Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, as he digs into the most important stories in finance and global economics. Thro...
Reasons to Remain Bullish as the Bond Vigilantes Circle
Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there. Yardeni, who coined the term "Bond Vigilantes", outlines the risks, probabilities and opportunities facing investors today, and explains why he sees the S&P 500 topping 10,000 by the end of the decade. Plus, expensive stocks have pushed the equity risk premium to historical lows, but those hoping for it to rise better be careful what they wish for.
LINKS FOR SHOW NOTES
www.investopedia.com/what-to-expect-in-the-markets-this-week-877192
https://www.investopedia.com/hiring-surprisingly-surged-in-december-8772350
https://classic.foodandwine.com/
https://www.federalreserve.gov/monetarypolicy/files/FOMC20180926tealbooka20180914.pdf
https://yardeni.com/
https://yardeni.com/quicktakes/
https://www.investopedia.com/bond-vigilante-6386194
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31:39
What to Expect Across the Capital Markets in 2025
Following back to back years of twenty-percent plus gains for the stock market, what should investors expect in 2025 as a new administration moves into Washington D.C., the U.S. economy continues to grow and consumers are feeling as confident as they have in years? Liz Young Thomas, SoFi's Head of Investment Strategy, rejoins The Express to share her outlook for 2025, including the biggest risks and opportunities on the horizon. Plus, 2024 was the second year in a row where retail investors beat the market. What would it take for a three-peat?
LINKS FOR SHOW NOTES
https://www.sofi.com/article/investment-strategy/liz-looks-at-the-2025-outlook/
https://www.investopedia.com/terms/j/januaryeffect.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8768364
https://www.vandaresearch.com/news/
https://www.bespokepremium.com/interactive/research/think-big-blog/
https://www.instagram.com/lizthomasstrat/?hl=en
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34:55
Why the Bitcoin Bonanza Might Just Be Getting Started
After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the blockchain has been firmly established across industries. Ric Edelman, the legendary financial advisor, best-selling author, award-winning radio host and founder of DACFP, rejoins The Express to peer into the future for Bitcoin and other cryptocurrencies. Plus, stocks slammed into a wall of resistance following the Fed's latest interest rate cut and indications that it may not be in a rush to do it again. Will the dip-buyers come back to start the new year with Bullish intentions?
Links for show notes:
https://blog.google/technology/research/google-willow-quantum-chip/
https://dacfp.com/
https://www.instagram.com/ric_edelman/
https://www.amazon.com/stores/Ric-Edelman/author/B000APYJPM
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8764806
https://www.investopedia.com/federal-reserve-officials-optimistic-in-wake-of-december-meeting-8765054
https://www.investopedia.com/terms/s/satoshi-nakamoto.asp
https://www.investopedia.com/terms/p/proof-stake-pos.asp
https://www.investopedia.com/terms/s/santaclauseffect.asp
https://www.stocktradersalmanac.com/
https://s3.us-east-1.amazonaws.com/static.bitwiseinvestments.com/Research/Bitwise-The-Year-Ahead-10-Crypto-Predictions-for-2025.pdf
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39:04
Austin Hankwitz Wants to Show You His Portfolio
Austin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to those decisions. Austin shares what he's buying now, and his perspective on how we will invest in the future. Plus, markets diverge as breadth weakens and investors chase chips and mega-cap tech stocks, yet again. Is this the beginning of a correction, or just the resumption of a young bull market that likes to follow the leaders?
LINKS FOR SHOW NOTES
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8760282
https://www.investopedia.com/federal-reserve-fomc-meeting-december-2024-interest-rates-preview-8761052
https://www.investopedia.com/terms/r/reconstitution.asp
https://www.instagram.com/richhabitspodcast/?hl=en
https://public.com/@austinhankwitz
https://www.cmegroup.com/markets/agriculture/livestock/live-cattle.html
https://www.globenewswire.com/news-release/2024/12/14/2997099/0/en/Annual-Changes-to-the-Nasdaq-100-Index.html
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33:20
Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish
Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the author of "In This Economy", rejoins The Express to break down the top ten, and share her predictions for 2025's top terms. Plus, there are even more reasons to be Bullish as stocks and risk assets hit all-time highs.
LINKS FOR SHOW NOTES
https://www.investopedia.com/the-2024-investopedia-terms-of-the-year-8754569
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8757265
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_120624A.pdf
https://www.amazon.com/This-Economy-Money-Markets-Really/dp/0593727878/ref=sr_1_1?
https://www.instagram.com/kylascan/?hl=en
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Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, as he digs into the most important stories in finance and global economics. Through expert analysis, interviews with the biggest names in business, and educational breakdowns of the news that moves markets, The Investopedia Express preps you with the information you need to start your week in finance.