Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors.

LINKS FOR SHOW NOTES

https://www.etoro.com/en-us/news-and-analysis/market-insights/sweating-the-small-cap-stocks/

https://www.investopedia.com/terms/c/cape-ratio.asp

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

https://investors.principal.com/investor-relations/our-business/leadership/senior-management-bios/default.aspx

https://www.investopedia.com/terms/o/operatingleverage.asp

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The attack on Israel came at a critical time in the Middle East as the country was forming new economic alliances with Saudi Arabia and other nations that would reshape the geopolitical landscape in the region. Professor Simon Mabon of Lancaster University explains how that was playing out, and what might come next as Israeli forces enter Gaza ahead of a cold winter. Plus, the U.S. Treasury is having a hard time selling long bonds, but new, opportunistic buyers are circling, and they are playing an entirely different game.

https://www.investopedia.com/terms/b/basis-trading.asp

https://www.federalreserve.gov/newsevents/calendar.htm

https://theconversation.com/profiles/simon-mabon-111408

https://www.vision2030.gov.sa/en/

https://www.investopedia.com/terms/n/nrv.asp

https://www.investopedia.com/terms/f/fairvalue.asp

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

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Farnoosh Torabi joins the show to talk about her new book, "A Healthy State of Panic", and how we can use our fears to conquer our biggest challenges in money and life. Plus, investor anxiety is peaking again as long-term treasury yields spike, and the reliability of Treasury bonds faces a reckoning. Investors have choices, even if we choose to do nothing.

LINKS FOR SHOW NOTES

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

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_100623A.pdf

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

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

https://farnoosh.tv/

https://www.investopedia.com/terms/r/returnoninvestment.asp

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Christopher P. Gardner, the self-proclaimed CEO of Happyness, describes his journey from the depths of despair as a single, homeless father, to finding his path as a stock broker, investment manager, best-selling author, philanthropist and dream-manifester. Plus, the floods of September are receding, leaving a wake of destruction across the stock and bond markets. The good news is that the bad news is everywhere, and the next three months are historically the best for the stock market.

Links for show notes:

https://www.carsongroup.com/insights/blog/why-stocks-should-rally-in-the-fourth-quarter/

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.chrisgardnermedia.com/

https://www.investopedia.com/terms/s/shortselling.asp

https://www.financialplanningassociation.org/membership/all-benefits

https://www.investopedia.com/student-loan-payments-restarting-tomorrow-8302592

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Diana Henriques, author of the new book, "Taming the Street: The Old Guard, The New Deal, and FDR's Fight to Save American Capitalism", joins the show to talk about how President Franklin Delano Roosevelt and a small group of men revolutionized Wall Street after Black Thursday with the establishment of the SEC and other agencies. Plus, how today's financial regulators are under pressure, and the risks that pose to all investors. And, investors are finally coming around to the Fed's 'Higher for Longer', mantra, and that is keeping stocks under pressure.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.investopedia.com/terms/a/appropriation.asp

https://www.investopedia.com/articles/investing/031815/what-zero-interestrate-policy-zirp.asp

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

https://www.gao.gov/legal/appropriations-law/resources

http://dianabhenriques.com/

https://selfserve.decipherinc.com/survey/selfserve/20f6/230732

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Live from the Future Proof Wealth Festival, Jay Williams, former NBA player, TV host and college legend, and Joe McLean of MAI Capital, talk about how investing in sports is exploding as teams and athletes become securities and the athlete is now the asset. Plus, Grayscale Investments prepares for the SEC to greenlight its ETF. Dave Lavalle, head of ETFs at Grayscale tells us what to expect if, and when that happens. And more and more investors are preparing for no landing as inflation ticks higher ahead of the Fed's decision this week.

