The Investopedia Express with Caleb Silver

Ray Dalio, one of the most successful investors of all time and the author of the best selling "Principles" series, rejoins The Express to help us understand the new world order in light of the elections, geopolitical instability, climate risk and technology. The creator of the 'All Weather Portfolio', explains how he would build that portfolio today given all the risks and trends shaping this unprecedented cycle in history. Plus, Ray's thoughts on crypto, lessons for new investors, and the most important lesson he has learned in his lifetime as an investor.

LINKS WITH SHOW NOTES

https://www.investopedia.com/vaccine-maker-stocks-slump-after-rfk-jr-nominated-as-hhs-head-8745974

https://www.investopedia.com/what-the-republican-sweep-means-for-the-economy-8745669

https://wmi.edu.sg/programmes/dalio-market-principles-program/

https://www.principles.com/

https://www.investopedia.com/terms/e/earnings_momentum.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8745796

https://www.investopedia.com/1-in-4-investopedia-readers-say-they-now-own-crypto-the-highest-in-a-year-8745853

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In the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wealth, and look into the future for trends to watch given the policy promises of the Trump administration. Plus, the Bond Vigilantes may be starting to circle as the likelihood of tax cuts and heavy government spending are pushing Treasury yields to alarming levels even as the Fed cuts rates.

LINKS FOR SHOW NOTES

https://www.newedgewealth.com/team/cameron-dawson/

https://www.newedgewealth.com/insights/

https://www.federalreserveeducation.org/about-the-fed/archive-history

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-cpi-earnings-fed-speakers-8740185

https://www.investopedia.com/bond-vigilante-6386194

https://www.investopedia.com/terms/c/contributionmargin.asp

https://www.carsongroup.com/insights/blog/author/rdetrick/

https://www.investopedia.com/bitcoin-price-tops-usd80000-for-first-time-8742854

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No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Responsible Budget warns, the interest costs alone to serve that debt are approaching 17% of government spending, which is more than we spend on defense, education and healthcare. Both presidential candidates are pushing policies that would only amplify that debt by trillions of dollars over the next decade, bringing with it inflation, high interest rates, a debt spiral and a massive devaluing of U.S. Treasuries. The debt matters, but don't tell Washington D.C.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/warren-buffett-berkshire-hathaway-apple-stock-cash-pile-q3-2024-8738738

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110124.pdf

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8737801

https://www.crfb.org/

https://www.investopedia.com/presidents-and-their-impact-on-the-stock-market-4587369

https://www.investopedia.com/what-economists-think-harris-trump-economic-plans-presidential-election-8700373

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Stephen Sikes, the Chief Operating Officer for Public.com, explains what happened to most of the retail investors who jumped into the stock market in the middle of meme-stock mania in 2021, and what they are looking for today as market dynamics shift into a lower interest rate regime. Plus, why are yields for long term bonds spiking just as the Fed lowers rates, what made Goldman Sachs curb our expectations for future equity returns, and where are the hedge fund whales swimming lately?

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/r/relativevalue-funds.asp

https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/

https://www.jpmorganchase.com/institute/all-topics/financial-health-wealth-creation/the-changing-demographics-of-retail-investors

https://www.investopedia.com/terms/c/cupandhandle.asp

https://public.com/

https://www.linkedin.com/in/stephensikes/

https://www.investopedia.com/what-to-expect-in-markets-this-week-jobs-earnings-gdp-8732908

https://www.bespokepremium.com/interactive/research/think-big-blog/

https://www.hfr.com/insights-commentary/

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From Philly Phinancial Literacy Week, founder Nisiar Smith takes us inside the movement he helped create to extend financial education into the underserved communities of Philadelphia. Plus, Marc Russell, the founder of BetterWallet and one of the original Fin-fluencers, takes us on his journey from being a foster child, to climbing out of $80,000 in debt, to building a personal finance business and platform serving hundreds of thousands of people. And, more record highs for big stocks and big markets usually mean more of the same, even with rising volatility.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8729934

