It’s time to view your portfolio with a long-term mindset.In this episode of Stocks in Translation, Tematica Research CIO Chris Versace joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to break down everything having to do with thematic investing - an approach that involves investing in companies poised to benefit from long-term structural trends, like AI and or clean energy. Versace stresses the importance of using daily news signals to validate or reassess thematic exposure as well as his concerns about future inflation from tariff-driven price hikes.

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

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

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The stock market is nearing record highs as consumer sentiment hits new lows— raising a key question: what are investors seeing in the economy that the public isn’t? In this episode of Stocks in Translation, TKer.co editor Sam Ro joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss stock market fundamentals with a focus on corporate valuations. Ro breaks down valuation metrics amid market uncertainty, and how investors should view hard and soft data to best shape their portfolios.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, Free Agency founder & CEO Sherveen Mashayekhi joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the current state of venture capital as well as the tech landscape in 2025. The trio breaks down the broader economic impact from things like sector layoffs and AI, and what people can anticipate moving into the future.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, Capital Management CEO and portfolio manager Cole Smead joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the concept of capital discipline and focusing on long-term investing vs. short-term growth. In a time of economic sensitivity, Smead believes in value investing, breaking down timeframes to get the most out of his assets.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, Swan Private Wealth managing director John Haar joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss negative real yields and why a 60/40 portfolio is becoming a thing of the past. Haar breaks down investment landscapes post-COVID and how traditional investment strategies are shifting, with a new financial playbook coming into focus.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, HitTheBid.com owner and operator Kenny Glick joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss VWAP (volume weighted average price) and why it’s critical for investors trying to navigate the market. Glick breaks down why he prefers trading on VWAP versus other technical tools and indicators.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 Lauren Pokedoff.

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In this episode of Stocks in Translation, Great Hill Capital chairman and managing member Thomas Hayes joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the concept of economic moats, a long-lasting competitive advantage, and where to invest amid market volatility. Hayes breaks down the importance of focusing on undervalued companies with competitive moats, using examples of corporations in the housing and tech sectors, as these are businesses that have the potential to thrive amid economic uncertainty.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, RSM Chief Economist Joe Brusuelas joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the concept of de-dollarization and how the depreciation of the dollar (DX=F) paired with tariff policies are causing costs in everyday items to rise. Brusuelas uses an easy-to-explain analogy with guacamole to break down why something like groceries are becoming more expensive.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, Main Street Research Founder and chief investment officer James E. Demmert joins Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Alexandra Canal to discuss market volatility and how US policy uncertainty is impacting global markets.Blikre uses the term "new world order" to explain the shifting geopolitical policies brought on by tariffs and trade wars. Later on, Demmert breaks down the 13 psychological blunders made by investors.

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 Lauren Pokedoff.

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In this episode of Stocks in Translation, Freedom Capital Market Chief Global Strategist Jay Woods joins Yahoo Finance Markets and Data Editor Jared Blikre and Senior Reporter Alexandra Canal to discuss recent market volatility as well as the Fibonacci sequence and its significance to Wall Street traders. Blikre and Woods break down the importance of the sequence that dates back to the 11th century and how it is still being used today to help measure market moves.

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 Lauren Pokedoff.

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