The Investopedia Express with Caleb Silver

Latest Episodes:

Redefining Risk, and the Future of Trading Technology May 13, 2024

Show notes

Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors need to lose in order to win, and what the future of trading and investing technology looks like over the next ten years. Plus, some of the top performing global markets in the world are all in South America. What's up down below?

LINKS FOR SHOW NOTES

https://www.investopedia.com/cpi-inflation-april-2024-preview-8646157

https://www.tastylive.com/talent/tom-sosnoff

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_051024.pdf

https://www.investopedia.com/legendary-investor-and-quant-king-jim-simons-dies-at-86-8646726

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Inside the 60th Berkshire Hathaway Annual Meeting Among the Buffett Faithful May 06, 2024

Show notes

The Express returns to Omaha, Nebraska where tens of thousands of Berkshire Hathaway shareholders have gathered for 60 years to hear words of wisdom from Warren Buffett and listen to how he intends to keep growing their investment. Absent this year, of course, was Charlie Munger, Berkshire's former Vice-Chairman and Buffett's partner in building the conglomerate, who passed away last November just one month shy of his 100th birthday. We caught up with the Berkshire faithful as they shopped til they dropped and listened to Buffett's succession plans as he passes the reins to Greg Abel and Ajit Jain.

LINKS FOR SHOW NOTES

https://sentimentrader.com/blog

https://opensea.io/collection/boredapeyachtclub

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-5-8643141

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

https://www.investopedia.com/investors-aren-t-worried-right-now-but-they-re-not-buying-either-8642075

https://www.investopedia.com/key-takeaways-warren-buffett-berkshire-hathaway-annual-meeting-2024-8643567

https://www.youtube.com/watch?v=r1E20HeIvRc

https://www.investopedia.com/4-key-takeaways-from-apple-q2-2024-earnings-call-8642680

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How Short Sellers Look Through the Muddy Waters of Filings for Fraud Apr 29, 2024

Show notes

Carson Block, CEO of Muddy Waters Research, joins The Express to explain how one of the most influential short sellers identifies the frauds, the lies, the half-truths and the warning signs that companies sometimes use to dupe investors. Block discusses why his firm and others are looking deep into the commercial and residential real estate markets for what might be rotting inside balance sheets, and the catchphrases investors should be aware of inside corporate filings. Plus, retail investors took an extended spring break in April, but may have rediscovered their favorite stocks.

LINKS FOR SHOW NOTES

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8639418

https://muddywatersresearch.com/

https://www.vandaresearch.com/news/

https://www.investopedia.com/1973-energy-crisis-definition-5222090

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_042624A.pdf

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Is Capitalism Broken, and Can it Be Fixed? Apr 22, 2024

Show notes

Bethany McLean, author of best-selling books including, "The Smartest Guys in the Room", and "All the Devils are Here", climbs back aboard to The Express after receiving the SABEW Distinguished Achievement Award, to talk about how she broke open some of the biggest business stories of the past thirty years. From Enron to Elon Musk's SolarCity, Bethany talks about how she developed her sense of wrongdoing, her battles challenging the Power and the Powerful, and whether America's style of capitalism can be saved.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/e/equityriskpremium.asp

https://www.calpers.ca.gov/page/newsroom/calpers-news/2024/calpers-will-increase-private-markets-investments

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8635421

https://podcasts.apple.com/us/podcast/inside-high-speed-business-cycle-private-equity-prepares/id1529322197?i=1000500819175

https://www.penguinrandomhouse.com/authors/229011/bethany-mclean/

https://www.capitalisnt.com/

https://www.investopedia.com/terms/f/failuretodeliver.asp

https://www.investopedia.com/terms/n/nakedshorting.asp

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A Century Year-Old Financial Advice Business Faces the Future Apr 15, 2024

Show notes

Over the past 100 years, Edward Jones has become a ubiquitous financial advice business with over 15,000 locations in North America overseeing $2 trillion in household assets. Penny Pennington, CEO and Managing Partner of Edward Jones joins The Express to talk about what American families are doing with their money, what they are worried about, and how they intend to transfer their wealth to their kids and grandkids. Plus, Volatility is back after a long nap, and it is shaking up individual stocks and the major averages. Is this the beginning of a correction, or just the natural cycle of capital markets in the 21st century?

