The Investopedia Express with Caleb Silver

Latest Episodes:

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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Breaking out the 2024 Investing Playbook as Stocks Touch New Highs Dec 18, 2023

Show notes

Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, tells us what to expect next year for the markets and the economy, and how investors should prepare. Plus, the Fed gave investors an early holiday gift by indicating three rate cuts in 2024, which sent the stock market soaring. But the recent rally hasn't totally convinced individual investors that these gains are here to stay. What are they waiting for?

LINKS FOR SHOW NOTES

https://www.youtube.com/watch?v=hQYXqwNDA88

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-dec-18-8416490

https://awealthofcommonsense.com/2023/12/what-happens-after-a-20-up-year-in-the-stock-market/

https://www.investopedia.com/individual-investors-feel-emboldened-by-the-rally-leaning-more-into-stocks-and-etfs-8416125

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

https://www.schwab.com/learn/story/market-outlook-whats-store-2024

https://www.schwab.com/learn/story/us-outlook-one-thing-leads-to-another

https://www.investopedia.com/terms/g/garp.asp

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

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Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally Dec 11, 2023

Show notes

It's been a year unlike any other for investors with a bear market in bonds, bank failures. the rise of A.I., and a reality check for the so-called "American Dream". We bring you Investopedia's Most Searched Terms of 2023, and what that Dream costs in today's dollars. Plus, Bitcoin is on another one of its magnificent rallies, up more than 180% in 2023. Ric Edelman of DACFP climbs back aboard The Express to explain the enthusiasm, and why it could get even bigger next year.

LINKS FOR SHOW NOTES

https://www.investopedia.com/2023-investopedia-terms-of-the-year-8409161

https://www.investopedia.com/the-american-dream-now-costs-over-usd3-million-8409951

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

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-4584772

https://dacfp.com/

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The Money Advice No One Ever Told Us From Your Rich BFF Dec 04, 2023

Show notes

Vivian Tu, aka Your Rich BFF, joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ever bothered tell us. Her new book, “Rich AF, The Winning Money Mindset that Will Change Your Life”, is full of those tips, and available for order now. Plus, investors are going to miss November which was just as sweet for bond investors as it was for stock bulls. Should we be curbing our enthusiasm about the Fed possibly cutting rates sooner than expected?

LINKS FOR SHOW NOTES

https://www.atlantafed.org/cqer/research/gdpnow

https://www.fidelity.ca/en/insights/market-updates/timmermarketreport/

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

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8409428

https://www.instagram.com/your.richbff/?hl=en

https://www.yourrichbff.com/richaf

https://www.investopedia.com/charlie-munger-buffett-s-right-hand-man-dies-at-99-8407672

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As The Bulls Run Wild, Long-term Investors Stay the Course Nov 27, 2023

Show notes

A four-week run for the stock market has a few strategists calling for a time out, just in time for one of the seasonally strongest two week periods for the market. Amid this year's recovery, and following last year's plunge, retirement investors have mostly maintained their composure, according to Anne Ackerley, the Head of Retirement at Blackrock. She joins The Express to talk about how we have been behaving inside the $8.5 Trillion Asset Managers retirement plans and ETFs, and how those in or nearing retirement need to consider additional asset classes to make their money last.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/r/russell_3000.asp

https://www.bespokepremium.com/interactive/posts/think-big-blog/happy-thanksgiving-2023-ytd-winners

https://sentimentrader.com/company

https://www.blackrock.com/us/individual/biographies/anne-ackerley

https://www.blackrock.com/us/individual/insights/retirement/2023-read-on-retirement-survey

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

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Reimagining Retirement and the Meaning of Wealth in the New Economic Normal Nov 20, 2023

Show notes

The past couple of years have warped many of our perceptions about retirement, and the reasons why we save and invest. Doug Boneparth, Jamie Hopkins and Peter Lazaroff climb back aboard The Express to share their views about what the words "retirement" and "wealth" mean today, and how investors should approach their goals given higher interest rates and the end of easy money. Plus, the S&P Technology sector hits an all-time high as mutual fund managers are warming back up to stocks and planning for a soft landing. What could go wrong?

links for show notes:

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

https://s201.q4cdn.com/262069030/files/doc_earnings/2024/q3/transcript/Q3-2024-Earnings-Call.pdf

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

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

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

https://bonefidewealth.com/

https://www.bmt.com/wealth/bryn-mawr-capital-management/meet-the-team/

https://peterlazaroff.com/

https://thejointaccount.beehiiv.com/

https://www.investopedia.com/thanksgiving-dinner-will-cost-less-this-year-compared-to-2022-8403840

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The Driving Forces Pushing Financial Literacy into America's Public Schools Nov 13, 2023

Show notes

While most people agree that teaching financial literacy in high school is the right thing to do, only 23 states require at least one semester of financial education or personal finance curriculum in order to graduate. But progress is being made, and the path is being forged by leaders like Tim Ranzetta of Next Gen Personal Finance, and public school teachers across the country. Get to know a few of them and how they are delivering personal finance education into their classrooms. Plus, the stock market is doing its "November" thing, again, but only a few stocks are carrying the load. That's been a hallmark of 2023, which has provided us with another critical lesson in why we don't market time.

LINKS FOR SHOW NOTES

https://www.bloomberg.com/news/articles/2023-11-07/traders-move-coffee-around-to-hide-aging-beans-for-the-last-time

https://www.dimensional.com/us-en/insights/what-happens-when-you-fail-at-market-timing

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

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

https://www.ngpf.org/

https://www.jumpstart.org/

https://www.investopedia.com/financial-literacy-resource-center-7151950

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Setting up for the Stock Market's Best Six-Month Stretch Nov 06, 2023

Show notes

Jeff Hisrsch, editor of The Stock Trader's Almanac, on why 'seasonality' matters for investors, and why the next six months are usually the strongest of the year. Plus, how his father, Yale Hirsch, developed the Almanac, and why lessons like "Sell in May and Go Away", and "The Santa Claus Rally", still endure to this day. And, the Fed paused its rate hiking campaign, as expected, and doesn't forecast a recession. So why is everyone else convinced one will come?

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

https://www.nber.org/research/business-cycle-dating

https://sites.google.com/site/claudiasahm/

https://www.investopedia.com/berkshire-hathaway-q3-2023-earnings-8386838

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

https://www.stocktradersalmanac.com/

https://jeffhirsch.tumblr.com/

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

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Searching for Signs of Hope Amid the Selloff Oct 30, 2023

Show notes

Shannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that will turn the market around. Plus, it's been a cruel autumn for corporate earnings as investors have no patience for missed expectations. The thrill may be gone from the stock market for now, but history tells us that its best two months start this week.

Links for show notes:

https://www.investopedia.com/why-there-s-a-gold-rush-at-costco-8362722

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

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

https://www.investopedia.com/uaw-reaches-tentative-agreement-with-stellantis-expands-strike-against-gm-8384152

https://www.nbprivatewealth.com/en/who-we-are/shannon-saccocia

https://twitter.com/ShannonSaccocia

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Redefining Retirement as Peak 65 Approaches Oct 23, 2023

Show notes

Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors.

LINKS FOR SHOW NOTES

https://www.etoro.com/en-us/news-and-analysis/market-insights/sweating-the-small-cap-stocks/

https://www.investopedia.com/terms/c/cape-ratio.asp

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

https://investors.principal.com/investor-relations/our-business/leadership/senior-management-bios/default.aspx

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

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