What Goes Up
Hosts Mike Regan and Sarah Ponczek are joined each week by expert guests to discuss the main themes influencing global markets. They explore 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.
Subscribe via Apple Podcasts Greg Jensen, the co-chief investment officer for the hedge-fund manager Bridgewater Associates, joins the “What Goes Up” podcast to discuss this week…
Liz Ann Sonders, chief investment strategist at Charles Schwab, joined the latest episode of the “What Goes Up” podcast to discuss what appears to be…
Economic growth in 2021 is forecast to be unlike anything seen in the last several decades as the world begins to return to normal following the Covi…
He was one of the first money managers to deploy factor-investing strategies at his firm Gerstein Fisher, but now Gregg Fisher is trying something n…
The swift rise in Treasury yields that triggered some wild swings in the stock market stopped this week – at least temporarily. Shawn Snyder, the hea…
Financial markets have become obsessed with the possibility of faster-than-normal inflation this year as economies reopen from Covid lockdowns.
But…
Bond yields are rising, commodity prices are jumping, and stock markets around the globe are soaring. To David Adams, the chief investment officer at…
The flattening of the Covid case curve and the re-opening of economies around the world is causing big ripples in the stock market, with investors se…
The surge in Treasury yields this week caught a lot of investors off-guard, triggering a bout of volatility in the stock market. Joining the “What Go…
Marko Papic, partner and chief strategist at hedge-fund seeder Clocktower Group, joined the latest episode of the “What Goes Up” podcast to discuss h…
The dislocations in markets last year created a fleeting opportunity to buy stocks that pay big dividends on the cheap. Sorting through which compani…
Like a lot of parents these days, Cameron Crise is dealing with a teenager at home who wants to get into day-trading and reap the type of the windfal…
The drama surrounding GameStop Corp. and other high-flying stocks targeted by social media-influenced traders has triggered a debate about behavior i…
Why does Tesla joining the S&P 500 remind Wells Fargo Securities’ head of equity strategy of AOL and the dot-com boom and bust era? He explained on t…
The upcoming inauguration of Joe Biden as president offers the U.S. a chance to reboot its relationship with China after a tumultuous four years unde…
Another week, another record high for stocks – even in the midst of political unrest. Vincent Deluard, director of global macro strategy at StoneX Gr…
Peter Cecchini, founder and CEO of AlphaOmega Advisors, joins the latest “What Goes Up” podcast to discuss the crazy year that was 2020 in markets, a…
Anastasia Amoroso, head of thematic strategy at J.P. Morgan Private Bank, joins the latest “What Goes Up” podcast to discuss emerging investing theme…
Danton Goei, who runs global investment strategies at Davis Funds, joins the "What Goes Up" podcast this week to discuss what opportunities he's seei…
In the wake of Covid-19, corporations this year issued trillions of dollars of debt to make it through. Now, according to Josh Lohmeier, head of Nort…
The recent rotation in the equity market has made the once no-brainer decision to bet big on big tech a little more complicated. Jacqueline Remmen, s…
Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the In…
Barely-there yields in the bond market have led to a search for other strategies to diversify portfolios with assets that will cushion the blow from …
Promising results in a coronavirus vaccine test triggered a wild rotation in the stock market this week. Lauren Goodwin, economist and strategist at …
Many investors, like most Americans, have been fixated on the political drama of this year’s presidential election. But when it comes to picking stoc…
The velocity of money is an attempt to estimate the average number of times a dollar changes hands. It crashed to record lows during the pandemic as …
The dollar has been in a slump against major currencies in the last few months, and betting on more declines has become a popular trade. Wells Fargo …
The shift to commission-free trading and the stay-at-home environment of 2020 helped usher a new army of day traders into the stock and equity-option…
An antitrust report by Democratic staffers for the House of Representatives this week sent chills down the spine of investors holding shares of the m…
A stock market that sometimes seems bulletproof in the face of adversity can make it challenging for hedge funds looking for companies to sell short …
Warren Buffett has referred to the massive cash pile at his company Berkshire Hathaway Inc. as his “elephant gun,” meaning he’s always on the prowl f…
An explosion of trading in equity options among day-traders is suspected of helping to fuel the rally in U.S. stocks this summer. Chris Murphy, co-he…
The selloff in high-flying technology stocks continued this week after a breathtaking rally over the previous five months. Is the bubbling bursting, …
The U.S. stock market’s melt-up seems to have ended in spectacular fashion this week, and now many on Wall Street are turning their attention to the …
Politics has become one of the most-important drivers in markets and this year’s U.S. presidential election is shaping up to be the main focus of tra…
Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, is well known for his research on the yield curve …
Robert Hormats, who has worked in senior economic and trade policy roles under five different U.S. presidents and spent 25 years at Goldman Sachs Gro…
At the benchmark level, equity levels by many measures look stretched. But Katie Koch, co-head of fundamental equity at Goldman Sachs Asset Managemen…
Lee Ferridge, head of North America macro strategy for State Street Global Markets, has been bullish on gold since late 2018, when an attempt at quan…
Rob Arnott, chairman and co-founder of Research Affiliates, has spent a lot of time studying market bubbles. He joins this week’s “What Goes Up” podc…
Based in Sydney, Australia, David Adams, the chief investment officer at Reminiscent Capital, picked up on funding market stress early on. That helpe…
The furious rebound in the U.S. equity market over the last few months runs the risk of turning into a “melt-up,” according to Wells Fargo strategist…
The U.S. stock market headed into the Fourth of July holiday with a full head of steam after the best quarterly advance since 1998. Yet risks lie ahe…
It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what ha…
This year’s volatility in markets has highlighted how investors can protect their portfolios with tail-risk hedging strategies. Meb Faber, co-founder…
Stocks crashed back to Earth this week after a breathtakingly fast rebound from the bear market of February and March. What caused the plunge? And is…
As lockdowns are eased across the country, Americans are slowly but surely getting out of their homes and engaging with the world outside again. That…
Investors across Wall Street are beginning to wonder if the risk rebound has further room to run. Fed policy is extremely stimulative, economies are …
What explains the resiliency of the U.S. stock market, despite the worst economic data in most of our lifetimes? Susan Schmidt, head of U.S. equities…
It was 10 years ago this month that the S&P 500 dropped 5% in four minutes. Now, the infamous day is known as the Flash Crash of May 6, 2010, and a d…