Stocks in Translation

Market movement is a constant part of trading and investing. In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried and Catalysts co-host Madison Mills, break down market rotation, seasonality, and how to understand market movements.

Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes on our video hub or watch on your preferred streaming service.

Key moments:

0:45 What is market rotation?

3:00 The grass is always greener/passive investing

5:10 Recessions and the National Accounting Identity

6:20 Seasonality - Why September is important

8:00 The human emotions of fear and greed are embedded into the market

8:45 Candlesticks

9:17 Why stocks go up at the end of the year

11:35 Breaking down September returns

12:00 Presidential cycle 

13:25 Stocks always go up!*

16:15 - Big swings in the market

19:40 Jared’s road to financial journalism

21:00 Mady’s path to financial journalism

Find this episode's transcripts and more episodes of Stocks in Translation at here

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.

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The long-awaited Federal Reserve decision was announced on Wednesday, September 18, with the Fed taking a big swing and cutting rates by half a point. Ahead of the decision, Yahoo Finance markets editor Jared Blikre and producer Sydnee Fried were joined by J.P. Morgan Asset Management global market strategist Jack Manley on the latest episode of Stocks in Translation to discuss its implications. “Anytime you have either a Fed meeting or an opportunity to hear from a Fed governor, including Jay Powell, that's where all the attention needs to be,” Manley says.

This meeting, in particular, drew extra interest from investors as it marked the first rate cut since March 2020. “We’ve been talking about this rate cut since the hike started,” Manley continues. “I was having conversations last year with clients where people were convinced the Fed would be cutting last November, last December.”

In the podcast, Blikre and crew also break down the phrase of the day, “dual mandate,” which actually has 3 pillars: maximize employment, stabilize prices, and moderate long-term interest rates. They also discussed the recent transitory inflation period, noting that June’s CPI data hit 9.1%. “Inflation had never been this bad. So the Fed paid like pathological attention to it… Since then, though, inflation has gotten a whole lot better... We went from 9.1% to 3.0% over a 12-month period from June of 22 to June of 23,” Manley adds.

Finally, the team turned to tech stocks, as the “Magnificent 7,” which includes Alphabet (GOOG, GOOGL), Amazon (AMZN), Apple (AAPL), Meta (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA). pushed the S&P 500 (^GSPC) to its best week since November 2022. “If you look at earnings growth within the S&P 500, at least the Mag Seven's been the only game in town... They grew their earnings by something like 30, 31% in 2023,” Manley notes.

Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by John Tejada.

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The housing market has continued to see weakness amid high mortgage rates, affordability, and supply issues. In this episode of Stocks In Translation, Yahoo Finance senior reporter Alexandra Canal, along with Yahoo Finance producer Sydnee Fried, sits down with Morgan Stanley US Housing strategist James Egan to discuss the state of the housing market.

They discuss the term "locked in and priced out." The lock-in effect occurs when homeowners do not want to sell their homes because the interest rate they received when they purchased the home is less than the current interest rate.

Egan talks about what could happen to the housing market if the US economy sees a hard-landing scenario, underlining the significance of the Federal Reserve's own interest rate policies on the housing market.

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada.

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All eyes are on the Federal Reserve as it prepares to cut interest rates amid a cooling labor market and falling inflation.

In this episode of Stocks In Translation, Yahoo Finance’s senior reporter Alexandra Canal and Yahoo Finance producer Sydnee Fried are joined by Deutsche Bank chief US economist Matthew Luzetti as they break down rate cuts, labor report revisions, and how they all affect the US economy.

When speaking to the downward revision trends in the jobs report and the uncertainty they may cause, Luzetti says, “I think it is confirmation of a softening trend in the labor market data.” “Again, I don't think it's bad enough… to make you think that recession is the most likely outcome, but it’s certainly confirmation that... the labor market is weakening.”

In terms of identifying when “long and variable lags” of when rate cuts will take effect, “a lot of it is already becoming reflected. We've seen mortgage rates come down pretty substantially,” Luzzetti adds. “They're communicating to the market upfront. The market's pricing that in a little bit earlier and it gets reflected in the interest rates that people care about earlier.”

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada and Alexander Frangeskides.

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Recent market volatility and the rise in the unemployment rate sparked fears of a potential recession. In this episode of Stocks In Translation, Yahoo Finance senior reporter Alexandra Canal, along with Yahoo Finance producer Sydnee Fried, sit down with Michael Darda, chief economist and macrostrategist at ROTH, to discuss the state of the economy and recession fears.

