The Investopedia Express with Caleb Silver

Buoyed by more record highs, investors have been reinvigorated by the prospect of interest rate cuts in September as inflation slows. But, as SoFi's Liz Young Thomas explains, interest rate cuts into a slowing economy are not always followed by great returns. Liz rejoins The Express to share her outlook for the second half of the year, and how to invest now to take advantage of sector rotation and economic headwinds. Plus, Wall Street strategists continue to raise their year-end price targets for the S&P 500 as earnings strengthen and market breadth finally opens up.LINKS FOR SHOW NOTEShttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.yardeniquicktakes.com/meltup/?utm_source=substack&utm_medium=emailhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8676779https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071224.pdfhttps://www.sofi.com/on-the-money/category/investment-strategy/https://www.investopedia.com/terms/e/etn.asphttps://www.investopedia.com/terms/b/bullsteepener.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Great wine enthusiasts and collectors are no different from investors. We like to find value and growth potential before anyone else, and back the next great company or vintage. From The Food & Wine Classic in Aspen, Kerrin Laz, David Parker and Charles Antin, three of the top wine experts in the country, explain how to find the next Screaming Eagle before it leaves the nest. Learn how they use their expert palettes, deep industry knowledge and market data to find the next Unicorn wines before they triple in value, and how to care for those bottles to maintain it. Plus, their top picks today and where to find them.LINKS FOR SHOW NOTES:https://foodandwineclassicincharleston.com/https://www.lazwine.com/https://www.benchmarkwine.com/https://charlesantin.com/https://www.foodandwine.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Author Nathaniel Popper discusses the rise of meme stock trading from Occupy Wall Street to online forums like 4chan, showcasing how trolling has become part of the trading culture. He highlights the lasting influence of retail traders and the impact of Robinhood on democratizing trading. The podcast explores the gamma squeeze phenomenon and the Chevron deference doctrine's role in environmental regulation cases.

Charles Duhigg discusses the power of supercommunication in his book, giving tips on improving relationships. The stock market hits record highs, but not all stocks benefit equally. Divergence between winners and losers raises concerns. The podcast also explores passive investing, market returns under different administrations, real estate trends, and effective communication skills.

Professor Teresa Ghilarducci joins the podcast to argue against the 401(k), highlighting its inequities and misaligned incentives. She advocates for a new government-sponsored retirement savings account. The discussion also touches on the current stock market highs and the need for a more secure retirement approach for American workers.

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/d/dispersion.asphttps://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358https://www.youtube.com/watch?v=U1prSyyIco0https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchettihttps://www.cboe.com/us/indices/dispersion/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains why people feel disconnected from the economy, and how to help them find their role in it. Plus, consumers are becoming much more discerning about their discretionary spending, and that is having a profound effect on the 'experience' economy. And, if you are looking for divergences in the stock market as it dances around record highs, there are plenty to choose from.LINKS FOR SHOW NOTES:https://www.investopedia.com/terms/m/mcclellanoscillator.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8656394https://www.investopedia.com/private-credit-vs-private-equity-7565530https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/https://kylascanlon.com/https://www.truistsecurities.com/insightshttps://www.investopedia.com/terms/o/opportunitycost.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Julian Hebron from The Basis Point discusses the myths surrounding the US real estate market, highlighting affordability, supply, and AI impact. He also touches on the rising interest in junk bond markets and the exclusion of consumer discretionary stocks from stock market highs. The podcast provides insights on real estate market dynamics, broker commissions, technological advancements, and the upcoming US election's potential impact on housing policies and equity market settlement cycles.

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/s/shortinterest.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/d/dividendpayoutratio.asphttps://kraneshares.com/#https://www.pgim.com/dc-solutions/homehttps://www.nuveen.com/en-us/insightshttps://www.ndr.com/media Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors need to lose in order to win, and what the future of trading and investing technology looks like over the next ten years. Plus, some of the top performing global markets in the world are all in South America. What's up down below?LINKS FOR SHOW NOTEShttps://www.investopedia.com/cpi-inflation-april-2024-preview-8646157https://www.tastylive.com/talent/tom-sosnoffhttps://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_051024.pdfhttps://www.investopedia.com/legendary-investor-and-quant-king-jim-simons-dies-at-86-8646726 Learn more about your ad choices. Visit podcastchoices.com/adchoices