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What Goes Up

Bloomberg

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Followers
59
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What Goes Up
What Goes Up

What Goes Up

Bloomberg

23
Followers
59
Plays
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About Us

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.

Latest Episodes

Panic in the Bond Disco

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.

33 MIN4 d ago
Comments
Panic in the Bond Disco

How U.S. Yields Could Go Negative

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

34 MIN1 w ago
Comments
How U.S. Yields Could Go Negative

Coming Soon: Travel Genius Season 2

Bloomberg's Travel Genius podcast is back! After clocking another hundred-thousand miles in the sky, hosts Nikki Ekstein and Mark Ellwood have a whole new series of flight hacking, restaurant sleuthing, and hotel booking tips to inspire your own getaways—along with a who's who roster of itinerant pros ready to spill their own travel secrets. From a special episode on Disney to a master class on packing, we'll go high, low, east, west, and everywhere in between. The new season starts Nov. 6.

2 MIN2 w ago
Comments
Coming Soon: Travel Genius Season 2

Chile’s Popular Unrest Is a Lesson for the World

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

32 MIN2 w ago
Comments
Chile’s Popular Unrest Is a Lesson for the World

World's Hottest Market

The buzz on Wall Street this week was about the latest earnings reports from the big banks, and a Vanity Fair report on suspicious “Trump Chaos” trades in the futures market. Meanwhile, a small nation in the Caribbean still claims bragging rights as one of the world’s hottest stock markets. Breaking it all down this week are Bloomberg’s Felice Maranz and Chris Nagi. And the podcast welcomes a special guest, Jamaican commerce minister Audley Shaw, who explains how sky-high interest rates decades ago helped fuel growth in the nation’s junior stock market. Mentioned in this podcast: Credit Cards Are a ‘Bright Spot’ in Bank Earnings, Analysts Say ‘There Is Definite Hanky-Panky Going On:’ The Fantastically Profitable Mystery of the Trump Chaos Trades Welcome to Jamaica, Home of the World’s Best-Performing Stock Market Analysts Have a Few Problems With Trump ‘Chaos Trades’ Article

31 MIN3 w ago
Comments
World's Hottest Market

Don’t Call It QE

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

34 MINOCT 12
Comments
Don’t Call It QE

Impeachment and Fat Tails

Officials from China are heading to Washington for trade talks next week, just as President Donald Trump battles the House of Representatives over impeachment hearings. How should investors prepare for the collision of these two stories? Kristina Hooper, chief global strategist at Invesco, joins the latest episode of the “What Goes Up” podcast to discuss. "What the impeachment threat does is it creates fatter tails -- it increases the likelihood of extreme outcomes," says Hooper. "Whether it is greater likelihood that the U.S. takes minor concessions from China and calls it a deal. Or we could see something moving in the opposite direction where the U.S. takes a very extreme, aggressive position with China." Hooper also discusses why she recommends investors should take a look at emerging market debt. Also joining the podcast is Bloomberg Businessweek economics editor Peter Coy to break down the latest indicators and discuss his “Wealth Number” gauge of an individual’s net worth.

35 MINOCT 5
Comments
Impeachment and Fat Tails

Introducing Stephanomics Season 2

Stephanie Flanders, head of Bloomberg Economics, returns to bring you another season of on-the-ground insight into the forces driving global growth and jobs today. From the cosmetics maker in California grappling with Donald Trump's tariff war, to the coffee vendor in Argentina burdened by the nation's never-ending crises, Bloomberg's 130-plus economic reporters and economists around the world head into the field to tell these stories. Stephanomics will also look hard at the solutions, in the lead-up to Bloomberg’s second New Economy Forum in Beijing, where a select group of business leaders, politicians and thinkers will gather to chart a better course on trade, global governance, climate and more. Stephanomics will help lead the way for those debates not just with Bloomberg journalists but also discussion and analysis from world-renowned experts into the forces that are moving markets and reshaping the world. The new season of Stephanomics launches Oct. 3.

3 MINOCT 2
Comments
Introducing Stephanomics Season 2

Much Ado About Impeachment

House Speaker Nancy Pelosi’s decision to open a formal impeachment inquiry over President Donald Trump’s attempt to get Ukraine to dig up dirt on former Vice President Joseph Biden exploded in the news this week, sending a shudder through America’s political foundation. For investors though, it triggered a simple question: How should I trade this? Natixis Investment Managers Chief Market Strategist Dave Lafferty and Bloomberg reporter Luke Kawa join this week’s “What Goes Up’’ to break it all down. “In the near term, it doesn’t strike me as something tradeable,” said Lafferty. “We don’t know what we don’t know at this point; we don’t know what the revelations will be.” As 2020 approaches, however, “it has a lot of real market implications going into the election.” Lafferty also discusses using game theory to analyze how the impeachment proceedings may affect Trump’s trade war, and how central bank stimulus is having diminishing effects. “Super accommodative policy...

