Stocks in Translation

Cole Smead, CEO and Portfolio Manager at Smead Capital Management, explores the art of long-term value investing with a focus on capital discipline. He discusses the challenges of successful investing in today’s volatile market and draws parallels to Warren Buffett. Smead believes in strategic investment choices, emphasizing agility in capital allocation. The conversation also touches on the implications of America's debt, market dynamics between stocks and bonds, and innovative investment strategies inspired by baseball tactics.

In this episode of Stocks in Translation, Swan Private Wealth managing director John Haar joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss negative real yields and why a 60/40 portfolio is becoming a thing of the past. Haar breaks down investment landscapes post-COVID and how traditional investment strategies are shifting, with a new financial playbook coming into focus. 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

In this episode of Stocks in Translation, HitTheBid.com owner and operator Kenny Glick joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss VWAP (volume weighted average price) and why it’s critical for investors trying to navigate the market. Glick breaks down why he prefers trading on VWAP versus other technical tools and indicators.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

Thomas Hayes, Chairman of Great Hill Capital, brings over two decades of value investing experience to the table. He discusses the concept of economic moats, emphasizing why they are crucial for long-term investment success. Hayes highlights promising sectors like housing and tech, revealing how undervalued companies can thrive during economic uncertainty. He also analyzes Stanley Black & Decker's stock surge and the potential revival of Ant Financial, offering insights into navigating market volatility while considering different investment strategies.

In this episode of Stocks in Translation, RSM Chief Economist Joe Brusuelas joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the concept of de-dollarization and how the depreciation of the dollar (DX=F) paired with tariff policies are causing costs in everyday items to rise. Brusuelas uses an easy-to-explain analogy with guacamole to break down why something like groceries are becoming more expensive. 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

In this episode of Stocks in Translation, Main Street Research Founder and chief investment officer James E. Demmert joins Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Alexandra Canal to discuss market volatility and how US policy uncertainty is impacting global markets.Blikre uses the term "new world order" to explain the shifting geopolitical policies brought on by tariffs and trade wars. Later on, Demmert breaks down the 13 psychological blunders made by investors. 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

In this episode of Stocks in Translation, Freedom Capital Market Chief Global Strategist Jay Woods joins Yahoo Finance Markets and Data Editor Jared Blikre and Senior Reporter Alexandra Canal to discuss recent market volatility as well as the Fibonacci sequence and its significance to Wall Street traders. Blikre and Woods break down the importance of the sequence that dates back to the 11th century and how it is still being used today to help measure market moves. 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

In this episode of Stocks in Translation, JPMorgan Asset Management fixed income portfolio manager Kelsey Berro joins Yahoo Finance Senior Reporter Allie Canal and Yahoo Finance Producer Sydnee Fried to discuss the bond market (^TNX, ^TYX, ^FVX) and why long-term yields continue to climb amid market volatility. Berro also breaks down portfolio strategies and explains how to maintain diversification between government and corporate bonds. Later on, she discusses the strength of the US dollar (DX-Y.NYB) and the "Dollar Smile" theory. 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

In this episode of Stocks in Translation, Bullseye American Ingenuity Fund portfolio manager Adam Johnson joins Yahoo Finance Senior Reporter Allie Canal and Yahoo Finance Producer Sydnee Fried to discuss recent trade policy, market volatility, and investment strategies. Though Johnson recognizes the volatile nature of the current market, he maintains an invested portfolio and offers suggestions on how investors should navigate the short term to benefit them most long-term. 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

In this episode of Stocks in Translation, Futurum Group CEO Daniel Newman joins Markets and Data Editor Jared Blikre and Yahoo Finance Producer Sydnee Fried to discuss market trends. What is a bubble versus what will be around for the long haul? Newman takes a critical look at the growth of AI, its market impact, and what to anticipate in the future. 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. 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