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_101824.pdf

https://www.bespokepremium.com/interactive/research/think-big-blog/

https://sentimentrader.com/

https://www.phillyphinancial.org/

https://www.investopedia.com/boeing-union-reach-tentative-deal-to-end-5-week-long-strike-8731034

https://www.instagram.com/betterwallet/

https://www.thebetterwallet.com/

https://www.investopedia.com/terms/b/bulltrap.asp

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We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and prevent a lot of stress down the road. Financial advisors Luis Rosa, Anna N'Jie Konte and Denise Zapata get up close and personal at the SER Latino Summit in La Jolla to talk about the most challenging conversations they have with their clients, how to break the cycle of debt, and how to teach the power of investing and compounding to communities that have little faith in the financial system. Plus, the stock market keeps making record highs as this bull market celebrates its second birthday. The good news for investors is how young this bull is, historically speaking, and how balanced this rally has become.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8726921

https://www.investopedia.com/terms/a/adjusted-ebitda.asp

https://buildabetterfinancialfuture.com/

https://www.annanjiekonte.com/

https://www.zapatawealth.com/our-team

https://www.sersummits.com/

https://www.investopedia.com/etf-investors-shrug-market-uncertainties-bullish-on-mag-7-schwab-survey-finds-8726215

https://www.allstarcharts.com/blog

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David Faber, co-host of CNBC's Squawk on the Street, and the creator of The Faber Report, takes us through how he has broken some of the biggest business stories of the last thirty years, how the nature of business journalism has changed, and his quest to become the next host of Jeopardy. Plus, more all-time highs for the Dow and Gold as the latest jobs report fluff up the cushions for a soft landing. So why are some of the wealthiest people in the world selling their own stocks?

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/c/collective-bargaining.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-oct-7-2024-8722570

https://www.investopedia.com/strong-job-market-makes-recession-less-likely-economy-labor-federal-reserve-8723504

https://www.investopedia.com/us-dockworkers-suspend-strike-after-reaching-tentative-agreement-on-wages-8723165

https://insidersentiment.com/

https://www.cnbc.com/david-faber/

https://sabew.org/

https://washingtonservice.com/

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_100424.pdf

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From the Food & Wine Classic in Charleston, S.C., new whiskey distillers like Company Distilling are battling for shelf space and brand recognition against the giants like Jim Beam and Jack Daniels. Nate Gana, one of the foremost scotch and whiskey experts in the world, takes us inside the big business of whiskey, scotch and bourbon, where global conglomerates are battling a spirits recession, barrels are precious, and consumers have more than enough choices. Plus, it’s an everything rally across the capital markets, but more record highs for gold and spiking long-term yields may be warning of trouble on the tracks.

LINKS FOR SHOW NOTES

https://www.investopedia.com/71-of-investors-feel-good-about-the-stock-market-here-s-what-they-re-investing-in-8717954

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-jobs-report-fed-speakers-8718986

https://foodandwineclassicincharleston.com/

https://companydistilling.com/distilleries/townsend-distillery/

https://www.instagram.com/nategana/?hl=en

https://singlemaltdaily.com/

https://www.foodandwine.com/the-city-that-rice-built-8695153

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The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614

https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/

https://x.com/callieabost/status/1837234523555144147

https://www.carsongroup.com/insights/blog/author/rdetrick/

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf

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Americans from every generation still believe that owning their home is one the greatest investments they will make and a key component of realizing their own version of the 'American Dream'. But rising prices and tighter supply have made that dream less of a reality for many. Angie Hicks, the founder of Angi and one of the country's leading real estate luminaries, explains how to find value and quality in today's market, and how to properly maintain that important and emotional financial asset once you own it. Plus, volatility is continuing to wear its September best as the stock market rallied last week to recover all of the losses from the prior week. As the Fed prepares to lower interest rates this week, expect the choppiness to continue.

LINKS FOR SHOW NOTES:

https://watchcharts.com/watches/brand_index/rolex

https://www.census.gov/newsroom/press-releases/2024/income-poverty-health-insurance-coverage.html

https://www.angi.com/articles/author/angie-hicks

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8710971

https://www.investopedia.com/federal-reserve-september-2024-meeting-preview-interest-rates-8711495

https://www.newyorkfed.org/microeconomics/sce.html#/

https://watchcharts.com/watches/brand_index/rolex

https://futureproofhq.com/festival/agenda/

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