Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/d/dispersion.asp https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358 https://www.youtube.com/watch?v=U1prSyyIco0 https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti https://www.cboe.com/us/indices/dispersion/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The incredible rise and spectacular collapse of WeWork

The incredible rise and spectacular collapse of WeWork

Maureen Farrell of the Wall Street Journal and co-author of "The Cult of We", joins the show to unpack how the unicorn office rental/real estate company went from one of the most valued private compan...

19 Juli 202130min

What are the common traits of the world's greatest executives and investors?

What are the common traits of the world's greatest executives and investors?

Andy Serwer, Editor in Chief of Yahoo Finance joins the show to share what makes them great, and the challenges facing all investors at this stage of the recovery. Plus the investing and finance term ...

12 Juli 202128min

Can we train our investing brains?

Can we train our investing brains?

On this week's podcast we go inside our money minds with Morgan Housel. The best-selling author and financial columnist shares the behavioral traits that push us to make bad investing decisions, and h...

6 Juli 202128min

The Mid-Year Money Check Up

The Mid-Year Money Check Up

Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab rejoins the Express to take the temperature of the economic recovery, inflation, stock prices and our portfolios. Plus, the good, th...

28 Juni 202128min

Decoding the Massive Moves in Mass Media

Decoding the Massive Moves in Mass Media

Sara Fischer of Axios helps us break down the flurry of deals, spinoffs and media platform launches in the past several months, and how tech giants like Apple, Amazon and Facebook are preparing for a ...

21 Juni 202128min

The World According to Mario Gabelli

The World According to Mario Gabelli

The legendary investor joins the show to talk about this market cycle, where he spots opportunities, and his process for picking great companies. Plus, we are living in the land of huge numbers. How r...

14 Juni 202126min

The Trouble with Bubbles

The Trouble with Bubbles

Liz Claman, anchor of The Claman Countdown on Fox Business News, joins the show to talk about what’s different about the mania around ‘meme’ stocks this time compared to other market bubbles, and what...

7 Juni 202135min

The Crime of the Century

The Crime of the Century

On the show this week, the biggest financial crime of all time. How Bernie Madoff defrauded 270,000 investors in a $65 Billion Ponzi Scheme that went on for decades. Jim Campbell, the author of “Madof...

24 Maj 202133min

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