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What Goes Up

Bloomberg

46
Followers
165
Plays
What Goes Up

What Goes Up

Bloomberg

46
Followers
165
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

Reflections of a Goldman Sachs Manager

At the benchmark level, equity levels by many measures look stretched. But Katie Koch, co-head of fundamental equity at Goldman Sachs Asset Management, says there’s plenty of areas within the stock market that offer good value for investors right now. She discusses which industries and companies she likes, including a couple that have been ravaged by the coronavirus like restaurants and retail. Mentioned in this podcast: How a Goldman Sachs Manager Is Preparing For a Post-Covid World

36 MIN2 d ago
Comments
Reflections of a Goldman Sachs Manager

The Bull Case for Gold

Lee Ferridge, head of North America macro strategy for State Street Global Markets, has been bullish on gold since late 2018, when an attempt at quantitative tightening by the Federal Reserve sent markets into a tailspin. From that moment, he knew the central bank’s balance sheet would only grow larger, a boon for real assets like gold. Now, the precious metal is smashing records, beating both stocks and bonds in 2020. Mentioned in this podcast: Kodak Pivots to Drugs After Abandoning Photography, Crypto At Center of ‘Erratic’ Market Moves Is a Raging Recovery Debate

38 MIN1 w ago
Comments
The Bull Case for Gold

Rob Arnott on Bubbles

Rob Arnott, chairman and co-founder of Research Affiliates, has spent a lot of time studying market bubbles. He shares what he’s learned, and give his takeaways about the current environment for investors. Mentioned in this podcast: Rob Arnott Says It’s Insanely Stupid to Chase Market Bubbles U.S. Stock Market Bull Run In Recession Makes Investors Anxious Yes. It's a Bubble. So What?

40 MIN2 w ago
Comments
Rob Arnott on Bubbles

Introducing: Blood River, A New Podcast From Bloomberg

The killers of Berta Caceres had every reason to believe they’d get away with murder. More than 100 other environmental activists in Honduras had been killed in the previous five years, yet almost no one had been punished for the crimes. Bloomberg’s Blood River follows a four-year quest to find her killers – a twisting trail that leads into the country’s circles of power. Blood River premieres on July 27.

4 MIN3 w ago
Comments
Introducing: Blood River, A New Podcast From Bloomberg

A View of Markets From Overseas

Based in Sydney, Australia, David Adams, the chief investment officer at Reminiscent Capital, picked up on funding market stress early on. That helped his firm’s Asia-focused macro strategy implement a multi-step trade that delivered a 16.5% return in the first quarter of 2020. He joins the latest “What Goes Up” podcast to discuss how it worked, and what markets are signaling now. Mentioned in this podcast: Bad Breath Offers a Rare Payoff in Listerine-Royalty Stake Sale Banksy's Covid-19 Warning

39 MIN3 w ago
Comments
A View of Markets From Overseas

The Melt-Up After the Meltdown

The furious rebound in the U.S. equity market over the last few months runs the risk of turning into a "melt-up," according to Wells Fargo strategist Anna Han. She explains what’s driving the surge and why it’s worrying. Mentioned in this podcast: Bleak Message of Economic Pain Underlies Tech’s Market Dominance Tesla Short Shorts

34 MINJUL 11
Comments
The Melt-Up After the Meltdown

A Bummer of a Summer for Stocks?

The U.S. stock market headed into the Fourth of July holiday with a full head of steam after the best quarterly advance since 1998. Yet risks lie ahead this summer. Chief among them is the possibility that Congress will fail to deliver additional fiscal support for the economy as the coronavirus continues to spread, according to Jack Janasiewicz, strategist and portfolio manager at Natixis Investment Managers. Also joining the show is Bloomberg reporter Felice Maranz, who discusses the state of affairs with bank stocks and what to watch in the upcoming earnings season. Mentioned in this podcast: No One Can Agree on Where the Stock Market Will Be in Six Months Stock Bulls Need Proof They Were Right to Go All In on Recovery

39 MINJUL 3
Comments
A Bummer of a Summer for Stocks?

Views of a Top Growth Manager

It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.” Mentioned in this podcast: Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR Stocks’ Covid Angst Takes Violent Turn After Simmering for Days

35 MINJUN 27
Comments
Views of a Top Growth Manager

Pin the Tail Risk on the Quant

This year’s volatility in markets has highlighted how investors can protect their portfolios with tail-risk hedging strategies. Meb Faber, co-founder and chief investment officer of Cambria Investment Management, joins this week to discuss the thinking behind his firm’s tail-risk ETF (ticker: TAIL), and offer his thoughts on the state of markets.

