The Investopedia Express with Caleb Silver

Latest Episodes:

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish Dec 09, 2024

Show notes

Investopedia 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 NOTES

https://www.investopedia.com/the-2024-investopedia-terms-of-the-year-8754569

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8757265

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_120624A.pdf

https://www.amazon.com/This-Economy-Money-Markets-Really/dp/0593727878/ref=sr_1_1?

https://www.instagram.com/kylascan/?hl=en

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Setting Longer Tables with Chef José Andrés Dec 02, 2024

Show notes

A 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 NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8751894

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6493

https://www.investopedia.com/terms/b/blackfriday.asp

https://www.foodandwine.com/author/ray-isle

https://wck.org/

https://joseandres.com/

https://www.investopedia.com/consumers-are-entering-the-holidays-with-a-bit-of-extra-cash-8752752

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The ETF Industry in Search of the Next $10 Trillion Nov 25, 2024

Show notes

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 and His Principles For This New World Order Nov 18, 2024

Show notes

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/dmp-online/

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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Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle Nov 11, 2024

Show notes

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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Why the Federal Budget Deficit Could Trigger the Next Financial Crisis Nov 04, 2024

Show notes

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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What Actually Happened to the Investors Who Joined the Market During Meme Stock Mania? Oct 28, 2024

Show notes

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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How to Really Get Better With Our Money Oct 21, 2024

Show notes

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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How to Have the Most Challenging Financial Conversations in Our Lives Oct 14, 2024

Show notes

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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The Brain Behind the Biggest Breaking News Stories of Our Generation Oct 07, 2024

Show notes

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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