Stocks in Translation

If you're going to spend a lot of money on something, investors are going to want to eventually see returns. That's the case in Big Tech, where tech giants are spending billions of dollars on building AI products, but have yet to show the sort of result investors have been hoping for.

In this episode of Stocks In Translation, Yahoo Finance's markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried, are joined by Trent Smalley, investment adviser and portfolio manager at JSPM LLC. They discuss Big Tech's big capital expenditures and growing investor frustration with it. They also explore the concept of hedging, an investment strategy designed to minimize the risk of adverse price movements in an asset.

The conversation also delves into the summer fluctuations in the stock markets, highlighting the unwinding of the yen carry trade that led to a huge market sell-off earlier in the month.

Blikre and the team also offer investment strategies tailored for younger investors and discuss the suitability of the 60-40 strategy. “I would… think of themes that will be present throughout somebody’s lifetime,” says Smalley. “Technology will be there. Healthcare and the aging population will be there… Staples will be there."

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

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre examines market concentration — when only a few stocks in an index or investor portfolio account for most of the gains.

Joined by Yahoo Finance's Sydnee Fried and The Lead-Lag Reports publisher Michael Gayed, the group dives into the debate over the narrow bull market. “It’s debatable as to whether the S&P 500 is really a diversified index anymore,” adds Gayed. “When you’ve got a select number of stocks that are diving the entire momentum play across the board.” Gayed provides a path to diversification for passive, index-only investors and explores Consumer Price Index metrics and how stock market and real estate inflation can affect the trading algorithms that move the market on a day-to-day basis.

Bilkre and crew also discuss zombie companies, the Pareto Principle, and Japan’s influence on last week’s volatility. “The carry trade has been going on for years. You don’t resolve that in 48 hours,” adds Gayed.

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 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

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre examines "seasonality" —the predictable and recurring patterns in data that occur each year. Joined by Yahoo Finance's Sydnee Fried and Caron Group's Chief Market Strategist Ryan Detrick, Blikre dives into the recent spike in the VIX Volatility Index and small-cap stocks. Detrick also shares what better productivity means for the economy, offers insights for new investors, and advises on navigating stock volatility based on his extensive experience in the industry, working with financial advisers.

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].

00:00 - Intro: Fed and earnings.

01:45 - The Global Risk roller coaster.

3:30 - No recession, just seasonality?

5:50 - Light volume, volatility, and the election.

8:05 - Denominator blindness.

9:30 - Volatility in the VIX.

12:00 - Russel 2000.

12:38 - Overweight small and mid-caps.

14:00 - Does it matter if small caps are the leader?

16:20 - Why not chase the “shiny object?”

18:00 - Active or passive investing? How should we invest?

18:40 - Who wore it better?

21:00 - Brian’s original course.

23:30 - Ride out the bubbles; time is on your side

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

Ryan Detrick, Chief Market Strategist at Carson Group, leverages his deep market expertise to shape strategic investment decisions and guide clients and advisors through financial complexities.

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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre covers global risk markets, with an emphasis on technical analysis and risk management. Joined by Yahoo Finances' own Sydnee Fried and guest, editor-in-chief of Investopedia, Caleb Silver, the group dives into Monday's stock dip, understanding the VIX volatility index and the odds of an impending rate cut. Providing insight into personal finance, Silver discusses how passive and active investors should treat this dip in terms of their market moves to keep a balanced portfolio and maximize financial health.

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].

0:00 - Intro: Caleb Silver's big down day in the market and risk management

2:00 - What risk management means to Caleb Silver

3:00 - Passive investors should know what's in their portfolio and 401(k)

4:00 - Stocks are on sale; buy the dip

6:00 - How should active investors look at the market

7:00 - The VIX: should you buy the fear gauge

8:20 - The best time to buy protection is a few days before it rains, making sure you have a balanced portfolio

10:30 - What are people searching for in Investopedia

11:50 - This episode is brought to you by the number five. Five is the number of rate cuts investors are pricing in

15:40 - Rate cuts get investors excited but aren’t always good for the economy

17:17 - The annual Jackson Hole Symposium

18:20 - Which VIX wore it better on Monday, or the stock drop during COVID

20:45 - Investopedia’s journey

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

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On "Stocks in Translation," Editor-in-Chief of Front Office Sports, Dan Roberts discusses the future of live sports events and the impact of streaming services on the sports industry.

He also talks about the rise of women’s sports and the Caitlin Clark effect.

Roberts goes on to talk about a blow to NFTs, crypto regulation and the possible impact of a second Trump presidency.

Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. 

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].

