What Goes Up

It was another winning year for John Authers’s Hindsight Capital LLC! The Bloomberg columnist and senior editor joined this week’s “What Goes Up” podcast to discuss how it only took a little imagination – and a lot of hindsight – to make some triple-digit winning trades at his make-believe hedge fund.

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Bloomberg’s managing editor for cryptocurrency coverage, Stacy-Marie Ishmael, joined this week’s “What Goes Up” podcast to discuss the wild year in crypto and what she’ll be watching going into 2022.

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UBS Asset Management strategist Luke Kawa joined this week’s “What Goes Up” podcast to discuss his team’s outlook for 2022, as well as the market’s reaction to plans by the Federal Reserve to reduce asset purchases and eventually raise interest rates.

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FTX is a phenom in the world of crypto exchanges. The company has grown tremendously since its inception a few years ago. This week, Sam Bankman-Fried, founder and chief executive officer of the cryptocurrency exchange, testified to Congress about how the space should be regulated. The next day, Bankman-Fried and FTX US President Brett Harrison joined Bloomberg’s “What Goes Up” podcast to talk about that and more.

Mentioned in this podcast:

Crypto: Best Photos of 2021

Key Takeaways From Crypto Stablecoin Hearing Before House Panel

FTX’s Bankman-Fried on Crypto Regulation, Solana Meltdown, NFTs

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Investors’ imagination often goes to “dark places” in the face of uncertainty around issues like the new Covid variant and this week they might have overreacted, according to Kara Murphy, the chief investment officer of Kestra Investment Management who joined Bloomberg’s “What Goes Up” podcast to discuss the wild week in markets.

Mentioned in this podcast

Hawkish Jerome Powell Is a Force Markets Haven’t Faced in Three Years

Value Quant Trade Drops Near 1970s Lows in Covid Crash Echo

Omicron Variant Turns Traders Back Into Amateur Virologists

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Wall Street forecasters have been saying all year that a slowdown in the bull market might be in the cards thanks to inflation and growth concerns. The average projection from strategists for the S&P 500 at the end of 2022 represents a mere 3% advance from current levels. Candice Bangsund, vice president and portfolio manager of global asset allocation at Fiera Capital, joins “What Goes Up” this week to talk about her outlook for the upcoming year and the risks she sees ahead.

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A stellar year for the stock market is coming to a close and money-managers are looking ahead to what 2022 might have in store. But worries persist, including the perennially nagging question of whether the stock market is overvalued and in a bubble. Sébastien Page, head of global multi-asset at T. Rowe Price, talks about his views on that, his team’s current strategy, the need for diversification and his year-ahead outlook.

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Steve Kurz, head of asset management at Michael Novogratz’s crypto firm Galaxy Digital, discusses how pensions, endowments and other institutional investors are approaching the digital-asset class.

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Rob Arnott, chairman and founder of Research Affiliates, discusses how he identifies stock-market bubbles and how to use valuation gaps to identify attractive equities.  

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This week, U.S. economic growth came in lower than expected, some high-profile companies posted disappointing earnings results and central banks worldwide took steps toward withdrawing pandemic-era stimulus. Yet stocks are broaching new records and October shaped up to be the best month of the year. To Wall Street veteran Doug Ramsey, Leuthold Group chief investment officer and co-manager of the Leuthold Core Fund, it looks like the market melt-up has just begun. 

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