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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Dave Abner, global head of business development at crypto exchange Gemini Trust Co. and a two-decade veteran of the ETF industry, joined the “What Go…
Halloween is coming, so it’s time to confront a common source of fear: bank stocks. Ever since the global financial crisis, many investors have been…
Up 1% one day, down an equal amount the next, the stock market’s been serving up a bout of volatility traders haven’t seen all year. There’s plenty t…
Treasury yields started to spike soon after the Federal Reserve signaled it’s edging closer to winding down its pandemic-era bond buying. But can sto…
Non-fungible tokens, or NFTs, went from non-existent to taking over the world in record fashion. But what is their utility besides being collectibles…
Stocks tied to the economic reopening had a banner 2020 before their performance petered out a few months ago. But Andrew Slimmon, a senior portfolio…
El Salvador is not a nation that comes up in global-macro investing discussions very often, but its embrace of Bitcoin as legal tender marks an inter…
Some economic reports are coming in weaker than expected as the back-to-normal recovery drags on. To many investors, it means the Federal Reserve wil…
Extraordinary loose monetary policy has led to what Interactive Brokers Chief Strategist Steve Sosnick calls a “flight to crap,” or investor interest…
The rebound in the stock market from the pandemic-induced recession has been breathtaking, with the S&P 500 doubling from its low point in March 2020…
Many traders expected this summer to be a volatile one for U.S. markets, but so far it’s been quiet as can be. What happened? Chris Gaffney, head of …
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…
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