Playing Offense and Defense in Q4

Playing Offense and Defense in Q4

A potential tariff truce between the U.S. and China has stocks hitting new highs around the world despite the ongoing government shutdown and a slowing labor market. The Fed may try to stem the slowdown when it meets this week on interest rates with all signs pointing towards another small cut. Shannon Sacoccia of Neuberger Berman drops in with her playbook on how to play offense and defense in the fourth quarter, and what to expect in 2026. Plus, shares of Beyond Meat are getting grilled after soaring on the meme stock express last week. Is this just a silly stock move or yet another sign of frothiness across the market? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(297)

Investing Through a Cloud of Dubious Data

Investing Through a Cloud of Dubious Data

The recent firing of the Commissioner of the BLS and the resignation of a top Fed official have cast even more doubt on the trustworthiness of government data and the future independence of the centra...

4 Aug 202535min

Low-Riding Through Short Squeezes to Higher Highs

Low-Riding Through Short Squeezes to Higher Highs

On what could be the most important week for investors in years, markets keep riding to higher highs, and meme stocks keep spinning into the silly-sphere as the shorts get squeezed, giving 2021 vibes ...

28 Jul 202530min

Investing Through a Regulatory Overhaul

Investing Through a Regulatory Overhaul

From the passage of the “Big Beautiful Tax Bill”, to new laws around stablecoins, investors have been navigating one massive change after another as they chase the stock market to new record highs. Mi...

21 Jul 202531min

Testing the Limits of American Exceptionalism

Testing the Limits of American Exceptionalism

As yet another new wave of tariff threats come out of the White House, investors have yet to bail out of the U.S. stock market like they did in April. Is their bet on American Exceptionalism about to ...

14 Jul 202531min

High Anxiety Inside the Everything Rally

High Anxiety Inside the Everything Rally

Markets are steaming into the summer at all-time highs as the July 9th reciprocal tariff deadline approaches and the Big Beautiful Tax bill has been signed into law, and investors’ animal spirits are ...

7 Jul 202532min

Fear and Loathing on the Way to New Record Highs

Fear and Loathing on the Way to New Record Highs

Everyone from corporate executives to Wall Street’s top strategists feared the worst for the stock market and the U.S. economy as the new administration tried to turn economic policy upside down at th...

30 Jun 202531min

Why the A.I. Revolution is Just Getting Started

Why the A.I. Revolution is Just Getting Started

As the U.S. attacks Iran, tensions in the Middle East tighten as the one of the key chokepoints for global oil is at risk. The Federal Reserve held interest rates steady last week, as expected, but th...

23 Jun 202536min

Event Risk Rattles the Rally as Middle East Tensions Rise

Event Risk Rattles the Rally as Middle East Tensions Rise

As Israel and Iran exchange missile attacks, the new bull market faces its first real challenge as ‘Event Risk’ takes over and oil prices spike. JC Parets of TrendLabs joins The Express to share the o...

16 Jun 202534min

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