The Investopedia Express with Caleb Silver

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.

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.