Stocks in Translation

As Donald Trump prepares to enter his second term in office, market analysts are keeping a close eye on key trends and potential shifts that could shape the economic landscape in the years ahead.Jay Woods, chief global strategist at Freedom Capital Markets and long-time fixture at the New York Stock Exchange since beginning his trading career in 1992, joins Stocks in Translation. Speaking from the heart of global financial markets, Woods shares his insights with host Jared Blikre, Yahoo Finance’s markets and data editor, and producer Sydnee Fried.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 John Tejada. Learn more about your ad choices. Visit megaphone.fm/adchoices

As the new year kicks off, investors are eager to uncover what 2025 holds, particularly in light of the incoming Trump administration, the evolving world of AI, and the volatile conclusion of 2024 for markets. Michael Reinking, senior market strategist at the New York Stock Exchange, joins Stocks in Translation to discuss the year ahead with hosts Yahoo Finance’s markets and data editor Jared Blikre and producer Sydnee Fried.Amid challenging market conditions — including Washington’s policies and two consecutive years of 20% returns — Reinking notes that “valuations, which are a little bit more stretched than they have been historically,” suggest heightened volatility ahead. Noting, “If you look at four-year presidential election cycles… the first quarter does tend to be one of… the more rocky quarters,” said Reinking.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 John Tejada. Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial information is readily available online, particularly on social media platforms like TikTok, but can financial influencers truly be trusted? Jessica Inskip, director of investor research at Stockbroker.com, joins Stocks in Translation, hosted by Yahoo Finance’s markets and data editor Jared Blikre and producer Sydnee Fried, to discuss the 2025 financial landscape. Inskip highlights concerns about younger generations relying on short-form platforms like TikTok, where many creators lack experience or unintentionally spread misinformation despite good intentions. She also addresses the issue of outdated social media regulations, pointing to FINRA Rule 2210, which mandates that a compliance professional review any electronic communication sent to 10 or more people.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 John Tejada. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Robert Sluymer, technical strategist at RBC Wealth Management, for an in-depth discussion on market cycles. Market cycles are recurring patterns of rising and falling asset prices, typically comprising phases of growth, peak, decline, and recovery. According to Sluymer, we’re currently, “in that 2010 to 2020 bull market” and projects further gains into the 2030s. Within these generational cycles, "a series of higher highs and higher lows," occur, indicating an uptrend that usually lasts about four years.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 John Tejada and Shelby Boamah. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Stocks in Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried reflect on some of our key conversations and look ahead to 2025.First, we revisit our discussion with Joe Brusuelas, chief economist at RSM, who analyzed the post-pandemic economy. “The shutdown of global supply chains finally did what textbooks tell us recessions always do,” said Brusuelas. “It wiped the slates clean.”Next, friend of the show, Callie Cox, chief market strategist at Ritholtz Wealth Management, returns to share practical advice for new investors, emphasizing diversification as an essential tool.Raoul Pal, CEO and co-founder of Real Vision, explores the future of blockchain and delves into one of the great forces of the universe: compounding. Pal describes it as “the process where growth builds on previous growth and accelerates exponentially over time, whether it's money, knowledge, or resources, creating increasingly larger results.”Finally, Kristina Hooper, Invesco's chief global market strategist, rounds out the “Best of the Episode” by breaking down the business cycle, market caps, and the role of central banks.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 John Tejada. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried are joined by Callie Cox, the Chief Market Strategist at Ritholtz Wealth Management, to discuss productivity’s role in shaping the economic landscape for 2025.Productivity, which measures how efficiently goods and services are produced, is typically calculated as the total output divided by the total input, reflecting the value an economy generates through money exchange.According to Cox, productivity is one of the most promising economic trends heading into 2025, describing it as “the antidote to inflation” and “the solution to higher growth.”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 John Tejada and Shelby Boamah. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Demetri Kofinas, the host of Hidden Forces podcast, for a deep dive into the concept of financial nihilism.Coined by Kofinas in 2019, the term "financial nihilism" refers to the belief that financial planning, investing, or wealth building is meaningless or futile. Kofinas’ philosophy of financial nihilism arises from the growing disconnect between price and value.“Markets are about finding the intersection between those two points and trying to buy below, at a price below value,” Kofinas. “Eventually the thing appreciates in line with expectations or underlying value.”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 John Tejada and Shelby Boamah. Learn more about your ad choices. Visit megaphone.fm/adchoices

The market has surged since the conclusion of the 2024 Presidential election, with ETFs experiencing a significant swell in investments.In this episode of Stocks In Translation, Todd Sohn, an ETF strategist at Strategas Asset Management, joins Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried to discuss ETFs, market capitalization, and risk flows.“We have seen a massive amount of money go into equity ETFs, roughly 240 billion or so over the last three months. That is the highest on record,” said Sohn. “Part of this is the adoption of ETFs, and part of it is also everyone's just jumping into the pool. They make it easy. And so I always look at ETFs as this great lens into investor psychology.”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.com.Yahoo 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

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Kristina Hooper, Invesco's chief global market strategist, for an in-depth discussion on the markets' performance following the 2024 presidential election, projections for 2025, and how it all relates to the business cycle.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.Yahoo 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

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Joe Brusuelas, RSM chief economist, to the vodcast to discuss regime change and the post-pandemic economy.In finance, a regime change refers to a “major shift in economic conditions such as interest rates, inflation or growth, often triggered by policy changes or structural economic shifts,” said Blikre. As Donald Trump transitions back into the White House for his second term, Brusuelas said the president-elect’s administration will focus on narrowing the deficit. However, there are contradictions associated with Trump’s approach to economic populism. Trump aims to lower taxes and increase government spending, which leads to higher deficits and debt. “The issue is that Trump and his policymakers will want to narrow the trade deficit. They want to narrow the current account deficit,” Brusuelas said. “But you can't do that when you get a stronger dollar because lower taxes mean more disposable income, and you attract more imports.”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 John Tejada and Shelby Boamah. Learn more about your ad choices. Visit megaphone.fm/adchoices