What Goes Up

Peter Cecchini, founder and CEO of AlphaOmega Advisors, discusses the crazy year that was 2020 in markets, and gives his outlook for what’s to come. Topics include efficacy of the Federal Reserve, a boom in retail investor trading and zombie companies.Mentioned in this podcast:Day Traders Put Stamp on Market With Unprecedented Stock FrenzySustainability SPAC Queen's Gambit Growth Capital files for a $225 million IPOSee omnystudio.com/listener for privacy information.

Anastasia Amoroso, head of thematic strategy at J.P. Morgan Private Bank, discuss emerging investing themes, including deploying leverage in credit-market investments. She also discusses the outlook for green energy, and other top themes her team is advising.Mentioned in this podcast:2020 Has Been a Great Year for Stocks and a Bear Market for HumansSee omnystudio.com/listener for privacy information.

Danton Goei, who runs global investment strategies at Davis Funds, discusses what opportunities he's seeing around the world as the end of the coronavirus pandemic comes into sight. Yes, it’s a frothy market in the U.S., he says, but there are still opportunities in America and abroad.Mentioned in this podcast:Trading at 369% Premium, New Crypto Fund Astounds Even BullsSoaring Stock Valuations No Big Deal to Powell Next to BondsSee omnystudio.com/listener for privacy information.

In the wake of Covid-19, corporations this year issued trillions of dollars of debt to make it through. Now, according to Josh Lohmeier, head of North American investment-grade credit at Aviva Investors, the big question for next year is: What should and will they do with all that cash?See omnystudio.com/listener for privacy information.

The recent rotation in the equity market has made the once no-brainer decision to bet big on big tech a little more complicated. Jacqueline Remmen, senior wealth strategy associate at UBS Private Wealth Management, discusses how she’s advising clients what to expect in the next phase of the market.Mentioned in this podcast:Tesla’s S&P 500 Entry Takes Away Secret Weapon for Stock PickersThe Bull Market Rotates Away From Tech-Driven Mega-CompaniesSee omnystudio.com/listener for privacy information.

Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the Invesco Global Focus Fund, which has returned 46% this year and consistently ranks in the top 1% of similar funds, joins the podcast to discuss how he approaches investing and the recent rotation in equities.  Mentioned in this podcast:‘Very, Very Busy Week’ Wipes Out Traders’ Usual Holiday DoldrumsChaos in Factor Land Puts Quants on Hunt for Accidental ExposureSee omnystudio.com/listener for privacy information.

Barely-there yields in the bond market have led to a search for other strategies to diversify portfolios with assets that will cushion the blow from any future drop in stocks. Peter van Dooijeweert, managing director of multi-asset solutions at Man Solutions, a division of hedge-fund firm Man Group, joined the latest episode of the “What Goes Up” podcast and talked about some possible alternatives.Mentioned in this podcast:In New 60/40 Portfolio, Riskier Hedges Are Displacing U.S. Debt|Got Lucky, Got It Right: How Newbie Stock Jocks Beat the MarketSee omnystudio.com/listener for privacy information.

Promising results in a coronavirus vaccine test triggered a wild rotation in the stock market this week. Lauren Goodwin, economist and strategist at New York Life Investments, joins the latest episode of the “What Goes Up” podcast to discuss the opportunities and pitfalls for investors looking to position for a post-Covid world.Mentioned in this podcast:These Charts Show the Euphoria the Pfizer Vaccine News CreatedRotation Trade Turns to Duck-and-Cover as Coronavirus Runs AmokSee omnystudio.com/listener for privacy information.

Many investors, like most Americans, have been fixated on the political drama of this year’s presidential election. But when it comes to picking stocks, Jamie Cuellar has kept his eye on the longer term. He’s the manager of the Buffalo Small Cap Fund, which has outperformed 99% of peers in 2020 as well as over the past one, three and five years, according to data compiled by Bloomberg. Cuellar joins the latest episode of the “What Goes Up” podcast to discuss the election, his fund’s strategy, and why small companies are still an opportunity for active fund managers to show their value in a climate that’s more and more dominated by passive and smart-beta strategies. Bloomberg Executive Editor Chris Nagi also joins the show to discuss markets.Mentioned in this podcastForget Biden Vs. Trump: The Incumbent Is Winning in Stock Market‘Scrap That’: Traders Lose the Plot in Night of 1,000 TwistsSee omnystudio.com/listener for privacy information.

The velocity of money is an attempt to estimate the average number of times a dollar changes hands. It crashed to record lows during the pandemic as the savings rate surged. But it had been trending downward for more than two decades prior to that. Adrian Helfert, a fund manager at Westwood Holdings, discusses what it means for markets. He also talks about how he and investors are positioned for the upcoming election and other hot financial topics. Mentioned in this podcast:Investor Bill Gross accused of blaring 'Gilligan's Island' song on loop to torment neighborVirus Threat Overshadows Election, Earnings in Market SelloffSee omnystudio.com/listener for privacy information.