Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies in the world, and what they are saying about it. Plus. The President's holding company just announced the registration of new ETFs and SMAs that track his "America First" agenda. While conflicts of interest and the executive branch of government have always had a cosy relationship, we've never seen this kind of securitization of America's policies. And, new tax proposals are about to hit Congress where the real fight over America's fiscal future is about to get interesting, including the potential closure of the carried interest loophole.LINKS FOR SHOW NOTEShttps://russellinvestments.com/us/blog/us-tariffs-potential-implicationshttps://www.imf.org/en/Publications/WEO/Issues/2025/01/17/world-economic-outlook-update-january-2025https://www.globenewswire.com/news-release/2025/02/06/3022027/0/en/Trump-Media-Registers-Trademarks-for-Truth-Fi-Investment-Vehicles.htmlhttps://www.investopedia.com/terms/c/carriedinterest.asphttps://www.congress.gov/bill/118th-congress/senate-bill/2463/texthttps://www.investopedia.com/these-two-assets-will-have-the-best-returns-under-trump-per-investopedia-s-readers-8787190https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8786864 Learn more about your ad choices. Visit podcastchoices.com/adchoices

A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billions of dollars of spending by Big Tech on semiconductors to control the future. The Fed punted on interest rates, as expected, but now new tariffs on Canada, Mexico and China threaten to upend the effects of monetary policy and bring more inflation to our doorsteps. Plus, scholars take shots at the Efficient Market Hypothesis, and ask whether passive investing has actually made the stock market inefficient.LINKS FOR SHOW NOTEShttps://www.whitehouse.gov/presidential-actions/2025/02/imposing-duties-to-address-the-flow-of-illicit-drugs-across-our-national-border/https://www.investopedia.com/trump-tariffs-enacted-saturday-what-you-need-to-know-8783771https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3821263https://www.investopedia.com/terms/e/efficientmarkethypothesis.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8783286 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Delve into the impact of executive actions sparking record stock highs and shifts in market dynamics. Explore the contentious debate around the penny's future, its production costs, and the lessons learned from Canada's previous elimination. As the Federal Reserve prepares to meet, consider the implications of interest rate decisions on the economy. Plus, a look at the rise of nuclear energy stocks driven by AI and how dark pools are changing trading transparency. The financial landscape is evolving, and there's much to discuss!

It's a newer, faster version of The Express, and we break down the path of economic policies promised by the incoming Trump administration, including what's likely to happen, and what might get challenged. Plus, the future of TikTok in the U.S. is changing by the minute, but recent developments and the seating arrangement at the inauguration tell us that the popular social video app isn't going anywhere. And, get used to hearing about the Smoot-Hawley Tariff Act of 1930, and watch for new amendments to the 95-year old piece of legislation.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/s/smoot-hawley-tariff-act.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8776336https://www.investopedia.com/trump-has-promised-these-major-economic-actions-on-day-one-8776775https://www.bloomberg.com/features/2024-trump-day-one-agenda/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there. Yardeni, who coined the term "Bond Vigilantes", outlines the risks, probabilities and opportunities facing investors today, and explains why he sees the S&P 500 topping 10,000 by the end of the decade. Plus, expensive stocks have pushed the equity risk premium to historical lows, but those hoping for it to rise better be careful what they wish for.LINKS FOR SHOW NOTESwww.investopedia.com/what-to-expect-in-the-markets-this-week-877192https://www.investopedia.com/hiring-surprisingly-surged-in-december-8772350https://classic.foodandwine.com/https://www.federalreserve.gov/monetarypolicy/files/FOMC20180926tealbooka20180914.pdfhttps://yardeni.com/https://yardeni.com/quicktakes/https://www.investopedia.com/bond-vigilante-6386194 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Following back to back years of twenty-percent plus gains for the stock market, what should investors expect in 2025 as a new administration moves into Washington D.C., the U.S. economy continues to grow and consumers are feeling as confident as they have in years? Liz Young Thomas, SoFi's Head of Investment Strategy, rejoins The Express to share her outlook for 2025, including the biggest risks and opportunities on the horizon. Plus, 2024 was the second year in a row where retail investors beat the market. What would it take for a three-peat?LINKS FOR SHOW NOTEShttps://www.sofi.com/article/investment-strategy/liz-looks-at-the-2025-outlook/https://www.investopedia.com/terms/j/januaryeffect.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8768364https://www.vandaresearch.com/news/https://www.bespokepremium.com/interactive/research/think-big-blog/https://www.instagram.com/lizthomasstrat/?hl=en Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ric Edelman, a legendary financial advisor and founder of DACFP, returns to discuss the future of Bitcoin and cryptocurrencies. He highlights how a crypto-friendly Trump administration may boost Bitcoin's potential, alongside growing institutional interest. Edelman also explores the inclusion of Bitcoin in 401k plans, the upcoming innovations in the crypto space, and the balance between decentralization and regulation. Notably, he compares current market dynamics to the dot-com boom, signaling a possible resurgence for Bitcoin in retirement investing.

Austin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to those decisions. Austin shares what he's buying now, and his perspective on how we will invest in the future. Plus, markets diverge as breadth weakens and investors chase chips and mega-cap tech stocks, yet again. Is this the beginning of a correction, or just the resumption of a young bull market that likes to follow the leaders?LINKS FOR SHOW NOTEShttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8760282https://www.investopedia.com/federal-reserve-fomc-meeting-december-2024-interest-rates-preview-8761052https://www.investopedia.com/terms/r/reconstitution.asphttps://www.instagram.com/richhabitspodcast/?hl=enhttps://public.com/@austinhankwitzhttps://www.cmegroup.com/markets/agriculture/livestock/live-cattle.htmlhttps://www.globenewswire.com/news-release/2024/12/14/2997099/0/en/Annual-Changes-to-the-Nasdaq-100-Index.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kyla Scanlon, a financial educator and author of "In This Economy," joins to dissect Investopedia's Top Ten Terms of the Year, shedding light on trends shaping 2024. They delve into the bullish market dynamics as stocks and Bitcoin soar, despite rising inflation and public concerns. Kyla offers her predictions for the next year while explaining concepts like stock splits using a pizza analogy. The discussion also touches on critical economic policies, the Buffett Indicator, and emerging opportunities in prediction markets and sports betting.

A conversation with José Andrés, world renowned chef, entrepreneur, author and humanitarian, on where he finds his inspiration and the business skills he and his team have learned through running World Central Kitchen, serving people on the frontlines of the world’s greatest disasters. Hear our conversation, which includes Ray Isle, the Executive Wine Editor for Food & Wine, on innovations in wine and spirits. Plus, stocks just closed out their strongest month of the year so far, with December historically performing even higher.LINKS FOR SHOW NOTEShttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8751894https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.hbs.edu/faculty/Pages/profile.aspx?facId=6493https://www.investopedia.com/terms/b/blackfriday.asphttps://www.foodandwine.com/author/ray-islehttps://wck.org/https://joseandres.com/https://www.investopedia.com/consumers-are-entering-the-holidays-with-a-bit-of-extra-cash-8752752 Learn more about your ad choices. Visit podcastchoices.com/adchoices