The Trouble with Bubbles

Markets are setting record highs across sectors and asset classes and investors get even more comfortable taking on risk. Matt Hougan, the Chief Investment Officer of Bitwise joins The Express with a front row seat inside the storm of assets flowing into those new spot Bitcoin ETFs, including Bitwise's BITB. Hear why Matt thinks this surge in inflows is just the beginning, and how big the Bitcoin ETF market can be in the next five years. LINKS FOR SHOW NOTES https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html https://www.aaii.com/sentimentsurvey https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8603107 https://bitwiseinvestments.com/crypto-market-insights https://bitbetf.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Mars 202432min

Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'? LINKS FOR SHOW NOTES https://www.investopedia.com/berkshire-hathaway-fy2023-earnings-key-takeaways-8599175 https://www.investopedia.com/terms/a/average-daily-float.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8599318 https://www.biancoresearch.com/visitor-home/ https://twitter.com/biancoresearch https://www.berkshirehathaway.com/2023ar/2023ar.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Feb 202433min

JC Parets of AllStarCharts rejoins the show to help us identify the weaknesses across the capital markets as the major equity indices dance around all time highs. Why we need to pay attention to the strengthening Dollar, the Polish Zloty, Copper prices and tumbling Treasuries to know what will happen next to the stock market. Plus, are we witnessing Meme Stock 2.0 as stocks like Abercrombie & Fitch, Super Micro Computer, Texas Roadhouse and WingStop have been on head-spinning rallies? What's similar, but very different about this recent bout of irrational exuberance. LINKS FOR SHOW NOTES: https://www.cftc.gov/sites/default/files/idc/groups/public/@swaps/documents/file/hr4173_enrolledbill.pdf https://www.investopedia.com/terms/b/buyback.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8584380 https://allstarcharts.com/blog/ https://www.welcomeuruguay.com/vinos/uruguayan-tannat.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Feb 202432min

Sonia Dumas, a futurist and co-founder of Campaign Coach A.I., joins the show to explain how A.I. is being used across industries from real estate to financial planning to enhance productivity and profitability, and why we there is nothing 'artificial' about it. Plus, more record highs for the stock market despite very thin breadth is just one reason doubters don't think this rally can last. Also - it's been a tough market for cheap stocks as investors keep favoring the biggest, most expensive companies. LINKS FOR SHOW NOTES https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8575023 https://www.investopedia.com/what-you-need-to-know-ahead-of-closely-watched-cpi-inflation-report-8575435 https://www.investopedia.com/terms/f/form-13f.asp https://www.investopedia.com/terms/r/russell_1000index.asp https://www.investopedia.com/terms/a/artificial-intelligence-ai.asp https://www.linkedin.com/in/soniadumas/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Feb 202431min

Matt Garland, aka 'MG The Mortgage Guy', on what to expect for the U.S real estate market this Spring as mortgage rates fall and demand comes storming back. Whether you are a potential buyer, seller, investor, or broker, Matt shares his best advice on how to prepare to capitalize on the real estate reawakening. Plus, the stock market tops more record highs, but there are rising rumblings about the strength of one of the narrowest bull markets in history. And, why investors should hope for a blowout in Sunday's Super Bowl. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-we-learned-from-big-tech-earnings-enterprise-ai-is-paying-off-8557870 https://www.investopedia.com/individual-investors-warming-to-the-rally-as-markets-touch-new-highs-8556574 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-feb-5-2024-8557875 https://www.super.social/ss/mgthemortgageguy https://www.investopedia.com/terms/s/superbowlindicator.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Feb 202433min

Peter Oppenheimer, the Chief Equity Global Strategist and head of Macro Research at Goldman Sachs in Europe, explains the new Post Modern Cycle investors are living in, and what it means for our future returns. Plus, we are investing in the land of giants again as Microsoft tops the $3 Trillion in market value and several other companies join the Trillionaires Club. But that's not stopping them from cutting jobs at an alarming rate. LINKS FOR SHOW NOTES: https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012624A.pdf https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8550235 https://www.goldmansachs.com/media-relations/in-the-news/current/oppenheimer-oped-folder/bio-oppenheimer.pdf https://www.goldmansachs.com/intelligence/topics/economic-outlooks.html https://www.amazon.com/Long-Good-Buy-Analysing-Markets-ebook/dp/B086Z82KRW https://www.investopedia.com/terms/i/idiosyncraticrisk.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Jan 202430min

Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 500 finally made it back to new highs after a two year battle with inflation and rising rates. While some investors may feel vertigo, history suggests the good times may keep on rolling. LINKS FOR SHOW NOTES: https://www.barchart.com/stocks/highs-lows?timeFrame=alltime https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8546676 https://creativeplanning.com/peter-mallouk/ https://creativeplanning.com/insights/ https://www.amazon.com/Money-Simplified-Peter-Mallouk/dp/B0CLZ1W9RD/ref=sr_1_1?crid=2Z8DWE6F66HXN&keywords=money%2C+simplified&qid=1705971993&s=books&sprefix=money%2C+simplified%2Cstripbooks%2C102&sr=1-1 https://www.investopedia.com/trading/continuation-patterns-introduction/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Jan 202432min

Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin ETFs to the Fed's pivot, the outcry for active management to the unaffordability of the housing market, Sam helps us filter the headlines to focus on what's really important. Plus, CEOs are still worried about inflation and a recession despite decent signs around the economy. Should we also be concerned? LINKS FOR SHOW NOTES https://layoffs.fyi/ https://www.conference-board.org/publications/C-Suite-Outlook-2024-leading-for-tomorrow https://www.sofi.com/article/investment-strategy/liz-looks-at-market-signals-so-far/ https://www.tker.co/ https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8425873 https://www.investopedia.com/terms/o/opportunitycost.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Jan 202431min