What Really Caused the Stock Market Crash of 1929?

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 NOTES www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/terms/v/vix.asp https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012023.pdf www.investopedia.com/ask/answers/06/dilutivestock.asp https://www.youtube.com/watch?v=T0cAGOgJH3c https://www.newyorkfed.org/aboutthefed/orgchart/dudley.html https://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

23 Tammi 202327min

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.asp https://home.treasury.gov/news/press-releases/jy1188 www.weforum.org/events/world-economic-forum-annual-meeting-2023 www.investopedia.com/terms/d/discountrate.asp https://williamcohan.com/ https://www.youtube.com/watch?v=j8d-IYSM-08&t=1603s The Investopedia Reader Sentiment Survey Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Tammi 202333min

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 NOTES www.federalreserve.gov/monetarypolicy/fomcprojtabl20221214.htm https://www.investopedia.com/terms/c/consumerpriceindex.asp https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010623A.pdf https://www.taylorschulte.com/ https://www.definefinancial.com/ https://www.taylorschulte.com/my-podcasts/ https://www.investopedia.com/terms/p/ponzischeme.asp https://www.investopedia.com/who-is-charles-ponzi-5216783 www.investopedia.com/terms/i/inflation-swap.asp https://www.sho.com/billions Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Tammi 202328min

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-report https://myepfr.com/insights/press-release/epfr-data-reports-total-global-etf-assets-exceed-10-trillion/ https://www.investopedia.com/terms/j/januaryeffect.asp https://charlierose.com/videos/31221 Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Tammi 202331min

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 NOTES https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022 https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785 www.spglobal.com/marke...960244 www.investopedia.com/terms/c/capitulation.asp https://www.shapingwealth.com/ https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74 Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Joulu 202235min

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 NOTES https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://dof.princeton.edu/about/clerk-faculty/emeritus/burton-gordon-malkiel https://www.investopedia.com/2022-top-terms-of-the-year-6835881 https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785 https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.goodreads.com/book/show/40242274-a-random-walk-down-wall-street Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Joulu 202233min

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 NOTES https://ycharts.com/dashboard/ www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html ttps://www.investopedia.com/terms/v/vix.asp insight.factset.com/large...o-date https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242 https://ycharts.com/support/resources#tackling_lient_questions_during_volatile_markets_with_shannon_saccocia_caleb_silver https://www.svb.com/private-bank/advisors/directory/shannon-saccocia www.investopedia.com/terms/w/washsalerule.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Joulu 202231min

Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week. LINKS FOR SHOW NOTES https://www.jamiehopkins.com/ https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/ https://business.bofa.com/en-us/content/market-strategies-insights.html https://www.spglobal.com/spdji/en/research-insights/education/ https://www.investopedia.com/terms/c/counterpartyrisk.asp https://www.investopedia.com/terms/d/defaultrisk.asp https://www.investopedia.com/terms/c/cape-ratio.asp https://selfserve.decipherinc.com/survey/selfserve/14c3/210402 https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Marras 202234min