LINKS FOR SHOW NOTES

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

https://www.costco.com/1-oz-gold-bar-pamp-suisse-lady-fortuna-veriscan-new-in-assay.product.4000186760.html

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8630573

https://www.edwardjones.com/us-en/why-edward-jones/news-media/thought-leadership/firm-leadership/penny-pennington

https://www.cfraresearch.com/insights/

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Putting Stock Market Pullbacks into Perspective Apr 08, 2024

Show notes

Sam Stovall, Chief Investment Strategist at CFRA, rejoins The Express to put stock market pullbacks in perspective, and why the recent declines are to be expected and relatively minor given historical averages. Plus, there is a growing chorus of Fed presidents who don't think interest rate cuts are warranted at all this year given the hot labor market and persistent inflation. Do investors and savers need to get used to, "higher until whenever", for interest rates, which might explain the heaviest inflows into money market funds that we've witnessed all year? Also, glam-metal legends KISS sells its catalogue and its NIL for $300 million as Name, Image and Likeness moves from the field to the recording industry.

https://www.bespokepremium.com/

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

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_040524A.pdf

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8624383

https://www.sifma.org/people/sam-stovall/

https://www.investopedia.com/name-image-likeness-8558991

https://pophouse.se/news/pophouse-acquires-the-music-catalogue-brand-name-and-ip-of-legendary-rock-band-kiss/

https://www.cfraresearch.com/about/

https://www.amazon.com/Books-Sam-Stovall/s?rh=n%3A283155%2Cp_27%3ASam+Stovall

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Claudia Sahm on the "Sahm Rule", and the Health of the Economy Today Apr 01, 2024

Show notes

Claudia Sahm didn't coin the "Sahm Rule", but she has taken on the responsibility that comes with having an economics rule and recession indicator named after her. The macroeconomist who worked at the Federal Reserve and the White House Council of Economic Advisers joins The Express with her forecast for the U.S. economy, including what could go very right, and what could go very wrong. Plus, divergences across the stock market make this recent run to all time highs even more interesting. Happy financial literacy month!

Links for show notes:

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

https://allstarcharts.com/blog/

https://dogwifcoin.org/

https://www.investopedia.com/bitcoin-halving-4843769

https://restorethemagic.com/wp-content/uploads/2024/03/Disney-Trian-White-Paper-2024.pdf

https://stayathomemacro.substack.com/

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8622016

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A New Wave of Optimism Reawakens the Bulls Mar 25, 2024

Show notes

Ryan Detrick, Chief Market Strategist at The Carson Group, climbs back aboard The Express to break down the recent 'Everything Rally', and why history and recent economic data suggest that this trend in motion should stay in motion. Plus, companies are piling on the dividends and the share buybacks to entice investors and jolt their earnings. Investors are scooping up those benefits and are as confident in future returns as they've been in a long time.

Links for show notes:

https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20240320.htm

https://www.investopedia.com/individual-investors-optimism-grows-albeit-cautiously-as-stocks-back-off-highs-8611333

https://www.investopedia.com/articles/02/041702.asp

https://www.janushenderson.com/en-us/advisor/insights/global-dividend-index/

https://www.spglobal.com/spdji/en/corporate-news/article/sp-500-q4-2023-buybacks-increase-180-compared-to-q3/

https://www.carsongroup.com/insights/

https://www.carsongroup.com/insights/blog/why-high-interest-rates-havent-hurt-the-consumer-and-maybe-even-helped/

https://www.investopedia.com/terms/a/antitrust.asp

https://www.investopedia.com/terms/s/sherman-antiturst-act.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-march-25-2024-8613096

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Can Cannabis Tourism Save California's Cannabis Industry? Mar 18, 2024

Show notes

Cannabis sales and prices are falling apart in the Golden State as overproduction and a glut of dispensaries have far outpaced demand. Can cannabis tourism rescue the industry, or will the stigma of the Schedule 1 controlled substance linger over a state that has been built on family fun destinations like Disneyland and Universal Studios? From the Visit California Outlook Forum in Palm Springs, a panel conversation with Peter Gamez, the President and CEO of Visit Oakland, Wendy Hasse-Roberts, the President and CEO of Travel Santa Ana, and Brian Applegarth of Destination Cannabis. Plus, sector rotation is under way in the stock market as energy stocks take the lead and tech stalls. Is this a sign of lower lows for the market, or just a reset and a wink back at the year 1995?

LINKS FOR SHOW NOTES:

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8609500

https://www.investopedia.com/terms/c/committee-foreign-investment-united-states-cfius.asp

https://industry.visitcalifornia.com/events/past/outlook-forum-2024

https://www.linkedin.com/in/brian-applegarth/

https://theemeraldcup.com/

https://www.investopedia.com/marijuana-legality-by-state-4844504

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Digging for Answers on Why Gold is at a Record High Mar 11, 2024

Show notes

Gold prices are at all time highs as the precious metal is having another moment in the sun amid geopolitical uncertainty, sticky high inflation and the highest interest rates in over 20 years. Louise Street of the World Gold Council, a membership organization of some of the biggest gold miners and companies in the world, explains why investors are leaning back into this historical store of wealth. Plus, the biggest stocks in the market are fading as the rest of the market plays catch up. Is this the sign of a healthy bull market, or a late-cycle fade in this historically strong bull market.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/why-did-gold-prices-hit-all-time-highs-8604361

https://www.garzarelli.com/

https://www.investopedia.com/feb-2024-jobs-report-8606247

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8606449

https://thegoldenthread.gold.org/

https://www.gold.org/what-we-do

https://www.gold.org/news-and-events/press-releases/geopolitical-and-economic-uncertainty-bolster-gold-demand-and-prices

https://www.upjohn.org/labor-leverage-ratio

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