The Investopedia Express with Caleb Silver

Latest Episodes:

Taking Investors' Temperatures as the U.S. loses its AAA Credit Rating Aug 07, 2023

Show notes

Lindsey Bell, Chief Strategist at 248 Ventures, climbs back aboard The Express to take investors' temperatures following the Fitch credit rating downgrade. What's the message behind the drop from AAA to AA+, and why a potential government shutdown may make matters worse. Plus, investor was on the upswing according to our latest sentiment survey. Were we too giddy too soon?

LINKS FOR SHOW NOTES

https://twitter.com/justlbell?lang=en

https://www.investopedia.com/terms/r/relative-value.asp

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

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_080423.pdf

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

https://www.instagram.com/p/CstTLOfNETA/

https://www.youtube.com/watch?v=HmMMHjD7yEs

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Now That We Know What We Know, What Could Go Wrong? Jul 31, 2023

Show notes

After the Fed's latest rate hike, which may not have been its last, we search for points of weakness, and areas of continued strength in the markets with Kenny Polcari. Plus, Kenny drops one of his classic Italian seafood recipes on us, of course. Plus, "irrational exuberance" makes a return as a catchphrase. Is 2023 really like 1996?

Listener survey: https://selfserve.decipherinc.com/survey/selfserve/20f6/230732?list=17

LINKS FOR SHOW NOTES:

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

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_072823.pdf

https://www.ftc.gov/news-events/news/press-releases/2023/06/ftc-takes-action-against-amazon-enrolling-consumers-amazon-prime-without-consent-sabotaging-their

https://www.kennypolcari.com/

https://slatestone.com/2023/07/big-week-for-central-banks-earnings-try-the-mussels-bruschetta/

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

https://www.c-span.org/video/?c4673464/user-clip-alan-greenspan-irrational-exuberance

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Hollywood is Burning as Dual Strikes and A.I. Threaten Tinseltown Jul 24, 2023

Show notes

Brian Stelter, the special correspondent for Vanity Fair, and the host of The Hive podcast, explains what's really behind the actor and writer strikes facing the entertainment industry, and how Artificial Intelligence is changing the industry forever. Plus, the summer of Big Labor's discontent heats up as auto workers and UPS employees threaten to strike just as the economy starts to stabilize.

https://www.nasdaq.com/press-release/the-nasdaq-100-index-special-rebalance-to-be-effective-july-24-2023-2023-07-07

https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/cvna-earning-release-q2-2023.pdf

https://teamster.org/

https://www.investopedia.com/terms/p/payoutratio.asp

https://www.vanityfair.com/contributor/brian-stelter

https://podcasts.apple.com/us/podcast/inside-the-hive-by-vanity-fair/id1232383877

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Behind Bitcoin's Rise, and BlackRock's Bid to Launch an ETF Jul 17, 2023

Show notes

Nate Geraci of the ETF Store joins the Express to breakdown Bitcoin's incredible rise this year, and why the biggest asset managers in the world like BlackRock have filed to launch Bitcoin ETFs. Has crypto-regulation peaked? Plus, consumer discretionary stocks have been the leaders of this bull market even though everyone says the consumer is tapped out. Why Taylor Swift says we should just 'shake it off'.

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

https://www.federalreserve.gov/monetarypolicy/beigebook202307.htm

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

https://etfstore.com/our-team/

https://theetfeducator.com/https://etfprime.com/

https://www.theice.com/products/194/US-Dollar-Index-Futures

https://www.investopedia.com/inv-100-top-financial-advisors-7556227

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Resetting our Money Mindset with a Financial Therapist Jul 10, 2023

Show notes

Dr. Preston Cherry joins The Express to talk about how financial therapy can help us break through our emotional barriers that prevent us from making the right investing, saving and planning decisions at any age. Plus, we run through the first-half scorecard and look for trends and patterns that provide clues for what the second half of the year may bring. And, earnings season is upon us and the forecast calls for pain - but is it already priced in?

https://www.ssga.com/us/en/intermediary/etfs/funds/the-industrial-select-sector-spdr-fund-xli

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

https://www.ssga.com/us/en/intermediary/etfs/funds/spdr-sp-telecom-etf-xtl

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

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

https://www.drprestoncherry.com/

https://www.youtube.com/watch?v=5uFwyPP5GOQ

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Vanguard Makes the Case for Muted Expectations in the Future Jun 26, 2023

Show notes

Roger Aiaga-Diaz of The Vanguard Group, joins The Express to explain why investors should lower their expectations for future stock returns, and how to build a balanced portfolio now to withstand the next few years of high interest rates. Plus, volatility remains ultra-low, but activity in the options market is setting a record pace. Where's the disconnect, and who will end up on the wrong side of those bets?

