logo
episode-header-image
Apr 2023
39m 45s

Active Stock Picking Is Getting Harder

PENSIONCRAFT
About this episode
tail spinning
Up next
Jul 29
Beta Noire: Unsolved Mysteries of the Market
Economists have spent half a century building elegant models of how markets work, and the markets have spent half a century ignoring them. We investigate the great unsolved mysteries of investing.And in the Dumb Question of the Week: If nobody can explain why stocks beat bonds, w ... Show More
38m 54s
Jul 22
Gilt Complex: Is Britain in Hock to the Bond Market?
Andy Burnham once said Britain had to “get beyond being in hock to the bond market”. That’s easier said than done when gilt yields are 5%, debt interest is running above £100bn a year, and the autumn Budget has no headroom left. Can the UK escape fiscal fatalism? And in the Dumb ... Show More
39m 31s
Jul 15
The Declaration of Outperformance: Is America Still Exceptional?
Warren Buffett says “never bet against America”. But plenty of people spent the last eighteen months doing exactly that — betting the dollar would be dethroned and the "Sell America" trade would finally pay off. They're still waiting. We ask whether the United States is still exc ... Show More
45m 41s
Recommended Episodes
Feb 2024
Active investors! Assemble
<p>Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explosion in index funds has made equities slower to respond to news. And also, it ... Show More
17m 21s
Sep 2025
Why the S&P 500 is more fragile than you think
Don’t let the record highs fool you - the market still has weak spots. In this episode of Stocks in Translation, Zacks Investment Management senior client portfolio manager Brian Mulberry joins host Jared Blikre and Senior Reporter Allie Canal to help identify risks in today’s ma ... Show More
24m 45s
Apr 2018
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ... Show More
54m 53s
Sep 2023
Stocks Sputter to End a Rough Week, and the Chart Master Updates His “Most Controversial” Pairs Trade 9/22/23
<p>Stocks sputtering into the close on Friday with major indexes unable to hold on to early gains. What the action means as we head into what could be a crucial week for the markets. Plus, four months ago Carter Worth said to sell Apple and Microsoft and Buy Alphabet and Amazon. ... Show More
22m 55s
Jan 2022
Less Loose Will Lower Markets, Not Inflation – Ep 766
* Stock market off to a bad start for first week of trading in 2022. * Fed minutes send bond markets tanking. * Investors spooked out of speculative bets and into commodities. * Inflation pressure building on producers and consumers. * Workers fall further behind as prices increa ... Show More
1h 8m
Jan 2024
The end of a rocky first week in financial markets
<p>A string of hawkish comments, a rise in inflation rates in Europe and a strong US employment report last week had market participants worried that interest rates were set to stay higher for longer than they had hoped, putting stocks and bonds on course for one of the worst sta ... Show More
12m 44s
Mar 2024
Top 3 Charts for The Week Ahead. Plus 2 Bonus Charts!
tail spinning
15m 45s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ... Show More
1h 1m
Listen to millions of songs and podcasts on Anghami