The Investopedia Express with Caleb Silver

As the year winds down, we wrap up our final investor sentiment survey which shows that we are as optimistic as we’ve been in months even though we are worried about inflation and a stock market bubble. We take a deep dive into retail investors’ portfolios, and then look ahead into 2026 with Michael Arone of State Street Capital Management. Plus, why Charles Dow would be particularly happy about this current rally, and what one of his 110-year old theories teaches us about the health of this bull market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Over half of married couples divorce, and money is usually the root cause or a symptom of their problems. But what a lot of couples don’t realize until it’s too late is that marriage is a financial partnership, among other things, and partnerships require trust, transparency and fairness. But what if you and your partner could find that higher ground? What if you could find a way to work together as a dynamic and unstoppable financial team to dream big, and make those dreams come true? It’s much easier, and a lot more fun that way. No one knows that better than Heather and Douglas Boneparth. They’ve literally written the book on it, " Money Together: How to find fairness in your relationship and become an unstoppable financial team". Learn more about your ad choices. Visit podcastchoices.com/adchoices

2025 has been a very noisy and volatile year as a new administration shook up economic policy, the AI-spend stretched valuations and consumer confidence fell off a cliff. As we head into the home stretch of the year, Sam Stovall, Chief Investment Strategist at CFRA helps us separate the signals from the noise inside the markets, and what to expect in 2026 - especially with a midterm election heading our way. Plus, what to expect from the Federal Reserve’s last meeting of the year on interest rates, and why investors should be careful about what they wish for. Learn more about your ad choices. Visit podcastchoices.com/adchoices

It may be a headline driven market but the charts and patterns inside the capital markets always tell the truth. We go inside the most important charts, patterns and formation in technical analysis with Patrick Dunuwila of The Chart Report. Plus, the melt up in the stock market has also been accompanied by a big surge in implied volatility. What that tells us about the fragility of the stock market right now. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ryan Victorin, a Certified Financial Planner and financial consultant at Fidelity Investments, shares invaluable insights into family finances. He emphasizes that communication is key to avoiding financial pitfalls and addressing generational money mindsets. Ryan advises starting financial conversations with kids early and stresses that everyone should have a financial plan, regardless of their situation. He also discusses the importance of defining one's legacy and using digital tools to make planning accessible, making family finance discussions less daunting.

The Risk-Off trade has taken over bringing the pain to the biggest and most widely held stocks in the market proving, as the legendary Jimmy Cliff sang, “ The harder they come, the harder they fall.” Is this just a grown up bull market pit stop, or a full risk-reversal that could lead to a major resetting of valuations for the stock and crypto markets? Dan Nathan of Risk Reversal helps us navigate the rip tides of this recent swell of volatility. Plus, where is the big money betting on returns in 2026, and what are Wall Street’s year-end price targets? Learn more about your ad choices. Visit podcastchoices.com/adchoices

The cold winds of volatility have been blowing through the markets leaving many to question the durability of this bull market. Is this just good old fashioned sector rotation, or the beginning of the unwinding of the risk trade that has propelled the stock market to multiple record highs this year? Keith Lerner of Truist Wealth helps us navigate these recent shockwaves and identifies new opportunities for investors seeking stability. Plus, don’t call it a comeback, but bonds are having their best run in over a decade. And, all eyes will be on Nvidia this week as the chip giant reports its quarterly results, carrying the weight of investor expectations on its back, yet again. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ryan Detrick and Sonu Varghese from Carson Wealth join the discussion on market dynamics. They dig into the contrasting feelings vs. facts in investing, focusing on how recent stock gains are more about profit growth than just optimism. The duo emphasizes the need for diversification as international markets outperform the U.S. They also explore the significance of AI in driving returns and highlight the resilience and adaptability of the market in uncertain times. Expect insights on the future as they anticipate continued growth.

Rampant speculation, a divided Federal Reserve, big companies making big bets, and geopolitical instability. Sound familiar? That’s exactly the environment that led to the biggest stock market crash in history nearly a century ago, and many of those ingredients are prevalent at the end of 2025. Andrew Ross Sorkin, the best-selling author, New York Times writer and CNBC Anchor, joins The Express to talk about what really caused the Great Crash of 1929, the key players behind it, and the eerie similarities to what’s happening today in the stock market and the economy. Plus, blowout earnings from the biggest tech companies like Amazon and Alphabet are keeping the bulls running into the best six months of the year.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

A potential tariff truce between the U.S. and China has stocks hitting new highs around the world despite the ongoing government shutdown and a slowing labor market. The Fed may try to stem the slowdown when it meets this week on interest rates with all signs pointing towards  another small cut. Shannon Sacoccia of Neuberger Berman drops in with her playbook on how to play offense and defense in the fourth quarter, and what to expect in 2026. Plus, shares of Beyond Meat are getting grilled after soaring on the meme stock express last week. Is this just a silly stock move or yet another sign of frothiness across the market? Learn more about your ad choices. Visit podcastchoices.com/adchoices