three months. That is the highest on record,” said Sohn. “Part of this is the adoption of ETFs, and part of it is also everyone's just jumping into the pool. They make it easy. And so I always look at ETFs as this great lens into investor psychology.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Kristina Hooper, Invesco's chief global market strategist, for an in-depth discussion on the markets' performance following the 2024 presidential election, projections for 2025, and how it all relates to the business cycle.
Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Joe Brusuelas, RSM chief economist, to the vodcast to discuss regime change and the post-pandemic economy.
In finance, a regime change refers to a “major shift in economic conditions such as interest rates, inflation or growth, often triggered by policy changes or structural economic shifts,” said Blikre. As Donald Trump transitions back into the White House for his second term, Brusuelas said the president-elect’s administration will focus on narrowing the deficit. However, there are contradictions associated with Trump’s approach to economic populism. Trump aims to lower taxes and increase government spending, which leads to higher deficits and debt.
“The issue is that Trump and his policymakers will want to narrow the trade deficit. They want to narrow the current account deficit,” Brusuelas said. “But you can't do that when you get a stronger dollar because lower taxes mean more disposable income, and you attract more imports.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada and Shelby Boamah.
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The market has been on a wild ride since the election. Bitcoin has reached an all-time high, and despite President Trump’s announcement of potential tariff increases, the market continues its upward trajectory.
eToro U.S. investment analyst Bret Kenwell joins Stocks in Translation, hosted by Yahoo Finance’s markets and data editor Jared Blikre, and producer Sydnee Fried, to discuss market sentiment—our word of the day—and to remind us that “this whole year has been off a wild ride.”
“In Q1, we had, you know, worries of reflation… In the summer, we had a lot of volatility with… the Japanese carry trade unwinding,” Kenwell continues. “With the change in presidential, um, candidates, we had a lot of bumpiness. We had worries about the jobs market, and then we had to get through the election and seasonality issues… But it’s been a great year.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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Every investor has heard this quote at least once in their career: “Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn’t pays it," is a quote often attributed to Albert Einstein.
In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Raoul Pal, co-founder and CEO of Real Vision. Pal brings 20 years of global macro-investing experience to the table as the team dives into the power of compounding.
Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Risk is all around us. Whether it’s the real world or the investment world we can’t escape it forever.
In this episode of Stocks In Translation, Yahoo Finance Markets and Data Editor Jared Blikre and Producer Sydnee Fried welcome back a friend of the show, Steve Sosnick, chief strategist at Interactive Brokers.
This episode’s word of the day is risk: the chance that an investment’s actual return will differ from the expected return, potentially resulting in financial loss.
While it’s true that the market generally goes “up and to the left” over time, Sosnick believes that people often “get very focused on reward” without fully understanding the associated risks. “I think when you get into an environment where things are a little frothy, people lose sight of that,” says Sosnick. “Risk is always out there. And risk has a nasty way of biting you at exactly the wrong times.”
Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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Momentum — it's what every stock needs. Momentum, or “mono,” refers to an asset’s price continuing to move in the same direction based on its past performance. In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Julius de Kempenaer, the creator of Relative Rotation Graphs, to the vodcast.
“The momentum concept is huge in technical analysis… a lot of the concepts in technical analysis are based on momentum,” says de Kempenaer. “Relative Rotation Graphs are using a form of momentum to display that rotational pattern in the markets.”
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Eddie Johnson, author and CEO of Grow My Bag TV, to discuss the latest developments in the crypto and Web3 space.
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada
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Following Yahoo Finance Invest 2024, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Kathy Jones, chief income strategist at the Schwab Center for Financial Research, to the Stocks in Translation podcast.
The team dives into key takeaways from Yahoo Finance Invest, including insights from Neel Kashkari, president of the Minneapolis Fed; Arvind Krishna, CEO of IBM; and economist Joseph Stiglitz.
They start by discussing recent bond market volatility and strategies for navigating it.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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Amid recent Fed rate cuts, see-saw earnings reports, and the US election, many are asking what's next. In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried sit down with Peter Borish, Computer Trading Corporation Chairman and CEO, to discuss his thoughts on what's next for the US economy.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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Mental health and wellness is an integral part of everyone’s lives. In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried sit down with Dr. Trillion Small, founder of the Trillion Institute, as they discuss mental health, behavioral finance, and her career journey.
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and senior reporter Alexandra Canal welcome Bhargav Shivarthy, co-founder and CEO of Pricing Culture, an AI-powered startup that processes large datasets to generate actionable content.
“What we focus on, on Pricing Culture, is literally taking large data sets… [and] building indexes with them, talking about the market for that stuff and making it available to professionals that can view the data-driven narratives and make a call,” says Shivarthy. With 91 percent of investment managers using or planning to integrate AI into their strategies, there could be significant demand for Pricing Culture’s insights.
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and host Madison Mills welcome Kevin Gordon, director and senior investment strategist at Charles Schwab, to the podcast.
