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35:17
Wall Street forecasters have been saying all year that a slowdown in the bull market might be in the cards thanks to inflation and growth concerns. The average projection from strategists for the S&P 500 at the end of 2022 represents a mere 3% advance from current levels. Candice Bangsund, vice president and portfolio manager of global asset allocation at Fiera Capital, joins “What Goes Up” this week to talk about her outlook for the upcoming year and the risks she sees ahead.
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More episodes from "What Goes Up"
Dissecting the Tech Wreck
51:08
Technology stocks have gotten clobbered this year, and investor attention has focused on rising interest rates as the reason behind it. But that’s not the whole story, says Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams. On this episode, she helps dissect the shifting leadership in the U.S. stock market and shares her thoughts on an upcoming earnings season that—thanks to inflation, supply chain chaos and other pandemic fallout—remains shrouded in mystery. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comTime to Sell Weakness?
44:56
Wells Fargo’s head of equity strategy Chris Harvey joined the “What Goes Up” podcast to discuss why he’s predicting a 10% market correction by the summer and share his thoughts on the volatility that followed this week’s Federal Reserve meeting minutes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comDon't miss an episode of “What Goes Up” and subscribe to it in the GetPodcast app.
Markets in Hindsight
33:43
It was another winning year for John Authers’s Hindsight Capital LLC! The Bloomberg columnist and senior editor joined this week’s “What Goes Up” podcast to discuss how it only took a little imagination – and a lot of hindsight – to make some triple-digit winning trades at his make-believe hedge fund. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comCrypto Coverage Explained
46:42
Bloomberg’s managing editor for cryptocurrency coverage, Stacy-Marie Ishmael, joined this week’s “What Goes Up” podcast to discuss the wild year in crypto and what she’ll be watching going into 2022. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comFeeling ‘22
43:36
UBS Asset Management strategist Luke Kawa joined this week’s “What Goes Up” podcast to discuss his team’s outlook for 2022, as well as the market’s reaction to plans by the Federal Reserve to reduce asset purchases and eventually raise interest rates. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comCrypto Goes to Congress
47:49
FTX is a phenom in the world of crypto exchanges. The company has grown tremendously since its inception a few years ago. This week, Sam Bankman-Fried, founder and chief executive officer of the cryptocurrency exchange, testified to Congress about how the space should be regulated. The next day, Bankman-Fried and FTX US President Brett Harrison joined Bloomberg’s “What Goes Up” podcast to talk about that and more. Mentioned in this podcast: Crypto: Best Photos of 2021 Key Takeaways From Crypto Stablecoin Hearing Before House Panel FTX’s Bankman-Fried on Crypto Regulation, Solana Meltdown, NFTs Learn more about your ad-choices at https://www.iheartpodcastnetwork.comOmicron Tape Bombs
39:08
Investors’ imagination often goes to “dark places” in the face of uncertainty around issues like the new Covid variant and this week they might have overreacted, according to Kara Murphy, the chief investment officer of Kestra Investment Management who joined Bloomberg’s “What Goes Up” podcast to discuss the wild week in markets. Mentioned in this podcast Hawkish Jerome Powell Is a Force Markets Haven’t Faced in Three Years Value Quant Trade Drops Near 1970s Lows in Covid Crash Echo Omicron Variant Turns Traders Back Into Amateur Virologists Learn more about your ad-choices at https://www.iheartpodcastnetwork.comCan Stocks See a Repeat of 2021?
35:17
Wall Street forecasters have been saying all year that a slowdown in the bull market might be in the cards thanks to inflation and growth concerns. The average projection from strategists for the S&P 500 at the end of 2022 represents a mere 3% advance from current levels. Candice Bangsund, vice president and portfolio manager of global asset allocation at Fiera Capital, joins “What Goes Up” this week to talk about her outlook for the upcoming year and the risks she sees ahead. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comBubble Trouble?
41:58
A stellar year for the stock market is coming to a close and money-managers are looking ahead to what 2022 might have in store. But worries persist, including the perennially nagging question of whether the stock market is overvalued and in a bubble. Sébastien Page, head of global multi-asset at T. Rowe Price, talks about his views on that, his team’s current strategy, the need for diversification and his year-ahead outlook. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comPensions & Crypto
42:20
Steve Kurz, head of asset management at Michael Novogratz’s crypto firm Galaxy Digital, discusses how pensions, endowments and other institutional investors are approaching the digital-asset class. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
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