What Goes Up
254 episodes - English - Latest episode: 24 days ago - ★★★★★ - 334 ratingsHosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.
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Episodes
Listen Now: The Big Take
March 26, 2024 08:00 - 1 minute - 960 KBThe Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon. See omnystudio.com/listener for privacy information.
Introducing: The Deal with Alex Rodriguez and Jason Kelly
February 29, 2024 22:00 - 1 minute - 1.51 MBThe Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, pivotal career moves and the ones that got away. From Bloomberg Podcasts and Bloomberg Originals, The Deal is available on Apple Podcasts, Spotify, iHeart, Bloomberg Carplay, or wherever you get your podcasts. You can also watch The Deal on Bloomberg Television, and Bloomberg Originals on YouTube. ...
Elon, Inc: Elon Musk Bingo on Tesla’s Earnings Call
January 23, 2024 23:29 - 27 minutes - 25.3 MBFrom our friends over at the Elon, Inc. podcast from Businessweek, hosted by David Papadopoulos, is this special episode we're sharing to our What Goes Up listeners. Please enjoy this episode, subscribe to their feed, and leave a review! ---- For years, Tesla fans and critics alike have produced mock bingo cards ahead of Tesla earnings calls. And so, in honor of Tesla’s next call, which will be held Jan. 24 after markets close, the Elon Inc. crew produced our own bingo game. This week we pr...
Introducing: Bloomberg News Now
December 15, 2023 11:00 - 51 seconds - 823 KBBloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. See omnystudio.com/listener for privacy information.
Introducing: Elon, Inc.
November 14, 2023 12:00 - 43 seconds - 687 KBAt Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts. See omnystudio.com/listener for privacy information.
Listen Now: GMO's Jeremy Grantham on Merryn Talks Money
October 06, 2023 04:00 - 6 minutes - 5.56 MBHey 'What Goes Up' listeners, here's another Bloomberg podcast you might enjoy: Merryn Talks Money. It's hosted by senior columnist Merryn Somerset Webb and every week aims to explain how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can us...
Why China’s Real Estate Crisis Is Different
September 29, 2023 08:00 - 36 minutes - 33.8 MBThe troubles facing highly indebted property developers in China have dominated conversations about the Asian nation’s economy and markets this year. Yet according to Rayliant Global Advisors’ Jason Hsu, there’s an important distinction between this housing crisis and previous ones elsewhere: The developers are the ones who are over-leveraged—not households. And that difference is guiding policymakers’ response. Hsu, chief investment officer of Rayliant and a co-founder of Research Affiliat...
Is the Fed Done Raising Rates? Ellen Zentner Thinks So
September 22, 2023 08:00 - 39 minutes - 35.9 MBWhen it comes to the US Federal Reserve’s campaign to crush inflation by raising interest rates, Morgan Stanley Chief US Economist Ellen Zentner says this: “I have a strong view that they’re done here—but they have left the door open.” Zentner joined the What Goes Up podcast to discuss the Fed’s decision this week to pause rate hikes, and what she expects of monetary policy and the US economy going forward. Cooling inflation should keep the central bank on hold until it’s ready to cut rates...
Human Trafficking in the Crypto Rabbit Hole
September 15, 2023 08:00 - 35 minutes - 32.1 MBA few years ago, an editor asked Bloomberg investigative reporter Zeke Faux to take a look at the cryptocurrency Tether, a so-called stablecoin meant to precisely track the US dollar by backing it with real-world reserves. What followed was a tour through some of the most-colorful corners of the crypto world, from Mighty Ducks actor Brock Pierce’s yacht to FTX founder Sam Bankman-Fried’s digs in the Bahamas and, finally, a hotbed for human trafficking in Cambodia. Faux joined the What Goes ...
A Dip Worth Buying?
September 08, 2023 08:00 - 26 minutes - 24.5 MBFrom artificial intelligence to electric vehicles and travel stocks, some of the previously hot equity-market themes have borne the brunt of the selling during the market’s dip in August and September. Sylvia Jablonski, chief executive of Defiance ETFs LLC, joined the What Goes Up podcast to discuss why that is. She also makes the case for buying the dip. “Everyone kind of panics, sells off tech, sells off growth and goes back into cash, cash equivalents, staples and kind of the defensive ...
How to Avoid Getting Burned by the AI Hype
September 01, 2023 08:00 - 38 minutes - 35.1 MBThere’s a lot of excitement around AI-focused stocks right now, but market veteran Art Hogan urges caution when it comes to companies that are just trying to take advantage of the hype without having true ties to the industry. The chief market strategist at B. Riley Wealth joined the What Goes Up podcast to discuss how he views the artificial intelligence investment landscape, as well as other market trends. “If we start to see the capital markets open, and we start to have a flood of ne...
Matt Levine on Why 'Everything Is Securities Fraud'
August 25, 2023 08:00 - 36 minutes - 33.1 MBMatt Levine, a columnist for Bloomberg Opinion who writes the Bloomberg newsletter Money Stuff, joined the What Goes Up podcast to discuss some of the hot finance topics he’s been covering and what he means when he says “everything is securities fraud.” “I have a genre of stories called ‘everything is securities fraud,’ which is where public companies do random bad things and people sue them for securities fraud,” Levine says. “It’s indicative of this really big, interesting trend in Americ...
BlackRock Shakes Up the Bitcoin ETF Race
August 18, 2023 08:00 - 46 minutes - 43 MBCrypto fanatics have been pining for a Bitcoin exchange-traded fund for a decade now. But as the applications piled up, US regulators repeatedly declined to approve one, citing the risk of fraud and market manipulation in cryptocurrency markets. But with the entrance of BlackRock Inc. into the race, many market watchers are hopeful that one or more spot-Bitcoin ETFs will finally get the go-ahead. After all, the world’s largest asset manager has a strong track record of getting funds past re...
The `Odd Lots' Crossover Episode
August 11, 2023 08:00 - 44 minutes - 40.7 MBFrom the renewed and growing power of American organized labor to the case for minting a $1 trillion coin to end debt-ceiling brinkmanship once and for all, Bloomberg’s Odd Lots podcast has tried to tackle some of the most important topics related to the economy and financial markets. From Modern Monetary Theory to Bidenomics, the show hasn’t found a topic it can’t chew on. Now, the podcast’s hosts get the chance to answer some questions instead of asking them. Tracy Alloway and Joe Weisent...
What You Need to Know About Gold
August 03, 2023 20:58 - 44 minutes - 41.1 MBThe price of gold tends to do well in times of elevated uncertainty about economies and financial systems—something the world has seen a lot of in the past few years. Yet each time the precious metal rallies above $2,000 an ounce, it quickly falls back below that threshold. Why is that? Joe Cavatoni, strategist at the World Gold Council, joined the What Goes Up podcast to explain what drives the price of gold, what buyers need to know and why that magic number has served as a ceiling. One m...
Vanguard's Hard Pass on a `Soft Landing'
July 28, 2023 08:00 - 38 minutes - 35.4 MBA rallying stock market and better-than-expected second-quarter economic growth are just the latest developments pointing Wall Street skeptics to the possibility of a US “soft landing.” That’s where the Federal Reserve gets inflation back down to around 2% without triggering a downturn. For more than a year, Fed Chair Jerome Powell has waged war on inflation while a chorus of adamant recession predictions has fallen flat. But even now, with inflation cooling and the economy looking to be on...
When Will Commercial Real Estate Market Hit Bottom?
July 21, 2023 08:00 - 39 minutes - 36 MBA slow-motion crisis is unfolding in the global commercial real-estate market, thanks to the double-whammy of higher interest rates and lower demand for office space following the Covid-19 pandemic. John Fish, who is head of the construction firm Suffolk, chair of the Real Estate Roundtable think tank and former chair of the Federal Reserve Bank of Boston, joined the What Goes Up podcast to discuss the problems facing the sector and what’s being done to help. “The biggest problem right n...
There's No Magic to Fed's 2% Inflation Target
July 14, 2023 08:00 - 31 minutes - 28.9 MBUS Federal Reserve officials have been adamant that they’re looking to get inflation levels back down to 2%. But the path to that goal could bring pain to millions of workers, a possible trade-off that “doesn’t make sense,” according to Rick Rieder, BlackRock Inc.’s chief investment officer of global fixed income. “This whole idea of there’s a magic to 2% doesn’t make any sense to me. You just had immense stimulus—let it play out,” he says on this week’s episode of the What Goes Up podcast....
The World's Food Supply Needs to Change
July 07, 2023 08:00 - 42 minutes - 39.2 MBGlobal shifts in incomes and populations, geopolitics and the climate crisis are combining to drastically alter the outlook for the world’s food supply. Taimur Hyat, chief operating officer for asset manager PGIM, joined the What Goes Up podcast to discuss his research into the changing world of food and what opportunities and risks it all presents to investors. “We think food is where the energy sector and this whole talk about energy transition was about 10 years ago,” Hyat says. “We ar...
What If There Was a Recession and No One Noticed?
June 30, 2023 08:00 - 43 minutes - 40 MBThe disconnect between a roaring stock market and stubborn recession predictions has left many investors scratching their heads. The equity strategists at Bloomberg Intelligence however have an intriguing explanation: Maybe the part of the economic downdraft most likely to impact stocks started last year, and the worst could already be over. That’s what an economic-regime model suggests, according to BI Chief Equity Strategist Gina Martin Adams and her team. She joined the What Goes Up podc...
How Covid Rewired Markets and the Economy
June 23, 2023 08:00 - 46 minutes - 42.2 MBWhile in some places life has mostly gotten back to normal following the Covid-19 pandemic, there are aspects of economies and markets that may have been altered permanently. Jared Gross, the head of institutional portfolio strategy at J.P. Morgan Asset Management, joined the What Goes Up podcast to discuss his team’s research into the post-pandemic landscape. According to Gross, some of the most-important legacies of the global health crisis will be disruptions to trade practices and the...
AI's 'Big Bang' Moment
June 16, 2023 08:00 - 33 minutes - 30.5 MBEnthusiasm for artificial intelligence has powered a breakneck rally in US equities this year, far overshadowing the US Federal Reserve’s campaign to raise interest rates. So how should investors sort out the fundamentals from the hype? Mark Baribeau, the head of global equity at PGIM’s Jennison Associates, joined the What Goes Up podcast to discuss how he’s viewing the opportunity. He’s the lead manager of the PGIM Jennison Global Opportunities Fund, which is beating 99% of its peers with ...
Seema Shah Makes the Case for a Short-Lived Recession
June 09, 2023 08:00 - 28 minutes - 26.4 MBAccording to Seema Shah, the chief global strategist for Principal Asset Management, the US economy will enter a recession, likely at the end of this year. Though she says it could be mild and short-lived. Shah joined the What Goes Up podcast to discuss why she thinks there will be a downturn, and why it could last just two quarters. Earnings have come down and could continue to do so, she says, which may “weigh on asset prices.” And while the labor market looks strong right now, she warns...
Using AI to Explain Stock Moves
June 02, 2023 08:00 - 28 minutes - 25.9 MBArtificial intelligence is all the rage on Wall Street. Some strategists see AI trends driving further gains for stocks as others point to how big banks are beginning to use it to automate some jobs. MarketReader, founded by Jens Nordvig, is leveraging AI to analyze US equity market trends and help predict why a stock might be moving a certain way. He joined the What Goes Up podcast to discuss how he sees AI helping investors digest information at a faster pace. “What’s happened this year i...
Betting (on) the Farm
May 26, 2023 08:00 - 30 minutes - 28 MBInvesting in farmland has historically offered an attractive and stable source of returns, yet it’s not an easy asset class for most investors to access. Carter Malloy founded a platform called AcreTrader in an effort to make it easier to purchase fractional ownership of a farm. He joined the What Goes Up podcast to discuss some of the benefits and risks of this type of farmland investing. “You don’t have big, huge up years and huge down years that you do across so many other mainstream as...
With Fed Pause Likely, Here Are Ideas for Your Cash
May 19, 2023 08:00 - 32 minutes - 30 MBA lot of investors are sitting on piles of cash. In fact, J.P. Morgan Wealth Management estimates its clients are more overweight with cash now than they’ve been in a decade. But attractive buying opportunities could be lurking, including in fixed income, US mid-cap stocks and European equities, according to Chief Investment Strategist Tom Kennedy. He joined the What Goes Up podcast to discuss corners of the market—in the US and abroad—that look enticing. He also talks about how Europe m...
The Debt Ceiling Crisis Is an Opportunity
May 12, 2023 08:00 - 28 minutes - 26 MBAs the US government debt-ceiling standoff heats up and markets grow more volatile, veteran Loomis Sayles & Co. portfolio manager Elaine Stokes has some advice for investors in the corporate-bond market: Get ready to buy. Stokes joined the What Goes Up podcast to discuss the opportunities the drama in Washington may create, the potential for a credit crunch stemming from regional-bank turmoil, and how high-yield bonds may not be as risky as they seem, given recession concerns. “The vola...
The Fed Won't Ride to the Rescue
May 05, 2023 08:00 - 34 minutes - 31.3 MBBrace for a US recession to start next quarter and worsen at the end of the year, and don’t bet on the Federal Reserve to react immediately to prop up growth. That’s according to Sarah House, senior economist at Wells Fargo & Co. She joined the What Goes Up podcast to give her appraisal of the economy, and discuss what to expect for the rest of 2023. “It’s likely to be kind of more of a slow drag in terms of economic activity, just given that we also don’t think the Fed’s going to be riding...
The Fed's Not Done Breaking Things
April 28, 2023 08:00 - 40 minutes - 36.8 MBWhile the drama surrounding regional US banks has largely subsided following the failure of three lenders in March, that doesn’t mean the ripple effects of Federal Reserve interest-rate hikes are over. This is according to Que Nguyen, chief investment officer of equities at Research Affiliates, who joined the What Goes Up podcast to give her outlook on markets and talk about why she doesn’t foresee a soft landing for the economy. “When the Fed raises rates and it breaks something, it rarely...
Morgan Stanley Braces for a Soft Landing
April 21, 2023 08:00 - 30 minutes - 28.3 MBRunaway inflation. Surging interest rates. Bank failures. For a while it seemed like all of these issues would combine to trigger a US recession. Not so fast, says Morgan Stanley’s Seth Carpenter, the bank’s global chief economist. He joined the What Goes Up podcast to explain why there are signs the US could experience a “soft landing” that averts a major economic downturn. “It seems hard to avoid the fact that the US economy is going to slow down, and part of the reason why that’s hard t...
The Case for a 22% Drop in S&P 500
April 14, 2023 08:00 - 41 minutes - 38.1 MBTroy Gayeski, chief market strategist at FS Investments, says don’t wait until May to flee the stock market rally—get out now. He joined the What Goes Up podcast to explain why he’s expecting the S&P 500 to bottom out at around 3,200, a roughly 22% drop from current levels. “First of all, the strongest rallies have always been in bear markets,” he says. “Usually they’re driven by technical factors. And then there’s a narrative that’s put together to justify it: the more recent one was that ...
Man Group's Stock Skepticism
April 07, 2023 08:00 - 38 minutes - 35.6 MBIt’s not just the prospect of deteriorating fundamentals that has Man Group’s Mark Jones skeptical about stocks these days. It’s also the risk of money flowing into fixed-income investments now that they’re sporting attractive yields. Jones, who is the deputy chief executive of the world’s largest publicly traded hedge-fund manager, joined the What Goes Up podcast to give his outlook on markets and explain what strategies have been working well at his firm. “I think the risk-reward in equit...
A Quant Takes on Microcaps
March 31, 2023 08:00 - 36 minutes - 33.3 MBIf there’s one thing that keeps professional investors up at night, it’s being involved in a “crowded trade.” In other words, a position that’s become so popular that there are few investors left to get involved with it, so there’s risk of painful losses for all if the crowd heads for the exits. That’s part of the appeal of microcap stocks for Patrick McDonough, a portfolio manager at PGIM Quantitative Solutions. He joined the What Goes Up podcast to explain his approach to analyzing these...
Flashbacks to 2008
March 24, 2023 08:00 - 38 minutes - 35.6 MBWhen Steve Sosnick recalls 2008 and tries to make parallels to the current turmoil in the banking sector, one memory sticks out: riding the elevator with Thomas Peterffy, founder of Interactive Brokers, who offhandedly asked him “what’s new?” “And I said, ‘what’s really interesting to me is the story that I’m reading this morning about how Bear Stearns may have as much as $20 billion in losses at some of their hedge funds,” recalled Sosnick, who’s currently chief strategist at Interactive....
The Huge Significance of Small Banks
March 17, 2023 08:00 - 39 minutes - 36.4 MBTorsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed with the failure of Silicon Valley Bank. Now he’s bracing for a “hard landing.” Slok joined the What Goes Up podcast to discuss the sizeable role regional banks play in the US economy, and the reasons why SVB’s colla...
Jeremy Grantham's Market Meat-Grinder
March 10, 2023 09:00 - 47 minutes - 43.3 MBJeremy Grantham blames the US Federal Reserve for creating a bubble in asset prices—one he says has a long way to go before it’s fully deflated. As a result, stock prices may not reach bottom until late next year, he warns. The 84-year-old co-founder of investment firm GMO joined the What Goes Up podcast to explain what he calls the current, “meat grinder” phase of the market, and why he believes the central bank has “hardly gotten anything right.” “Since Alan Greenspan first arrived—Pau...
A Soft Landing Is Getting Harder
March 03, 2023 09:00 - 43 minutes - 39.9 MBPrinceton University’s Alan Blinder is one of the most prominent economists to have expressed optimism that the Federal Reserve can engineer a so-called “soft landing” for the US economy—taming inflation without triggering a recession. But Blinder, who served in the 1990s as a vice chair of the Fed and a member of the president’s Council of Economic Advisers, explains on this episode of What Goes Up why he’s toned down his assessment. A big reason is the change in the way the Bureau of Labo...
BlackRock on 'Fixing' the 40 in 60/40
February 24, 2023 09:00 - 40 minutes - 37.3 MBExchange-traded fund managers have seen massive inflows into fixed-income ETFs in recent months. As the dust settles from the bond market’s worst year on record, ETFs focused on safe and simple Treasuries have attracted the bulk of the money. Stephen Laipply, the US head of fixed income ETFs at BlackRock, explains this state of affairs on the latest episode of the What Goes Up podcast. Many investors who follow a standard strategy of investing 60% of their portfolio in stocks and 40% in bon...
Don’t Feel Bullied by the Stock Rally
February 17, 2023 09:00 - 32 minutes - 30.1 MBThe stock market may be off to a great start in 2023, but investors should be “mindful about not being bullied” by the rally, says Wealth Enhancement Group’s Nicole Webb. She warns that it won’t last. The S&P 500 is up 7% so far this year, while the tech-heavy Nasdaq 100 has surged roughly 15%. Webb, a senior vice president and financial adviser at the firm, joined the What Goes Up podcast to discuss her views on the market and the speediness of the recovery. “To us fundamentally, does te...
How Wall Street Is Using AI to Build ETFs
February 10, 2023 09:00 - 40 minutes - 36.7 MBChatGPT has taken the internet by storm, spurring all manner of experiments and examination as to what extent the artificial-intelligence model can supplant humans and daily tasks. But it’s also being used on Wall Street, where a number of exchange-traded fund issuers, including State Street, have grasped onto the concept to help put together innovative products. Matt Bartolini, head of SPDR Americas Research at State Street Global Advisors, joined the What Goes Up podcast to talk about us...
(Mis)interpreting the Fed
February 03, 2023 09:00 - 47 minutes - 43.2 MBMorgan Stanley’s Jim Caron joined the What Goes Up podcast to dissect this week’s US Federal Reserve meeting and analyze how markets may have misinterpreted the message being sent by Chair Jerome Powell. “This is a guy who’s worried about inflation; this is somebody who’s not done tightening by any stretch of the imagination,” said Caron, the co-chief investment officer of Global Balanced Funds at Morgan Stanley Investment Management. But Powell’s comments triggered rallies in stocks and bo...
AlphaSimplex on Embracing the 'Uncomfortable'
January 27, 2023 09:00 - 38 minutes - 34.8 MBThe rare bright spots for investing last year were those strategies that follow trends in markets rather than fundamentals. This successful approach included the AlphaSimplex Managed Futures Strategy Fund, which returned more than 32% for the year. Kathryn Kaminski, chief research strategist and portfolio manager at AlphaSimplex Group, joined the What Goes Up podcast to discuss her firm’s strategies, and what she’s expecting in 2023. “We do really well when there’s massive trends, when the...
Fading the New Year's Bounce
January 20, 2023 09:00 - 42 minutes - 38.6 MBThe stock market got off to a roaring start this year with the S&P 500 at one point clocking a year-to-date gain of more than 4%. Truist Wealth Co-Chief Investment Officer Keith Lerner, however, is skeptical of the New Year bounce. He says the possibility of a recession and dwindling liquidity make the rally unsustainable. Lerner joined the What Goes Up podcast to explain why he’s advising clients to take a defensive posture with investments, and what he believes is the best way to execute...
Savita Subramanian's Earnings-Season Reality Check
January 13, 2023 09:00 - 39 minutes - 36.1 MBGet ready for some bad earnings-season news. That’s the call from Savita Subramanian, the head of equity and quantitative strategy at Bank of America, who is expecting a 10% drop in earnings that will likely keep a lid on the S&P 500 in 2023. She joined the What Goes Up podcast to give her outlook for the market and explain why she thinks analysts’ earnings estimates are too high: “We are going to see those estimates come down, and it's likely to happen after companies guide more aggressiv...
Fidelity Sees a Return to Bear-Market Lows
January 06, 2023 09:00 - 37 minutes - 34.6 MBThe US Federal Reserve’s commitment to higher interest rates and the potential for a recession in 2023 will combine to damage corporate earnings—damage that likely will cause the stock market to revisit its bear-market lows, warns Jurrien Timmer, director of global macro at Fidelity Investments. Timmer joined the What Goes Up podcast to discuss his outlook for the year, and explain why he thinks bonds will resume their role as a source of protection for investors in balanced portfolios. H...
SBF's Love of Risk
December 30, 2022 09:00 - 41 minutes - 38 MBBefore his FTX cryptocurrency empire collapsed, many of Sam Bankman-Fried’s public statements indicated that he made decisions “as though he had no risk aversion,” according to Victor Haghani, the founder and chief investment officer of Elm Partners Management and a co-founder of the Long-Term Capital Management hedge fund. Haghani joined the What Goes Up podcast to discuss how Bankman-Fried’s tolerance for risk made him highly unusual under the “theory of choice under uncertainty,” and h...
JPMorgan's Obituary for Globalization
December 23, 2022 09:00 - 42 minutes - 38.8 MBThe decades-long trend of globalization has come to an end and the fracturing of geopolitics will have huge implications for capital markets and investing in 2023, according to strategists at JPMorgan Chase & Co. Jared Gross, head of institutional portfolio strategy at JPMorgan Asset Management, joined the What Goes Up podcast to discuss how everything from supply chains to industrial policy, energy and defense will feel the impact. See omnystudio.com/listener for privacy information.
The Calendar Won't Cure the Chaos
December 16, 2022 09:00 - 29 minutes - 26.7 MBDon’t expect volatile equity-market swings to go away when the calendar flips to 2023, says Edward Jones senior investment strategist Mona Mahajan, who advises focusing on defensive and value stocks in the new year. But there is hope for later in the year, she says, when the market will be looking forward to lower inflation and a stabilizing US economy. Mahajan joined the What Goes Up podcast to discuss her outlook for next year and assess the market’s reaction to the latest message from th...
TINA's Dead and Bonds Are Back
December 09, 2022 09:00 - 40 minutes - 37.1 MBBonds are back—and they appear to be the preferred asset class as we head into the uncertain economic environment in 2023, according to Gargi Chaudhuri, head of investment strategy for the Americas at BlackRock’s iShares unit. She joined this week’s What Goes Up podcast to talk about her 2023 outlook, next week’s policy decision by the Federal Reserve and the appeal of not only safe Treasuries but some riskier mortgage securities. “It is so exciting, I think, to be in a world where there ar...
5% Inflation for a Decade?
December 02, 2022 09:00 - 47 minutes - 43.1 MBExpectations that inflation will normalize to near 2% in the near term will “end in tears,” according to Vincent Deluard, the director of global macro strategy at brokerage StoneX Financial. He contends growth in consumer prices will remain closer to 5% for about a decade. Deluard joined the latest episode of the What Goes Up podcast to explain why he believes inflation will remain stubbornly high and what that would mean for markets. He also reveals what he calls “Silicon Valley’s Seven Dea...