In this episode of Stocks in Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried reflect on some of our key conversations and look ahead to 2025.

First, we revisit our discussion with Joe Brusuelas, chief economist at RSM, who analyzed the post-pandemic economy. “The shutdown of global supply chains finally did what textbooks tell us recessions always do,” said Brusuelas. “It wiped the slates clean.”

Next, friend of the show, Callie Cox, chief market strategist at Ritholtz Wealth Management, returns to share practical advice for new investors, emphasizing diversification as an essential tool.

Raoul Pal, CEO and co-founder of Real Vision, explores the future of blockchain and delves into one of the great forces of the universe: compounding. Pal describes it as “the process where growth builds on previous growth and accelerates exponentially over time, whether it's money, knowledge, or resources, creating increasingly larger results.”

Finally, Kristina Hooper, Invesco's chief global market strategist, rounds out the “Best of the Episode” by breaking down the business cycle, market caps, and the role of central banks.

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.

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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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried are joined by Callie Cox, the Chief Market Strategist at Ritholtz Wealth Management, to discuss productivity’s role in shaping the economic landscape for 2025.

Productivity, which measures how efficiently goods and services are produced, is typically calculated as the total output divided by the total input, reflecting the value an economy generates through money exchange.

According to Cox, productivity is one of the most promising economic trends heading into 2025, describing it as “the antidote to inflation” and “the solution to higher growth.”

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.

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 and Shelby Boamah.

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In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Demetri Kofinas, the host of Hidden Forces podcast, for a deep dive into the concept of financial nihilism.

Coined by Kofinas in 2019, the term "financial nihilism" refers to the belief that financial planning, investing, or wealth building is meaningless or futile. Kofinas’ philosophy of financial nihilism arises from the growing disconnect between price and value.

“Markets are about finding the intersection between those two points and trying to buy below, at a price below value,” Kofinas. “Eventually the thing appreciates in line with expectations or underlying value.”

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.

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 and Shelby Boamah.

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The market has surged since the conclusion of the 2024 Presidential election, with ETFs experiencing a significant swell in investments.

In this episode of Stocks In Translation, Todd Sohn, an ETF strategist at Strategas Asset Management, joins Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried to discuss ETFs, market capitalization, and risk flows.

“We have seen a massive amount of money go into equity ETFs, roughly 240 billion or so over the last three months. That is the highest on record,” said Sohn. “Part of this is the adoption of ETFs, and part of it is also everyone's just jumping into the pool. They make it easy. And so I always look at ETFs as this great lens into investor psychology.”

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 here, or watch on your favorite streaming service.

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.

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 and producer Sydnee Fried welcome Kristina Hooper, Invesco's chief global market strategist, for an in-depth discussion on the markets' performance following the 2024 presidential election, projections for 2025, and how it all relates to the business cycle.

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].

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 markets and data editor Jared Blikre and producer Sydnee Fried welcome Joe Brusuelas, RSM chief economist, to the vodcast to discuss regime change and the post-pandemic economy.

In finance, a regime change refers to a “major shift in economic conditions such as interest rates, inflation or growth, often triggered by policy changes or structural economic shifts,” said Blikre. As Donald Trump transitions back into the White House for his second term, Brusuelas said the president-elect’s administration will focus on narrowing the deficit. However, there are contradictions associated with Trump’s approach to economic populism. Trump aims to lower taxes and increase government spending, which leads to higher deficits and debt. 

“The issue is that Trump and his policymakers will want to narrow the trade deficit. They want to narrow the current account deficit,” Brusuelas said. “But you can't do that when you get a stronger dollar because lower taxes mean more disposable income, and you attract more imports.”

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.

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 and Shelby Boamah.

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

The market has been on a wild ride since the election. Bitcoin has reached an all-time high, and despite President Trump’s announcement of potential tariff increases, the market continues its upward trajectory.

eToro U.S. investment analyst Bret Kenwell joins Stocks in Translation, hosted by Yahoo Finance’s markets and data editor Jared Blikre, and producer Sydnee Fried, to discuss market sentiment—our word of the day—and to remind us that “this whole year has been off a wild ride.”

“In Q1, we had, you know, worries of reflation… In the summer, we had a lot of volatility with… the Japanese carry trade unwinding,” Kenwell continues. “With the change in presidential, um, candidates, we had a lot of bumpiness. We had worries about the jobs market, and then we had to get through the election and seasonality issues… But it’s been a great year.”

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.

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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Every investor has heard this quote at least once in their career: “Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn’t pays it," is a quote often attributed to Albert Einstein.

In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Raoul Pal, co-founder and CEO of Real Vision. Pal brings 20 years of global macro-investing experience to the table as the team dives into the power of compounding.

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].

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

Risk is all around us. Whether it’s the real world or the investment world we can’t escape it forever.

In this episode of Stocks In Translation, Yahoo Finance Markets and Data Editor Jared Blikre and Producer Sydnee Fried welcome back a friend of the show, Steve Sosnick, chief strategist at Interactive Brokers.

This episode’s word of the day is risk: the chance that an investment’s actual return will differ from the expected return, potentially resulting in financial loss.

While it’s true that the market generally goes “up and to the left” over time, Sosnick believes that people often “get very focused on reward” without fully understanding the associated risks. “I think when you get into an environment where things are a little frothy, people lose sight of that,” says Sosnick. “Risk is always out there. And risk has a nasty way of biting you at exactly the wrong times.”

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].

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

Momentum — it's what every stock needs. Momentum, or “mono,” refers to an asset’s price continuing to move in the same direction based on its past performance. In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Julius de Kempenaer, the creator of Relative Rotation Graphs, to the vodcast.

“The momentum concept is huge in technical analysis… a lot of the concepts in technical analysis are based on momentum,” says de Kempenaer. “Relative Rotation Graphs are using a form of momentum to display that rotational pattern in the markets.”

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.

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