The Investopedia Express with Caleb Silver Investopedia

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary retirement savings vehicle for most American workers, only helps high earners and is riddled with misaligned incentives. She joins The Express to make the case for a new government sponsored retirement savings account that she says is more equitable and provides a pathway to allowing workers to not run out of money once they stop working. Plus, new record highs keep coming for the stock market, but by all accounts, this bull market is pretty tame.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8662467
https://www.newschool.edu/nssr/faculty/teresa-ghilarducci/
https://teresaghilarducci.org/about
https://insight.factset.com/
https://www.investopedia.com/terms/t/triplewitchinghour.asp
https://www.investopedia.com/terms/1/401kplan.asp
https://twitter.com/TimmerFidelity
https://eig.org/bipartisan-pair-of-economists-propose-bold-new-wealth-building-program-for-the-bottom-50-percent-of-american-workers/

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/d/dispersion.asp
https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358
https://www.youtube.com/watch?v=U1prSyyIco0
https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti
https://www.cboe.com/us/indices/dispersion/

Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains why people feel disconnected from the economy, and how to help them find their role in it. Plus, consumers are becoming much more discerning about their discretionary spending, and that is having a profound effect on the 'experience' economy. And, if you are looking for divergences in the stock market as it dances around record highs, there are plenty to choose from.

LINKS FOR SHOW NOTES:
https://www.investopedia.com/terms/m/mcclellanoscillator.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8656394
https://www.investopedia.com/private-credit-vs-private-equity-7565530
https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/
https://kylascanlon.com/
https://www.truistsecurities.com/insights
https://www.investopedia.com/terms/o/opportunitycost.asp

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years. Plus, more investors are sniffing around the junk bond market in search of higher and higher yields, but the rising stench of defaults is sending our warning winds. And, while the stock market makes new record highs behind the strength of Nvidia, consumer discretionary stocks have not been invited to the party.

Links for show notes:

https://www.investopedia.com/what-a-shorter-stock-trade-settlement-known-as-t-1-means-for-you-8653078
https://www.investopedia.com/what-the-sec-pivot-to-approve-spot-ether-etfs-means-8653633
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8653037
https://thebasispoint.com/
https://allstarcharts.com/blog/

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/s/shortinterest.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/terms/d/dividendpayoutratio.asp
https://kraneshares.com/#
https://www.pgim.com/dc-solutions/home
https://www.nuveen.com/en-us/insights
https://www.ndr.com/media

Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors need to lose in order to win, and what the future of trading and investing technology looks like over the next ten years. Plus, some of the top performing global markets in the world are all in South America. What's up down below?

LINKS FOR SHOW NOTES

https://www.investopedia.com/cpi-inflation-april-2024-preview-8646157
https://www.tastylive.com/talent/tom-sosnoff
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_051024.pdf
https://www.investopedia.com/legendary-investor-and-quant-king-jim-simons-dies-at-86-8646726