The Investopedia Express with Caleb Silver

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.

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

Investors continue to climb over walls of worry and keep buying, even amid the latest concerns about regional bank credit risk, the prospect of even higher tariffs, and the third week of the government shutdown. Why Jamie Dimon says we should be on ‘cockroach’ alert, and Gold’s unstoppable rise. Plus, Ric Edelman drops in with the real truths about our financial futures and shatters some classic myths about diversification, retirement, and the cost of college. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Barry Ritholtz, founder of Ritholtz Wealth Management and author of 'How Not to Invest', shares insight on navigating market volatility and the potential bubble in risky assets. He emphasizes debunking bad investment ideas and the importance of choosing reliable financial advisors. Barry advises disciplined index investing and learning from classics like 'Thinking Fast and Slow'. He also discusses the implications of the recent bankruptcy of First Brands as a warning signal for capital markets. Tune in for his unique perspectives!

For nearly forty years, Chef Tom Colicchio has been one of the most dynamic innovators in the culinary world through his restaurant empire, “Top Chef”, his hit television series and his best-selling cookbooks. The eight-time James Beard Award winner shares his secret sauce to innovation in a live interview and cooking demonstration at the Future Proof Wealth Festival, as part of “Recipe for Innovation, Live”, from InvescoQQQ, in partnership with Investopedia and Food and Wine.https://www.invesco.com/qqq-etf/en/recipe-for-innovation.htmlhttps://www.invesco.com/qqq-etf/en/home.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop believing that government dysfunction won’t hurt their portfolios, or will something else scare away their exuberance. SoFi’s Liz Young Thomas shares her perspective on where we go from here, and which sectors are due for a little trim, if not a deeper selloff. Plus, the latest results from our sentiment survey are in, and while we are still optimistic, the walls of worry around us are getting higher. Learn more about your ad choices. Visit podcastchoices.com/adchoices