What Goes Up

Latest Episodes:

Do Valuations Matter? Feb 11, 2022

Show notes

We’ve all heard it a million times: stocks got really expensive in the post-financial crisis bull market, especially when looking at cyclically adjusted valuation metrics that include corporate earnings over the past decade. But what should investors do with that information? Victor Haghani, founder and CIO of Elm Wealth — and one of the founding partners of Long-Term Capital Management — joins this week’s “What Goes Up” to weigh in, discuss recent market volatility and much more.

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The Growing Crypto Ecosystem Feb 04, 2022

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Crypto was red-hot in 2021 — so much so that it spawned a whole ecosystem of related products, including the first Bitcoin futures exchange-traded fund in the U.S. But can companies maintain enthusiasm for the growing industry as prices tumble in the new year? Hany Rashwan, co-founder and CEO of 21Shares, a provider of crypto exchange-traded products, joins this week's "What Goes Up" to talk about that and his company's plans for expanding its own offerings.

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The Big Risk for Risk Parity Jan 28, 2022

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The balanced-portfolio strategy known as risk parity, which typically relies on investing in both stocks and bonds, needs to adapt as both asset classes come under pressure in a rising-rate environment, according to Max Gokhman, the chief investment officer at AlphaTrAI Inc. Gokhman joined the "What Goes Up" podcast to discuss this and other current market topics, as well as how his firm is applying artificial intelligence to investing.

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When the Fever Breaks Jan 21, 2022

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Morgan Stanley’s Andrew Slimmon joined the “What Goes Up” podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he’s reluctant to buy the dip in high-growth stocks because “once the fever breaks, it lasts a long time.”

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Dissecting the Tech Wreck Jan 14, 2022

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Technology stocks have gotten clobbered this year, and investor attention has focused on rising interest rates as the reason behind it. But that’s not the whole story, says Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.

On this episode, she helps dissect the shifting leadership in the U.S. stock market and shares her thoughts on an upcoming earnings season that—thanks to inflation, supply chain chaos and other pandemic fallout—remains shrouded in mystery.

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Time to Sell Weakness? Jan 07, 2022

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Wells Fargo’s head of equity strategy Chris Harvey joined the “What Goes Up” podcast to discuss why he’s predicting a 10% market correction by the summer and share his thoughts on the volatility that followed this week’s Federal Reserve meeting minutes.

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Markets in Hindsight Dec 31, 2021

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It was another winning year for John Authers’s Hindsight Capital LLC! The Bloomberg columnist and senior editor joined this week’s “What Goes Up” podcast to discuss how it only took a little imagination – and a lot of hindsight – to make some triple-digit winning trades at his make-believe hedge fund.

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Crypto Coverage Explained Dec 23, 2021

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Bloomberg’s managing editor for cryptocurrency coverage, Stacy-Marie Ishmael, joined this week’s “What Goes Up” podcast to discuss the wild year in crypto and what she’ll be watching going into 2022.

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Feeling ‘22 Dec 17, 2021

Show notes

UBS Asset Management strategist Luke Kawa joined this week’s “What Goes Up” podcast to discuss his team’s outlook for 2022, as well as the market’s reaction to plans by the Federal Reserve to reduce asset purchases and eventually raise interest rates.

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Crypto Goes to Congress Dec 10, 2021

Show notes

FTX is a phenom in the world of crypto exchanges. The company has grown tremendously since its inception a few years ago. This week, Sam Bankman-Fried, founder and chief executive officer of the cryptocurrency exchange, testified to Congress about how the space should be regulated. The next day, Bankman-Fried and FTX US President Brett Harrison joined Bloomberg’s “What Goes Up” podcast to talk about that and more.

Mentioned in this podcast:

Crypto: Best Photos of 2021

Key Takeaways From Crypto Stablecoin Hearing Before House Panel

FTX’s Bankman-Fried on Crypto Regulation, Solana Meltdown, NFTs

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