121 episodes

Host Mike Regan is joined each week by expert guests to discuss the main themes influencing global markets. He explores everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

What Goes Up Bloomberg

    • Business
    • 4.9 • 22 Ratings

Host Mike Regan is joined each week by expert guests to discuss the main themes influencing global markets. He explores everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

    The Boomer Boom

    The Boomer Boom

    What generation will drive the consumer economy and create stock-market winners in the post-pandemic world? Lauren Hill, a portfolio manager and analyst at Westwood Holdings Group Inc., says it will be a boom led by Baby Boomers, who have the most wealth and high vaccination rates. She discusses where consumer spending is headed and what stocks are poised to benefit the most. 
    Mentioned in this podcast:
    Treasury Yields Slip Below 1.5% as Inflation Fears Ebb
    Gap’s Deal With Kanye West Starts With a Single $200 Jacket

    • 41 min
    A Million Miles From the Memes

    A Million Miles From the Memes

    They’re baaaaack! Day-trader cult stocks like AMC Entertainment Holdings Inc. are dominating investors’ attention once again, with eye-popping rallies and crashes and even some free popcorn thrown in for those with the gumption to ride the rollercoaster. Kevin Russell, the chief investment officer of the $9 billion hedge-fund manager UBS O’Connor, discusses how his team tries to stay a million miles away from these companies. Russell also details the bull case for China, his outlook on inflation, and some big winning pair trades made at the height of the Covid-19 crisis.
    Mentioned in this podcast:
    AMC Looks Less Like a ‘Cult Stock’ and More Like an Actual Cult
    Meme Mania Rekindles Small-Trader Love Affair With Options
    AMC Stock Sale Comes With Warning to Traders: Be Prepared to Lose It All
    Biden to Amend Trump’s China Blacklist, Target Key Industries

    • 46 min
    Peak Recovery

    Peak Recovery

    Seema Shah, chief strategist at Principal Global Investors in London, discusses the state of the global economy and why the equity rally seems to have hit the snooze button. The U.S. has reached “peak recovery” following the pandemic, she says, yet fundamentals remain strong so cyclical and financial stocks should continue doing well. 
    Mentioned in this podcast:
    RETHINK THE 40 IN YOUR 60-40 PORTFOLIO
    Radioactive Rhino Horns Set to Add to Anti-Poaching Arsenal

    • 40 min
    Crypto Contagion

    Crypto Contagion

    For years, cryptocurrencies were considered fringe investments on Wall Street, but this week a massive intraday plunge in Bitcoin corresponded with a big drop in the stock market. Has crypto contagion arrived in the financial system? Art Hogan, chief strategist at National Securities, discusses this, and reminisces about the crash of 1987 when he found himself knee-deep in ticker tape at the old Boston Stock Exchange.
    Mentioned in this podcast:
    Bitcoin Rally Was So Huge It Was Worth the Risk-Adjusted Twists
    Markets’ Frothy Edge Rattled in Rough Day for Bets on Innovation
    Bitcoin Whipsaws Investors With Same-Day Plunge, Rally of 30%

    • 38 min
    Inflation Shocker

    Inflation Shocker

    A shockingly high reading in the consumer price index landed with a bang in markets this week. Zachary Griffiths, a macro strategist with Wells Fargo, joined the “What Goes Up” podcast to discuss what inflation pressures he’s got his eye on and why he doesn’t think the latest numbers will cause the Federal Reserve to begin tapering its pace of asset purchases before the beginning of next year.   

    • 43 min
    Over the Borderline

    Over the Borderline

    Vincent Deluard, director of global macro strategy at the brokerage StoneX Group, discusses how Mexico and Canada may be primed to benefit from the continued reopening of the U.S. economy following the pandemic.
    Mentioned in this podcast:
    Did Capitalism Kill Inflation?
    Space Aged: Bottle of Wine from Space Station Could Sell for $1 Million

    • 40 min

Customer Reviews

4.9 out of 5
22 Ratings

22 Ratings

JonnyYellow ,

Liking this more and more

This isn’t perfect - but the guests are generally worth listening to and there are occasionally (maybe often) valuable reminders of sense.
In this area - that’s a 5 star review.
Update Jan 2021. I’m beginning to regard the two presenters as friends. I’ve been in lockdown far too long.
Informative. Entertaining. Gentle wit. Hard to do this better.

Counter-trend Jesse ,

Fun podcast, excellent range of guests

Knowledgeable hosts who are consistently good with the Q&A.

Plus, The Ponz is the $exiest woman alive.

D_a_V ,

Insightful

I really the balance of in depth conversation about relevant topics and the light touch of banter and the crazy thing at the end.

Also this review is TOTALLY not related to Mike’s High school nicknames.

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