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

https://www.carsongroup.com/insights/blog/why-stocks-could-make-a-new-high-in-2023/

https://www.youtube.com/watch?v=dkPo5nfEk1w

https://www.etoro.com/en-us/news-and-analysis/market-insights/surviving-the-push-and-pull-bull/

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

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The Business of Great Food and Wine from the Classic in Aspen Jun 20, 2023

Show notes

The Express streamed back into the Rockies for the 40th anniversary of the Food & Wine Classic to talk about the business of being a chef with Anna Castro and Calvin Eng, two of the best new chefs in America. Plus, three different approaches to investing in wine from an expert panel including Kerrin Laz, Michael Evans, and Noah Friedman. And, the Fed did what we thought it would, but telegraphed higher rates ahead. That didn't stop investors from sticking with stocks.

Links for show notes:

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

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

https://www.ici.org/research/stats/mmf

https://www.tedeschitrucksband.com/

https://www.foodandwine.com/food-wine-best-new-chefs-2022-6503303

https://www.instagram.com/anabanana_castro/

https://www.instagram.com/calvinhungry/

https://www.klazwinecollection.com/

https://the-vines.com/

https://www.topshelf.ventures/

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Riding the Skinny Bull Market From the Floor of the NYSE Jun 12, 2023

Show notes

Jay Woods, NYSE veteran and Chief Global Strategist for Freedom Capital Markets, joins the Express from the floor of the NYSE to examine the new bull market. It looks a little thin, but it is showing signs of strengthening. Plus what to watch and listen for as the Fed meets this week on interest rates, and what investors may have already decided for themselves.

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

https://www.investopedia.com/is-eurozone-in-a-recession-7509697

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

https://www.investopedia.com/terms/p/presentvalue.asp

https://twitter.com/JayWoods3

https://jaywoods.substack.com/

https://insight.factset.com/what-is-driving-the-expected-rebound-in-sp-500-earnings-growth-in-q4-2023

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Going Back to the Future to See How A.I. and ChatGPT Are Changing Finance Jun 05, 2023

Show notes

Lex Sokolin, one of our favorite futurists, rejoins The Express to show us how A.I., ChatGPT, and the Blockchain are already changing finance and investing, and where they are taking us into the future. Plus, the debt ceiling drama is over, the labor market remains strong and the Fed appears poised to pause its rate hiking campaign? So why are hedge funds so bearish?

Links for show notes:

https://www.investopedia.com/terms/m/mark-to-market-losses.asp

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

https://www.apple.com/apple-events/

https://www.lexsokolin.com/

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

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Reexamining Our Perceptions About The Best Long Term Investments May 30, 2023

Show notes

Stocks have fallen out of favor as Americans’ perception of the best long term investment according to a recent Gallup poll - even as the market is recovering from 2022’s losses. Michael Batnick and Ben Carlson of the Animal Spirits podcast, and Dr. Preston Cherry, founder of Concurrent Financial Planning, join the show to examine what wealth and retirement mean today, how that’s changed, and how to invest for the long term. Plus, we get the teenage perspective of wealth and retirement from some pretty savvy seventeen year-olds. And, A.I. is the new magic word in the markets. Is the hype worth believing?

LINKS FOR SHOW NOTES

https://www.drprestoncherry.com/about

https://www.youtube.com/playlist?list=PLZgCX3KJ3XGCNSt9ynclginAZzAvgmzk3

https://www.stitcher.com/show/animal-spirits

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

https://www.investopedia.com/terms/p/pegratio.asp

https://www.youtube.com/watch?v=G9i6MhZaz7s

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