Himalaya-The Podcast Player

4.8K Ratings
Open In App
title

What Goes Up

Bloomberg

45
Followers
163
Plays
What Goes Up

What Goes Up

Bloomberg

45
Followers
163
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

Details

About Us

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.

Latest Episodes

The Melt-Up After the Meltdown

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 Anna Han. She explains what’s driving the surge and why it’s worrying. Mentioned in this podcast: Bleak Message of Economic Pain Underlies Tech’s Market Dominance Tesla Short Shorts

34 MIN2 d ago
Comments
The Melt-Up After the Meltdown

A Bummer of a Summer for Stocks?

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 ahead this summer. Chief among them is the possibility that Congress will fail to deliver additional fiscal support for the economy as the coronavirus continues to spread, according to Jack Janasiewicz, strategist and portfolio manager at Natixis Investment Managers. Also joining the show is Bloomberg reporter Felice Maranz, who discusses the state of affairs with bank stocks and what to watch in the upcoming earnings season. Mentioned in this podcast: No One Can Agree on Where the Stock Market Will Be in Six Months Stock Bulls Need Proof They Were Right to Go All In on Recovery

39 MIN1 w ago
Comments
A Bummer of a Summer for Stocks?

Views of a Top Growth Manager

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 has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.” Mentioned in this podcast: Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR Stocks’ Covid Angst Takes Violent Turn After Simmering for Days

35 MIN2 w ago
Comments
Views of a Top Growth Manager

Pin the Tail Risk on the Quant

This year’s volatility in markets has highlighted how investors can protect their portfolios with tail-risk hedging strategies. Meb Faber, co-founder and chief investment officer of Cambria Investment Management, joins this week to discuss the thinking behind his firm’s tail-risk ETF (ticker: TAIL), and offer his thoughts on the state of markets.

37 MIN3 w ago
Comments
Pin the Tail Risk on the Quant

Bear-Market Flashback

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 the rally over? Medley Global Advisors macro strategist Ben Emons and Bloomberg’s Cameron Crise discuss the drivers of the wild week in markets and the hoards of newly minted day-traders who took advantage of the reboundon the latest episode of the “What Goes Up” podcast. Mentioned on this podcast: Hundreds of Thousands of Tiny Buyers Swarm to Insolvency Stocks The Stocks-Only-Go-Up Strategy Falls Into a $2 Trillion Ditch

36 MINJUN 13
Comments
Bear-Market Flashback

Get Me Out!

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 provides some opportunities for investors to benefit from the next group of stocks that will perform well, according to ShawnSnyder, head of investment strategy at Citigroup’s Personal Wealth Management unit. Still, some shares that did well during the lockdown represent the “future of America” and aren’t just flashes in the pan, he says. Mentioned in this podcast: The Really Big Stock Bull Case Says Fed Stimulus Doesn’t Go Away Bears Thwarted Again by Stock Market That Believes in Recovery

35 MINJUN 6
Comments
Get Me Out!

‘Scared For the Market’

Investors across Wall Street are beginning to wonder if the risk rebound has further room to run. Fed policy is extremely stimulative, economies are reopening, and slices of the market hit hard by Covid-19 are joining in on the rally. But GMO, the famous money manager founded by Jeremy Grantham, isn’t buying it. Mentioned in this podcast: Investors Pile Into Stocks That Win in a Full Economic Recovery U.S. Corporate Bond Sales Smash Record, Soaring Over$1 Trillion Bored Day Traders Locked at Home Are Now Obsessed With Options

38 MINMAY 30
Comments
‘Scared For the Market’

It’s Already 2021 in the Market

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 at Aviva Investors in Chicago, says the market is already looking ahead to next year.That doesn’t mean there won’t be some more volatility in the near term. Mentioned in this podcast: U.S. Equity Markets Stubbornly Ignore the Doom Everywhere Extreme Behavior Is on Display Everywhere in the Stock Market Black Swan Author Spars With Quant Legend Over Tail Risk Hedges

41 MINMAY 23
Comments
It’s Already 2021 in the Market

An Historic Crash

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 decade later global markets are again facing extreme volatility – albeit in a different way. Joining the “What Goes Up” podcast this week is Liam Vaughan, the author of a new book, “Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History,” to chronicle the historic day and how a 36-year-old day trader got caught in the middle of it all. Also on the episode is Jafar Rizvi, portfolio manager of Harding Loevner Global Small Companies & International Small Companies Funds, who helps explain how to navigate investing in global small cap firms in the wake of the coronavirus. Mentioned in this podcast: The Work-From-Home Trader Who Shook Global Markets Stock Market’s Winners Hint at Gloom Rather Than Quick Comeback

45 MINMAY 16
Comments
An Historic Crash

Death of the Buyback?

