65 episodes

Hosts Mike Regan and Sarah Ponczek 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

    • Investing
    • 4.6, 114 Ratings

Hosts Mike Regan and Sarah Ponczek 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.

    ‘Scared For the Market’

    ‘Scared For the Market’

    Investors across Wall Street are beginning to wonder if the risk rebound has further room to run. Fed policy is extremely stimulative, economies are reopening, and slices of the market hit hard by Covid-19 are joining in on the rally. But GMO, the famous money manager founded by Jeremy Grantham, isn’t buying it.
    Mentioned in this podcast: 
    Investors Pile Into Stocks That Win in a Full Economic Recovery
    U.S. Corporate Bond Sales Smash Record, Soaring Over $1 Trillion
    Bored Day Traders Locked at Home Are Now Obsessed With Options

    • 38 min
    It’s Already 2021 in the Market

    It’s Already 2021 in the Market

    What explains the resiliency of the U.S. stock market, despite the worst economic data in most of our lifetimes? Susan Schmidt, head of U.S. equities at Aviva Investors in Chicago, says the market is already looking ahead to next year. That doesn’t mean there won’t be some more volatility in the near term.
    Mentioned in this podcast:
    U.S. Equity Markets Stubbornly Ignore the Doom Everywhere
    Extreme Behavior Is on Display Everywhere in the Stock Market
    Black Swan Author Spars With Quant Legend Over Tail Risk Hedges

    • 41 min
    An Historic Crash

    An Historic Crash

    It was 10 years ago this month that the S&P 500 dropped 5% in four minutes. Now, the infamous day is known as the Flash Crash of May 6, 2010, and a decade later global markets are again facing extreme volatility – albeit in a different way. Joining the “What Goes Up” podcast this week is Liam Vaughan, the author of a new book, “Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History,” to chronicle the historic day and how a 36-year-old day trader got caught in the middle of it all.
    Also on the episode is Jafar Rizvi, portfolio manager of Harding Loevner Global Small Companies & International Small Companies Funds, who helps explain how to navigate investing in global small cap firms in the wake of the coronavirus.
    Mentioned in this podcast:
    The Work-From-Home Trader Who Shook Global Markets
    Stock Market’s Winners Hint at Gloom Rather Than Quick Comeback

    • 45 min
    Death of the Buyback?

    Death of the Buyback?

    This is a year when unthinkable events have become commonplace. That has some investors wondering if the Federal Reserve could end up making what was previously an unthinkable move: purchasing stocks. Vincent Deluard, global macro strategist for brokerage INTL FCStone, discusses.
    Mentioned in this podcast:
    With Stocks Buybacks Halted, We’ll See How Much They Matter
    Stock Fear Gauge Falls to Nine-Week Low After Topping 2008 Highs

    • 36 min
    Treasury’s $1.9 Trillion Quarter

    Treasury’s $1.9 Trillion Quarter

    The U.S. Treasury is auctioning a dizzying amount of bonds to pay for the government’s economic relief efforts. Will the market be able to digest this mountain of supply? Wells Fargo Securities macro strategist Zachary Griffiths discusses.
    Mentioned in this podcast:
    Bond Traders Signal the Path to Reopening Will Be Long and Bumpy
    ​​​​​​​Kudlow Says China Will Be ‘Held Accountable’ for Coronavirus

    • 37 min
    Sell the Reopen News?

    Sell the Reopen News?

    As several states take tentative steps to reopen their economies following lockdowns to slow the spread of Covid-19, the big question for investors is whether a V-shaped recovery is in store. Baird strategist Michael Antonelli discusses why he believes the economic re-openings won’t be greeted with a rally in stocks.  
    Mentioned in this podcast:
    Bad Data Is a Given for Wall Street Gaming Out Lockdown Exit
    What an Oil ETF Has to Do With Plunging Oil Prices
    ‘They Don’t Know What to Say’: Company Earnings Add to Confusion

    • 33 min

Customer Reviews

4.6 out of 5
114 Ratings

114 Ratings

Corman134 ,

Great show

Love the show and the competition every week!

Like the Yankees, I’m always routing against Mike.

Byersjo12 ,

My favorite financial market podcast

Best combination of funny, insightful, and good guests. Great exploration of trends

T. Roan ,

Very Comprehensive

One of the best financial podcasts around in my opinion.

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