The Investopedia Express with Caleb Silver

2026 came in like a lion with the U.S. invasion of Venezuela and a bull market charging into its fourth year testing investors’ confidence. Liz Thomas of SoFi comes back aboard the Express to share her outlook for the new year and specific risk factors that could challenge our faith in the momentum underlying recent trends. Plus, it's a new era for Berkshire Hathaway shareholders without Warren Buffett as CEO. We list just some of the accomplishments that made Buffett the greatest investor of all time, and examine what he leaves behind. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jim Cramer, the legendary investor, educator, best-selling author, host of CNBC’s Mad Money and Squawk on the Street, joins the Express with lessons for investing in any market, and his unique valuation tools for finding the next great stocks. Plus, we reveal Investopedia’s Terms of the Year, which include everything from insider trading to Bad Bunny’s growing fortune. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Acorns, the 14-year old investing app that became popular by letting its customers invest their spare change into the stock market, has grown into a multi-tool financial planning app for families, and has big plans for expanding its offerings. CEO Noah Kerner explains why the company's simple mission of getting kids and families to invest small amounts through education has endured since its inception, and how that foundation will power its next stage of growth, which could involve an initial public offering.LINKS:https://www.acorns.com/https://www.acorns.com/about/https://www.acorns.com/learn/acorns/money-matters-report-2025/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 Investment 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

Heather and Douglas Boneparth, a dynamic duo in finance, dive into the complexities of money in relationships. They discuss how partnerships necessitate trust and transparency, especially in tough times like the pandemic. With insights from their book, they highlight the 'croissant moment' to explain how minor financial disagreements can escalate. They also touch on the significance of aligning financial goals in blended families and the delicate dance of caregiving. Their wisdom on defining 'enough' and investing in oneself is both practical and empowering.

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

Keith Lerner, Chief Investment Officer and Chief Market Strategist at Truist Wealth, discusses the current volatility in the markets and whether it's just typical sector rotation or the sign of larger issues. He sheds light on historical correction patterns and the necessity of pullbacks in bull markets. Lerner also explores a rally in bonds, offers insights on ETF trends, and warns about risks in concentrated tech investments. As eyes turn to Nvidia’s quarterly results, he emphasizes that understanding earnings and demand signals is crucial for investors.