The Investopedia Express with Caleb Silver

Jim Bianco challenges Wall Street consensus on rate cuts, inflation, and crypto ETFs. He compares A.I. and crypto stocks to past frothy periods. The surge of Nvidia and chip stocks attracts the options army predicting higher prices.

JC Parets of AllStarCharts discusses weaknesses in the stock market, including the strengthening Dollar, Polish Zloty, Copper prices, and tumbling Treasuries. The rise of Meme Stock 2.0 with Abercrombie & Fitch, Super Micro Computer, Texas Roadhouse, and WingStop. Insights on emerging market currencies, copper prices, and technology sector performance.

Exploring the impact of AI on various industries, discussing the stock market's record highs and the dominance of tech stocks. Sonia Dumas shares insights on how AI enhances decision-making and boosts productivity in sectors like financial planning. The podcast delves into the transformative potential of AI and its role in providing real-time data insights for businesses to target clients effectively.

Matt Garland, aka 'MG The Mortgage Guy', shares his best advice on how to prepare for the real estate reawakening. The stock market reaches record highs, but there are concerns about the narrow bull market. Investors should hope for a blowout in Sunday's Super Bowl. The podcast discusses the impacts on the real estate market and key factors to consider when preparing for it. It also explores selling homes, refinancing, cash on cash return in real estate investing, and the Super Bowl indicator.

Peter Oppenheimer, the Chief Equity Global Strategist and head of Macro Research at Goldman Sachs in Europe, explains the new Post Modern Cycle investors are living in, and what it means for our future returns. Plus, we are investing in the land of giants again as Microsoft tops the $3 Trillion in market value and several other companies join the Trillionaires Club. But that's not stopping them from cutting jobs at an alarming rate.LINKS FOR SHOW NOTES:https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012624A.pdfhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8550235https://www.goldmansachs.com/media-relations/in-the-news/current/oppenheimer-oped-folder/bio-oppenheimer.pdfhttps://www.goldmansachs.com/intelligence/topics/economic-outlooks.htmlhttps://www.amazon.com/Long-Good-Buy-Analysing-Markets-ebook/dp/B086Z82KRWhttps://www.investopedia.com/terms/i/idiosyncraticrisk.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 500 finally made it back to new highs after a two year battle with inflation and rising rates. While some investors may feel vertigo, history suggests the good times may keep on rolling.LINKS FOR SHOW NOTES:https://www.barchart.com/stocks/highs-lows?timeFrame=alltimehttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8546676https://creativeplanning.com/peter-mallouk/https://creativeplanning.com/insights/https://www.amazon.com/Money-Simplified-Peter-Mallouk/dp/B0CLZ1W9RD/ref=sr_1_1?crid=2Z8DWE6F66HXN&keywords=money%2C+simplified&qid=1705971993&s=books&sprefix=money%2C+simplified%2Cstripbooks%2C102&sr=1-1https://www.investopedia.com/trading/continuation-patterns-introduction/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin ETFs to the Fed's pivot, the outcry for active management to the unaffordability of the housing market, Sam helps us filter the headlines to focus on what's really important. Plus, CEOs are still worried about inflation and a recession despite decent signs around the economy. Should we also be concerned?LINKS FOR SHOW NOTEShttps://layoffs.fyi/https://www.conference-board.org/publications/C-Suite-Outlook-2024-leading-for-tomorrowhttps://www.sofi.com/article/investment-strategy/liz-looks-at-market-signals-so-far/https://www.tker.co/https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8425873https://www.investopedia.com/terms/o/opportunitycost.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on unusual opportunities in the capital markets as the economy slows. Topics include the absence of a Santa Claus rally, market dynamics and sector rotation, the alarming increase in the U.S. national debt, trading week expectations, investment opportunities for 2024, and understanding stock market retracements.

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?LINKS FOR SHOW NOTEShttps://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growthhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755https://www.investopedia.com/terms/j/januarybarometer.asphttps://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summaryhttps://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the 2024 investing playbook and the Fed's rate cut announcement. They explore topics such as interest rates, inflation, recession, and the impact of bond yields on stocks. The importance of high-quality stocks and the Santa Claus rally are also discussed.