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What Goes Up

Latest episodes

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Feb 11, 2022 • 55min

Do Valuations Matter?

We’ve all heard it a million times: stocks got really expensive in the post-financial crisis bull market, especially when looking at cyclically adjusted valuation metrics that include corporate earnings over the past decade. But what should investors do with that information? Victor Haghani, founder and CIO of Elm Wealth — and one of the founding partners of Long-Term Capital Management — joins this week’s “What Goes Up” to weigh in, discuss recent market volatility and much more.See omnystudio.com/listener for privacy information.
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Feb 4, 2022 • 43min

The Growing Crypto Ecosystem

Crypto was red-hot in 2021 — so much so that it spawned a whole ecosystem of related products, including the first Bitcoin futures exchange-traded fund in the U.S. But can companies maintain enthusiasm for the growing industry as prices tumble in the new year? Hany Rashwan, co-founder and CEO of 21Shares, a provider of crypto exchange-traded products, joins this week's "What Goes Up" to talk about that and his company's plans for expanding its own offerings.See omnystudio.com/listener for privacy information.
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Jan 28, 2022 • 44min

The Big Risk for Risk Parity

The balanced-portfolio strategy known as risk parity, which typically relies on investing in both stocks and bonds, needs to adapt as both asset classes come under pressure in a rising-rate environment, according to Max Gokhman, the chief investment officer at AlphaTrAI Inc. Gokhman joined the "What Goes Up" podcast to discuss this and other current market topics, as well as how his firm is applying artificial intelligence to investing.  See omnystudio.com/listener for privacy information.
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Jan 21, 2022 • 42min

When the Fever Breaks

Morgan Stanley’s Andrew Slimmon joined the “What Goes Up” podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he’s reluctant to buy the dip in high-growth stocks because “once the fever breaks, it lasts a long time.”See omnystudio.com/listener for privacy information.
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Jan 14, 2022 • 46min

Dissecting the Tech Wreck

Technology stocks have gotten clobbered this year, and investor attention has focused on rising interest rates as the reason behind it. But that’s not the whole story, says Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.On this episode, she helps dissect the shifting leadership in the U.S. stock market and shares her thoughts on an upcoming earnings season that—thanks to inflation, supply chain chaos and other pandemic fallout—remains shrouded in mystery.See omnystudio.com/listener for privacy information.
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Jan 7, 2022 • 39min

Time to Sell Weakness?

Wells Fargo’s head of equity strategy Chris Harvey joined the “What Goes Up” podcast to discuss why he’s predicting a 10% market correction by the summer and share his thoughts on the volatility that followed this week’s Federal Reserve meeting minutes. See omnystudio.com/listener for privacy information.
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Dec 31, 2021 • 28min

Markets in Hindsight

It was another winning year for John Authers’s Hindsight Capital LLC! The Bloomberg columnist and senior editor joined this week’s “What Goes Up” podcast to discuss how it only took a little imagination – and a lot of hindsight – to make some triple-digit winning trades at his make-believe hedge fund.See omnystudio.com/listener for privacy information.
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Dec 23, 2021 • 41min

Crypto Coverage Explained

Bloomberg’s managing editor for cryptocurrency coverage, Stacy-Marie Ishmael, joined this week’s “What Goes Up” podcast to discuss the wild year in crypto and what she’ll be watching going into 2022.See omnystudio.com/listener for privacy information.
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Dec 17, 2021 • 38min

Feeling ‘22

UBS Asset Management strategist Luke Kawa joined this week’s “What Goes Up” podcast to discuss his team’s outlook for 2022, as well as the market’s reaction to plans by the Federal Reserve to reduce asset purchases and eventually raise interest rates.See omnystudio.com/listener for privacy information.
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Dec 10, 2021 • 42min

Crypto Goes to Congress

FTX is a phenom in the world of crypto exchanges. The company has grown tremendously since its inception a few years ago. This week, Sam Bankman-Fried, founder and chief executive officer of the cryptocurrency exchange, testified to Congress about how the space should be regulated. The next day, Bankman-Fried and FTX US President Brett Harrison joined Bloomberg’s “What Goes Up” podcast to talk about that and more.Mentioned in this podcast:Crypto: Best Photos of 2021Key Takeaways From Crypto Stablecoin Hearing Before House Panel FTX’s Bankman-Fried on Crypto Regulation, Solana Meltdown, NFTsSee omnystudio.com/listener for privacy information.

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