YIELDS REACH A BOILING POINT

A change in control in Washington changed the temperature in the stock market as the Nasdaq tumbles into a correction leaving the future of the AI buildout uncertain. Brian Levitt, Chief Global Strategist at Invesco breaks down how the slowdown may unfold, and when the overreaction has gone too far. Plus, retail investors were abandoning their favorite stocks at a near record pace last week. Were they too early, or too late? Learn more about your ad choices. Visit podcastchoices.com/adchoices

A steep selloff in some of the biggest Tech and AI-related stocks has let even more air out of the bubble as investors shift to safety and value. Liz Ann Sonders of Schwab tries to piece together the dislocations across the capital markets. Have investors lost that loving feeling for risk? We’ll find out this week as investors face the uncertainty around the midterm elections, the October jobs report and earnings from companies including Apple, Palantir and AMD. Plus, one of the strongest stocks in the market is also one of the most highly caloric. When investors get worried, we eat cheesecake. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Steep selloffs across the biggest stocks in the market have investors wondering if the bubble has already burst, or if the bottom is about to fall out from under us. Is this just October being October? Jeff Hirsch of The Stock Traders Almanac shares the secrets of seasonality and why he sees Nasdaq 75,000 in ten years. This week will test our mettle as the Fed meets on interest rates and companies including Microsoft, Meta and Amazon report quarterly results.  Plus, it’s times like these when we really need financial advice, and no one serves it better than Lazetta Braxton. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tech stocks are in shock as investors fret about rising credit default swap prices on neocloud companies like CoreWeave and Oracle and the future strength of capex spending. With the VIX finally waking up, the four-year old bull market is facing its toughest test in years just in time for the heart of earnings season. Ready or not, private markets are coming for our portfolios as regulations are easing and Wall Street is finding newer ways to securitize the equity and debt of non-public companies. Matt Brown of CAIS drops in to forecast the future of this asset class, and why we need to make room for it in our portfolios. Plus, luxury watches are having a moment in time, and buyers are all wound up. Learn more about your ad choices. Visit podcastchoices.com/adchoices

It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushing higher. Risk Reversal’s Dan Nathan drops in with what to watch and listen for as the stock market inches higher on weak breadth and hopes that there are still leaves on the money tree for the AI buildout. Plus, the bull market turns four this week and history teaches us that they’ve been running longer and stronger in recent history, but the older they get, the harder the gains. And, the new price tag on the “American Dream,” tops $5.3 million, but most households are trapped in an under-funded reality. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rising Treasury yields and higher for longer oil prices and inflation have been no match for a resilient stock market that is running on bad breadth. What is the boiling point for yields, and what will a stock market meltdown look like if we reach those levels? Kenny Polcari drops in with the key indicators to watch and which sectors are the most vulnerable if the temperature keeps rising? Plus, iconic American brands like Nike and McDonald’s have lost that loving feeling with investors. What’s it going to take to get some fries with that shake and revive these once-dominant brands? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Wall Street and Washington are moving quickly to tokenize everything inside and outside of our portfolios and move them on to the blockchain. Ric Edelman drops in to explain what that really means to the future of investing and wealth management, and why it is both revolutionary and unavoidable. Plus, investors are tiptoeing our way through a house of horrors in the economy and remaining cautiously invested - at least for now. We reveal the latest results of the Investopedia Sentiment Survey, and face our fears. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The autumn wind is blowing in and it's taking interest rates higher as the Federal Reserve boosted the overnight lending rate by a quarter point last week, as expected. Investors may be getting used to higher for longer interest rates and inflation as the stock market has been running in place for more than one month. It’s the bond market that everyone is focused on, and it’s the focus of Robin Wigglesworth’s new book, “A Fabulous Debt”. He joins The Express with the history of bonds and why they are so pivotal in the geopolitical tensions that define 2026. Plus, Warren Buffett steps down as Berkshire’s Chairman, but his legend continues. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our central bank finds itself in a tough spot as inflation ticks higher and the Treasury Secretary tries unsuccessfully to suppress bond yields leading many to wonder if Fed policy matters much these days. With the FOMC decision on interest rates set for this week, Liz Thomas of SoFi drops in with her perspective, and the most important indicators to watch through the balance of this year. Plus, stocks have almost never been this expensive, historically speaking, but they are looking like a bargain into the future. Does the forward P/E ratio outweigh CAPE ratio? That’s the bet we are making as investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Subscribe to Value Add by Investopedia on Substack: https://investopedia.substack.com/   Private capital has been transformed into a $40 trillion asset class by financial innovators from Michael Milken to Leon Black, and now underpins a wide swath of global industries. William D. Cohan, author of the newly released book, “Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street”, describes how we got here, and what dangerous roads private markets and creative financing might lead us down given the immense leverage these firms use to securitize nearly every asset class. Plus, margin debt is spiking just in time for a seasonal stock market swoon. Look out below. Learn more about your ad choices. Visit podcastchoices.com/adchoices