Show Notes
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
More from The Investopedia Express with Caleb Silver
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
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