The Investopedia Express with Caleb Silver

Latest Episodes:

Record Highs Everywhere, and Spot Bitcoin ETFs Rake in Cash Mar 04, 2024

Show notes

Markets are setting record highs across sectors and asset classes and investors get even more comfortable taking on risk. Matt Hougan, the Chief Investment Officer of Bitwise joins The Express with a front row seat inside the storm of assets flowing into those new spot Bitcoin ETFs, including Bitwise's BITB. Hear why Matt thinks this surge in inflows is just the beginning, and how big the Bitcoin ETF market can be in the next five years.

LINKS FOR SHOW NOTES

https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html

https://www.aaii.com/sentimentsurvey

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8603107

https://bitwiseinvestments.com/crypto-market-insights

https://bitbetf.com/

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What the Non-Consensus View is Telling us About Capital Markets Today Feb 26, 2024

Show notes

Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'?

LINKS FOR SHOW NOTES

https://www.investopedia.com/berkshire-hathaway-fy2023-earnings-key-takeaways-8599175

https://www.investopedia.com/terms/a/average-daily-float.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8599318

https://www.biancoresearch.com/visitor-home/

https://twitter.com/biancoresearch

https://www.berkshirehathaway.com/2023ar/2023ar.pdf

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Mining the Charts for Weaknesses in the Stock Market Feb 19, 2024

Show notes

JC Parets of AllStarCharts rejoins the show to help us identify the weaknesses across the capital markets as the major equity indices dance around all time highs. Why we need to pay attention to the strengthening Dollar, the Polish Zloty, Copper prices and tumbling Treasuries to know what will happen next to the stock market. Plus, are we witnessing Meme Stock 2.0 as stocks like Abercrombie & Fitch, Super Micro Computer, Texas Roadhouse and WingStop have been on head-spinning rallies? What's similar, but very different about this recent bout of irrational exuberance.

LINKS FOR SHOW NOTES:

https://www.cftc.gov/sites/default/files/idc/groups/public/@swaps/documents/file/hr4173_enrolledbill.pdf

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8584380

https://allstarcharts.com/blog/

https://www.welcomeuruguay.com/vinos/uruguayan-tannat.html

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Demystifying A.I. and How to Harness it to Learn and Earn More Feb 12, 2024

Show notes

Sonia Dumas, a futurist and co-founder of Campaign Coach A.I., joins the show to explain how A.I. is being used across industries from real estate to financial planning to enhance productivity and profitability, and why we there is nothing 'artificial' about it. Plus, more record highs for the stock market despite very thin breadth is just one reason doubters don't think this rally can last. Also - it's been a tough market for cheap stocks as investors keep favoring the biggest, most expensive companies.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8575023

https://www.investopedia.com/what-you-need-to-know-ahead-of-closely-watched-cpi-inflation-report-8575435

https://www.investopedia.com/terms/f/form-13f.asp

https://www.investopedia.com/terms/r/russell_1000index.asp

https://www.investopedia.com/terms/a/artificial-intelligence-ai.asp

https://www.linkedin.com/in/soniadumas/

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How to Prepare for the Thawing of the Real Estate Market Feb 05, 2024

Show notes

Matt Garland, aka 'MG The Mortgage Guy', on what to expect for the U.S real estate market this Spring as mortgage rates fall and demand comes storming back. Whether you are a potential buyer, seller, investor, or broker, Matt shares his best advice on how to prepare to capitalize on the real estate reawakening. Plus, the stock market tops more record highs, but there are rising rumblings about the strength of one of the narrowest bull markets in history. And, why investors should hope for a blowout in Sunday's Super Bowl.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/what-we-learned-from-big-tech-earnings-enterprise-ai-is-paying-off-8557870

https://www.investopedia.com/individual-investors-warming-to-the-rally-as-markets-touch-new-highs-8556574

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-feb-5-2024-8557875

https://www.super.social/ss/mgthemortgageguy

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

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Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues Jan 29, 2024

Show notes

Peter Oppenheimer, the Chief Equity Global Strategist and head of Macro Research at Goldman Sachs in Europe, explains the new Post Modern Cycle investors are living in, and what it means for our future returns. Plus, we are investing in the land of giants again as Microsoft tops the $3 Trillion in market value and several other companies join the Trillionaires Club. But that's not stopping them from cutting jobs at an alarming rate.

LINKS FOR SHOW NOTES:

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012624A.pdf

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8550235

https://www.goldmansachs.com/media-relations/in-the-news/current/oppenheimer-oped-folder/bio-oppenheimer.pdf

https://www.goldmansachs.com/intelligence/topics/economic-outlooks.html

https://www.amazon.com/Long-Good-Buy-Analysing-Markets-ebook/dp/B086Z82KRW

https://www.investopedia.com/terms/i/idiosyncraticrisk.asp

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The Future of Financial Planning Jan 22, 2024

Show notes

Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 500 finally made it back to new highs after a two year battle with inflation and rising rates. While some investors may feel vertigo, history suggests the good times may keep on rolling.

LINKS FOR SHOW NOTES:

https://www.barchart.com/stocks/highs-lows?timeFrame=alltime

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8546676

https://creativeplanning.com/peter-mallouk/

https://creativeplanning.com/insights/

https://www.amazon.com/Money-Simplified-Peter-Mallouk/dp/B0CLZ1W9RD/ref=sr_1_1?crid=2Z8DWE6F66HXN&keywords=money%2C+simplified&qid=1705971993&s=books&sprefix=money%2C+simplified%2Cstripbooks%2C102&sr=1-1

https://www.investopedia.com/trading/continuation-patterns-introduction/

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Big Deals, Little Deals and No Deals for Investors as the Year Begins Jan 15, 2024

Show notes

Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin ETFs to the Fed's pivot, the outcry for active management to the unaffordability of the housing market, Sam helps us filter the headlines to focus on what's really important. Plus, CEOs are still worried about inflation and a recession despite decent signs around the economy. Should we also be concerned?

LINKS FOR SHOW NOTES

https://layoffs.fyi/

https://www.conference-board.org/publications/C-Suite-Outlook-2024-leading-for-tomorrow

https://www.sofi.com/article/investment-strategy/liz-looks-at-market-signals-so-far/

https://www.tker.co/

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8425873

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

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Where to Find Opportunities in Unusual Places in 2024 Jan 08, 2024

Show notes

Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Plus, the Santa Claus Rally never happened, but investors were piling into ETFs in December like they were sure it would. Was the herd late to the rally, or is the recent retracement in the stock market just a speed bump on the track to higher highs?

LINKS FOR SHOW NOTES:

https://etfdb.com/compare/market-cap/

https://www.pgpf.org/infographic/the-national-debt-is-now-more-than-34-trillion-what-does-that-mean

https://www.investopedia.com/the-national-debt-hit-a-record-usd34-trillion-how-much-should-you-worry-8421976

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010524.pdf

https://www.investopedia.com/terms/r/retracement.asp

https://icapital.com/about-us/anastasia-amoroso/

https://icapital.com/insights/investment-market-strategy/2024-market-outlook/

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Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns Jan 01, 2024

Show notes

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327

https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755

https://www.investopedia.com/terms/j/januarybarometer.asp

https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary

https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html

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