This is a year when unthinkable events have become commonplace. That has some investors wondering if the Federal Reserve could end up making what was previously an unthinkable move: purchasing stocks. Vincent Deluard, global macro strategist for brokerage INTL FCStone, discusses. Mentioned in this podcast: With Stocks Buybacks Halted, We’ll See How Much They Matter Stock Fear Gauge Falls to Nine-Week Low After Topping 2008 Highs

36 MINMAY 9
Comments
Death of the Buyback?

Latest Episodes

The Melt-Up After the Meltdown

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 Anna Han. She explains what’s driving the surge and why it’s worrying. Mentioned in this podcast: Bleak Message of Economic Pain Underlies Tech’s Market Dominance Tesla Short Shorts

34 MIN2 d ago
Comments
The Melt-Up After the Meltdown

A Bummer of a Summer for Stocks?

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 ahead this summer. Chief among them is the possibility that Congress will fail to deliver additional fiscal support for the economy as the coronavirus continues to spread, according to Jack Janasiewicz, strategist and portfolio manager at Natixis Investment Managers. Also joining the show is Bloomberg reporter Felice Maranz, who discusses the state of affairs with bank stocks and what to watch in the upcoming earnings season. Mentioned in this podcast: No One Can Agree on Where the Stock Market Will Be in Six Months Stock Bulls Need Proof They Were Right to Go All In on Recovery

39 MIN1 w ago
Comments
A Bummer of a Summer for Stocks?

Views of a Top Growth Manager

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 has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.” Mentioned in this podcast: Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR Stocks’ Covid Angst Takes Violent Turn After Simmering for Days

35 MIN2 w ago
Comments
Views of a Top Growth Manager

Pin the Tail Risk on the Quant

This year’s volatility in markets has highlighted how investors can protect their portfolios with tail-risk hedging strategies. Meb Faber, co-founder and chief investment officer of Cambria Investment Management, joins this week to discuss the thinking behind his firm’s tail-risk ETF (ticker: TAIL), and offer his thoughts on the state of markets.

37 MIN3 w ago
Comments
Pin the Tail Risk on the Quant

Bear-Market Flashback

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 the rally over? Medley Global Advisors macro strategist Ben Emons and Bloomberg’s Cameron Crise discuss the drivers of the wild week in markets and the hoards of newly minted day-traders who took advantage of the reboundon the latest episode of the “What Goes Up” podcast. Mentioned on this podcast: Hundreds of Thousands of Tiny Buyers Swarm to Insolvency Stocks The Stocks-Only-Go-Up Strategy Falls Into a $2 Trillion Ditch

36 MINJUN 13
Comments
Bear-Market Flashback

Get Me Out!

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 provides some opportunities for investors to benefit from the next group of stocks that will perform well, according to ShawnSnyder, head of investment strategy at Citigroup’s Personal Wealth Management unit. Still, some shares that did well during the lockdown represent the “future of America” and aren’t just flashes in the pan, he says. Mentioned in this podcast: The Really Big Stock Bull Case Says Fed Stimulus Doesn’t Go Away Bears Thwarted Again by Stock Market That Believes in Recovery

35 MINJUN 6
Comments
Get Me Out!

‘Scared For the Market’

Investors across Wall Street are beginning to wonder if the risk rebound has further room to run. Fed policy is extremely stimulative, economies are reopening, and slices of the market hit hard by Covid-19 are joining in on the rally. But GMO, the famous money manager founded by Jeremy Grantham, isn’t buying it. Mentioned in this podcast: Investors Pile Into Stocks That Win in a Full Economic Recovery U.S. Corporate Bond Sales Smash Record, Soaring Over$1 Trillion Bored Day Traders Locked at Home Are Now Obsessed With Options

38 MINMAY 30
Comments
‘Scared For the Market’

It’s Already 2021 in the Market

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 at Aviva Investors in Chicago, says the market is already looking ahead to next year.That doesn’t mean there won’t be some more volatility in the near term. Mentioned in this podcast: U.S. Equity Markets Stubbornly Ignore the Doom Everywhere Extreme Behavior Is on Display Everywhere in the Stock Market Black Swan Author Spars With Quant Legend Over Tail Risk Hedges

41 MINMAY 23
Comments
It’s Already 2021 in the Market

An Historic Crash

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 decade later global markets are again facing extreme volatility – albeit in a different way. Joining the “What Goes Up” podcast this week is Liam Vaughan, the author of a new book, “Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History,” to chronicle the historic day and how a 36-year-old day trader got caught in the middle of it all. Also on the episode is Jafar Rizvi, portfolio manager of Harding Loevner Global Small Companies & International Small Companies Funds, who helps explain how to navigate investing in global small cap firms in the wake of the coronavirus. Mentioned in this podcast: The Work-From-Home Trader Who Shook Global Markets Stock Market’s Winners Hint at Gloom Rather Than Quick Comeback

45 MINMAY 16
Comments
An Historic Crash

Death of the Buyback?

This is a year when unthinkable events have become commonplace. That has some investors wondering if the Federal Reserve could end up making what was previously an unthinkable move: purchasing stocks. Vincent Deluard, global macro strategist for brokerage INTL FCStone, discusses. Mentioned in this podcast: With Stocks Buybacks Halted, We’ll See How Much They Matter Stock Fear Gauge Falls to Nine-Week Low After Topping 2008 Highs

36 MINMAY 9
Comments
Death of the Buyback?
hmly
Welcome to Himalaya LearningDozens of podcourses featuring over 100 experts are waiting for you.