What Goes Up podcast

What Goes Up

Bloomberg

Host Mike Regan is joined each week by expert guests to discuss the main themes influencing global markets. He explores everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

140 Episodes

  • What Goes Up podcast

    Bank Stock Phobia

    44:59

    Halloween is coming, so it’s time to confront a common source of fear: bank stocks. Ever since the global financial crisis, many investors have been terrified of risks associated with lenders, according to Chris Davis, chairman and portfolio manager at Davis Advisors. He joined the latest episode of the “What Goes Up” to discuss why it’s time get over that phobia, explaining that banks may continue to help lead the market higher.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Introducing: Breakthrough

    3:42

    On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing our understanding of healthcare and medicine. We start with an examination of long Covid, a mysterious new illness that has stumped doctors attempting to treat symptoms that last for months and potentially years. It has changed the way hospitals work and forced healthcare officials to prepare for the next pandemic. Covid has also opened the door to revolutionary technology: messenger RNA vaccines. It’s a technology that never could have been proven so quickly outside the crucible of that first pandemic year, 2020, and it holds big implications for the future of medicine. Breakthrough launches on Oct. 19. Subscribe today on Apple Podcasts, Spotify or wherever you get your podcasts. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

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  • What Goes Up podcast

    Freaking Out Over Rates

    39:58

    Up 1% one day, down an equal amount the next, the stock market’s been serving up a bout of volatility traders haven’t seen all year. There’s plenty to worry about and, by many measures, pessimism among investors is growing. Lori Calvasina, RBC Capital Markets’ head of U.S. equity strategy and a two-decade Wall Street veteran, talks about the mood of the market, value versus growth, why the debt-ceiling reaction was surprising to her and why small-cap stocks can do well going forward – regardless of their earnings trends. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Digesting the Taper

    40:49

    Treasury yields started to spike soon after the Federal Reserve signaled it’s edging closer to winding down its pandemic-era bond buying. But can stocks do well in that type of environment? Brian Nick, chief investment strategist at Nuveen, talks about that and what the surge in yields is signaling about the well-being of the economy. Plus, he shares his current strategy and discusses areas of the market he finds attractive. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Money Is Just a Meme

    41:49

    Non-fungible tokens, or NFTs, went from non-existent to taking over the world in record fashion. But what is their utility besides being collectibles? Brian Mosoff, chief executive officer at Ether Capital, talks about how something can "meme" its way into becoming valuable and why NFTs are gaining traction in an environment where everyone's searching for scarcity. Plus, he shares his views on how cryptocurrencies can play a part in a portfolio and how the space could be regulated. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Betting on a Value Revival

    39:35

    Stocks tied to the economic reopening had a banner 2020 before their performance petered out a few months ago. But Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management who oversees around $7.5 billion, is making big bets on reopening plays, banks and other value stocks. He talks about his strategy and goes into why the market's not had a significant pullback this year. Plus, he discusses the one catalyst he thinks could throw the rally off course.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Bitcoin in Macro Land

    41:43

    El Salvador is not a nation that comes up in global-macro investing discussions very often, but its embrace of Bitcoin as legal tender marks an interesting milestone in the evolution of the cryptocurrency’s role in financial markets. Ben Emons, strategist at Medley Global Advisors, joined this week’s “What Goes Up” podcast to discuss El Salvador’s embrace of Bitcoin and correlations it’s exhibiting with other parts of the market. He also discusses the European Central Bank’s decision to reduce asset purchases, and he shares some current stock-market strategies. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Bad News is Good News, Again?

    36:28

    Some economic reports are coming in weaker than expected as the back-to-normal recovery drags on. To many investors, it means the Federal Reserve will keep the punch bowl fuller for longer. Kim Forrest, founder and chief investment officer at Bokeh Capital Partners, discusses about why bad news can be seen as good news again in this environment and why she prefers tech stocks for the long run. Mentioned in this podcast: U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show Megacaps Hit All-Time High in Defensive Stock Tilt: Markets Wrap Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    ‘Flight to Crap’

    42:12

    Extraordinary loose monetary policy has led to what Interactive Brokers Chief Strategist Steve Sosnick calls a “flight to crap,” or investor interest in the most-speculative corners of financial markets. He discusses how the likely reduction in bond purchases by the Federal Reserve could affect those investments. He also shares his thoughts on how algorithmic trading strategies interact with meme stocks and delves into other market topics. Mentioned in this podcast: Powell Says Taper Could Start in 2021, With No Rush on Rate Hike U.S. Stocks Rise on Powell’s Dovish Taper Tone: Markets Wrap What’s a Taper, and Why Is the Fed So Focused on One? Wall Street During the Pandemic: The Impossible Is Now Commonplace Support.com Surges 400% in Meme Army’s New Short-Squeeze Attack Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
  • What Goes Up podcast

    Now, the Hard Part

    42:06

    The rebound in the stock market from the pandemic-induced recession has been breathtaking, with the S&P 500 doubling from its low point in March 2020. Has the proverbial “easy money” all been made? Emily Roland, co-chief investment strategist at John Hancock Investment Management, discusses what to expect in the second year of the bull market. She also talks about the outlook for interest rates and inflation and a host of other current market topics.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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