Episodes
Shannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that will turn the market around. Plus, it's been a cruel autumn for corporate earnings as investors have no patience for missed expectations. The thrill may be gone from the stock market for now, but history tells us that its best two months start this week. Links for show...
Published 10/30/23
Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors. LINKS FOR SHOW...
Published 10/23/23
The attack on Israel came at a critical time in the Middle East as the country was forming new economic alliances with Saudi Arabia and other nations that would reshape the geopolitical landscape in the region. Professor Simon Mabon of Lancaster University explains how that was playing out, and what might come next as Israeli forces enter Gaza ahead of a cold winter. Plus, the U.S. Treasury is having a hard time selling long bonds, but new, opportunistic buyers are circling, and they are...
Published 10/16/23
Farnoosh Torabi joins the show to talk about her new book, "A Healthy State of Panic", and how we can use our fears to conquer our biggest challenges in money and life. Plus, investor anxiety is peaking again as long-term treasury yields spike, and the reliability of Treasury bonds faces a reckoning. Investors have choices, even if we choose to do nothing. LINKS FOR SHOW...
Published 10/09/23
Christopher P. Gardner, the self-proclaimed CEO of Happyness, describes his journey from the depths of despair as a single, homeless father, to finding his path as a stock broker, investment manager, best-selling author, philanthropist and dream-manifester. Plus, the floods of September are receding, leaving a wake of destruction across the stock and bond markets. The good news is that the bad news is everywhere, and the next three months are historically the best for the stock market. Links...
Published 10/02/23
Diana Henriques, author of the new book, "Taming the Street: The Old Guard, The New Deal, and FDR's Fight to Save American Capitalism", joins the show to talk about how President Franklin Delano Roosevelt and a small group of men revolutionized Wall Street after Black Thursday with the establishment of the SEC and other agencies. Plus, how today's financial regulators are under pressure, and the risks that pose to all investors. And, investors are finally coming around to the Fed's 'Higher...
Published 09/25/23
Live from the Future Proof Wealth Festival, Jay Williams, former NBA player, TV host and college legend, and Joe McLean of MAI Capital, talk about how investing in sports is exploding as teams and athletes become securities and the athlete is now the asset. Plus, Grayscale Investments prepares for the SEC to greenlight its ETF. Dave Lavalle, head of ETFs at Grayscale tells us what to expect if, and when that happens. And more and more investors are preparing for no landing as inflation ticks...
Published 09/18/23
Katie Stockton, founder and managing partner of Fairlead Strategies, climbs back aboard The Express to share what the most important charts and indicators in the stock market are telling us right now. She shares her outlook for the broader market, individual sectors and cryptocurrency as seen through key technical indicators like the DeMark Indicator and MACD. Plus, it's a huge week for huge stocks like Apple and Alphabet given the new iPhone release and the DOJs antitrust suit against...
Published 09/11/23
It's been the summer of discontent for labor unions across industries, and the future of the way millions of people work and earn is in the balance. Suresh Naidu, Professor of Labor Economics at Columbia University explains the dynamics unfolding inside industries today that are pitting workers against executives and shareholders. Plus, where does organized labor go from here as A.I. and robotics permeate industries. And, the September effect will make the headlines this month, but that...
Published 09/05/23
The Express is live and direct from Invest Fest 2023, the flagship event from Earn Your Leisure, as 20,000 attendees flock to Atlanta to learn wealth building, entrepreneurship, and investing lessons from some of the biggest names in the business. Our conversations with Casanova Brooks, Matt Garland, aka "MG The Mortgage Guy", and Armando Pantoja. Plus, investors face their fears of a potential market crash. Is it just paranoia or recency bias behind our anxiety? Links for Show...
Published 08/28/23
Dan Ives, the senior equity analyst for Wedbush Securities and one of the industry's top analysts, takes stake of the recent sell-off in tech stocks, and paints a picture of the A.I. future for companies including Apple, Tesla, Palantir and GM. Plus, why he thinks an Apple-ESPN merger is inevitable. Also... what's behind the recent real estate meltdown in Chinese real estate, and the new risk of a U.S. government shutdown in October. LINKS FOR SHOW...
Published 08/21/23
Legendary value investor and innovator Rob Arnott of Research Affiliates joins The Express to explain what Value investing really means today, and why the time is right for this style of portfolio allocation. Plus, credit card debt hits a record high as consumers dig deeper into their wallets, yet no one seems to be too worried about it. Should we...
Published 08/14/23
Lindsey Bell, Chief Strategist at 248 Ventures, climbs back aboard The Express to take investors' temperatures following the Fitch credit rating downgrade. What's the message behind the drop from AAA to AA+, and why a potential government shutdown may make matters worse. Plus, investor was on the upswing according to our latest sentiment survey. Were we too giddy too soon? LINKS FOR SHOW...
Published 08/07/23
After the Fed's latest rate hike, which may not have been its last, we search for points of weakness, and areas of continued strength in the markets with Kenny Polcari. Plus, Kenny drops one of his classic Italian seafood recipes on us, of course. Plus, "irrational exuberance" makes a return as a catchphrase. Is 2023 really like 1996? Listener survey: https://selfserve.decipherinc.com/survey/selfserve/20f6/230732?list=17 LINKS FOR SHOW...
Published 07/31/23
Brian Stelter, the special correspondent for Vanity Fair, and the host of The Hive podcast, explains what's really behind the actor and writer strikes facing the entertainment industry, and how Artificial Intelligence is changing the industry forever. Plus, the summer of Big Labor's discontent heats up as auto workers and UPS employees threaten to strike just as the economy starts to...
Published 07/24/23
Nate Geraci of the ETF Store joins the Express to breakdown Bitcoin's incredible rise this year, and why the biggest asset managers in the world like BlackRock have filed to launch Bitcoin ETFs. Has crypto-regulation peaked? Plus, consumer discretionary stocks have been the leaders of this bull market even though everyone says the consumer is tapped out. Why Taylor Swift says we should just 'shake it...
Published 07/17/23
Dr. Preston Cherry joins The Express to talk about how financial therapy can help us break through our emotional barriers that prevent us from making the right investing, saving and planning decisions at any age. Plus, we run through the first-half scorecard and look for trends and patterns that provide clues for what the second half of the year may bring. And, earnings season is upon us and the forecast calls for pain - but is it already priced...
Published 07/10/23
Roger Aiaga-Diaz of The Vanguard Group, joins The Express to explain why investors should lower their expectations for future stock returns, and how to build a balanced portfolio now to withstand the next few years of high interest rates. Plus, volatility remains ultra-low, but activity in the options market is setting a record pace. Where's the disconnect, and who will end up on the wrong side of those...
Published 06/26/23
The Express streamed back into the Rockies for the 40th anniversary of the Food & Wine Classic to talk about the business of being a chef with Anna Castro and Calvin Eng, two of the best new chefs in America. Plus, three different approaches to investing in wine from an expert panel including Kerrin Laz, Michael Evans, and Noah Friedman. And, the Fed did what we thought it would, but telegraphed higher rates ahead. That didn't stop investors from sticking with stocks. Links for show...
Published 06/20/23
Jay Woods, NYSE veteran and Chief Global Strategist for Freedom Capital Markets, joins the Express from the floor of the NYSE to examine the new bull market. It looks a little thin, but it is showing signs of strengthening. Plus what to watch and listen for as the Fed meets this week on interest rates, and what investors may have already decided for...
Published 06/12/23
Lex Sokolin, one of our favorite futurists, rejoins The Express to show us how A.I., ChatGPT, and the Blockchain are already changing finance and investing, and where they are taking us into the future. Plus, the debt ceiling drama is over, the labor market remains strong and the Fed appears poised to pause its rate hiking campaign? So why are hedge funds so bearish? Links for show...
Published 06/05/23
Stocks have fallen out of favor as Americans’ perception of the best long term investment according to a recent Gallup poll - even as the market is recovering from 2022’s losses. Michael Batnick and Ben Carlson of the Animal Spirits podcast, and Dr. Preston Cherry, founder of Concurrent Financial Planning, join the show to examine what wealth and retirement mean today, how that’s changed, and how to invest for the long term. Plus, we get the teenage perspective of wealth and retirement from...
Published 05/30/23
Jeff Kleintop, the Chief Global Investment Strategist for Charles Schwab rejoins The Express to share his favorite economic and market indicators, what to watch out for in the debt-ceiling showdown, and how to pick stocks around the world in today's bewildering environment. Plus, 52-week highs are popping all over the U.S. markets and all over the world. Do investors really believe the worst is behind us? LINKS FOR SHOW...
Published 05/22/23
JC Parets of AllStarCharts rejoins The Express to help us find where the bulls are running across the entire global stock market, and shares his favorite wines for the Spring season. Plus, the debt ceiling deadline is approaching quickly, and the consequences of political inaction could send global markets into an unknown spiral if the U.S. gets hit with a credit rating downgrade. Will the lessons learned in 2011 help break the standoff in Washington...
Published 05/15/23
The Express steamed down to Rio de Janeiro for a quick trip to discover a city trying to transform itself into Latin America's tech capital, and change the course of Brazil's economic future. From the first Web Summit held in Latin America, we spoke with Gabriela Goncalves of Nilla Capital, and Marcos Casarin of Oxford Economics about Brazil's economy today, where it is headed, and the opportunities for investors and innovation. Plus, the latest results from our sentiment survey tell us...
Published 05/08/23