The Investopedia Express with Caleb Silver

It's a newer, faster version of The Express, and we break down the path of economic policies promised by the incoming Trump administration, including what's likely to happen, and what might get challenged. Plus, the future of TikTok in the U.S. is changing by the minute, but recent developments and the seating arrangement at the inauguration tell us that the popular social video app isn't going anywhere. And, get used to hearing about the Smoot-Hawley Tariff Act of 1930, and watch for new amendments to the 95-year old piece of legislation.LINKS FOR SHOW NOTEShttps://www.investopedia.com/terms/s/smoot-hawley-tariff-act.asphttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8776336https://www.investopedia.com/trump-has-promised-these-major-economic-actions-on-day-one-8776775https://www.bloomberg.com/features/2024-trump-day-one-agenda/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there. Yardeni, who coined the term "Bond Vigilantes", outlines the risks, probabilities and opportunities facing investors today, and explains why he sees the S&P 500 topping 10,000 by the end of the decade. Plus, expensive stocks have pushed the equity risk premium to historical lows, but those hoping for it to rise better be careful what they wish for.LINKS FOR SHOW NOTESwww.investopedia.com/what-to-expect-in-the-markets-this-week-877192https://www.investopedia.com/hiring-surprisingly-surged-in-december-8772350https://classic.foodandwine.com/https://www.federalreserve.gov/monetarypolicy/files/FOMC20180926tealbooka20180914.pdfhttps://yardeni.com/https://yardeni.com/quicktakes/https://www.investopedia.com/bond-vigilante-6386194 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

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.

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

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.

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

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

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

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