37 MINJUN 20
Comments
Pin the Tail Risk on the Quant

Bear-Market Flashback

Stocks crashed back to Earth this week after a breathtakingly fast rebound from the bear market of February and March. What caused the plunge? And is the rally over? Medley Global Advisors macro strategist Ben Emons and Bloomberg’s Cameron Crise discuss the drivers of the wild week in markets and the hoards of newly minted day-traders who took advantage of the reboundon the latest episode of the “What Goes Up” podcast. Mentioned on this podcast: Hundreds of Thousands of Tiny Buyers Swarm to Insolvency Stocks The Stocks-Only-Go-Up Strategy Falls Into a $2 Trillion Ditch

36 MINJUN 13
Comments
Bear-Market Flashback

Latest Episodes

Reflections of a Goldman Sachs Manager

At the benchmark level, equity levels by many measures look stretched. But Katie Koch, co-head of fundamental equity at Goldman Sachs Asset Management, says there’s plenty of areas within the stock market that offer good value for investors right now. She discusses which industries and companies she likes, including a couple that have been ravaged by the coronavirus like restaurants and retail. Mentioned in this podcast: How a Goldman Sachs Manager Is Preparing For a Post-Covid World

36 MIN2 d ago
Comments
Reflections of a Goldman Sachs Manager

The Bull Case for Gold

Lee Ferridge, head of North America macro strategy for State Street Global Markets, has been bullish on gold since late 2018, when an attempt at quantitative tightening by the Federal Reserve sent markets into a tailspin. From that moment, he knew the central bank’s balance sheet would only grow larger, a boon for real assets like gold. Now, the precious metal is smashing records, beating both stocks and bonds in 2020. Mentioned in this podcast: Kodak Pivots to Drugs After Abandoning Photography, Crypto At Center of ‘Erratic’ Market Moves Is a Raging Recovery Debate

38 MIN1 w ago
Comments
The Bull Case for Gold

Rob Arnott on Bubbles

Rob Arnott, chairman and co-founder of Research Affiliates, has spent a lot of time studying market bubbles. He shares what he’s learned, and give his takeaways about the current environment for investors. Mentioned in this podcast: Rob Arnott Says It’s Insanely Stupid to Chase Market Bubbles U.S. Stock Market Bull Run In Recession Makes Investors Anxious Yes. It's a Bubble. So What?

40 MIN2 w ago
Comments
Rob Arnott on Bubbles

Introducing: Blood River, A New Podcast From Bloomberg

The killers of Berta Caceres had every reason to believe they’d get away with murder. More than 100 other environmental activists in Honduras had been killed in the previous five years, yet almost no one had been punished for the crimes. Bloomberg’s Blood River follows a four-year quest to find her killers – a twisting trail that leads into the country’s circles of power. Blood River premieres on July 27.

4 MIN3 w ago
Comments
Introducing: Blood River, A New Podcast From Bloomberg

A View of Markets From Overseas

Based in Sydney, Australia, David Adams, the chief investment officer at Reminiscent Capital, picked up on funding market stress early on. That helped his firm’s Asia-focused macro strategy implement a multi-step trade that delivered a 16.5% return in the first quarter of 2020. He joins the latest “What Goes Up” podcast to discuss how it worked, and what markets are signaling now. Mentioned in this podcast: Bad Breath Offers a Rare Payoff in Listerine-Royalty Stake Sale Banksy's Covid-19 Warning

39 MIN3 w ago
Comments
A View of Markets From Overseas

The Melt-Up After the Meltdown

The furious rebound in the U.S. equity market over the last few months runs the risk of turning into a "melt-up," according to Wells Fargo strategist Anna Han. She explains what’s driving the surge and why it’s worrying. Mentioned in this podcast: Bleak Message of Economic Pain Underlies Tech’s Market Dominance Tesla Short Shorts

34 MINJUL 11
Comments
The Melt-Up After the Meltdown

A Bummer of a Summer for Stocks?

The U.S. stock market headed into the Fourth of July holiday with a full head of steam after the best quarterly advance since 1998. Yet risks lie ahead this summer. Chief among them is the possibility that Congress will fail to deliver additional fiscal support for the economy as the coronavirus continues to spread, according to Jack Janasiewicz, strategist and portfolio manager at Natixis Investment Managers. Also joining the show is Bloomberg reporter Felice Maranz, who discusses the state of affairs with bank stocks and what to watch in the upcoming earnings season. Mentioned in this podcast: No One Can Agree on Where the Stock Market Will Be in Six Months Stock Bulls Need Proof They Were Right to Go All In on Recovery

39 MINJUL 3
Comments
A Bummer of a Summer for Stocks?

Views of a Top Growth Manager

It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.” Mentioned in this podcast: Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR Stocks’ Covid Angst Takes Violent Turn After Simmering for Days

35 MINJUN 27
Comments
Views of a Top Growth Manager

Pin the Tail Risk on the Quant

This year’s volatility in markets has highlighted how investors can protect their portfolios with tail-risk hedging strategies. Meb Faber, co-founder and chief investment officer of Cambria Investment Management, joins this week to discuss the thinking behind his firm’s tail-risk ETF (ticker: TAIL), and offer his thoughts on the state of markets.

37 MINJUN 20
Comments
Pin the Tail Risk on the Quant

Bear-Market Flashback

Stocks crashed back to Earth this week after a breathtakingly fast rebound from the bear market of February and March. What caused the plunge? And is the rally over? Medley Global Advisors macro strategist Ben Emons and Bloomberg’s Cameron Crise discuss the drivers of the wild week in markets and the hoards of newly minted day-traders who took advantage of the reboundon the latest episode of the “What Goes Up” podcast. Mentioned on this podcast: Hundreds of Thousands of Tiny Buyers Swarm to Insolvency Stocks The Stocks-Only-Go-Up Strategy Falls Into a $2 Trillion Ditch

36 MINJUN 13
Comments
Bear-Market Flashback
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