What Goes Up

Latest Episodes:

Omicron Tape Bombs Dec 03, 2021

Show notes

Investors’ imagination often goes to “dark places” in the face of uncertainty around issues like the new Covid variant and this week they might have overreacted, according to Kara Murphy, the chief investment officer of Kestra Investment Management who joined Bloomberg’s “What Goes Up” podcast to discuss the wild week in markets.

Mentioned in this podcast

Hawkish Jerome Powell Is a Force Markets Haven’t Faced in Three Years

Value Quant Trade Drops Near 1970s Lows in Covid Crash Echo

Omicron Variant Turns Traders Back Into Amateur Virologists

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Can Stocks See a Repeat of 2021? Nov 26, 2021

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Wall Street forecasters have been saying all year that a slowdown in the bull market might be in the cards thanks to inflation and growth concerns. The average projection from strategists for the S&P 500 at the end of 2022 represents a mere 3% advance from current levels. Candice Bangsund, vice president and portfolio manager of global asset allocation at Fiera Capital, joins “What Goes Up” this week to talk about her outlook for the upcoming year and the risks she sees ahead.

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Bubble Trouble? Nov 19, 2021

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A stellar year for the stock market is coming to a close and money-managers are looking ahead to what 2022 might have in store. But worries persist, including the perennially nagging question of whether the stock market is overvalued and in a bubble. Sébastien Page, head of global multi-asset at T. Rowe Price, talks about his views on that, his team’s current strategy, the need for diversification and his year-ahead outlook.

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Pensions & Crypto Nov 12, 2021

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Steve Kurz, head of asset management at Michael Novogratz’s crypto firm Galaxy Digital, discusses how pensions, endowments and other institutional investors are approaching the digital-asset class.

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Arnott on Bubbles and Valuation Gaps Nov 05, 2021

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Rob Arnott, chairman and founder of Research Affiliates, discusses how he identifies stock-market bubbles and how to use valuation gaps to identify attractive equities.

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Melt-Up Time? Oct 29, 2021

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This week, U.S. economic growth came in lower than expected, some high-profile companies posted disappointing earnings results and central banks worldwide took steps toward withdrawing pandemic-era stimulus. Yet stocks are broaching new records and October shaped up to be the best month of the year. To Wall Street veteran Doug Ramsey, Leuthold Group chief investment officer and co-manager of the Leuthold Core Fund, it looks like the market melt-up has just begun.

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Bitcoin Enters Prime Time Oct 22, 2021

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Dave Abner, global head of business development at crypto exchange Gemini Trust Co. and a two-decade veteran of the ETF industry, talks about the launch of Bitcoin futures exchange-traded funds, who’s buying into it and what the prospects are for a physically-backed crypto fund.

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Bank Stock Phobia Oct 15, 2021

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Halloween is coming, so it’s time to confront a common source of fear: bank stocks.

Ever since the global financial crisis, many investors have been terrified of risks associated with lenders, according to Chris Davis, chairman and portfolio manager at Davis Advisors. He joined the latest episode of the “What Goes Up” to discuss why it’s time get over that phobia, explaining that banks may continue to help lead the market higher.

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Introducing: Breakthrough Oct 12, 2021

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On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing our understanding of healthcare and medicine. We start with an examination of long Covid, a mysterious new illness that has stumped doctors attempting to treat symptoms that last for months and potentially years. It has changed the way hospitals work and forced healthcare officials to prepare for the next pandemic. Covid has also opened the door to revolutionary technology: messenger RNA vaccines. It’s a technology that never could have been proven so quickly outside the crucible of that first pandemic year, 2020, and it holds big implications for the future of medicine. Breakthrough launches on Oct. 19. Subscribe today on Apple Podcasts, Spotify or wherever you get your podcasts.

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Freaking Out Over Rates Oct 08, 2021

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Up 1% one day, down an equal amount the next, the stock market’s been serving up a bout of volatility traders haven’t seen all year. There’s plenty to worry about and, by many measures, pessimism among investors is growing.

Lori Calvasina, RBC Capital Markets’ head of U.S. equity strategy and a two-decade Wall Street veteran, talks about the mood of the market, value versus growth, why the debt-ceiling reaction was surprising to her and why small-cap stocks can do well going forward – regardless of their earnings trends.

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