00:00-DAN ROBERTS ON STOCKS IN TRANSLATION

01:20-CRYPTO REGULATION

02:14-DEFI

04:24-REGULATION MATTERS

05:34-HOWEY CASE

07:03-NFT

10:15-TRUMP TO BOOT GENSLER

11:00-CRYPTO WILL CONTINUE

11:46-76 BILLION

12:38-AMAZON

13:30-WNBA

14:08-CAITLIN CLARK

15:11-NWSL

19:27-ATHLEISURE

20:23-WHO WORE IT BETTER

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

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

In this episode of Stocks In Translation, Yahoo Finance Executive Editor Jared Blikre examines the two most important factors that move the stock market: the Fed and earnings. Joined by Yahoo Finances' own Brooke DiPalma and guest Invesco Global Market Strategist Brian Levitt, the group delves into the impending rate cut and how the perception of a recession affects consumers at their core. Armed with his comprehensive knowledge of the market, Levitt breaks down how election sentiment will affect the market while looking at earnings on the horizon.

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

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

0:00 - Intro: Fed and earnings. Phrase of the day: Reinvestment Risk

1:00 - Brain Levitt's big picture overview

1:50 - "Reinvestment Risk"

6:00 - Looming rate cut and a perceived recession

9:00 - Tech earnings: where should investors be looking

10:00 - Impending tech earnings

13:00 - How investors should approach the election

16:00 - Were should investors focus, preparing for a change of power

18:00 - Active or passive investing? How should we invest?

21:00 - Brian’s original course

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

Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights for North America.

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On this episode of 'Stocks in Translation' we're joined by Jaspreet Singh, CEO of Briefs Media; he's also host of 'The Minority Mindset Show'.

We discuss the alarming trend of millennials and Gen Z going into debt to finance vacations. He explains why this is a dangerous financial practice, using the analogy of "eating flaming hot Cheetos" to illustrate how overspending can quickly spiral out of control.

Jaspreet warns about the long-term consequences of high-interest debt and emphasizes the importance of financial education.

Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. 

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].

00:00-Jaspreet Singh on Stocks in Translation

04:10-Millennials going into debt to finance vacations

05:45-Overspending is 'like eating flaming-hot Cheetos'

09:42-The creation of the Fed

13:28-Commercial real estate volumes

21:50-Building wealth in a recession

Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Jimi Corpuz and Alexander Frangeskides.

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

Labeling them as “shock absorbers,” Todd Sohn, ETF strategist at Strategas Asset Management, breaks down the key advantages of ETFs including low cost, global market access, transparency, liquidity, and tax efficiency. He explains how these features make ETFs excellent for long-term investing, especially for newer investors looking to build diversified portfolios. Sohn goes on to talk about small caps surge, the financial sector, and possible market tells from Beetlejuice and Batman.

Yahoo Finance's Stocks in Translation, with master statistician Jared Blikre and voice of the people Sydnee Fried, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.

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].

00:00-Todd Sohn on Stocks in Translation

01:00-The big picture

01:50-ETFs Top 5

03:31-ETF vs Mutual Fund

05:40-Financial sector, health care sector

07:35-Biotech lottery tickets

09:00-ETF nutrition label

12:49-When to sell

13:57-Setting a plan

16:12-ETN definition

18:00-ETF shock absorber

19:00-100% into ETFs

20:20-Who Wore It Better

21;:30-Batman and Beetlejuice

23:00-Disney

Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Jimi Corpuz

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

On “Stocks in Translation,” Phil Rosen, co-founder and editor of Opening Bell Daily, provides in-depth insights into Trump's recently declared opposition to Central Bank Digital Currencies (CBDCs), his choice for a pro-crypto running mate in JD Vance and its implications for the broader crypto market. Rosen also goes on to discuss the overall influence any President would have on the stock market, a reversal for small caps and the journalism environment overall.

Yahoo Finance's Stocks in Translation master statistician Jared Blikre, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.

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].

00:00-Phil Rosen

03:17-Trump and crypto

05:57—Gary Gensler

07:10-How much does the President matter?

09:54-Reaction to assassination attempt

12:40-Trump and Central Bank digital currency

15:59-Biden and crypto

22:26-Who wore it better?

Yahoo Finance's Stocks in Translation is hosted by Jared Blikre, and produced by Jimi Corpuz

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

In this episode of, "Stocks in Translation,” Bryanna Samuels, venture capital investor and owner of Good Rapport New York, discusses the changing landscape of venture capital and its impact on startups. She explains the different stages of funding, from pre-seed to IPO, and how the current economic climate has affected investment strategies. Samuels also delves into the inequities of VC funding, with people of color and women only receiving about 2% of available funds. Despite the metrics, she remains sanguine about the venture capital space and the opportunities it affords to many entrepreneurs.

Yahoo Finance's Stocks in Translation master statistician Jared Blikre, is your guide with essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio.

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].

00:00-Byranna Samuels on "Stocks in Translation"

01:30-Series and seed rounds

02:45-Peak of VC

03:50-Competitive funding metrics

05:20-Phrase of the day

07:27-Due diligence, portfolio management

09:04-Other avenues beyond VC

12:02-1866 importance

14:18-Biases - How harmful? Petition

16:22-Where to start-Chat GPT

17:31-Who wore it better

19:10-Liquidity

20:40-Good Rapport

21:29-Bootstrapping

22:45-Thoughtful growth

Yahoo Finance's Stocks in Translation is hosted by Jared Blikre, and produced by Jimi Corpuz

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