The Investopedia Express with Caleb Silver Investopedia

Over the past 100 years, Edward Jones has become a ubiquitous financial advice business with over 15,000 locations in North America overseeing $2 trillion in household assets. Penny Pennington, CEO and Managing Partner of Edward Jones joins The Express to talk about what American families are doing with their money, what they are worried about, and how they intend to transfer their wealth to their kids and grandkids. Plus, Volatility is back after a long nap, and it is shaking up individual stocks and the major averages. Is this the beginning of a correction, or just the natural cycle of capital markets in the 21st century?

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/v/vix.asp

https://www.costco.com/1-oz-gold-bar-pamp-suisse-lady-fortuna-veriscan-new-in-assay.product.4000186760.html

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8630573

https://www.edwardjones.com/us-en/why-edward-jones/news-media/thought-leadership/firm-leadership/penny-pennington

https://www.cfraresearch.com/insights/

Sam Stovall, Chief Investment Strategist at CFRA, rejoins The Express to put stock market pullbacks in perspective, and why the recent declines are to be expected and relatively minor given historical averages. Plus, there is a growing chorus of Fed presidents who don't think interest rate cuts are warranted at all this year given the hot labor market and persistent inflation. Do investors and savers need to get used to, "higher until whenever", for interest rates, which might explain the heaviest inflows into money market funds that we've witnessed all year? Also, glam-metal legends KISS sells its catalogue and its NIL for $300 million as Name, Image and Likeness moves from the field to the recording industry.

https://www.bespokepremium.com/
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_040524A.pdf
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8624383
https://www.sifma.org/people/sam-stovall/
https://www.investopedia.com/name-image-likeness-8558991
https://pophouse.se/news/pophouse-acquires-the-music-catalogue-brand-name-and-ip-of-legendary-rock-band-kiss/
https://www.cfraresearch.com/about/
https://www.amazon.com/Books-Sam-Stovall/s?rh=n%3A283155%2Cp_27%3ASam+Stovall

Claudia Sahm didn't coin the "Sahm Rule", but she has taken on the responsibility that comes with having an economics rule and recession indicator named after her. The macroeconomist who worked at the Federal Reserve and the White House Council of Economic Advisers joins The Express with her forecast for the U.S. economy, including what could go very right, and what could go very wrong. Plus, divergences across the stock market make this recent run to all time highs even more interesting. Happy financial literacy month!

Links for show notes:

https://www.investopedia.com/terms/d/dowtheory.asp
https://allstarcharts.com/blog/
https://dogwifcoin.org/
https://www.investopedia.com/bitcoin-halving-4843769
https://restorethemagic.com/wp-content/uploads/2024/03/Disney-Trian-White-Paper-2024.pdf
https://stayathomemacro.substack.com/
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8622016

Ryan Detrick, Chief Market Strategist at The Carson Group, climbs back aboard The Express to break down the recent 'Everything Rally', and why history and recent economic data suggest that this trend in motion should stay in motion. Plus, companies are piling on the dividends and the share buybacks to entice investors and jolt their earnings. Investors are scooping up those benefits and are as confident in future returns as they've been in a long time.

Links for show notes:

https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20240320.htm

https://www.investopedia.com/individual-investors-optimism-grows-albeit-cautiously-as-stocks-back-off-highs-8611333

https://www.investopedia.com/articles/02/041702.asp

https://www.janushenderson.com/en-us/advisor/insights/global-dividend-index/

https://www.spglobal.com/spdji/en/corporate-news/article/sp-500-q4-2023-buybacks-increase-180-compared-to-q3/

https://www.carsongroup.com/insights/

https://www.carsongroup.com/insights/blog/why-high-interest-rates-havent-hurt-the-consumer-and-maybe-even-helped/

https://www.investopedia.com/terms/a/antitrust.asp

https://www.investopedia.com/terms/s/sherman-antiturst-act.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-march-25-2024-8613096

Cannabis sales and prices are falling apart in the Golden State as overproduction and a glut of dispensaries have far outpaced demand. Can cannabis tourism rescue the industry, or will the stigma of the Schedule 1 controlled substance linger over a state that has been built on family fun destinations like Disneyland and Universal Studios? From the Visit California Outlook Forum in Palm Springs, a panel conversation with Peter Gamez, the President and CEO of Visit Oakland, Wendy Hasse-Roberts, the President and CEO of Travel Santa Ana, and Brian Applegarth of Destination Cannabis. Plus, sector rotation is under way in the stock market as energy stocks take the lead and tech stalls. Is this a sign of lower lows for the market, or just a reset and a wink back at the year 1995?

LINKS FOR SHOW NOTES:

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8609500
https://www.investopedia.com/terms/c/committee-foreign-investment-united-states-cfius.asp
https://industry.visitcalifornia.com/events/past/outlook-forum-2024
https://www.linkedin.com/in/brian-applegarth/
https://theemeraldcup.com/
https://www.investopedia.com/marijuana-legality-by-state-4844504

Gold prices are at all time highs as the precious metal is having another moment in the sun amid geopolitical uncertainty, sticky high inflation and the highest interest rates in over 20 years. Louise Street of the World Gold Council, a membership organization of some of the biggest gold miners and companies in the world, explains why investors are leaning back into this historical store of wealth. Plus, the biggest stocks in the market are fading as the rest of the market plays catch up. Is this the sign of a healthy bull market, or a late-cycle fade in this historically strong bull market.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/why-did-gold-prices-hit-all-time-highs-8604361
https://www.garzarelli.com/

https://www.investopedia.com/feb-2024-jobs-report-8606247

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8606449

https://thegoldenthread.gold.org/

https://www.gold.org/what-we-do

https://www.gold.org/news-and-events/press-releases/geopolitical-and-economic-uncertainty-bolster-gold-demand-and-prices

https://www.upjohn.org/labor-leverage-ratio