177 episodes

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore 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 Finance Talk

    • Business
    • 4.7 • 293 Ratings

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore 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.

    Cash Is Not Trash

    Cash Is Not Trash

    It’s a common motto among investors: Cash is trash. But Oksana Aronov, head of market strategy, alternative fixed income at J.P. Morgan Asset Management, says not so fast.

    “I’ve been hearing about investors losing money sitting in cash, and that cash is trash for as long as I’ve been in this industry,” she said on this week’s episode of “What Goes Up.” “But the reality is that if you have been in cash for the last five years, you’ve essentially outperformed the Bloomberg Barclays aggregate index year to date, over one year, three years, and, depending on the day, yes, even five years.”

    Aronov says that risks are currently skewed to the downside, and that she and her team prefer to have a lot of liquidity in their portfolio because “it serves as a free option, essentially, on any asset class in the world.” Opportunities will come by, perhaps in the coming months. “For us, this is still a capital-preservation part of the cycle, although I think we’re closer to the end of it than we were a couple months ago.”

    See omnystudio.com/listener for privacy information.

    • 50 min
    Bracing for a Recession

    Bracing for a Recession

    Fiona Cincotta, senior financial markets analyst at City Index in London, joined this week’s “What Goes Up” podcast to discuss what she expects in markets, especially as US investors brace for what some say is the increasing potential for recession.

    “I think a ‘soft landing’ is optimistic—we’ll put it that way,” Cincotta says, adding that she puts the probability of a downturn in the near future at more than 50%. However, the still-hot American jobs market could ease the sting of any economic contraction. “It could be that the jobs market is actually the saving grace for the US economy,” she says.

    See omnystudio.com/listener for privacy information.

    • 36 min
    Revenge of the Hedge Funds

    Revenge of the Hedge Funds

    Anastasia Amoroso, the chief investment strategist at iCapital, joined the latest episode of “What Goes Up” to discuss the market volatility that followed the US Federal Reserve’s interest-rate hike and how hedge funds are attracting client interest again after years of languishing in the bull market. 

    “In this environment, where nothing seems to be working, investors are looking for something that is—and right now that is in the hedge fund space,” she says. 

    See omnystudio.com/listener for privacy information.

    • 42 min
    Stock Market Gets Ironic

    Stock Market Gets Ironic

    It’s a market environment that Alanis Morissette could write a verse about. Any positive upcoming US economic data may very well receive a poor reaction in the stock market, since it could embolden the Federal Reserve to continue its aggressive campaign to tame inflation.

    Anthony Saglimbene, global markets strategist at Ameriprise Financial, joined the latest episode of “What Goes Up” to discuss how to navigate a market where good news is bad news again. Isn’t it ironic?

    See omnystudio.com/listener for privacy information.

    • 42 min
    What This Money Manager Learned Traveling in Covid-Zero China

    What This Money Manager Learned Traveling in Covid-Zero China

    Wenting Shen, an analyst and portfolio manager at Harding Loevener, is traveling through China while navigating the country’s strict Covid-zero policies, visiting executives at the companies she covers to see how they’re faring. She joins the latest episode of “What Goes Up” to discuss what she’s learned on her trip, and how Covid-19 and the trade war begun by Donald Trump have altered China’s economy.

    See omnystudio.com/listener for privacy information.

    • 32 min
    `I Need a Solid Panic’

    `I Need a Solid Panic’

    Victoria Greene, founding partner and chief investment officer at Texas-based G Squared Private Wealth, joined the latest episode of “What Goes Up” to discuss the mood of clients and why she thinks the 2022 market selloff isn’t over yet.

    “Not to sound like a snob, but I need a solid panic,” she says. “We just haven’t seen that solid, absolute capitulation—everything selling off. We aren’t there yet.” 

    See omnystudio.com/listener for privacy information.

    • 48 min

Customer Reviews

4.7 out of 5
293 Ratings

293 Ratings

Sebby_A ,

I want to marry Vildana

I love you

poiuny76398 ,

Great selection of ads

This compilation of ads is great. Unfortunately it is occasionally interrupted by people talking about financial markets. But if you love advertisements, this show is great.

aldal1129 ,

Wait a sec

Do we know vildanas hs nickname?

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