The Investopedia Express with Caleb Silver

Latest Episodes:

Live from InvestFest with Downtown Josh Brown, BitBoy Crypto, and Lamar Wilson Aug 08, 2022

Show notes

The Express steamed down to Atlanta for InvestFest by Earn Your Leisure, and we caught up with Downtown Josh Brown to talk about why this market is the ideal time for young investors to learn the right lessons to build wealth in the future. Plus, how to make sense of the Crypto Winter with BitBoy Crypto, and Lamar Wilson, founder of the Black Bitcoin Billionaire Network. And, more government spending is on the way via the Inflation Reduction Act of 2022. Tune in to find out how we are paying for it.

SHOW NOTES

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_080522A.pdf

https://www.investopedia.com/investors-slowly-warming-to-market-realities-6362529

https://thehill.com/wp-content/uploads/sites/2/2022/08/Inflation-Reduction-Act-of-2022.pdf

https://www.instagram.com/downtownjoshbrown/

https://investfest.com/

https://bitboycrypto.com/

https://www.blackbitcoinbillionaire.com/author/lamarwilson/

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

https://www.investopedia.com/terms/m/milton-friedman.asp

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Examining the Health of the Stock Market with Dr. Ed Yardeni Aug 01, 2022

Show notes

Dr. Ed Yardeni, the founder, president and Chief Investment Officer of Yardeni Research on why the stock market may have bottomed in June, and what key health indicators we should focus on to see if the patient is on the road to full recovery. Plus, Yardeni shares his favorite investing and finance shows and movies, and why his favorite term, "Bond Vigilantes", is about to become popular again.

LINKS FOR SHOW NOTES

https://www.yardeni.com/

https://www.yardeniquicktakes.com/

https://www.yardeni.com/#StockMarketFundamentalsMetrics

https://www.amazon.com/dp/B077VGFZBD/ref=cm_sw_r_cp_ep_dp_w1IyAb30XKCAR

https://insight.factset.com/topic/earnings

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

https://ir.wingstop.com/news-and-events/news/press-release-details/2022/Wingstop-Inc.-Reports-Fiscal-Second-Quarter-Financial-Results/default.aspx

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Untangling the Economic Enigma that is Argentina Jul 25, 2022

Show notes

How could such a beautiful country blessed with abundant natural resources, a well-educated workforce, and access to trading partners around the world be mired with sky-high inflation and an unstable currency? The answers are complicated and entangled in decades of tumultuous political history. The Express heads to the Rio de la Plata on a journey of economic discovery.

SHOW LINKS:

https://www.proshares.com/our-etfs/leveraged-and-inverse/sqqq

https://www.cefeidas.com/about/juan-cruz-diaz/#

https://www.investopedia.com/terms/forex/a/arp-argentinian-peso.asp

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

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

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Exploring the Depths of the Downturn with Dan Niles Jul 18, 2022

Show notes

Dan Niles, the legendary investor and founder of The Satori Fund, explains why the stock market could fall another 20-35% from here, and why this cycle is different from anything most investors have ever experienced. Plus, Dan explains how we will know when it's safe to start buying again. And, why margin calls are ringing across the crypto-verse, and the trouble brewing on the other end of the line.

Thanks

LINKS FOR SHOW NOTES

https://www.danniles.com/

https://insight.factset.com/sp-500-earnings-season-update-july-15-2022

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

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

https://www.investopedia.com/top-100-financial-advisors-5323670

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Introducing the Express-o Awards with Sam Ro Jul 11, 2022

Show notes

Sam Ro, the veteran business news journalist and author of the TK'er substack joins the Express to help us launch the Express-o Awards, where we honor the best, worst and most dynamic stories of the first half of the year. Plus, Elon Musk is pulling out of his bid to buy Twitter and the lawsuits are about to start flying. We break down what happened, and what's next for Musk and Twitter.

LINKS REFERENCED:

https://www.tker.co/

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

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_070822.pdf

https://www.sec.gov/Archives/edgar/data/1418091/000110465922078413/tm2220599d1_ex99-p.htm

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Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson Jul 05, 2022

Show notes

Mike Wilson, the Chief U.S. Equity Strategist for Morgan Stanley, says the market could fall further as corporate earnings roll over and the chances of a recession increase. Still, long-term investors can still find opportunities to stabilize and grow their portfolios in this tumultuous environment, and why we need to look at the U.S. economy in the 1940's for comparison. And, the 60/40 portfolio just had its worst six-month period in history, turning decades of investing principles on their head. We try to turn things around on The Express.

LINKS FOR SHOW NOTES:

archive.org/details/essaysinearlierh01daviuoft

https://www.morganstanley.com/profiles/mike-wilson-chief-investment-officer

https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp

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

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

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What the Business Cycle is Telling us About a Recession Jun 27, 2022

Show notes

Lakshman Achuthan of The Economic Cycle Research Institute rejoins the show to discuss what leading business cycle indicators are saying about the probability, depth and duration of a recession, and how investors should prepare for it. Plus, a mini-rally breaks a multi-week slide for stocks. Is this support, or just another Bear trap? And, heavy metals are sinking as the global economy loses pace. What that means for the capital markets.

LINKS FOR SHOW NOTES:

https://www.businesscycle.com/ecri-about/staff-achuthan-banerji

https://dealogic.com/insights/

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

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Investing in Wine, Live from the Food & Wine Classic in Aspen Jun 21, 2022

Show notes

The Express rolled into Aspen, CO, for the 39th annual Food & Wine Classic. Listen to Caleb's full panel discussion on 'Investing in Wine', with Charles Antin, Zachy's Auctioneer and Head of Wine Auction Sales, Erik Segelbaum, the founder and principal of SOMLYAY, and Carlos Solorzano-Smith, the founder and managing partner of the Aspen Hospitality Group.

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Investing in Wine with the NBA's elite Players Jun 21, 2022

Show notes

The Express takes the high rails into the Colorado Rockies for the Food and Wine Classic in Aspen where we interview NBA star and NBA Players Association President CJ McCollum on his growing wine empire, and Carmelo Anthony speaks about building legacy through his grapes. Plus, the do's and don'ts of investing in wine for beginners, and the future of the grape on the blockchain. And, the S&P 500 is back in a bear market after the Fed hikes interest rates in a Hail Mary pass to curb inflation. Do investors believe in a soft landing? Salut!

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Reading the Warnings Signs for the Next Recession Jun 13, 2022

Show notes

Seema Shah, the Chief Strategist for Principal Global Investors, joins the show to identify the top warning signs that will bring about the next recession, and why it may not get here until late next year. Plus, we dig into the most recent inflation data to see who prices are hurting the most, and why demand destruction may be the only cure for stubbornly high prices.

https://www.investopedia.com/the-investopedia-express-podcast-5215636

https://www.principalglobal.com/knowledge

https://www.investopedia.com/consumer-inflation-rises-to-new-40-year-high-in-may-5409249

https://www.investopedia.com/demand-destruction-5222107

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