Najlepsze podcasty z kategorii: Caleb Silver (2025)

1
The 7th Circle of Uncertainty and Sanctity of the Fed 13:34

3d ago13:34

13:34

The Big Money continues to flee U.S. assets amid more policy uncertainty and lack of guidance from C-Suites, but that hasn’t stopped individual investors from trying to buy the dips. That strategy has backfired, but they show no signs of giving up, yet. Plus, the president brings the smoke to the Fed Chair, but Powell may be protected by a key piec…

1
Trying to Catch Falling Knives, Retail Investors Rush In 16:50

5d ago16:50

16:50

As the biggest stocks in the market continue their dizzying selloff, retail investors have been buying the dip at levels we haven't seen since just after the pandemic lockdowns. Vanda Research reported record inflows into the Magnificent 7 and other widely-held stocks like Palantir after April 2nd, and buying the dip has proved very painful during …

1
Tariff Flip Flops Supercharge Our Animal Spirits 15:39

9d ago15:39

15:39

Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors second-guessing the rally in stocks and selling U.S. Treasuries and the Dollar. Plus, retail investors have been trying to catch falling knives amid the m…

1
Why The Big Short is Not Short Right Now 21:40

13d ago21:40

21:40

Steve Eisman, who was profiled in the terrific book and movie, "The Big Short", explains why he's not shorting any parts of the market right now, but what he would bet against under certain conditions. He explains what's different about this recent volatility and the Great Financial Crisis and the crash of 1987, and how the tariff war might play ou…

1
Powell Preaches Patience as Trump Tariffs Topple the Bull 20:07

16d ago20:07

20:07

Liberation Day last week brought the biggest selloff in the stock market since the early days of the pandemic as investors couldn't get out of stocks fast enough, putting a swift end to the bull market that began running in October of 2022. Fed Chair Jerome Powell preaches patience as the impacts of the tariffs are still unknown, but consumers and …

1
Bracing for 'Liberation Day', and the Dizzying Decline of the Dollar 15:45

23d ago15:45

15:45

Investors have been bracing for, and selling ahead of April 2nd, dubbed "Liberation Day", by The White House, when hundreds of billions of dollars in tariffs are set to be imposed on Canada, Mexico and China. That has driven consumer and investor sentiment down to multi-year lows as we ready ourselves for more inflation and profit pressure. Meanwhi…

1
The Fed Said the "T" Word, and Individual Investors Buy the Dip 14:30

1M ago14:30

14:30

Stocks rallied last week following dovish comments and forecasts from the Federal Reserve, but Chair Powell said inflation may be 'transitory', which brought back nasty flashbacks from 2021. Investors are as bearish as ever, but retail investors have been buying the dip on our favorite stocks that are way off their recent highs. Is our timing terri…

1
Seema Shah on How to Invest Through Policy Chaos 22:41

1M ago22:41

22:41

Seema Shah, the Chief Global Strategist at Principal Asset Management, on how and where to invest as tariff and policy uncertainty roils markets and economies. In an unpredictable investing landscape, Seema helps us focus on the real trends, assets and indicators that can lead us to a clearer path. LINKS https://www.principalam.com/us/insights http…

1
The Correction Cometh as the Fed Put Goes into High Gear 16:14

1M ago16:14

16:14

The S&P 500 fell into a correction last week as sentiment soured to multi-year lows amid tariff and economic policy uncertainty. Don't look now, but credit spreads are widening, pushing the Fed into the caution zone ahead of this week's pivotal meeting on interest rates. Plus, six ways to protect your portfolio if you can't sleep at night, and beli…

1
Tech Gets Corrected Triggering the Titanic Syndrome 13:29

1M ago13:29

13:29

Another week of selling as the stock market suffers its worst week since early September sending the Nasdaq into correction territory and triggering the very rare and very dangerous Titanic Syndrome. Plus, the headline numbers and the Fed Chair both say the economy is in a good place, but that depends where you live inside of it. We break down the …

1
Momentum Loses its MoJo, and the Risk Trade Gets Wrecked 14:30

2M ago14:30

14:30

February was a short and brutal month across the capital markets as the momentum trade into Big Tech and A.I. stocks reversed, leaving a pile-up of major losses across investors' favorite stocks. The White House dropped a new executive order to build a 'Strategic Crypto Reserve', breathing some bullishness back into the beleaguered crypto patch, an…

1
Sentiment Shaken, Stocks Stirred, and Retail Traders Rush In 13:44

2M ago13:44

13:44

A swift drop in investor and consumer sentiment rattled the ‘Immaculate Rotation’ from growth to value stocks, sending the stock market off of record highs. But that hasn’t stopped retail traders from rushing back into the stock market at levels approaching 2021 highs in search of dips across mega cap tech, A.I. and consumer discretionary stocks. I…

