What Goes Up

Latest Episodes:

Inflation Shocker May 14, 2021

Show notes

A shockingly high reading in the consumer price index landed with a bang in markets this week. Zachary Griffiths, a macro strategist with Wells Fargo, joined the “What Goes Up” podcast to discuss what inflation pressures he’s got his eye on and why he doesn’t think the latest numbers will cause the Federal Reserve to begin tapering its pace of asset purchases before the beginning of next year.

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Over the Borderline May 07, 2021

Show notes

Vincent Deluard, director of global macro strategy at the brokerage StoneX Group, discusses how Mexico and Canada may be primed to benefit from the continued reopening of the U.S. economy following the pandemic.

Mentioned in this podcast:

Did Capitalism Kill Inflation?

Space Aged: Bottle of Wine from Space Station Could Sell for $1 Million

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Bridgewater on Bubbles Apr 30, 2021

Show notes

Greg Jensen, the co-chief investment officer for the hedge-fund manager Bridgewater Associates, discusses this week’s Federal Reserve meeting and the firm’s approach to identifying excesses and bubbles in financial markets.

Mentioned in this podcast:

Fed Upgrades View of Economy While Keeping Rates Near Zero

Powell Breaks Out the ‘Froth’ Word When Asked About Markets

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After the Meme-Stock Gold Rush Apr 23, 2021

Show notes

Liz Ann Sonders, chief investment strategist at Charles Schwab, joined the latest episode of the “What Goes Up” podcast to discuss what appears to be a shift in focus among the crowds of new day traders who were so influential in the U.S. stock market earlier this year. Says Sonders: “Really since mid-February, we've seen a shift — believe it or not — back toward some semblance of fundamentals driving stocks; a bit more of a quality bias, profitability bias, a little bit of a valuation bias.”

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Allocating for the Boom Apr 16, 2021

Show notes

Economic growth in 2021 is forecast to be unlike anything seen in the last several decades as the world begins to return to normal following the Covid-19 pandemic. Gaurav Mallik, chief portfolio strategist at State Street Global Advisors, joins the latest “What Goes Up” podcast to discuss what to expect and how he’s advising investors to allocate portfolios.

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A Quant’s Take on Innovation Apr 09, 2021

Show notes

He was one of the first money managers to deploy factor-investing strategies at his firm Gerstein Fisher, but now Gregg Fisher is trying something new: A quantitative approach to picking stocks of innovative small-cap companies at his new shop Quent Capital. Fisher joined this week’s “What Goes Up” podcast to discuss why he’s shifting to a more-active style of investing and how, despite his subsequent success, he wishes he could buy back that old drum set he sold for $900 in order to purchase a computer and start his first firm in the 1990s.

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Yields Aren’t Done Yet Mar 26, 2021

Show notes

The swift rise in Treasury yields that triggered some wild swings in the stock market stopped this week – at least temporarily. Shawn Snyder, the head of investment strategy at Citi Personal Wealth Management, joins the “What Goes Up” podcast to discuss what caused yields to cool off and what to expect next.

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Inflation & Valuation Vertigo Mar 19, 2021

Show notes

Financial markets have become obsessed with the possibility of faster-than-normal inflation this year as economies reopen from Covid lockdowns. But inflation is a nuanced concept, so what different types of price rises should we expect? And most importantly, what does it all mean for markets in 2021? Joining the "What Goes Up" podcast this week to discuss this and other timely market topics is Philip Lawlor, head of global investment research at FTSE Russell.

Mentioned in this podcast:

Market Brawl Breaks Out Ahead of Fed With Tech, Bitcoin Battered

15th century bowl found at yard sale sells for $722,000

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Introducing: Doubt Mar 16, 2021

Show notes

A few decades ago, nobody really questioned vaccines. They were viewed as a standard part of staying healthy and safe. Today, the number of people questioning vaccines risks prolonging a pandemic that has already killed hundreds of thousands of Americans. How we got to this moment didn’t start with the rollout of vaccines or in March 2020, or even with the election of Donald Trump. Our confidence in vaccines, often isn't even about vaccines. It’s about trust. And that trust has been eroding for a long time. Doubt, a new series from Bloomberg’s Prognosis podcast, looks at the forces that have been breaking down that trust. We'll trace the rise of vaccine skepticism in America to show how we got here — and where we’re going. Doubt launches on March 23. Subscribe to Prognosis today on Apple Podcasts, Spotify or wherever you get your podcasts.

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Markets Vs. Central Banks Mar 12, 2021

Show notes

Bond yields are rising, commodity prices are jumping, and stock markets around the globe are soaring. To David Adams, the chief investment officer at Reminiscent Capital, it all adds up to a single message: Central banks around the world have just gone too far. Based in Sydney, Australia, Adams discusses the implications.

Mentioned in this podcast:

An NFT Sold for $69 Million, Blasting Crypto Art Records

‘Dude, Get Back to Your Desk’: The Week That Roiled Bond Markets

Nothing the Stock Market Does Ever Scares Its Retail Daredevils

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