The Investopedia Express with Caleb Silver

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today.LINKS FOR SHOW NOTES:https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/https://x.com/callieabost/status/1837234523555144147https://www.carsongroup.com/insights/blog/author/rdetrick/https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Americans from every generation still believe that owning their home is one the greatest investments they will make and a key component of realizing their own version of the 'American Dream'. But rising prices and tighter supply have made that dream less of a reality for many. Angie Hicks, the founder of Angi and one of the country's leading real estate luminaries, explains how to find value and quality in today's market, and how to properly maintain that important and emotional financial asset once you own it. Plus, volatility is continuing to wear its September best as the stock market rallied last week to recover all of the losses from the prior week. As the Fed prepares to lower interest rates this week, expect the choppiness to continue.LINKS FOR SHOW NOTES:https://watchcharts.com/watches/brand_index/rolexhttps://www.census.gov/newsroom/press-releases/2024/income-poverty-health-insurance-coverage.htmlhttps://www.angi.com/articles/author/angie-hickshttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8710971https://www.investopedia.com/federal-reserve-september-2024-meeting-preview-interest-rates-8711495https://www.newyorkfed.org/microeconomics/sce.html#/https://watchcharts.com/watches/brand_index/rolexhttps://futureproofhq.com/festival/agenda/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Josh Brown, an insightful author and commentator on investing, joins to discuss his latest book, revealing key secrets every investor should know. He dives into the relentless nature of the stock market, the effects of economic stimulus, and why scarcity impacts abundance. The conversation also touches on the market's response to changing conditions, reflecting on September's typical volatility. With engaging anecdotes, Brown highlights the resilience of the U.S. market amid turbulent times and the importance of adapting to our evolving financial landscape.

Investopedia is celebrating its 25th Anniversary, and we are joining the party with the most important innovations, financial events and terms of the past quarter century. Plus, Jay Woods, the Chief Global Strategist for Freedom Capital Markets helps us prep our playbooks for the rest of the year as the stock market dances near record highs ahead of interest rate cuts and an election that is bound to deliver volatility. Summer lovin' was a blast, but it's time to reset and get back on track with The Express.LINKS FOR SHOW NOTEShttps://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_081624.pdfhttps://www.freedomcapmkts.com/newsletterhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8703796https://www.investopedia.com/warren-buffett-berkshire-hathaway-usd1-trillion-market-cap-8703150https://www.bespokepremium.com/interactive/research/think-big-blog/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shana Orczyk, the founder and CEO of Banrion Capital, dubbed 'The Queen of Alternatives', dives into the intriguing world of alternative investing now accessible to retail investors. She discusses how ETFs and Interval funds open doors to diversification beyond collectibles, potentially leading to outsized returns. The conversation also touches on the effects of Fed Chair Powell’s comments on interest rates, the implications of rising gold prices, and the growth of non-bank lending, highlighting new opportunities in this evolving financial landscape.

With the Dept. of Justice's recent antitrust victory over Google and its online advertising practices ruled monopolistic, the breakup of the biggest technology companies in the world seems like a real possibility. But, as William Kovacic, former Chair of the FTC and now a Professor of Law and Global Competition at The George Washington School of Law explains, the cases against these giants can take many years to resolve, and enforcement is becoming more complicated in the era of A.I. Plus, sentiment has shifted back to the Bulls as old leaders take the reins and the market erases most of its recent losses.LINKS FOR SHOW NOTES:https://guides.loc.gov/this-month-in-business-history/july/sherman-antitrust-act-enactedhttps://www.law.gwu.edu/william-e-kovacichttps://www.bespokepremium.com/https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/s/sherman-antiturst-act.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8696477https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_081624.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

JC Parets, a market expert from AllStarCharts, joins to discuss the aftermath of the 2024 Summer Volmageddon. He reveals that despite market turbulence, certain sectors and asset classes strengthened, hinting at future bullish trends. Parets highlights a puzzling surge in individual stocks reaching new 52-week highs, even as investor sentiment sours. He also examines the Dow Jones Transportation Index's potential for an upward breakout and debates the implications of 'moral hazard' influenced by the Bank of Japan's recent moves.

Paul La Monica, a contributor at Barron's, dives into the current market volatility, comparing today's AI craze to the 1999 internet bubble. He discusses how deteriorating earnings and recession fears are causing investor unease. La Monica also highlights the impact of the strengthening Japanese Yen on global markets and points out Warren Buffett's unusual stock sales, including Apple. With insights on AI investment trends and corporate earnings, he provides a critical lens on today's economic landscape.

The past month has been one of the most chaotic four weeks in U.S. political history, and the election is still over three months away. Michael Townsend, Chares Schwab's political analyst and a long-time Washington watcher, joins The Express to explain what's next in the political process for the Democrats, the likelihood of major policy changes to tax rates and the Inflation Reduction Act, and what investors should stop worrying about as the election approaches. Plus, the history of stock market returns during election years, and why investors need to stay the course no matter what the polls say or who ends up occupying the Oval Office.LINKS FOR SHOW NOTES:https://www.schwab.com/learn/author/michael-townsendhttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8684188https://www.investopedia.com/ask/answers/030515/real-gdp-better-index-economic-performance-gdp.asphttps://www.schwab.com/learn/washingtonwisehttps://www.schwab.com/learn/author/michael-townsendhttps://www.investopedia.com/how-big-tech-earnings-could-affect-the-market-amazon-apple-meta-microsoft-8684494 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Callie Cox, Chief Market Strategist at Ritholtz Wealth, discusses the recent breakout in small cap stocks and the positive impact of lower interest rates on investors. She advises Millennials on portfolio diversification beyond the traditional 60/40 split. The podcast explores market trends, earnings surprises, interest rate effects, and the importance of diversification in real estate and global markets.