Stocks in Translation

Yahoo Finance
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Aug 15, 2024 • 26min

Is the S&P 500 really a diversified index anymore?

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre examines market concentration — when only a few stocks in an index or investor portfolio account for most of the gains.Joined by Yahoo Finance's Sydnee Fried and The Lead-Lag Reports publisher Michael Gayed, the group dives into the debate over the narrow bull market. “It’s debatable as to whether the S&P 500 is really a diversified index anymore,” adds Gayed. “When you’ve got a select number of stocks that are diving the entire momentum play across the board.” Gayed provides a path to diversification for passive, index-only investors and explores Consumer Price Index metrics and how stock market and real estate inflation can affect the trading algorithms that move the market on a day-to-day basis.Bilkre and crew also discuss zombie companies, the Pareto Principle, and Japan’s influence on last week’s volatility. “The carry trade has been going on for years. You don’t resolve that in 48 hours,” adds Gayed.Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translationThoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.Yahoo Finance's Stocks In Translation is hosted by Jared Blikre, and produced by John Tejada and Alexander Frangeskides.Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 13, 2024 • 26min

What is seasonality and how to use it to invest with Ryan Detrick

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre examines "seasonality" —the predictable and recurring patterns in data that occur each year. Joined by Yahoo Finance's Sydnee Fried and Caron Group's Chief Market Strategist Ryan Detrick, Blikre dives into the recent spike in the VIX Volatility Index and small-cap stocks. Detrick also shares what better productivity means for the economy, offers insights for new investors, and advises on navigating stock volatility based on his extensive experience in the industry, working with financial advisers.Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translationThoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00 - Intro: Fed and earnings.01:45 - The Global Risk roller coaster.3:30 - No recession, just seasonality?5:50 - Light volume, volatility, and the election.8:05 - Denominator blindness.9:30 - Volatility in the VIX.12:00 - Russel 2000.12:38 - Overweight small and mid-caps.14:00 - Does it matter if small caps are the leader?16:20 - Why not chase the “shiny object?”18:00 - Active or passive investing? How should we invest?18:40 - Who wore it better?21:00 - Brian’s original course.23:30 - Ride out the bubbles; time is on your sideYahoo Finance's Stocks In Translation is hosted by Jared Blikre, and produced by John Tejada and Alexander Frangeskides.Ryan Detrick, Chief Market Strategist at Carson Group, leverages his deep market expertise to shape strategic investment decisions and guide clients and advisors through financial complexities. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 8, 2024 • 26min

Navigating market dips and breaking down the VIX volatility index with Caleb Silver

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre covers global risk markets, with an emphasis on technical analysis and risk management. Joined by Yahoo Finances' own Sydnee Fried and guest, editor-in-chief of Investopedia, Caleb Silver, the group dives into Monday's stock dip, understanding the VIX volatility index and the odds of an impending rate cut. Providing insight into personal finance, Silver discusses how passive and active investors should treat this dip in terms of their market moves to keep a balanced portfolio and maximize financial health.Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translationThoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.0:00 - Intro: Caleb Silver's big down day in the market and risk management2:00 - What risk management means to Caleb Silver3:00 - Passive investors should know what's in their portfolio and 401(k)4:00 - Stocks are on sale; buy the dip6:00 - How should active investors look at the market7:00 - The VIX: should you buy the fear gauge8:20 - The best time to buy protection is a few days before it rains, making sure you have a balanced portfolio10:30 - What are people searching for in Investopedia11:50 - This episode is brought to you by the number five. Five is the number of rate cuts investors are pricing in15:40 - Rate cuts get investors excited but aren’t always good for the economy17:17 - The annual Jackson Hole Symposium18:20 - Which VIX wore it better on Monday, or the stock drop during COVID20:45 - Investopedia’s journeyYahoo Finance's Stocks In Translation is hosted by Jared Blikre, and produced by John Tejada and Alexander Frangeskides. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 6, 2024 • 26min

The future of live sports coverage with Dan Roberts

On "Stocks in Translation," Editor-in-Chief of Front Office Sports, Dan Roberts discusses the future of live sports events and the impact of streaming services on the sports industry.He also talks about the rise of women’s sports and the Caitlin Clark effect.Roberts goes on to talk about a blow to NFTs, crypto regulation and the possible impact of a second Trump presidency.Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. 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.00:00-DAN ROBERTS ON STOCKS IN TRANSLATION01:20-CRYPTO REGULATION02:14-DEFI04:24-REGULATION MATTERS05:34-HOWEY CASE07:03-NFT10:15-TRUMP TO BOOT GENSLER11:00-CRYPTO WILL CONTINUE11:46-76 BILLION12:38-AMAZON13:30-WNBA14:08-CAITLIN CLARK15:11-NWSL19:27-ATHLEISURE20:23-WHO WORE IT BETTERYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 1, 2024 • 26min

Reinvestment risk, impending Fed cuts and soft landings: Brian Levitt

In this episode of Stocks In Translation, Yahoo Finance Executive Editor Jared Blikre examines the two most important factors that move the stock market: the Fed and earnings. Joined by Yahoo Finances' own Brooke DiPalma and guest Invesco Global Market Strategist Brian Levitt, the group delves into the impending rate cut and how the perception of a recession affects consumers at their core. Armed with his comprehensive knowledge of the market, Levitt breaks down how election sentiment will affect the market while looking at earnings on the horizon.Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/stocks-in-translationThoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.0:00 - Intro: Fed and earnings. Phrase of the day: Reinvestment Risk1:00 - Brain Levitt's big picture overview1:50 - "Reinvestment Risk"6:00 - Looming rate cut and a perceived recession9:00 - Tech earnings: where should investors be looking10:00 - Impending tech earnings13:00 - How investors should approach the election16:00 - Were should investors focus, preparing for a change of power18:00 - Active or passive investing? How should we invest?21:00 - Brian’s original courseYahoo Finance's Stocks In Translation is hosted by Jared Blikre, and produced by John Tejada and Alexander Frangeskides.Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights for North America. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 30, 2024 • 26min

