What Goes Up

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.
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Chris Mack, a portfolio manager at Harding Loevner, joined the “What Goes Up” podcast to discuss his firm’s investment process and how his fund's hun…
The attention of global investors returned to China this week as a crackdown on for-profit education companies triggered a massive selloff in the nat…
Rebecca Patterson, director of investment research at Bridgewater Associates, joined this week’s “What Goes Up” podcast to discuss the reversal in so…
What is the point of creating synthetic stocks and ETFs to trade on the blockchain with cryptocurrencies? Do Kwon, co-founder and CEO of Terraform …
Well, so much for that reflation and reopening trade. David Bianco, chief investment officer for the Americas at DWS Group, joined the “What Goes Up”…
It’s the top question on the minds of everyone involved in the markets these days: How long is “transitory” when it comes to the Federal Reserve’s vi…
Dimensional Fund Advisors, which manages $637 billion, was one of the first firms to take seminal academic financial research off of the campus and p…
A few dots moved higher on a Federal Reserve chart of interest rate projections, and it caught many investors by surprise. Yet the hawkish turn tampe…
What generation will drive the consumer economy and create stock-market winners in the post-pandemic world? Lauren Hill, a portfolio manager and anal…
They’re baaaaack! Day-trader cult stocks like AMC Entertainment Holdings Inc. are dominating investors’ attention once again, with eye-popping rallie…
Seema Shah, chief strategist at Principal Global Investors in London, joined this week’s “What Goes Up” podcast to discuss the state of the global ec…
For years, cryptocurrencies were considered fringe investments on Wall Street, but this week a massive intraday plunge in Bitcoin corresponded with a…
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…
Vincent Deluard, director of global macro strategy at the brokerage StoneX Group, joins the “What Goes Up” podcast to discuss how Mexico and Canada m…
Greg Jensen, the co-chief investment officer for the hedge-fund manager Bridgewater Associates, joins the “What Goes Up” podcast to discuss this week…
Liz Ann Sonders, chief investment strategist at Charles Schwab, joined the latest episode of the “What Goes Up” podcast to discuss what appears to be…
Economic growth in 2021 is forecast to be unlike anything seen in the last several decades as the world begins to return to normal following the Covi…
He was one of the first money managers to deploy factor-investing strategies at his firm Gerstein Fisher, but now Gregg Fisher is trying something n…
The swift rise in Treasury yields that triggered some wild swings in the stock market stopped this week – at least temporarily. Shawn Snyder, the hea…
Financial markets have become obsessed with the possibility of faster-than-normal inflation this year as economies reopen from Covid lockdowns. But…
Bond yields are rising, commodity prices are jumping, and stock markets around the globe are soaring. To David Adams, the chief investment officer at…
The flattening of the Covid case curve and the re-opening of economies around the world is causing big ripples in the stock market, with investors se…
The surge in Treasury yields this week caught a lot of investors off-guard, triggering a bout of volatility in the stock market. Joining the “What Go…
Marko Papic, partner and chief strategist at hedge-fund seeder Clocktower Group, joined the latest episode of the “What Goes Up” podcast to discuss h…
The dislocations in markets last year created a fleeting opportunity to buy stocks that pay big dividends on the cheap. Sorting through which compani…
Like a lot of parents these days, Cameron Crise is dealing with a teenager at home who wants to get into day-trading and reap the type of the windfal…
The drama surrounding GameStop Corp. and other high-flying stocks targeted by social media-influenced traders has triggered a debate about behavior i…
Why does Tesla joining the S&P 500 remind Wells Fargo Securities’ head of equity strategy of AOL and the dot-com boom and bust era? He explained on t…
The upcoming inauguration of Joe Biden as president offers the U.S. a chance to reboot its relationship with China after a tumultuous four years unde…
Another week, another record high for stocks – even in the midst of political unrest. Vincent Deluard, director of global macro strategy at StoneX Gr…
Peter Cecchini, founder and CEO of AlphaOmega Advisors, joins the latest “What Goes Up” podcast to discuss the crazy year that was 2020 in markets, a…
Anastasia Amoroso, head of thematic strategy at J.P. Morgan Private Bank, joins the latest “What Goes Up” podcast to discuss emerging investing theme…
Danton Goei, who runs global investment strategies at Davis Funds, joins the "What Goes Up" podcast this week to discuss what opportunities he's seei…
In the wake of Covid-19, corporations this year issued trillions of dollars of debt to make it through. Now, according to Josh Lohmeier, head of Nort…
The recent rotation in the equity market has made the once no-brainer decision to bet big on big tech a little more complicated. Jacqueline Remmen, s…
Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the In…
Barely-there yields in the bond market have led to a search for other strategies to diversify portfolios with assets that will cushion the blow from …
Promising results in a coronavirus vaccine test triggered a wild rotation in the stock market this week. Lauren Goodwin, economist and strategist at …
Many investors, like most Americans, have been fixated on the political drama of this year’s presidential election. But when it comes to picking stoc…
The velocity of money is an attempt to estimate the average number of times a dollar changes hands. It crashed to record lows during the pandemic as …
The dollar has been in a slump against major currencies in the last few months, and betting on more declines has become a popular trade. Wells Fargo …
The shift to commission-free trading and the stay-at-home environment of 2020 helped usher a new army of day traders into the stock and equity-option…
An antitrust report by Democratic staffers for the House of Representatives this week sent chills down the spine of investors holding shares of the m…
A stock market that sometimes seems bulletproof in the face of adversity can make it challenging for hedge funds looking for companies to sell short …
Warren Buffett has referred to the massive cash pile at his company Berkshire Hathaway Inc. as his “elephant gun,” meaning he’s always on the prowl f…
An explosion of trading in equity options among day-traders is suspected of helping to fuel the rally in U.S. stocks this summer. Chris Murphy, co-he…
The selloff in high-flying technology stocks continued this week after a breathtaking rally over the previous five months. Is the bubbling bursting, …
The U.S. stock market’s melt-up seems to have ended in spectacular fashion this week, and now many on Wall Street are turning their attention to the …
Politics has become one of the most-important drivers in markets and this year’s U.S. presidential election is shaping up to be the main focus of tra…
Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, is well known for his research on the yield curve …
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