The team delves into market breadth — how many stocks participate in a given move in an index or stock exchange— against the backdrop of an election a few weeks away and the markets seemingly shrugging their shoulders.
Gordon also expands on when he’s increasingly interested in bonds, even as an equities person. “I'm a fan of bonds,” Gordon continues. “There's so much more opportunity now in the income space that so many investors either haven't seen for a long time or so many investors just haven't seen ever... It's also now more competitive with what you're earning in the equity market. And from an earnings yield perspective, that spread is closed.”
He adds, “If you're looking for … less volatility in terms of your income that you're generating on an annual basis, um, it's not, it's not bad to look at the fixed income universe."
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and senior reporter Alexandra Canal welcome Callie Cox, strategist at Ritholtz Wealth Management, to the podcast.
The team explores market resiliency—the ability to endure and recover quickly from challenges like economic downturns or financial crises while maintaining stability.
Cox credits the current market resilience to the strength of the job market. “The job market was incredibly strong in 2022, 2023,” she continued. “The fact that unemployment has been so low, wage gains have been so strong. Even as inflation has come under control, everything's just become more affordable. And we've all stayed employed during the process. That is a rarity in history.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Jimi Corpuz
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In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and producer Sydnee Fried chat with Greg Daco, chief economist at EY, to break down the mixed messages facing investors and what sets Jerome Powell apart.
The discussion tackles the current economic transition from demand-side to supply-side dynamics or the real-world factors that impact production, such as labor availability, technology, and regulations. “When you look at the economy today and you consider geopolitical developments, political developments, supply chain developments, labor developments, all of those point to a greater influence from supply-side factors,” Daco said.
Daco also cautioned against over-reliance on economic models. “You have to be careful at how models are calibrated… The reality is that you really need to rethink some of the traditional relations between variables. And whereas in the past demand-side factors were the key drivers of economic activity, increasingly you have to focus on the supply side factors.”
Regarding how surveys and data revisions shape Fed policy, Daco explains how Chair Powell distinguishes himself from the rest of the Fed members. “Powell, I think, is ahead of the curve in shifting his perspective on how the economy's likely to evolve,” noting that Powell is “data dependent” while most Fed policymakers are “data point dependent.” He elaborates, ”There is way too much focus, in my opinion, on each and every data report. And the reason why this is a misled approach in the current environment is because you tend to see massive revisions to data.”
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and producer Sydnee Fried chat with Shawn Lesser, founder of The Real Mental Health Foundation, an organization focused on the mental health challenges within the finance industry.
Before founding The Real, Lesser co-founded Big Path Capital, the first impact-investing investment bank. Impact investing is an investment strategy aimed at generating positive social or environmental outcomes alongside financial returns. “The whole idea behind ESG or impact investing when I was in it is you make as much money or more, but you also happen to have some social or environmental benefit,” says Lesser.
Lesser opens up about his personal struggle with depression and anxiety in 2022, recalling an investor call where “[I] basically had like a full mental breakdown where I was not functioning correctly. I couldn’t speak,” says Lesser. This breakdown led to a trip to the emergency room, followed by a three-day stay in a psychiatric ward, marking the beginning of his road to recovery
It was during this recovery that he found his mental health sponsor and conceived the idea for The Real. “I went through something, and if I could help somebody else, terrific,” Lesser continues. “And hopefully they get better… and then they pass it along to somebody else.”
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and producer Sydnee Fried chat with Jay Woods, Freedom Capital Markets chief global strategist, who becomes the first guest to appear on the show three times. They discuss topics like seasonality, market rotation, and what could happen in a "no-landing" scenario.
Woods shares his perspective on the market’s resiliency during a typically slow period, further impacted by the aftermath of the yen carry trade collapse and a 65% spike in the CBOE Volatility Index or VIX (^VIX). “That's as resilient a market as we've seen in some time… 48 new highs and that number will probably increase,” said Woods. “It’s a bull market, and this is what you do in bull markets.”
The conversation then shifts to market rotation—when money moves from one sector or industry to another. “Rotation is the lifeblood of a bull market,” adds Woods. “This rotational trade is just showing you the strength of this market because you want to see all stocks participate… This, to me, is the most positive thing we’ve seen in the market in some time.”
They debate whether the economy is headed for a hard, soft, or no landing. In the last 60 years, the Federal Reserve has only achieved one soft landing. “It’s a very tricky thing trying to navigate this soft landing. So no landing? Yes, it could happen,” says Woods.
In today’s 'Who Wore It Better,' Woods weighs in on whether small or large caps will lead into the year-end. “I think it's [going to] be large caps because I think technology's going to catch a bid.” However, Woods isn't totally out on small caps, “Will small caps… join the party a little bit? We saw last year, October 27th to December 23rd, small caps gained over 20%, in that time period. So when they moved, they moved quickly.”
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.
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