Cover image of What Goes Up
(104)

Rank #164 in Investing category

Business
Investing
News
Business News

What Goes Up

Updated 3 days ago

Rank #164 in Investing category

Business
Investing
News
Business News
Read more

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.

Read more

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.

iTunes Ratings

104 Ratings
Average Ratings
86
7
4
3
4

Great show

By Corman134 - Feb 15 2020
Read more
Love the show and the competition every week! Like the Yankees, I’m always routing against Mike.

My favorite financial market podcast

By Byersjo12 - Nov 14 2019
Read more
Best combination of funny, insightful, and good guests. Great exploration of trends

iTunes Ratings

104 Ratings
Average Ratings
86
7
4
3
4

Great show

By Corman134 - Feb 15 2020
Read more
Love the show and the competition every week! Like the Yankees, I’m always routing against Mike.

My favorite financial market podcast

By Byersjo12 - Nov 14 2019
Read more
Best combination of funny, insightful, and good guests. Great exploration of trends
Cover image of What Goes Up

What Goes Up

Latest release on Feb 21, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 3 days ago

Rank #1: Skunk at the Garden Party

Podcast cover
Read more

Renewed trade tensions between the U.S and China arrived in markets like a “skunk at the garden party,” according to David Joy, the chief market strategist at Ameriprise Financial who has more than 40 years of experience in investment management. He tells co-hosts Sarah Ponczek and Mike Regan how he’s expecting markets to handle this pungent new arrival on the latest episode of the “What Goes Up” podcast.

 Along with that skunk, Uber Technologies arrived at the garden party of public markets this week with its long-awaited initial public offering. Kathleen Smith, co-founder of Renaissance Capital and manager of the IPO exchange-traded fund, joins the podcast to assess Uber and the rest of the money-losing herd of unicorns that may make 2019 a record year for IPO issuance. 

 As always, the hosts and guests finish up with a discussion of the craziest things they saw in markets this week.  

May 10 2019

30mins

Play

Rank #2: The 'Four Horsemen' of Recession

Podcast cover
Read more

Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, joins Sarah Ponczek and Mike Regan in this week’s episode of the “What Goes Up” podcast. He discusses his dissertation on the yield curve and what he calls the “Four Horsemen” of a recession. He’s joined by Bloomberg strategist Cameron Crise, who gives a former macro trader’s perspective on how academic research like Harvey's influences buying and selling decisions.

Mentioned in this podcast:

The Fourth Horseman of the Next Recession ApproachesAlice’s Adventures in Factorland: Three Blunders That Plague Factor InvestingThe Management of Political Risk

May 03 2019

31mins

Play

Rank #3: How U.S. Yields Could Go Negative

Podcast cover
Read more

Negative interest rates! They’re all the rage in Europe, but could this trend come to the U.S. financial system in the foreseeable future? Lauren Goodwin, an economist and multi-asset portfolio strategist at New York Life Investment Management, explains how it could happen. Also joining the podcast is Bloomberg Opinion columnist Shira Ovide, who discusses the latest earnings reports from big tech and communications companies.

Mentioned in this podcast:

Another rate cut—Is the U.S. economy weakening?

First Obama, Then Trump, Now They Say Warren Will Crush Stocks

Alphabet Is a Money-Making Mystery But It Works

The 1963 Schwinn Catalog

Nov 01 2019

34mins

Play

Rank #4: Chile’s Popular Unrest Is a Lesson for the World

Podcast cover
Read more

If it can happen in Chile, it can happen anywhere. That’s what Bloomberg Opinion columnist John Authers wrote this week as demonstrations broke out across the South American nation, long considered one of Latin America’s most-stable democracies. He joins this week to discuss the consequences for markets and societies with similar economic systems. Also joining the podcast is Bloomberg reporter Molly Smith, who gives her take on the current state of credit markets.