Gen Z 'going into debt to finance vacations'

On this episode of 'Stocks in Translation' we're joined by Jaspreet Singh, CEO of Briefs Media; he's also host of 'The Minority Mindset Show'.We discuss the alarming trend of millennials and Gen Z going into debt to finance vacations. He explains why this is a dangerous financial practice, using the analogy of "eating flaming hot Cheetos" to illustrate how overspending can quickly spiral out of control.Jaspreet warns about the long-term consequences of high-interest debt and emphasizes the importance of financial education.Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. 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.00:00-Jaspreet Singh on Stocks in Translation04:10-Millennials going into debt to finance vacations05:45-Overspending is 'like eating flaming-hot Cheetos'09:42-The creation of the Fed13:28-Commercial real estate volumes21:50-Building wealth in a recessionYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Jimi Corpuz and Alexander Frangeskides. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 25, 2024 • 26min

Beetlejuice, Batman and the top 5 reasons to invest in ETFs: Todd Sohn

Labeling them as “shock absorbers,” Todd Sohn, ETF strategist at Strategas Asset Management, breaks down the key advantages of ETFs including low cost, global market access, transparency, liquidity, and tax efficiency. He explains how these features make ETFs excellent for long-term investing, especially for newer investors looking to build diversified portfolios. Sohn goes on to talk about small caps surge, the financial sector, and possible market tells from Beetlejuice and Batman.Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.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.00:00-Todd Sohn on Stocks in Translation01:00-The big picture01:50-ETFs Top 503:31-ETF vs Mutual Fund05:40-Financial sector, health care sector07:35-Biotech lottery tickets09:00-ETF nutrition label12:49-When to sell13:57-Setting a plan16:12-ETN definition18:00-ETF shock absorber19:00-100% into ETFs20:20-Who Wore It Better21;:30-Batman and Beetlejuice23:00-DisneyYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Jimi Corpuz Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 23, 2024 • 26min

Trump's crypto pivot: Political strategy or policy shift?

On “Stocks in Translation,” Phil Rosen, co-founder and editor of Opening Bell Daily, provides in-depth insights into Trump's recently declared opposition to Central Bank Digital Currencies (CBDCs), his choice for a pro-crypto running mate in JD Vance and its implications for the broader crypto market. Rosen also goes on to discuss the overall influence any President would have on the stock market, a reversal for small caps and the journalism environment overall.Yahoo Finance's Stocks in Translation master statistician Jared Blikre, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.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.00:00-Phil Rosen03:17-Trump and crypto05:57—Gary Gensler07:10-How much does the President matter?09:54-Reaction to assassination attempt12:40-Trump and Central Bank digital currency15:59-Biden and crypto22:26-Who wore it better?Yahoo Finance's Stocks in Translation is hosted by Jared Blikre, and produced by Jimi Corpuz Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 18, 2024 • 26min

Diversifying dollars: Bryanna Samuels on how you can change VC inequities

In this episode of, "Stocks in Translation,” Bryanna Samuels, venture capital investor and owner of Good Rapport New York, discusses the changing landscape of venture capital and its impact on startups. She explains the different stages of funding, from pre-seed to IPO, and how the current economic climate has affected investment strategies. Samuels also delves into the inequities of VC funding, with people of color and women only receiving about 2% of available funds. Despite the metrics, she remains sanguine about the venture capital space and the opportunities it affords to many entrepreneurs.Yahoo Finance's Stocks in Translation master statistician Jared Blikre, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.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.00:00-Byranna Samuels on "Stocks in Translation"01:30-Series and seed rounds02:45-Peak of VC03:50-Competitive funding metrics05:20-Phrase of the day07:27-Due diligence, portfolio management09:04-Other avenues beyond VC12:02-1866 importance14:18-Biases - How harmful? Petition16:22-Where to start-Chat GPT17:31-Who wore it better19:10-Liquidity20:40-Good Rapport21:29-Bootstrapping22:45-Thoughtful growthYahoo Finance's Stocks in Translation is hosted by Jared Blikre, and produced by Jimi Corpuz Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 16, 2024 • 26min

Iconoclast Hugh Hendry says, "Let's misbehave!"

On this episode of “Stocks in Translation,” Hugh Hendry, former global macro hedge fund manager, offers his candid opinions on current market conditions, safe havens, and investment strategies. He doesn't shy away from controversial topics, challenging popular narratives about gold, cryptocurrencies, and the stability of global financial systems.With a storied past, Hendry also opens up about his career from aspiring accountant to controversial hedge fund manager and self-styled "Acid Capitalist." He shares pivotal moments that shaped his contrarian worldview and explains how embracing his outsider status led to both professional success and personal fulfillment.Yahoo Finance's Stocks in Translation master statistician Jared Blikre, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. 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.00:00-Hugh Hendry on “Stocks in Translation”01:27-Dumb money04:24-Barriers to entry05:05- Acid Capitalist07:06-Bear market09:42-Gold profound bubble10:20-Fed is clueless11:32-Everything is overvalued13:07-Bitcoin can triple14:29-Safe Havens reviled17:37-Risk portfolio18:50-Don't believe in anything20:38-Red flag21:35-Housing market is deadYahoo Finance's Stocks in Translation is hosted by Jared Blikre, and produced by Jimi Corpuz Learn more about your ad choices. Visit megaphone.fm/adchoices

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