Stocks in Translation

Nvidia’s (NVDA) explosive growth is doing more than lifting portfolios - it’s changing the whole market. In this episode of Stocks in Translation, Strategas Securities senior ETF and technical strategist Todd Sohn joins host Jared Blikre and Producer Sydnee Fried to discuss exchange-traded funds (ETFs). Sohn explains how ETFs serve both long-term investors and active traders while warning about overexposure to tech due to market dominance, with Nvidia as a prime example. The trio also talks through the underperformance of healthcare ETFs, outdated index regulations, and the importance of knowing what you own in an ETF-driven market. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

The stock market is climbing higher, but it’s not fundamentals leading the charge; it’s FOMO. In this episode of Stocks in Translation, Ritholtz Wealth Management chief market strategist Callie Cox joins host Jared Blikre and Yahoo Finance Senior Reporter Allie Canal to discuss investor psychology, specifically market fears, and how it is helping drive markets to record highs despite weak fundamentals. From FOMO (fear of missing out) to FOJI (fear of jumping in), Cox explains how these feelings are impacting market sentiment as well as investors' portfolios. Cox also takes a look at our current “skinny bull market" and how investors should be mindful of the market amid looming tariffs, inflation, and rising unemployment claims. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

The bull market is charging into the second half of 2025, and Nvidia’s (NVDA) $4 trillion milestone might just be the start. In this episode of Stocks in Translation, Carson Group chief market strategist Ryan Detrick joins Yahoo Finance Senior Reporter Allie Canal and Producer Sydnee Fried to talk about the state of the stock market as we head into the back half of 2025, including Nvidia’s recently announced historic $4 trillion valuation. The trio also looks at retail investors and why they’re overall performing better than institutions in 2025 thus far. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are meme stocks just noise or the market's new normal? In this episode of Stocks in Translation, Investopedia editor in chief Caleb Silver joins Yahoo Finance Senior Reporter Allie Canal and Producer Sydnee Fried to discuss the resurgence of meme stocks and how investors should be approaching the market in this ever-changing landscape. Silver uses Palantir (PLTR) as an example. While many consider it a meme stock, Silver argues the data analytics software company has become more established, especially as it continues building ties with both corporate America and the US government.Later on, the trio takes a look at bitcoin (BTC-USD) and the future of cryptocurrency in the United States. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

With AI powering a resilient bull market, savvy investors can still spot breakout opportunities hiding in plain sight. In this episode of Stocks in Translation, Zor Capital Portfolio Manager Joe Fahmy joins Yahoo Finance Senior Reporter Allie Canal and Producer Sydnee Fried to discuss the current market and what to watch for in the tech sector. Fahmy also provides insight on the signals he uses to find stocks - like Nvidia (NVDA) - that could be the next breakout star. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks are hitting record highs, but growing economic warning signs suggest now is the time to reassess and rebalance your portfolio. In this episode of Stocks in Translation, Man Group Chief Market Strategist Kristina Hooper joins Yahoo Finance Senior Reporter Allie Canal and Producer Sydnee Fried to discuss the current state of the stock market, consumer sentiment, recession warning signs, and why she’s expanding her portfolio to markets abroad. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

As inflation remains steady, the Federal Reserve’s next move could sway markets. In this episode of Stocks in Translation, RBC Capital Markets senior US economist Michael Reid joins Yahoo Finance Senior Reporter Allie Canal and Producer Sydnee Fried to discuss the Fed and what’s to come for interest rates following Fed Chair Jerome Powell’s announcement that they will remain on hold for now. The trio also takes a look at the labor and housing markets, and how to break down the statistics and sentiments from hard and soft data in order to best position portfolios. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

Global tensions are rising - now’s the time to make sure your portfolio is ready. In this episode of Stocks in Translation, Lloyd Group CEO and president Luke Lloyd joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to unpack the recent rise of geopolitical conflicts and how it could directly impact the US economy. Though US markets have remained relatively stable following the airstrikes against Iran, Lloyd breaks down potential future implications, like oil prices and trade agreements. Lloyd also suggests how investors should position their portfolios amid this rising volatility. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is the future and investors need to prepare accordingly. In this episode of Stocks in Translation, TECHnalysis Research president Bob O’Donnell joins Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Allie Canal to discuss the impact of AI on technology, the job market, and how it’s affecting the economy. The trio specifically focuses on hybrid AI, the AI model that splits workloads across public clouds, private infrastructure, and personal devices, and how this rapidly evolving technology will be disruptive in the world in the years to come. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

Understanding modern-day inflation is key to protecting your financial future. In this episode of Stocks in Translation, Charles Schwab senior investment strategist Kevin Gordon joins Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Allie Canal to discuss inflation and how current factors like tariffs, oil, and the Fed are impacting rates and in turn - investors. The trio later takes a look at student loan delinquencies and how younger borrowers are struggling with repayments due to job market challenges. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices