The Investopedia Express with Caleb Silver

The Express heads to ETF Exchange to learn what is coming down the tracks for investors who ride the exchange traded funds rails. Todd Rosenbluth of VettaFi and Reggie Browne of GTS join the show to tell us why there is still a lot of growth ahead for the industry, and why they are creating new solutions for more discerning investors. Plus, a little risk-reversal takes hold after a torrid January, just as retail investors dive headlong into the options market. Be careful out there.Links for show notes:www.etoro.com/news-and-analysis/in-depth-analysis/the-costs-of-rising-short-termism/https://www.cboe.com/data/market_statistics/https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_021023.pdfhttps://exchangeetf.com/www.investopedia.com/terms/d/deflation.aspwww.investopedia.com/terms/d/disinflation.asphttps://www.etftrends.com/author/toddrosenbuth/https://gtsx.com/reginald-m-browne/https://www.investopedia.com/terms/e/etf.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Peter Tuchmann, aka “The Einstein of Wall Street”, and the most visible trader on the floor of the NYSE, explains what actually happens on the floor of the world’s most famous exchange, how it has changed, and why human beings will always be essential to the capital markets. Plus, what in the world is going on with the U.S. labor market? We break down the latest jobs numbers, and why they defy fears of a recession.Links for show notes:www.investopedia.com/terms/n/nonfarmpayroll.aspwww.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlwww.investopedia.com/what-to-expect-for-the-markets-next-week-4584772https://www.investopedia.com/terms/c/convertible-security.asphttps://www.einsteinofwallst.com/https://wall-street-global-trading-academy.teachable.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ray Dalio, the founder of Bridgewater Associates, and author of the Principles series of books and videos, rejoins The Express, to talk about his latest addition to the set, how he sees the current economic dynamic playing out, and why we keep repeating the same cycles over centuries in capital markets. Plus, the latest results of our reader sentiment survey tell us you are a little less afraid to invest, but not yet ready to run with the Bulls. The Bulls, however, are already running.LINKS FOR SHOW NOTEShttps://www.investopedia.com/january-rally-tempers-fear-among-individual-investors-but-cautiousness-remains-7099771https://www.investopedia.com/terms/j/januaryeffect.asphttps://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772https://www.principles.com/https://www.bridgewater.com/people/ray-daliohttps://www.youtube.com/watch?v=Nu4lHaSh7D4https://www.investopedia.com/what-is-chatgpt-7094342 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bill Dudley, former President and CEO of the NY Federal Reserve bank, joins the show to talk about what really happens inside the Fed and the FOMC ahead of key meetings on interest rates, and what to expect at the next two key meetings. Plus, global stock markets are making a head-spinning comeback as countries facing steep economic downturns are delivering huge equity returns. And, a record amount of cash is sitting in cash. We look at where it may flow next.LINKS FOR SHOW NOTESwww.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/v/vix.asphttps://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012023.pdfwww.investopedia.com/ask/answers/06/dilutivestock.asphttps://www.youtube.com/watch?v=T0cAGOgJH3chttps://www.newyorkfed.org/aboutthefed/orgchart/dudley.htmlhttps://gceps.princeton.edu/william-c-dudley/https://www.abebooks.com/signed/Economics-Introductory-Analysis-Samuelson-Paul-McGraw-Hill/30058256356/bd Learn more about your ad choices. Visit podcastchoices.com/adchoices

William D. Cohan, best-selling author, joins the show to talk about his new book about GE, "Power Failure: The Rise and Fall of an American Icon", the legacy of Jack Welch, and our endless fascination with the cult of the CEO. Plus, as the Debt Ceiling approaches, the U.S. Treasury is warning of a repeat of 2011 that could derail markets and deliver a serious blow to the country's precarious financial situation. And, risk is back on the menu as promiscuous investors hunt for yield in dangerous places.LINKS:https://allstarcharts.com/blog/www.investopedia.com/terms/d/debt-ceiling.asphttps://home.treasury.gov/news/press-releases/jy1188www.weforum.org/events/world-economic-forum-annual-meeting-2023www.investopedia.com/terms/d/discountrate.asphttps://williamcohan.com/https://www.youtube.com/watch?v=j8d-IYSM-08&t=1603sThe Investopedia Reader Sentiment Survey Learn more about your ad choices. Visit podcastchoices.com/adchoices

Taylor Schulte, the founder of Define Financial and the host of the "Stay Wealthy Retirement", podcast, joins The Express to help us ease our stress and find opportunities in uncertain markets like this one. Plus, the enigma that is the U.S. labor market, and what the layoffs in Big Tech are telling us. And, what to watch this week as inflation and earnings take center stage.LINKS FOR SHOW NOTESwww.federalreserve.gov/monetarypolicy/fomcprojtabl20221214.htmhttps://www.investopedia.com/terms/c/consumerpriceindex.asphttps://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010623A.pdfhttps://www.taylorschulte.com/https://www.definefinancial.com/https://www.taylorschulte.com/my-podcasts/https://www.investopedia.com/terms/p/ponzischeme.asphttps://www.investopedia.com/who-is-charles-ponzi-5216783www.investopedia.com/terms/i/inflation-swap.asphttps://www.sho.com/billions Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Express is back on the tracks and riding into 2023 with the tale of the tape from last year's historically challenging markets, and the outlook for the year ahead. Plus, Salim Ramji, Global Head of iShares and Index Investments for BlackRock, joins the show to talk about why 2023 will be big for bond ETFs, and why the overall market for exchange traded products is only getting bigger as investors demand customization. And... Warren Buffett's secret to not buying stocks.Links for show notes:https://www.carsongroup.com/insights/blog/https://www.ishares.com/us/insights/investor-progress-reporthttps://myepfr.com/insights/press-release/epfr-data-reports-total-global-etf-assets-exceed-10-trillion/https://www.investopedia.com/terms/j/januaryeffect.asphttps://charlierose.com/videos/31221 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023.LINKS FOR SHOW NOTEShttps://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785www.spglobal.com/marke...960244www.investopedia.com/terms/c/capitulation.asphttps://www.shapingwealth.com/https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Professor Burton Malkiel, author of the seminal investing bible, 'A Random Walk Down Wall Street", joins the show to celebrate the 50th anniversary of the masterpiece, and shares timeless advice for investors today. Plus, we share Investopedia's Top Terms of 2022, and what was top of mind for investors during this tumultuous year. And, why this could be the most important week of the year for the markets.LINKS FOR SHOW NOTEShttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://dof.princeton.edu/about/clerk-faculty/emeritus/burton-gordon-malkielhttps://www.investopedia.com/2022-top-terms-of-the-year-6835881https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772https://www.goodreads.com/book/show/40242274-a-random-walk-down-wall-street Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey.LINKS FOR SHOW NOTEShttps://ycharts.com/dashboard/www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlttps://www.investopedia.com/terms/v/vix.aspinsight.factset.com/large...o-datehttps://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242https://ycharts.com/support/resources#tackling_lient_questions_during_volatile_markets_with_shannon_saccocia_caleb_silverhttps://www.svb.com/private-bank/advisors/directory/shannon-saccociawww.investopedia.com/terms/w/washsalerule.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices