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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.
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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.
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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 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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In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and producer Sydnee Fried sit down with Kevin Mahn, president and chief investment officer of Hennion & Walsh. The discussion delves into topics including dot plots, bull markets, and backdoor AI investment plays.
Blikre and crew first explore dot plots or charts that summarize the Federal Open Market Committee’s outlook for federal funds rates and economist data, which Mahn cautions us to “take with a grain of salt.”
Mahn emphasizes the importance of understanding the chart's complexity: “The one thing to remember about this dot plot chart though [is] each dot represents a different view of that voting member for where they believe interest rates are [going to] be in the next two years. But if you look at the dot plot chart, there's no unanimity there,” says Mahn. “In fact, the dispersion between those thoughts and those forecasts are quite different. It's a good tool, but you shouldn't be making investment decisions on that basis alone.”
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 Yahoo Finance Producer Sydnee Fried sit down with Wave chief financial officer Michaella Gallina to discuss value stocks, taxes, fiscal and monetary stimulus, and her career journey.
When approaching value stocks, Gallina says, "I look at a company's price-to-earnings ratio... over the last decade… If you map that over, call it a decade or maybe five or six years, you know, depends on the company and what they're going through and... their current life cycle. But I like to look at that chart. And then you can kind of create bands based on its trading range... And you can put a median trading multiple on that stock. And anything beneath that, I'm going to be keeping a very close eye on... You can watch them trade and when they're undervalued and they're these compounders... if you believe in that story over time, it's going to get back to where it should be and higher."
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 -
So far, 2024 has been an outlier year, with the S&P 500 hitting at least 41 new all-time highs, making it the index's best year since 1997.
In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre and Yahoo Finance producer Sydnee Fried are joined by Tom Sosnoff, founder and CEO of tastylive and tastytrade.
Sosnoff, a veteran of the online brokerage industry, shares insights from his 20-year career as a pit trader on the Chicago Board Options Exchange. He also talks about his leap into entrepreneurship with thinkorswim, the company he sold to TD Ameritrade for $750 million, and his subsequent sale of tastytrade in 2021 for $1.1 billion.
Yahoo Finance's Stocks in Translation 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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In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried, sits down with Abby Yoder, JPMorgan Private Bank US Equity Strategist to discuss opportunities in large cap stocks, including healthcare, industrials, and AI.
Yoder points out that the S&P 500 has hit 41 new all-time highs in the past year. In the year ahead, she says strategists are debating where they can see the upside. "Are you going to see it from an earnings standpoint, or are you going to see it from a multiples standpoint?"
Defining earnings versus multiples, she says, "So the way that you get to an index target, so a price for the S&P 500, is gonna be based on what your earnings outlook is. So a dollar amount. And then what your multiple is... essentially what price are you willing to pay for those earnings."
In terms of investing in infrastructure, she's most interested in the aerospace and defense sectors. She also discussed investing in AI, stressing that it's important to think about who is actually going to pay money for AI and how companies will use it outside of the tech sector. "How do they monetize that? How do they use that? And is it the best spend for them? Is it going to be productive?"
Find more episodes of Stocks in Translation here.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks In Translation is hosted by Jared Blikre 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, along with Yahoo Finance producer Sydnee Fried, sit down with Melissa Pegus, serial entrepreneur, early-stage investor, and non-profit board member, to discuss her experiences as an early-stage investor.
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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Market movement is a constant part of trading and investing. In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried and Catalysts co-host Madison Mills, break down market rotation, seasonality, and how to understand market movements.
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 on our video hub or watch on your preferred streaming service.
Key moments:
0:45 What is market rotation?
3:00 The grass is always greener/passive investing
5:10 Recessions and the National Accounting Identity
6:20 Seasonality - Why September is important
8:00 The human emotions of fear and greed are embedded into the market
8:45 Candlesticks
9:17 Why stocks go up at the end of the year
11:35 Breaking down September returns
12:00 Presidential cycle
13:25 Stocks always go up!*
16:15 - Big swings in the market
19:40 Jared’s road to financial journalism
21:00 Mady’s path to financial journalism
Find this episode's transcripts and more episodes of Stocks in Translation at here
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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The long-awaited Federal Reserve decision was announced on Wednesday, September 18, with the Fed taking a big swing and cutting rates by half a point. Ahead of the decision, Yahoo Finance markets editor Jared Blikre and producer Sydnee Fried were joined by J.P. Morgan Asset Management global market strategist Jack Manley on the latest episode of Stocks in Translation to discuss its implications. “Anytime you have either a Fed meeting or an opportunity to hear from a Fed governor, including Jay Powell, that's where all the attention needs to be,” Manley says.
This meeting, in particular, drew extra interest from investors as it marked the first rate cut since March 2020. “We’ve been talking about this rate cut since the hike started,” Manley continues. “I was having conversations last year with clients where people were convinced the Fed would be cutting last November, last December.”
In the podcast, Blikre and crew also break down the phrase of the day, “dual mandate,” which actually has 3 pillars: maximize employment, stabilize prices, and moderate long-term interest rates. They also discussed the recent transitory inflation period, noting that June’s CPI data hit 9.1%. “Inflation had never been this bad. So the Fed paid like pathological attention to it… Since then, though, inflation has gotten a whole lot better... We went from 9.1% to 3.0% over a 12-month period from June of 22 to June of 23,” Manley adds.
Finally, the team turned to tech stocks, as the “Magnificent 7,” which includes Alphabet (GOOG, GOOGL), Amazon (AMZN), Apple (AAPL), Meta (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA). pushed the S&P 500 (^GSPC) to its best week since November 2022. “If you look at earnings growth within the S&P 500, at least the Mag Seven's been the only game in town... They grew their earnings by something like 30, 31% in 2023,” Manley notes.
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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The housing market has continued to see weakness amid high mortgage rates, affordability, and supply issues. In this episode of Stocks In Translation, Yahoo Finance senior reporter Alexandra Canal, along with Yahoo Finance producer Sydnee Fried, sits down with Morgan Stanley US Housing strategist James Egan to discuss the state of the housing market.
They discuss the term "locked in and priced out." The lock-in effect occurs when homeowners do not want to sell their homes because the interest rate they received when they purchased the home is less than the current interest rate.
Egan talks about what could happen to the housing market if the US economy sees a hard-landing scenario, underlining the significance of the Federal Reserve's own interest rate policies on the housing market.
Find more episodes of Stocks in Translation here.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada.
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