36 MINSEP 28
Comments
Much Ado About Impeachment

A Week of Curve Balls

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

34 MINSEP 21
Comments
A Week of Curve Balls

Latest Episodes

Panic in the Bond Disco

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.

33 MIN4 d ago
Comments
Panic in the Bond Disco

How U.S. Yields Could Go Negative

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

34 MIN1 w ago
Comments
How U.S. Yields Could Go Negative

Coming Soon: Travel Genius Season 2

Bloomberg's Travel Genius podcast is back! After clocking another hundred-thousand miles in the sky, hosts Nikki Ekstein and Mark Ellwood have a whole new series of flight hacking, restaurant sleuthing, and hotel booking tips to inspire your own getaways—along with a who's who roster of itinerant pros ready to spill their own travel secrets. From a special episode on Disney to a master class on packing, we'll go high, low, east, west, and everywhere in between. The new season starts Nov. 6.

2 MIN2 w ago
Comments
Coming Soon: Travel Genius Season 2

Chile’s Popular Unrest Is a Lesson for the World

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

32 MIN2 w ago
Comments
Chile’s Popular Unrest Is a Lesson for the World

World's Hottest Market

The buzz on Wall Street this week was about the latest earnings reports from the big banks, and a Vanity Fair report on suspicious “Trump Chaos” trades in the futures market. Meanwhile, a small nation in the Caribbean still claims bragging rights as one of the world’s hottest stock markets. Breaking it all down this week are Bloomberg’s Felice Maranz and Chris Nagi. And the podcast welcomes a special guest, Jamaican commerce minister Audley Shaw, who explains how sky-high interest rates decades ago helped fuel growth in the nation’s junior stock market. Mentioned in this podcast: Credit Cards Are a ‘Bright Spot’ in Bank Earnings, Analysts Say ‘There Is Definite Hanky-Panky Going On:’ The Fantastically Profitable Mystery of the Trump Chaos Trades Welcome to Jamaica, Home of the World’s Best-Performing Stock Market Analysts Have a Few Problems With Trump ‘Chaos Trades’ Article

31 MIN3 w ago
Comments
World's Hottest Market

Don’t Call It QE

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

34 MINOCT 12
Comments
Don’t Call It QE

Impeachment and Fat Tails

Officials from China are heading to Washington for trade talks next week, just as President Donald Trump battles the House of Representatives over impeachment hearings. How should investors prepare for the collision of these two stories? Kristina Hooper, chief global strategist at Invesco, joins the latest episode of the “What Goes Up” podcast to discuss. "What the impeachment threat does is it creates fatter tails -- it increases the likelihood of extreme outcomes," says Hooper. "Whether it is greater likelihood that the U.S. takes minor concessions from China and calls it a deal. Or we could see something moving in the opposite direction where the U.S. takes a very extreme, aggressive position with China." Hooper also discusses why she recommends investors should take a look at emerging market debt. Also joining the podcast is Bloomberg Businessweek economics editor Peter Coy to break down the latest indicators and discuss his “Wealth Number” gauge of an individual’s net worth.

35 MINOCT 5
Comments
Impeachment and Fat Tails

Introducing Stephanomics Season 2

Stephanie Flanders, head of Bloomberg Economics, returns to bring you another season of on-the-ground insight into the forces driving global growth and jobs today. From the cosmetics maker in California grappling with Donald Trump's tariff war, to the coffee vendor in Argentina burdened by the nation's never-ending crises, Bloomberg's 130-plus economic reporters and economists around the world head into the field to tell these stories. Stephanomics will also look hard at the solutions, in the lead-up to Bloomberg’s second New Economy Forum in Beijing, where a select group of business leaders, politicians and thinkers will gather to chart a better course on trade, global governance, climate and more. Stephanomics will help lead the way for those debates not just with Bloomberg journalists but also discussion and analysis from world-renowned experts into the forces that are moving markets and reshaping the world. The new season of Stephanomics launches Oct. 3.

3 MINOCT 2
Comments
Introducing Stephanomics Season 2

Much Ado About Impeachment

House Speaker Nancy Pelosi’s decision to open a formal impeachment inquiry over President Donald Trump’s attempt to get Ukraine to dig up dirt on former Vice President Joseph Biden exploded in the news this week, sending a shudder through America’s political foundation. For investors though, it triggered a simple question: How should I trade this? Natixis Investment Managers Chief Market Strategist Dave Lafferty and Bloomberg reporter Luke Kawa join this week’s “What Goes Up’’ to break it all down. “In the near term, it doesn’t strike me as something tradeable,” said Lafferty. “We don’t know what we don’t know at this point; we don’t know what the revelations will be.” As 2020 approaches, however, “it has a lot of real market implications going into the election.” Lafferty also discusses using game theory to analyze how the impeachment proceedings may affect Trump’s trade war, and how central bank stimulus is having diminishing effects. “Super accommodative policy...

36 MINSEP 28
Comments
Much Ado About Impeachment

A Week of Curve Balls

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

34 MINSEP 21
Comments
A Week of Curve Balls
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