Mentioned in this podcast:

Chile's Violence Has a Worrisome Message for the World

Authers' Newsletter: When Pensions Fail, People Get Angry

Oct 25 2019

32mins

Play

Rank #5: Billionaire Ken Fisher Boxes With Wall Street

Podcast cover
Read more

While on the surface it looked like a calm week for the stock market, there was a lot of turbulence down below. Rising interest rates caused investors to rotate out of once high-flying momentum and growth equities in favor of beaten-down value stocks.

This week’s “What Goes Up” podcast breaks it all down with Ken Fisher, the author of 11 books and billionaire founder of Fisher Investments.

Mentioned in this podcast:

Rob Arnott Wants to Take a Victory Lap on Factor Crowding Call

Sep 13 2019

31mins

Play

Rank #6: A Downer in December?

Podcast cover
Read more

As U.S. benchmark stock indexes keep hitting new highs, at least one Wall Street strategist is on alert for a potential pullback by year’s end. Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, explains why she’s sticking with a year-end target of 2,950 for the S&P 500, about 5% below where it’s currently trading. Also joining the podcast is Bloomberg’s Ye Xie, who discusses the U.S. trade war with China and democracy protests in Hong Kong from the perspective of a global markets reporter.  

Mentioned in this podcast:

FOMO Grows as Investors Scurry to Catch Stock Market Boom

U.S. Senate Readies Quick Vote on Trade Status: Hong Kong Update

Patek Philippe Watch Sells for $31 Million in Record Auction

Nov 15 2019

34mins

Play

Rank #7: Currency Wars

Podcast cover
Read more

On Monday, China let its currency depreciate by the most since 2015, then later in the week President Donald Trump put more pressure on the Federal Reserve to cut interest rates to weaken the U.S. dollar. Has the trade war morphed into a currency war? And what are the implications for global markets? Bloomberg's Emily Barrett fills in as co-host on this week's “What Goes Up” podcast for Sarah Ponczek, while Bloomberg’s macro strategist Cameron Crise and currencies reporter Katherine Greifeld also join the conversation.

Mentioned in this podcast:

U.S. Intervention Odds Rise as Yuan Plunge Fuels Trump’s FX Fury

What Exactly Does Trump Want for the Dollar?

The Fate of the World’s Largest ETF Is Tied to 11 Random Millennials

Aug 09 2019

32mins

Play

Rank #8: Your 2020 Guide

Podcast cover
Read more

New year, new predictions. With 2020 off to the races, projections from strategists across Wall Street are now set in stone. Will market leadership change? Will a correction materialize over the next few months? What are the biggest risks? Chris Harvey, the head of equity strategy at Wells Fargo Securities, gives his view.

Mentioned in this podcast:

Maybe It’s Time to Start Worrying About Euphoria in U.S. Stocks

Jan 03 2020

25mins

Play

Rank #9: Panic in the Bond Disco

Podcast cover
Read more

The bond market has taken a major U-turn in recent weeks, causing the ever-important 10-year Treasury yield to jump from a three-year low of less than 1.43% in September to almost 2% on Thursday. Is this a turning point for fixed income or just a correction in an overbought Treasuries market? Robert Tipp, chief investment strategist at PGIM Fixed Income, shares his thoughts. Bloomberg Executive Editor Chris Nagi also explains what the rise in yields means for a U.S. stock market that touched record highs this week.  

Mentioned in this podcast:

Career Risk Flashing in Fund Land as Only 29% Beat Benchmarks

U.S. Rates: Low for Long, But Likely Positive

Robinhood Traders Discovered a Glitch That Gave Them ‘Infinite Leverage’​​​​​​​

Correction: This post incorrectly identified Robert Tipp’s title. The post has been updated.

Nov 08 2019

33mins

Play

Rank #10: One Market That Volatility Forgot

Podcast cover
Read more

The U.S. stock market’s best first half of a year since 1997 is in the books, as is a ferocious rally in Treasuries, and the second half is poised to be dominated by speculation about what the Federal Reserve will do with interest rates as cracks appear in the longest economic expansion on record. Despite the fireworks in equities and sovereign bonds, currency markets are stuck in some of the narrowest trading ranges on record. Joining the latest episode of the “What Goes Up” podcast to discuss the first half and the outlook for the rest of the year are Pimm Fox, a blogger for Bloomberg Markets Live, and Katherine Greifeld, a reporter on the bonds and foreign-exchange team.

Mentioned in this podcast:

Be ‘Prepared for Anything’ as Trump Slams Europe, China on FX

One Look at Passive Flows Explains the Story of Markets in 2019

Trump Wants the Fed to Weaken the Dollar. Powell Says That’s Not His Job

Jul 05 2019

33mins

Play

Rank #11: Stocks Stare Down a 'Low Bar'

Podcast cover
Read more

Second quarter earnings season has officially begun. This week, the biggest banks set the stage for what could mark the S&P 500’s first quarterly profit decline in three years. Will underwhelming results be enough to spur further gains in equities this year? Evan Brown, head of multi-asset strategy at UBS Asset Management, and Bloomberg finance reporter Lananh Nguyen, join Sarah Ponczek and guest co-host Chris Nagi this week. Also on the episode, a look at U.S. dollar policy with the possibility of intervention in the headlines.

Mentioned in this podcast:

Banks' Record Earnings Show Fed Is Key to Whether Fun Continues

BofA Counters Trading Slump With Gains in Consumer Banking

Mnuchin Currency Remark Seen Raising Risk of FX Intervention

White House Knows It Needs the Fed to Make a Dent in the Dollar

Jul 19 2019

29mins

Play

Rank #12: What If the ‘Powell Put’ Fails?

Podcast cover
Read more

The Federal Reserve has the stock market’s back, right? That’s what a lot of investors have come to believe. The so-called “Yellen put” (after former Fed Chair Janet Yellen) has rolled over into the “Powell put” (after current Fed Chair Jerome Powell) in trader parlance that likens central bank policy to options contracts protecting against losses in equities.

But what if the Powell put doesn’t do the trick this time, and economic data and corporate earnings continue to deteriorate despite interest rate cuts? What if it isn’t enough to counteract U.S. President Donald Trump’s trade war?

That’s one of the topics guest Alec Young, managing director for global markets research at FTSE Russell, explores on this week's show. Also joining the podcast is Romaine Bostick, a reporter and anchor on Bloomberg Television, to give his take on the state of play in markets, and what he’s hearing from sources on Wall Street. 

Aug 02 2019

32mins

Play

Rank #13: Hong Kong. Yield Curve. Oh My.

Podcast cover
Read more

Chaos in Hong Kong. A cross-asset market shock in Argentina. And that dreaded yield-curve inversion—a fleeting drop in 10-year U.S yields below 2-year rates—goes viral by creating panic-selling in the stock market. It was quite a week. JPMorgan Chase & Co. Global Markets Strategist Gabriela Santos joins this week's podcast to make sense of it all. Also joining hosts Sarah Ponczek and Mike Regan is Bloomberg cross-asset reporter Luke Kawa, who gives his take on the market volatility of August.

Mentioned in this podcast:

Countdown to Catastrophe? What the Yield Curve Means for Stock Bull Markets

Equities Are on ‘Borrowed Time’ as Recession Signal Nears Inversion

The Weekly Fix: Recession or Japanification. Which Is Worse?

Aug 16 2019

31mins

Play

Rank #14: Make Money, Save the Planet

Podcast cover
Read more

Climate change is arguably the biggest problem facing mankind in the 21st century, and any serious effort to slow it will require further massive investments in clean energy. At investment firm GMO, portfolio manager Lucas White leads a strategy that invests in companies which stand to benefit from the transition to green energy. It not only makes sound environmental sense, White says, but it also makes economic sense.

Mentioned in this podcast:

Thinking Outside the Box: How and Why to Invest in a Climate Change Strategy

Nov 29 2019

31mins

Play

Rank #15: OK Boomer, Time to Rebalance

Podcast cover
Read more

It was a fabulous year to be invested in stocks or bonds. But what’s in store for 2020? Nela Richardson, an investment strategist at Edward Jones, and Bloomberg columnist Cameron Crise give their outlooks. Richardson says a lot of older clients are reluctant to make less risky investments due to the huge returns they’ve enjoyed in 2019. Meanwhile, the rally in bonds has pushed interest rates down and made the returns on fixed-income look unappealing. 