"What's unfolding now actually makes a lot of sense to me," Darda says. "It's just been a rocket ship since the fall of 2022. And... we went almost a year without a 2% pullback until the volatility started in the middle of July of this year. So this is actually more normal than what we were dealing with before."

On the unemployment rate, Darda says, "the problem... is that... we're up to 4.3 from a cyclical trough of 3.4. Those kinds of movements and the level tell us that the economy, if it's still growing is... growing below trend, below the growth rate of potential. There's an exceptionally fine line between that and an actual contraction recession."

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada and Alexander Frangeskides.

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In this episode of Stocks in Translation, Yahoo Finance takes a look back. Up first, Yahoo Finance markets and data editor Jared Blikre and Yahoo Finance's Sydnee Fried have a conversation with Front Office Sports editor-in-chief Dan Roberts as he discusses crypto, DeFi, and regulation.

As the fall inches closer, market volatility has been front and center. With the CBOE Volatility Index (^VIX) spiking in August and a September slide following closely, volatility has been a key focus for investors. Caleb Silver, editor-in-chief of Investopedia, breaks down the VIX, risk, and risk management strategies.

Speaking of fall, Ryan Detrick, chief market strategist at Carson Group, explains a timely term and one that investors love to discuss: seasonality.

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada and Alexander Frangeskides.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The adage on Wall Street is "sell in May and go away." Now that the Labor Day holiday is in the rearview mirror, investors are back at their desks and gearing up for a busy September. Much attention will be focused on the August jobs report, which will be released on September 6 and what it means for the Federal Reserve rate decision on September 18. There are also inflation reports and the election that could move stocks too.

In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried, sit down with Interactive Brokers chief strategist Steve Sosnick to discuss the volatility index (^VIX), options trading, and phrase of the day zero days till expiration zero, DTE.

“[Zero dated options] are simultaneously the least expensive and the most expensive option you can buy,” adds Sosnick. He goes on to explain “With an option, the more time you have to expiration, the more value that has.”

On small caps and the Russell 2000, Sosnick reminds us;” You need either a really robust economy... which really allows the smaller companies to thrive because they don't have the pricing power of some of the giants, or you need very low interest rates. Unfortunately, right now we have neither.”

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada and Alexander Frangeskides.

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Technical analysis is used by some investors to pick what stocks they want to invest in. In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried, sit down with HitTheBid.com Owner Kenny Glick to discuss the volatility index (^VIX), technical analysis, and AI in the trading world.

Glick explains that he is "a short vol trader." With recent VIX moves, Glick says, "I was looking death in the eye… but I also knew that it's always a temporary moment." "It was the most frightening moment I've had in 20 years."

“People will buy into the VIX when they think there’s something going to happen bad,” Glick notes.

On technical analysis, Glick says, "I think technicals are everything... that’s what's great about it… it takes the story out of the equation." "The stories are always a catalyst. That's why I love earnings season because that's when you have the biggest catalysts and you have these disasters."

As the question of AI's use in the trading world continues to grow, Glick explains that "we are sort of using [AI] already because algorithms are using AI… and we're focusing on the technical trading and there's AI doing that trading already so in theory we are AI traders already." "This AI… it's not going anywhere," Glick adds.

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada and Alexander Frangeskides.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Market uncertainty can create challenges for investors, but it can also create opportunities.

In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried, sit down with StockTwits Head of Market Research Tom Bruni to discuss investing in the market amid uncertainty, gold, and the Federal Reserve.

Markets "are uncertain" right now, amid the 2024 presidential election, the future of Fed rate cuts, and recession concerns, "but we do have a lot of opportunity as well," Bruni says. "There are opportunities across the board."

The group also explores international markets for investment opportunities, analyzing whether the potential returns in emerging markets, fueled by India's growing middle class, are worth the risk.

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre and produced by John Tejada and Alexander Frangeskides.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Curious about Web3? You might not fully understand it yet, but it has the potential to revolutionize the internet as we know it.

In this episode of Stocks In Translation, Yahoo Finance's markets and data editor, Jared Blikre, and Yahoo Finance producer Sydnee Fried are joined by former Yahoo Finance anchor and current host and founder of Coinage, Zack Guzman.

The group breaks down Web3, or the next version of the internet, focused on decentralization and user control. Guzman highlights what sets Web3 apart from its predecessors. The discussion then dives deep into blockchain, the decentralized finance movement in crypto, and explores crypto's influence on US politics.

Lastly, they look at ethereum (ETH-USD) and discuss whether the cryptocurrency could benefit from having a central banker.

Find more episodes of Stocks in Translation here.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Stocks In Translation is hosted by Jared Blikre, and produced by John Tejada and Alexander Frangeskides.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices