Momentum Loses its MoJo, and the Risk Trade Gets Wrecked

Momentum Loses its MoJo, and the Risk Trade Gets Wrecked

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, and Wall Street has dusted off an old, but risky strategy called 'Portable Alpha', to find the next moonshot stocks. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11687706 https://www.investopedia.com/terms/p/portablealpha.asp https://www.investopedia.com/trump-says-canada-mexico-tariffs-will-take-effect-next-week-china-rate-to-double-11687476 https://www.economy.com/economicview/analysis Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How the "Apes" Cracked Wall Street

How the "Apes" Cracked Wall Street

Melissa Lee, host of CNBC's Fast Money, joins the show to talk about her recent documentary on the Meme-Stock revolution, and the new regime of day traders and investors who have changed the stock mar...

8 Marras 202129min

The Voice of American Business News

The Voice of American Business News

Kai Ryssdal, host of Marketplace Radio, joins the Express to talk about the widening disconnect between markets and the economy, and what he hears from Marketplace's 14 million listeners. Plus, the ha...

1 Marras 202129min

The View from Hedgeye's Perch

The View from Hedgeye's Perch

Keith McCullough, the co-founder and CEO of Hedgeye Risk Management, joins the show to lay out his multi-factor approach to identifying market and economic cycles. Numbers don't lie, and Keith shares ...

25 Loka 202130min

The Federal Reserve and the Future of Digital Currency

The Federal Reserve and the Future of Digital Currency

Sunayna Tuteja, the Fed's first Chief Innovation Officer, joins the show in her first interview to discuss how the central bank is approaching the development of a digital currency, and how it plans t...

18 Loka 202127min

The World According to Gary Vaynerchuk

The World According to Gary Vaynerchuk

The original influence marketer and e-commerce pioneer joins the show to talk about his passion for non-fungible tokens, the future of advertising, and why empathy is his guiding principle. Plus, inve...

11 Loka 202132min

How a Top Stock Picker Sees the Market Right Now

How a Top Stock Picker Sees the Market Right Now

Stephanie Link, the Chief Investment Strategist of Hightower Advisors, joins the Express to identify where she sees the greatest opportunities and risks in the stock market right now. Plus, what's beh...

4 Loka 202129min

How Healthy is the Global Economic Recovery?

How Healthy is the Global Economic Recovery?

Ethan Harris, Head of Global Economics at Bank of America Merrill Lynch, joins the show to take a stethoscope to economies around the world for health checks. Plus, the markets bent, but didn’t break,...

27 Syys 202125min

How Financial Stress affects our Health

How Financial Stress affects our Health

Amy Morin, Editor in Chief of VeryWell Mind joins the show to talk about how our financial, physical and mental health are all connected, and how to deal with stress. Plus, there are bear markets popp...

20 Syys 202120min

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