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Rank #177 in Business category

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Investing
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Business News

What Goes Up

Updated 5 days ago

Rank #177 in Business 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.

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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

76 Ratings
Average Ratings
65
3
2
2
4

Very Comprehensive

By T. Roan - May 23 2019
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One of the best financial podcasts around in my opinion.

Fun to listen to!

By emma covode - Apr 17 2019
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Smart and witty, great hosts

iTunes Ratings

76 Ratings
Average Ratings
65
3
2
2
4

Very Comprehensive

By T. Roan - May 23 2019
Read more
One of the best financial podcasts around in my opinion.

Fun to listen to!

By emma covode - Apr 17 2019
Read more
Smart and witty, great hosts
Cover image of What Goes Up

What Goes Up

Updated 5 days ago

Rank #177 in Business category

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.

Rank #1: Skunk at the Garden Party

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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
30 mins
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Rank #2: Hong Kong. Yield Curve. Oh My.

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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
31 mins
Play

Rank #3: Currency Wars

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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
32 mins
Play

Rank #4: Record Stocks Amid Recession Signals

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The stock market is trading near record highs yet concern about a potential recession continues to linger in the air, and that’s a tough dichotomy for investors to wrap their heads around, says Shawn Snyder, head of investment strategy at Citi Personal Wealth Management. He joins the podcast to discuss how to position investments amid an uncertain outlook for the economy. Also joining the podcast is Brad Olesen, leader of Bloomberg’s U.S. stocks team, to discuss the highlights of the second-quarter earnings season.

Mentioned in this podcast:
S&P 500’s Earnings Miracle Is Failing to Take Hold in the Second Half
Boeing Warns It May Halt 737 Output If Max Grounding Drags On
Jul 26 2019
29 mins
Play

Rank #5: The Fine Art of Short-Selling

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Short-seller Ben Axler’s Spruce Point Capital Management is thriving in the age of computerized investing by going where the machines don’t. He joins this week’s conversation to share how he digs deep into proxy statements and other obscure documents to sniff out the incentive targets that influence management, and then reverse engineers the ways they’re accomplishing them. Sebastian Boyd, a Santiago, Chile-based writer for the Bloomberg Markets Live blog, also discusses the state of credit markets and what to expect from the upcoming Federal Reserve meeting. 

Mentioned in this podcast:

The Tiny Activist Fund That Reaped 24% Return by Unearthing ‘Cockroaches’

Short Squeeze Fuels Junk-Bond ETF Jump After Record Bearish Bets 

Fed Seen on Track for 2019 Rate Cut Though Call Is Close 
Jun 14 2019
32 mins
Play

Rank #6: The 'Four Horsemen' of Recession

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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:

May 03 2019
31 mins
Play

Rank #7: Stocks Stare Down a 'Low Bar'

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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
29 mins
Play

Rank #8: One Market That Volatility Forgot

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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
33 mins
Play

Rank #9: What If the ‘Powell Put’ Fails?

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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
32 mins
Play

Rank #10: TINA's Back in Town?

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With apologies to Bruce Springsteen, as the Fed prepares to cut interest rates for the first time in a decade, it looks like There Is No Alternative (again!) to U.S. equities. Is the S&P 500's rally to a fresh record a new lease on life or the last gasp before it succumbs to a corporate earnings slide? Two of Bloomberg’s finest, senior markets editor and columnist John Authers and cross-asset reporter Vildana Hajric, join Mike Regan and guest co-host Emily Barrett on this week’s What Goes Up podcast to discuss.

It's a sober view from these stock market highs. Authers walks us through the signals he’s seeing in Shiller’s CAPE measure, which suggest that current valuations are "utterly, utterly dependent at this point on low interest rates." Hajric prepares us for a less-than-stellar quarterly earnings season but, as a special bonus, she catches us up with what’s going down in the world of Bitcoin billionaires, the Winklevoss twins.

Mentioned in this podcast:
Shiller's CAPE Reveals Dangers Lurking in Stocks: John Authers
Maybe $5 Trillion Is All That Can Be Wrung From Stocks This Year
Grim Earnings Forecasts Are Getting Worse by the Week in S&P 500
Jul 12 2019
36 mins
Play

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