The Investopedia Express with Caleb Silver cover image

The Investopedia Express with Caleb Silver

Latest episodes

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Jan 6, 2025 • 35min

What to Expect Across the Capital Markets in 2025

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
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Dec 23, 2024 • 39min

Why the Bitcoin Bonanza Might Just Be Getting Started

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.
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Dec 16, 2024 • 33min

Austin Hankwitz Wants to Show You His Portfolio

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
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Dec 9, 2024 • 34min

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

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.
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Dec 2, 2024 • 41min

Setting Longer Tables with Chef José Andrés

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
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Nov 25, 2024 • 33min

The ETF Industry in Search of the Next $10 Trillion

Anna Paglia, the Chief Business Officer for State Street Global Advisors, joins The Express to help uncover where the next $10 Trillion in assets under management for the ETF industry will come from, and how soon they might find it. With over 12,000 listed ETFs globally and counting, new flavors of actively managed and crypto ETFs are the industry's next shiny things, but not all will survive and Anna tells us what they need to do in order to win over investors. Plus, markets are touching record highs again, but the breakout performance of Bitcoin and a few key stocks has masked one of the more boring bull markets in history.LINKS FOR SHOW NOTEShttps://www.ssga.com/library-content/assets/pdf/north-america/equities/2024/spdr-etf-impact-survey-findings.pdfhttps://www.asym500.com/mediahttps://www.investopedia.com/articles/investing-strategy/071616/implied-vs-historical-volatility-main-differences.asphttps://www.investopedia.com/who-is-scott-bessent-trumps-pick-for-treasury-secretary-8750750https://www.investopedia.com/terms/d/divestiture.asphttps://www.ssga.com/us/en/individual/insights/market-trendshttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-fed-minutes-thanksgiving-earnings-8749343https://www.statestreet.com/us/en/asset-owner/about/our-people/leaderships/anna-paglia Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Nov 18, 2024 • 44min

Ray Dalio and His Principles For This New World Order

Ray Dalio, one of the most successful investors of all time and the author of the best selling "Principles" series, rejoins The Express to help us understand the new world order in light of the elections, geopolitical instability, climate risk and technology. The creator of the 'All Weather Portfolio', explains how he would build that portfolio today given all the risks and trends shaping this unprecedented cycle in history. Plus, Ray's thoughts on crypto, lessons for new investors, and the most important lesson he has learned in his lifetime as an investor.LINKS WITH SHOW NOTEShttps://www.investopedia.com/vaccine-maker-stocks-slump-after-rfk-jr-nominated-as-hhs-head-8745974https://www.investopedia.com/what-the-republican-sweep-means-for-the-economy-8745669https://wmi.edu.sg/dmp-online/https://www.principles.com/https://www.investopedia.com/terms/e/earnings_momentum.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8745796https://www.investopedia.com/1-in-4-investopedia-readers-say-they-now-own-crypto-the-highest-in-a-year-8745853 Learn more about your ad choices. Visit podcastchoices.com/adchoices
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14 snips
Nov 11, 2024 • 35min

Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

In the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wealth, and look into the future for trends to watch given the policy promises of the Trump administration. Plus, the Bond Vigilantes may be starting to circle as the likelihood of tax cuts and heavy government spending are pushing Treasury yields to alarming levels even as the Fed cuts rates.LINKS FOR SHOW NOTEShttps://www.newedgewealth.com/team/cameron-dawson/https://www.newedgewealth.com/insights/https://www.federalreserveeducation.org/about-the-fed/archive-historyhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-cpi-earnings-fed-speakers-8740185https://www.investopedia.com/bond-vigilante-6386194https://www.investopedia.com/terms/c/contributionmargin.asphttps://www.carsongroup.com/insights/blog/author/rdetrick/https://www.investopedia.com/bitcoin-price-tops-usd80000-for-first-time-8742854 Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Nov 4, 2024 • 29min

Why the Federal Budget Deficit Could Trigger the Next Financial Crisis

No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Responsible Budget warns, the interest costs alone to serve that debt are approaching 17% of government spending, which is more than we spend on defense, education and healthcare. Both presidential candidates are pushing policies that would only amplify that debt by trillions of dollars over the next decade, bringing with it inflation, high interest rates, a debt spiral and a massive devaluing of U.S. Treasuries. The debt matters, but don't tell Washington D.C.LINKS FOR SHOW NOTES:https://www.investopedia.com/warren-buffett-berkshire-hathaway-apple-stock-cash-pile-q3-2024-8738738https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110124.pdfhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8737801https://www.crfb.org/https://www.investopedia.com/presidents-and-their-impact-on-the-stock-market-4587369https://www.investopedia.com/what-economists-think-harris-trump-economic-plans-presidential-election-8700373 Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Oct 28, 2024 • 33min

What Actually Happened to the Investors Who Joined the Market During Meme Stock Mania?

Stephen Sikes, the Chief Operating Officer for Public.com, explains what happened to most of the retail investors who jumped into the stock market in the middle of meme-stock mania in 2021, and what they are looking for today as market dynamics shift into a lower interest rate regime. Plus, why are yields for long term bonds spiking just as the Fed lowers rates, what made Goldman Sachs curb our expectations for future equity returns, and where are the hedge fund whales swimming lately?LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/r/relativevalue-funds.asphttps://www.carsongroup.com/insights/blog/team-members/ryan-detrick/https://www.jpmorganchase.com/institute/all-topics/financial-health-wealth-creation/the-changing-demographics-of-retail-investorshttps://www.investopedia.com/terms/c/cupandhandle.asphttps://public.com/https://www.linkedin.com/in/stephensikes/https://www.investopedia.com/what-to-expect-in-markets-this-week-jobs-earnings-gdp-8732908https://www.bespokepremium.com/interactive/research/think-big-blog/https://www.hfr.com/insights-commentary/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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