The Investopedia Express with Caleb Silver

Latest Episodes:

Inside the Front Lines of a Modern Day Whiskey Rebellion Sep 30, 2024

Show notes

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 Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today Sep 23, 2024

Show notes

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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Rebuilding the 'American Dream' Through Real Estate Sep 16, 2024

Show notes

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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Secrets Every Investor Should Know with Downtown Josh Brown Sep 09, 2024

Show notes

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 Celebrates 25 Years, and The Investor Post-Summer Playbook Sep 03, 2024

Show notes

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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The ABC's of Alternative Investing Aug 26, 2024

Show notes

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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WIll Regulators Really Break Up Big Tech, or Are They Already Too Late? Aug 19, 2024

Show notes

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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What Broke, and What Got Stronger Amid the Market's Summer Storm Aug 12, 2024

Show notes

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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Market Meltdown: Is This 1999 All Over Again? Aug 05, 2024

Show notes

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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Political Chaos and Our Portfolios: What Investors Really Need to Pay Attention to in this Election Jul 29, 2024

Show notes

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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