Strategic Investing in the Home Stretch of 2022

Strategic Investing in the Home Stretch of 2022

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

Episoder(291)

What Financial Advisors are Telling Their Clients Today

What Financial Advisors are Telling Their Clients Today

As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are ad...

21 Nov 202232min

Investing in Innovation with Cathie Wood, and The Collapse of FTX

Investing in Innovation with Cathie Wood, and The Collapse of FTX

Cathie Wood, the CEO and CIO of Ark Invest, joins the show to talk about her team's vision for a digital, decentralized future, and how she manages her funds through the downturn. Plus, the collapse o...

14 Nov 202231min

A Wake-Up Call for Investors to the New, New Normal

A Wake-Up Call for Investors to the New, New Normal

Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab, rejoins the Express to explain why we need to stop hoping for a Fed pivot, and why we need good old-fashioned investing fundamental...

7 Nov 202235min

Bonus Episode - A Conversation with the Masters of Marketing

Bonus Episode - A Conversation with the Masters of Marketing

In this bonus episode of the Express, we sit down with the chief marketing officers of United Airlines, Reckitt and CVS Health, as well as Bob Liodice, the CEO of the Assoc. of National Advertisers, f...

2 Nov 202221min

The Bumpy Road to an Economic Recovery with Mohamed El-Erian

The Bumpy Road to an Economic Recovery with Mohamed El-Erian

Mohamed El-Erian, the President of Queens College, Cambridge, and Sr. Economic Adviser at Allianz, on the economic scars of the pandemic, the bumpy road to a healthy recovery, and reasons for investor...

31 Okt 202232min

Going Back to School with The Master Investor

Going Back to School with The Master Investor

Ian Dunlap, aka 'The Master Investor', joins The Express to talk about his process, his inspirations, and his passion for investing. He also shares tips for navigating today's market, and how to inves...

24 Okt 202235min

Live from the Floor of the NYSE with Bob Pisani

Live from the Floor of the NYSE with Bob Pisani

Bob Pisani, the legendary business news broadcaster and CNBC's Senior Markets Correspondent joins the show live from the floor of the New York Stock Exchange to talk about what really happens on Wall ...

17 Okt 202233min

The Case Against Stakeholder Capitalism

The Case Against Stakeholder Capitalism

Vivek Ramaswamy, author of Woke Inc., and Nation of Victims, joins the show to talk about the fallacy of stakeholder capitalism and why it is at the root of one of the greatest frauds in financial mar...

10 Okt 202234min

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