Mentioned in this podcast:

Maybe It’s Time to Start Worrying About Euphoria in U.S. Stocks

U.S. Yield Curve Hits Steepest Point in Over a Year

Dec 20 2019

38mins

Play

Rank #16: The Right Way to Be Wrong

Podcast cover
Read more

Veteran stock-market strategist Jeffrey Saut’s retirement lasted only three weeks. Now he’s back, to explain why all the hand-wringing about 2020 may not be necessary. Saut isn’t worried about the “longest bull market ever” coming to an end, despite fears in some quarters that the economy is near the conclusion of the business cycle. Also joining the podcast is Bloomberg Markets Live blogger Pimm Fox, who shares his views on the outlook for equities and commodities.

Mentioned in this podcast:

Peloton Stock Is Pummeled on Backlash From ‘Gift That Gives’ Ad

A 20-Carat Blue Diamond Is Sold for Almost $15 Million

Dec 06 2019

32mins

Play

Rank #17: Don’t Call It QE

Podcast cover
Read more

Federal Reserve Chairman Jerome Powell this week insisted that a plan to buy Treasury bills to build up excess bank reserves wasn’t the same thing as the central bank’s previous asset purchases, known as quantitative easing, or QE for short. Markets, however, reacted similarly to how they behaved during QE, with risky assets like stocks rallying and the Treasury yield curve steepening. Medley Global Advisors Macro Strategist Ben Emons and Bloomberg reporter Luke Kawa discuss the significance of the Fed’s latest move.

Mentioned in this podcast:

A Repeat of 2018’s Rout Is Likely Coming, Veteran Investor Says

Nonsense Market Moves Have Investors ‘Exhausted’ by Trade Talks

Oct 11 2019

34mins

Play

Rank #18: The China Syndrome

Podcast cover
Read more

Near record-low, and even negative, interest rates have captivated investors around the world. But are they here to stay? Chad Morganlander and Kevin Caron, portfolio managers at Washington Crossing Advisers, discuss how imbalances between China and other major economies have helped lead to a savings glut that’s depressed rates, and how the nation’s gradual shift to a more consumer-oriented economy could unwind this dynamic.

Mentioned in this podcast:

China Hits Back at Trump With Higher Tariffs on Soy, Autos

 Powell Speaks, Trump Tweets, China Reacts, Markets Freak. Repeat

How China Trade Policies Lead to U.S. Debt

Aug 23 2019

32mins

Play

Rank #19: A Week of Curve Balls

Podcast cover
Read more

A stock market trying to notch new record highs this week was thrown a great deal of curve balls. Attacks on Saudi oil facilities sent crude prices surging. The Federal Reserve lowered interest rates for a second straight time through what was seen as a “hawkish cut.’’ And short-term financing costs went – as some called it – crazy. Joining this week’s "What Goes Up” podcast to make sense of it all is Liz Ann Sonders, the chief investment strategist at Charles Schwab, and Alex Harris, who covers short-term funding markets for Bloomberg News.

Mentioned in this podcast:

 The Repo Market’s a Mess. (What’s the Repo Market?)

 ‘This Is Crazy!’: Wall Street Scurries to Protect Itself in Repo Surge

 Wall Street Races to Figure Out If the Quant Stock Shock Is Over

 Powell the ‘Artful Dodger’ Declines to Signal What Comes Next

 Oil Having Best Week in Eight Months as Iran Sanctions Toughened

Sep 20 2019

34mins

Play

Rank #20: Remembering 2019

Podcast cover
Read more

An inverted yield curve. Fears of recession. Three rate cuts from the Federal Reserve. And a boatload of negative yielding debt. All remnants of a year to remember, when everything rallied and U.S. stocks notched one of their best in decades. Matthew Peron, chief investment officer for City National Rochdale recounts 2019’s highlights.

Dec 27 2019

23mins

Play