Episodios

  • Inside the Berkshire Shareholder Meeting as Buffett Says He's Stepping Down

    Inside the Berkshire Shareholder Meeting as Buffett Says He's Stepping Down
    May 4 2025
    It may have come as a surprise to those of us in attendance at the Berkshire Hathaway meeting in Omaha this Saturday, but Warren Buffett gracefully said he'll be stepping aside as CEO at the end of the year, ending the greatest 60-year run in business history. The 94-year old paved the way for his successor, Greg Abel, but reassured investors and the Berkshire faithful that he'll be hanging around to provide his infinite wisdom to the new leadership team, and to the rest of us. Listen to Warren's enduring words of wisdom, and to his faithful investors and students who are on the lifelong investing journey with him. Links for show notes:https://www.investopedia.com/terms/m/marketcapgdp.asphttps://www.investopedia.com/articles/markets/041714/how-warren-buffett-made-berkshire-hathaway-worldbeater.asphttps://www.investopedia.com/warren-buffett-to-step-down-as-ceo-of-berkshire-hathaway-at-year-end-11727785https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11725770https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/s/sell-in-may-and-go-away.asphttps://buffett.cnbc.com/warren-buffett-archive/https://www.investopedia.com/terms/m/marketcapgdp.asphttps://www.youtube.com/watch?v=1Nvte97VM6Y Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    18 m
  • What is Behind Chef Kwame Onwuachi's Recipe for Innovation

    What is Behind Chef Kwame Onwuachi's Recipe for Innovation
    Apr 30 2025
    Chef Kwame Onwuachi is one of the most influential and innovative chefs working today. A James Beard Award-winner, best-selling author, entrepreneur, and storyteller, Chef Kwame derives his inspiration from the world and the communities he grew up with in the Bronx, NY, and his never-ending educational journey through food, flavor and history. Our conversation took place at Future Proof CityWide in Miami Beach in March, as part of the Recipe for Innovation Live series from Invesco QQQ, in partnership with Investopedia and Food and Wine. Resources: https://www.invesco.com/qqq-etf/en/recipe-for-innovation.htmlhttps://www.tatiananyc.com/https://www.kwameonwuachi.com/https://www.foodandwine.com/author/ray-islehttps://futureproofhq.com/citywide/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    32 m
  • The De-escalation Trade Roars Back, but Halloween May Get Ghosted

    The De-escalation Trade Roars Back, but Halloween May Get Ghosted
    Apr 28 2025
    A de-escalation in the tariff sabre rattling between the U.S. and China brought the buyers back into the stock market, lifting it well out of correction territory as investors hope for cooler heads to prevail. But the damage to retail supply chains may have been done as the National Retail Federation warns of a 20% hit to sales if the tariffs remain on core items, and the big ticket holiday spending events like Halloween may be at risk.Plus, a rare breadth indicator resurfaces as stocks surge, reminding us that we are investing in a headline driven environment. Resources:https://nrf.com/media-center/press-releases/import-cargo-levels-to-drop-sharply-amid-new-tariffs-and-uncertainty https://www.investopedia.com/what-to-expect-in-the-markets-this-week-april-28-2025-11721321 https://www.hiaonline.org/news/698973/Press-Release---Tariffs-Threaten-to-Cancel-Halloween-and-Cripple-Christmas.htm https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    13 m
  • David Booth on the Birth of Big Data and Dimensional Funds

    David Booth on the Birth of Big Data and Dimensional Funds
    Apr 23 2025
    David Booth, the founder and Chairman of Dimensional Funds, on how he and a group of future Nobel Prize winners came together at the University of Chicago in the late 1960’s and 70’s and revolutionized the investing world by applying data, for the first time, to quantify the real performance of the stock market, and to shine a glaring spotlight on the way Wall Street used to work. In the process, they created Dimensional Funds - one of the most successful investing firms in history. LINKS: https://www.dimensional.com/us-en/who-we-are/about-us https://www.youtube.com/watch?v=T98825bzcKw Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    19 m
  • The 7th Circle of Uncertainty and Sanctity of the Fed

    The 7th Circle of Uncertainty and Sanctity of the Fed
    Apr 20 2025
    The Big Money continues to flee U.S. assets amid more policy uncertainty and lack of guidance from C-Suites, but that hasn’t stopped individual investors from trying to buy the dips. That strategy has backfired, but they show no signs of giving up, yet. Plus, the president brings the smoke to the Fed Chair, but Powell may be protected by a key piece of legislation from 1913. Resource links: https://www.vandaresearch.com/ https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780 https://www.investopedia.com/terms/f/1913-federal-reserve-act.asp https://www.investopedia.com/trump-hints-at-firing-powell-after-fed-chair-signals-no-rate-cut-soon-11717006 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11717208 https://www.vandaresearch.com/ https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780 https://www.npr.org/2025/04/17/1245273497/economic-lessons-learned-from-investopedia-and-ferris-bueller Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    14 m
  • Trying to Catch Falling Knives, Retail Investors Rush In

    Trying to Catch Falling Knives, Retail Investors Rush In
    Apr 18 2025
    As the biggest stocks in the market continue their dizzying selloff, retail investors have been buying the dip at levels we haven't seen since just after the pandemic lockdowns. Vanda Research reported record inflows into the Magnificent 7 and other widely-held stocks like Palantir after April 2nd, and buying the dip has proved very painful during this correction. Marco Iachini, the S.V.P. of Research for Vanda Research, joins the Investopedia Express Conversation Series to break down what we've been buying, and searches for signs of capitulation across the stock market. LINKS FOR SHOW NOTES: https://www.vandaresearch.com/ https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780 Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    17 m
  • Tariff Flip Flops Supercharge Our Animal Spirits

    Tariff Flip Flops Supercharge Our Animal Spirits
    Apr 14 2025
    Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors second-guessing the rally in stocks and selling U.S. Treasuries and the Dollar. Plus, retail investors have been trying to catch falling knives amid the market volatility by buying the dips, but that strategy has backfired in this cycle, and trust in our capital markets has been compromised. And, big bank CEOs are warning about a recession, but beauty stylists are already seeing it show up at the salon. Links for show notes: https://content.govdelivery.com/bulletins/gd/USDHSCBP-3db9e55?wgt_ref=USDHSCBP_WIDGET_2 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/trump-exempts-smartphones-computers-chips-from-tariffs-11714237 https://www.investopedia.com/terms/l/lipstick-effect.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    16 m
  • Why The Big Short is Not Short Right Now

    Why The Big Short is Not Short Right Now
    Apr 10 2025
    Steve Eisman, who was profiled in the terrific book and movie, "The Big Short", explains why he's not shorting any parts of the market right now, but what he would bet against under certain conditions. He explains what's different about this recent volatility and the Great Financial Crisis and the crash of 1987, and how the tariff war might play out as negotiations continue. Plus, his thoughts on Steve Carell's portrayal of him in the movie and how that has changed his life. Links: https://www.audacy.com/podcast/the-eisman-playbook-048f2 https://www.investopedia.com/articles/investing/020115/big-short-explained.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    22 m
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