The Investopedia Express with Caleb Silver

Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023.LINKS FOR SHOW NOTEShttps://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785www.spglobal.com/marke...960244www.investopedia.com/terms/c/capitulation.asphttps://www.shapingwealth.com/https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Professor Burton Malkiel, author of the seminal investing bible, 'A Random Walk Down Wall Street", joins the show to celebrate the 50th anniversary of the masterpiece, and shares timeless advice for investors today. Plus, we share Investopedia's Top Terms of 2022, and what was top of mind for investors during this tumultuous year. And, why this could be the most important week of the year for the markets.LINKS FOR SHOW NOTEShttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://dof.princeton.edu/about/clerk-faculty/emeritus/burton-gordon-malkielhttps://www.investopedia.com/2022-top-terms-of-the-year-6835881https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772https://www.goodreads.com/book/show/40242274-a-random-walk-down-wall-street Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey.LINKS FOR SHOW NOTEShttps://ycharts.com/dashboard/www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlttps://www.investopedia.com/terms/v/vix.aspinsight.factset.com/large...o-datehttps://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242https://ycharts.com/support/resources#tackling_lient_questions_during_volatile_markets_with_shannon_saccocia_caleb_silverhttps://www.svb.com/private-bank/advisors/directory/shannon-saccociawww.investopedia.com/terms/w/washsalerule.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week.LINKS FOR SHOW NOTEShttps://www.jamiehopkins.com/https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/https://business.bofa.com/en-us/content/market-strategies-insights.htmlhttps://www.spglobal.com/spdji/en/research-insights/education/https://www.investopedia.com/terms/c/counterpartyrisk.asphttps://www.investopedia.com/terms/d/defaultrisk.asphttps://www.investopedia.com/terms/c/cape-ratio.asphttps://selfserve.decipherinc.com/survey/selfserve/14c3/210402https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g Learn more about your ad choices. Visit podcastchoices.com/adchoices

As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are advising them. Listen to these words of wisdom from Peter Lazaroff, Malcolm Etheridge, James Demmert, Brian Vendig, Helen Stephens and Rob Santos. Plus, why are options traders betting against the market at its seasonally strongest time of the year?LINKS FOR SHOW NOTES:https://pressroom.aboutschwab.com/press-releases/press-release/2022/Schwab-Q4-Trader-Sentiment-Survey-A-Recession-May-Already-Be-Here-But-Traders-Say-It-Will-Be-Short-Lived/default.aspxhttps://www.cboe.com/us/options/market_statistics/daily/https://impact.schwab.com/https://www.findyourindependentadvisor.com/https://peterlazaroff.com/https://www.malcolmethridge.com/https://www.ms-research.com/team/james-demmerthttps://www.mjpwealthadvisors.com/brian-vendig-cpahttps://www.cifinancial.com/ci-privatewealth/us/en/learn-more.htmlhttps://www.aspenwealthmgmt.com/team/helen-stephens-cfp/https://cdn.nrf.com/sites/default/files/2022-09/National%20Retail%20Security%20Survey%20Organized%20Retail%20Crime%202022.pdfhttps://www.youtube.com/watch?v=76DbHi8e9Ws Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cathie Wood, the CEO and CIO of Ark Invest, joins the show to talk about her team's vision for a digital, decentralized future, and how she manages her funds through the downturn. Plus, the collapse of crypto-broker FTX rocked the industry and shattered the trust of millions of investors, Lamar "Big Marh" Wilson gets back aboard The Express to explain how it happened, why it could happen again, and how to protect your crypto assets.Let it fly!ThanksLINKS FOR SHOW NOTES:https://www.bls.gov/news.release/cpi.nr0.htmhttps://www.investopedia.com/ftx-files-for-bankruptcy-6828164https://www.nasa.gov/artemis-1https://www.blackbitcoinbillionaire.com/https://ark-invest.com/https://www.investopedia.com/terms/e/exponential-growth.asphttps://www.investopedia.com/terms/c/cold-storage.asphttps://www.investopedia.com/cryptocurrency-4427699https://www.youtube.com/c/investopediahttps://www.investopedia.com/the-investopedia-express-podcast-5215636 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab, rejoins the Express to explain why we need to stop hoping for a Fed pivot, and why we need good old-fashioned investing fundamentals to navigate the new normal in capital markets. Plus, what are the top concerns among financial advisors at this year's Schwab Impact Conference. And, why lotteries like Powerball are considered a regressive tax.LINKS FOR SHOW NOTES:https://www.investopedia.com/terms/f/federalfundsrate.aspwww.investopedia.com/articles/markets/120115/top-5-apple-shareholders.aspwww.investopedia.com/fidelity-offers-crypto-trading-6825311insight.factset.com/sp-500-earnings-season-update-november-4-2022https://dealogic.com/insight/investment-banking-revenue-report-9m22/https://websummit.com/https://impact.schwab.com/www.investopedia.com/terms/r/regressivetax.aspwww.schwab.com/learn/author/liz-ann-sondershttps://www.aaii.com/sentimentsurveywww.youtube.com/c/EarnYourLeisure/featuredhttps://www.youtube.com/watch?v=f0i6oWAxrIo Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this bonus episode of the Express, we sit down with the chief marketing officers of United Airlines, Reckitt and CVS Health, as well as Bob Liodice, the CEO of the Assoc. of National Advertisers, for their take on the advertising market today, and spending plans for 2023. Plus... their favorite ads of all time, and who do they admire in the industry today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mohamed El-Erian, the President of Queens College, Cambridge, and Sr. Economic Adviser at Allianz, on the economic scars of the pandemic, the bumpy road to a healthy recovery, and reasons for investors to be optimistic as we face a potential global recession. Plus, October lived up to its reputation as a bear market killer posting one of the best months for stocks in history. We unpack the rally for signs of what could happen next.LINKS FOR SHOW NOTEShttps://www.globalxetfs.com/funds/embd/https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772https://www.investopedia.com/terms/j/jolts.aspwww.investopedia.com/terms/e/emerging-markets-bond-index.aspwww.investopedia.com/terms/e/emerging-markets-bond-index.asphttps://www.mohamedel-erian.com/https://www.youtube.com/watch?v=q_wEQ4gYujAhttps://www.royalalberthall.com/tickets/events/2022/earn-your-leisure/https://websummit.com/https://www.tiktok.com/@investopedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ian Dunlap, aka 'The Master Investor', joins The Express to talk about his process, his inspirations, and his passion for investing. He also shares tips for navigating today's market, and how to invest for the long term. Plus, the winds of sentiment have shifted as options traders go long and October tries to live up to its reputation as a Bear market killer.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/o/octobereffect.asphttps://www.investopedia.com/terms/c/chicago-board-options-exchange-cboe-vix-vix-vvix.aspawealthofcommonsense.com/2022/10/the-long-term-is-not-where-life-is-lived/https://www.spacresearch.com/newsletterhttps://insight.factset.com/sp-500-earnings-season-update-october-21-2022www.investopedia.com/terms/c/coveredcall.asphttps://www.instagram.com/themasterinvestor/https://linktr.ee/themasterinvestorhttps://www.youtube.com/watch?v=5Yhf0wBFtvY Learn more about your ad choices. Visit podcastchoices.com/adchoices