The Investopedia Express with Caleb Silver Investopedia

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

The Express returns to Omaha, Nebraska where tens of thousands of Berkshire Hathaway shareholders have gathered for 60 years to hear words of wisdom from Warren Buffett and listen to how he intends to keep growing their investment. Absent this year, of course, was Charlie Munger, Berkshire's former Vice-Chairman and Buffett's partner in building the conglomerate, who passed away last November just one month shy of his 100th birthday. We caught up with the Berkshire faithful as they shopped til they dropped and listened to Buffett's succession plans as he passes the reins to Greg Abel and Ajit Jain.

LINKS FOR SHOW NOTES

https://sentimentrader.com/blog
https://opensea.io/collection/boredapeyachtclub

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-5-8643141

https://www.investopedia.com/terms/b/buyback.asp

https://www.investopedia.com/investors-aren-t-worried-right-now-but-they-re-not-buying-either-8642075

https://www.investopedia.com/key-takeaways-warren-buffett-berkshire-hathaway-annual-meeting-2024-8643567

https://www.youtube.com/watch?v=r1E20HeIvRc

https://www.investopedia.com/4-key-takeaways-from-apple-q2-2024-earnings-call-8642680

Carson Block, CEO of Muddy Waters Research, joins The Express to explain how one of the most influential short sellers identifies the frauds, the lies, the half-truths and the warning signs that companies sometimes use to dupe investors. Block discusses why his firm and others are looking deep into the commercial and residential real estate markets for what might be rotting inside balance sheets, and the catchphrases investors should be aware of inside corporate filings. Plus, retail investors took an extended spring break in April, but may have rediscovered their favorite stocks.

LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/s/stagflation.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8639418
https://muddywatersresearch.com/
https://www.vandaresearch.com/news/
https://www.investopedia.com/1973-energy-crisis-definition-5222090
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_042624A.pdf

Bethany McLean, author of best-selling books including, "The Smartest Guys in the Room", and "All the Devils are Here", climbs back aboard to The Express after receiving the SABEW Distinguished Achievement Award, to talk about how she broke open some of the biggest business stories of the past thirty years. From Enron to Elon Musk's SolarCity, Bethany talks about how she developed her sense of wrongdoing, her battles challenging the Power and the Powerful, and whether America's style of capitalism can be saved.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/e/equityriskpremium.asp

https://www.calpers.ca.gov/page/newsroom/calpers-news/2024/calpers-will-increase-private-markets-investments

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8635421

https://podcasts.apple.com/us/podcast/inside-high-speed-business-cycle-private-equity-prepares/id1529322197?i=1000500819175

https://www.penguinrandomhouse.com/authors/229011/bethany-mclean/

https://www.capitalisnt.com/

https://www.investopedia.com/terms/f/failuretodeliver.asp

https://www.investopedia.com/terms/n/nakedshorting.asp