LINKS FOR SHOW NOTES:

https://www.federalreserve.gov/data/sloos/sloos-202307.htm

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

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.joemclean.com/

https://www.instagram.com/realjaywilliams/

https://uaw.org/standup/

https://grayscale.com/

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Katie Stockton, founder and managing partner of Fairlead Strategies, climbs back aboard The Express to share what the most important charts and indicators in the stock market are telling us right now. She shares her outlook for the broader market, individual sectors and cryptocurrency as seen through key technical indicators like the DeMark Indicator and MACD. Plus, it's a huge week for huge stocks like Apple and Alphabet given the new iPhone release and the DOJs antitrust suit against Google. We'll get you ready for the week ahead.

Links for show notes:

https://www.justice.gov/opa/pr/justice-department-sues-google-monopolizing-digital-advertising-technologies

https://www.investopedia.com/arm-5-billion-ipo-is-the-years-biggest-us-yet-valued-at-over-50-billio-7965387

https://www.fairleadstrategies.com/trial

https://www.investopedia.com/ask/answers/071414/whats-difference-between-moving-average-and-weighted-moving-average.asp

https://www.investopedia.com/us-household-net-worth-grows-gains-in-stocks-real-estate-7967556

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.fairleadstrategies.com/about

https://www.fairleadfunds.com/tack

https://www.investopedia.com/apple-announces-september-event-with-iphone-15-release-expected-7963221

https://www.youtube.com/watch?v=OLenSrOsWLc

https://www.investopedia.com/terms/m/macd.asp

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It's been the summer of discontent for labor unions across industries, and the future of the way millions of people work and earn is in the balance. Suresh Naidu, Professor of Labor Economics at Columbia University explains the dynamics unfolding inside industries today that are pitting workers against executives and shareholders. Plus, where does organized labor go from here as A.I. and robotics permeate industries. And, the September effect will make the headlines this month, but that doesn't mean we need to pay attention to the historical axiom anymore.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/s/september-effect.asp

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

https://www.jimmybuffett.com/

https://home.treasury.gov/about/history/history-overview/history-of-the-treasury

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.nlrb.gov/

https://www.investopedia.com/terms/m/monopsony.asp

https://econ.columbia.edu/econpeople/suresh-naidu/

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The Express is live and direct from Invest Fest 2023, the flagship event from Earn Your Leisure, as 20,000 attendees flock to Atlanta to learn wealth building, entrepreneurship, and investing lessons from some of the biggest names in the business. Our conversations with Casanova Brooks, Matt Garland, aka "MG The Mortgage Guy", and Armando Pantoja. Plus, investors face their fears of a potential market crash. Is it just paranoia or recency bias behind our anxiety?

Links for Show Notes:

https://podcasts.apple.com/ca/podcast/what-it-really-means-to-earn-your-leisure/id1529322197?i=1000521114217

https://www.investopedia.com/terms/m/mcclellanoscillator.asp

https://www.investopedia.com/markets-waver-between-gains-and-losses-after-fed-chair-powell-suggests-fed-could-raise-rates-further-7852860

http://www.econ.yale.edu/~shiller/

https://www.instagram.com/casanova_brooks/

https://www.instagram.com/tallguytycoon/

https://www.instagram.com/mgthemortgageguy/

https://www.youtube.com/@EarnYourLeisure

https://soundcloud.com/kingtripl3

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Dan Ives, the senior equity analyst for Wedbush Securities and one of the industry's top analysts, takes stake of the recent sell-off in tech stocks, and paints a picture of the A.I. future for companies including Apple, Tesla, Palantir and GM. Plus, why he thinks an Apple-ESPN merger is inevitable. Also... what's behind the recent real estate meltdown in Chinese real estate, and the new risk of a U.S. government shutdown in October.

LINKS FOR SHOW NOTES:

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

https://www.investopedia.com/terms/s/sharperatio.asp

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.wedbush.com/analysts/daniel-ives/

https://twitter.com/DivesTech

https://www.investopedia.com/could-high-mortgage-rates-finally-sink-home-prices-7692982

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