1
The Bull Goes Global, and Welcome to the Age of Electricity 13:13

2M ago13:13

13:13

Stocks snapped a two-week, battling through tariff and inflation headlines, to come within a fraction of all-time highs. What's driving the market higher now, what's different about today's rally, and why are global stocks spiking in the age of American Exceptionalism? Plus, welcome to the age of Electricity as demand to power the data centers and …

1
The Securitization of the "America First" Agenda 13:46

2M ago13:46

13:46

Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies in the world, and what they are saying about it. Plus. The President's holding company just announced the regis…

1
DeepSeek, A.I., Tariffs, and the Future of Economic Security 15:16

3M ago15:16

15:16

A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billions of dollars of spending by Big Tech on semiconductors to control the future. The Fed punted on interest rates, as expected, but now new tariffs on C…

1
The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny 13:37

3M ago13:37

13:37

On The Express this week, we dissect the flurry of economic executive orders and announcements from the Trump administration and identify the new power brokers influencing markets and the future of A.I. The Federal Reserve will meet on interest rates for the first time this year and the first time under this administration, which has been demanding…

1
The New Economic Policy Playbook and the Future of TikTok 11:31

3M ago11:31

11:31

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 u…

1
Reasons to Remain Bullish as the Bond Vigilantes Circle 31:39

3M ago31:39

31:39

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 …

1
What to Expect Across the Capital Markets in 2025 34:55

4M ago34:55

34:55

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 h…

1
Why the Bitcoin Bonanza Might Just Be Getting Started 39:04

4M ago39:04

39:04

After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the blockchain has been firmly established across industries. Ric Edelman, the legendary financial advisor, best-selling author, award-winning radio host and f…

1
Austin Hankwitz Wants to Show You His Portfolio 33:20

4M ago33:20

33:20

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 a…

1
Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish 33:51

5M ago33:51

33:51

Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the author of "In This Economy", rejoins The Express to break down the top ten, and share her predictions for 2025's top terms. Plus, there are even more reas…

1
Setting Longer Tables with Chef José Andrés 40:37

5M ago40:37

40:37

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 W…

1
The ETF Industry in Search of the Next $10 Trillion 32:37

5M ago32:37

32:37

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'…

1
Ray Dalio and His Principles For This New World Order 43:48

5M ago43:48

43:48

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 tod…

1
Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle 34:43

5M ago34:43

34:43

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 …

1
Why the Federal Budget Deficit Could Trigger the Next Financial Crisis 28:40

6M ago28:40

28:40

No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Responsible Budget warns, the interest costs alone to serve that debt are approaching 17% of government spending, which is more than we spend on defense, e…

1
What Actually Happened to the Investors Who Joined the Market During Meme Stock Mania? 33:12

6M ago33:12

33:12

Stephen Sikes, the Chief Operating Officer for Public.com, explains what happened to most of the retail investors who jumped into the stock market in the middle of meme-stock mania in 2021, and what they are looking for today as market dynamics shift into a lower interest rate regime. Plus, why are yields for long term bonds spiking just as the Fed…

1
How to Really Get Better With Our Money 32:47

6M ago32:47

32:47

From Philly Phinancial Literacy Week, founder Nisiar Smith takes us inside the movement he helped create to extend financial education into the underserved communities of Philadelphia. Plus, Marc Russell, the founder of BetterWallet and one of the original Fin-fluencers, takes us on his journey from being a foster child, to climbing out of $80,000 …

1
How to Have the Most Challenging Financial Conversations in Our Lives 33:58

6M ago33:58

33:58

We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and prevent a lot of stress down the road. Financial advisors Luis Rosa, Anna N'Jie Konte and Denise Zapata get up close and personal at the SER Latino Summ…

1
The Brain Behind the Biggest Breaking News Stories of Our Generation 32:17

7M ago32:17

32:17

David Faber, co-host of CNBC's Squawk on the Street, and the creator of The Faber Report, takes us through how he has broken some of the biggest business stories of the last thirty years, how the nature of business journalism has changed, and his quest to become the next host of Jeopardy. Plus, more all-time highs for the Dow and Gold as the latest…

1
Inside the Front Lines of a Modern Day Whiskey Rebellion 26:43

7M ago26:43

26:43

From the Food & Wine Classic in Charleston, S.C., new whiskey distillers like Company Distilling are battling for shelf space and brand recognition against the giants like Jim Beam and Jack Daniels. Nate Gana, one of the foremost scotch and whiskey experts in the world, takes us inside the big business of whiskey, scotch and bourbon, where global c…

1
The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today 28:32

7M ago28:32

28:32

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP M…

1
Rebuilding the 'American Dream' Through Real Estate 29:05

7M ago29:05

29:05

Americans from every generation still believe that owning their home is one the greatest investments they will make and a key component of realizing their own version of the 'American Dream'. But rising prices and tighter supply have made that dream less of a reality for many. Angie Hicks, the founder of Angi and one of the country's leading real e…

1
Secrets Every Investor Should Know with Downtown Josh Brown 42:45

8M ago42:45

42:45

Josh Brown rejoins The Express to talk about his latest book, "You Weren't Supposed to See That: Secrets Every Investor Should Know", and explains why the relentless bid in the stock market is everlasting, where all the public companies went, the economic creation and destruction behind scarcity and abundance, why trillions of dollars in economic s…

1
Investopedia Celebrates 25 Years, and The Investor Post-Summer Playbook 35:05

8M ago35:05

35:05

Investopedia is celebrating its 25th Anniversary, and we are joining the party with the most important innovations, financial events and terms of the past quarter century. Plus, Jay Woods, the Chief Global Strategist for Freedom Capital Markets helps us prep our playbooks for the rest of the year as the stock market dances near record highs ahead o…

1
The ABC's of Alternative Investing 32:46

8M ago32:46

32:46

Once the playground for high-net worth and institutional investors, alternative investing is opening up to individual investors like us through ETFs and Interval funds. Shana Orczyk, the founder and CEO of Banrion Capital, also known as "The Queen of Alternatives", educates us on the universe of alternative investments outside of collectibles, and …

1
WIll Regulators Really Break Up Big Tech, or Are They Already Too Late? 33:33

8M ago33:33

33:33

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 La…

1
What Broke, and What Got Stronger Amid the Market's Summer Storm 31:35

8M ago31:35

31:35

On our 200th episode, JC Parets of AllStarCharts climbs back aboard The Express to assess the damage across the capital markets following the 2024 Summer Volmageddon. As it turns out, some sectors and asset classes actually got stronger despite the headlines, and may provide the set up for the next leg of this Bull Market. Plus, sentiment indicator…

1
Market Meltdown: Is This 1999 All Over Again? 33:19

9M ago33:19

33:19

Stock markets around the world are melting down as the most popular trades around A.I. and Tech are unwinding amid worries about overvaluation and signs of weakness in the U.S. economy. Paul La Monica from Barron's joins The Express to help us find the key similarities and differences between the Internet Bubble of 1999 and the A.I. craze of today.…

1
Political Chaos and Our Portfolios: What Investors Really Need to Pay Attention to in this Election 32:48

9M ago32:48

32:48

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…

1
Behind the Historic Small Cap Breakout, and Investing Lessons for Millennials 34:18

9M ago34:18

34:18

Callie Cox, the new Chief Market Strategist at Ritholtz Wealth, rejoins The Express to unpack the historic break out in small cap stocks of late, and why the prospect of lower interest rates is actually good news for investors seeking balance. Plus, Callie's advice to Millennials looking to build a balanced portfolio that doesn't look anything like…

1
Investors' Great Expectations Meet the Economic Realities of the 2nd Half of 2024 30:49

9M ago30:49

30:49

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 i…

1
How to Find the Next Unicorn Wines 31:14

10M ago31:14

31:14

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 Eagl…

1
How the Trolls Took Over Wall Street, and Where They are Now 35:48

10M ago35:48

35:48

Nathaniel Popper joins The Express to talk about his latest book, "The Trolls of Wall Street: How the Outcasts and Insurgents are Hacking the Markets", and explains the origins of meme stock explosion which actually took root during Occupy Wall Street, and made their way through online forums like 4chan where throngs of disillusioned young men foun…

1
Unlocking the Super Powers of Supercommunicators 32:21

10M ago32:21

32:21

Charles Duhigg, the Pulitzer Prize winning journalist and best-selling author talks about is latest book, "Supercommunicators: How to Unlock the Secret Language of Connection", and how each of us has this superpower, but we just need the right tools to access it. How becoming a supercommunicator can improve your relationships in life and work, and …

1
Making the Case Against the 401(k) 35:46

10M ago35:46

35:46

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary retirement savings vehicle for most American workers, only helps high earners and is riddled with misaligned incentives. She joins The Express to make the…

1
Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors 32:59

11M ago32:59

32:59

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 companie…

1
Checking in on the Vibe Economy with Kyla Scanlon 29:26

11M ago29:26

29:26

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 th…

1
Why the U.S. Real Estate Market Might Be Healthier Than We Think 32:06

11M ago32:06

32:06

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years.…

Podcasty warte posłuchania

Caleb Silver Podcasty

Podcasty warte posłuchania

Skrócona instrukcja obsługi