The Investopedia Express with Caleb Silver

Latest Episodes:

Behind the Historic Small Cap Breakout, and Investing Lessons for Millennials Jul 22, 2024

Show notes

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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Investors' Great Expectations Meet the Economic Realities of the 2nd Half of 2024 Jul 15, 2024

Show notes

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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How to Find the Next Unicorn Wines Jul 07, 2024

Show notes

Great wine enthusiasts and collectors are no different from investors. We like to find value and growth potential before anyone else, and back the next great company or vintage. From The Food & Wine Classic in Aspen, Kerrin Laz, David Parker and Charles Antin, three of the top wine experts in the country, explain how to find the next Screaming Eagle before it leaves the nest. Learn how they use their expert palettes, deep industry knowledge and market data to find the next Unicorn wines before they triple in value, and how to care for those bottles to maintain it. Plus, their top picks today and where to find them.

LINKS FOR SHOW NOTES:

https://foodandwineclassicincharleston.com/

https://www.lazwine.com/

https://www.benchmarkwine.com/

https://charlesantin.com/

https://www.foodandwine.com/

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How the Trolls Took Over Wall Street, and Where They are Now Jul 01, 2024

Show notes

Nathaniel Popper joins The Express to talk about his latest book, "The Trolls of Wall Street: How the Outcasts and Insurgents are Hacking the Markets", and explains the origins of meme stock explosion which actually took root during Occupy Wall Street, and made their way through online forums like 4chan where throngs of disillusioned young men found community in the stock market. Popper draws the through-line from the Great Financial Crisis through the birth of Robinhood, Reddit and ultimately wallstreetbets, where trolling is the language of trading. If you thought this community of traders went away with the pandemic - think again. They are here to stay, and that could be good news for all investors.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/v/vix.asp

https://www.ndr.com/

https://sentimentrader.com/reports

https://www.carsongroup.com/insights/blog/here-comes-the-best-month-according-to-the-past-20-years/

https://www.investopedia.com/terms/s/skew-index.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8670691

https://www.amazon.com/Trolls-Wall-Street-Insurgents-Outcasts-ebook/dp/B09L8CSDYW

https://www.nathanielpopper.com/

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Unlocking the Super Powers of Supercommunicators Jun 24, 2024

Show notes

Charles Duhigg, the Pulitzer Prize winning journalist and best-selling author talks about is latest book, "Supercommunicators: How to Unlock the Secret Language of Connection", and how each of us has this superpower, but we just need the right tools to access it. How becoming a supercommunicator can improve your relationships in life and work, and what modern neurology is teaching us about how to train our brains. Plus, more record highs for the stock market, just not for most stocks, as the divergence between big winners and big losers widens. What usually happens when this happens, and should we be worried about it happening when investors are as confident as they've been in a year?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-06-24-2024-8666609

https://www.investopedia.com/terms/c/catastrophebond.asp

https://www.investopedia.com/terms/u/ucits.asp

https://www.investopedia.com/individual-investors-optimism-climbs-with-markets-hitting-record-highs-8666789

https://www.charlesduhigg.com/

https://www.hbscny.org/

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Making the Case Against the 401(k) Jun 17, 2024

Show notes

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary retirement savings vehicle for most American workers, only helps high earners and is riddled with misaligned incentives. She joins The Express to make the case for a new government sponsored retirement savings account that she says is more equitable and provides a pathway to allowing workers to not run out of money once they stop working. Plus, new record highs keep coming for the stock market, but by all accounts, this bull market is pretty tame.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8662467

https://www.newschool.edu/nssr/faculty/teresa-ghilarducci/

https://teresaghilarducci.org/about

https://insight.factset.com/

https://www.investopedia.com/terms/t/triplewitchinghour.asp

https://www.investopedia.com/terms/1/401kplan.asp

https://twitter.com/TimmerFidelity

https://eig.org/bipartisan-pair-of-economists-propose-bold-new-wealth-building-program-for-the-bottom-50-percent-of-american-workers/

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Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors Jun 10, 2024

Show notes

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/d/dispersion.asp

https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358

https://www.youtube.com/watch?v=U1prSyyIco0

https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti

https://www.cboe.com/us/indices/dispersion/

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Checking in on the Vibe Economy with Kyla Scanlon Jun 03, 2024

Show notes

Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains why people feel disconnected from the economy, and how to help them find their role in it. Plus, consumers are becoming much more discerning about their discretionary spending, and that is having a profound effect on the 'experience' economy. And, if you are looking for divergences in the stock market as it dances around record highs, there are plenty to choose from.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/m/mcclellanoscillator.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8656394

https://www.investopedia.com/private-credit-vs-private-equity-7565530

https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/

https://kylascanlon.com/

https://www.truistsecurities.com/insights

https://www.investopedia.com/terms/o/opportunitycost.asp

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Why the U.S. Real Estate Market Might Be Healthier Than We Think May 27, 2024

Show notes

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years. Plus, more investors are sniffing around the junk bond market in search of higher and higher yields, but the rising stench of defaults is sending our warning winds. And, while the stock market makes new record highs behind the strength of Nvidia, consumer discretionary stocks have not been invited to the party.

Links for show notes:

https://www.investopedia.com/what-a-shorter-stock-trade-settlement-known-as-t-1-means-for-you-8653078

https://www.investopedia.com/what-the-sec-pivot-to-approve-spot-ether-etfs-means-8653633

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8653037

https://thebasispoint.com/

https://allstarcharts.com/blog/

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How the Pros are Constructing Portfolios for the Future May 20, 2024

Show notes

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/s/shortinterest.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191

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

https://www.investopedia.com/terms/d/dividendpayoutratio.asp

https://kraneshares.com/#

https://www.pgim.com/dc-solutions/home

https://www.nuveen.com/en-us/insights

https://www.ndr.com/media

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