Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

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 companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/d/dispersion.asp https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358 https://www.youtube.com/watch?v=U1prSyyIco0 https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti https://www.cboe.com/us/indices/dispersion/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz Wants to Show You His Portfolio

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 th...

16 Joulu 202433min

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

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 auth...

9 Joulu 202433min

Setting Longer Tables with Chef José Andrés

Setting Longer Tables with Chef José Andrés

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 Worl...

2 Joulu 202440min

The ETF Industry in Search of the Next $10 Trillion

The ETF Industry in Search of the Next $10 Trillion

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, ...

25 Marras 202432min

Ray Dalio and His Principles For This New World Order

Ray Dalio and His Principles For This New World Order

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 electi...

18 Marras 202443min

Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

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 Wea...

11 Marras 202434min

Why the Federal Budget Deficit Could Trigger the Next Financial Crisis

Why the Federal Budget Deficit Could Trigger the Next Financial Crisis

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 Respo...

4 Marras 202428min

What Actually Happened to the Investors Who Joined the Market During Meme Stock Mania?

What Actually Happened to the Investors Who Joined the Market During Meme Stock Mania?

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 t...

28 Loka 202433min

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