Charles Duhigg, the Pulitzer Prize winning journalist and best-selling author talks about is latest book, "Supercommunicators: How to Unlock the Secret Language of Connection", and how each of us has this superpower, but we just need the right tools to access it. How becoming a supercommunicator can improve your relationships in life and work, and what modern neurology is teaching us about how to train our brains. Plus, more record highs for the stock market, just not for most stocks, as the divergence between big winners and big losers widens. What usually happens when this happens, and should we be worried about it happening when investors are as confident as they've been in a year?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-06-24-2024-8666609

https://www.investopedia.com/terms/c/catastrophebond.asp

https://www.investopedia.com/terms/u/ucits.asp

https://www.investopedia.com/individual-investors-optimism-climbs-with-markets-hitting-record-highs-8666789

https://www.charlesduhigg.com/

https://www.hbscny.org/

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary retirement savings vehicle for most American workers, only helps high earners and is riddled with misaligned incentives. She joins The Express to make the case for a new government sponsored retirement savings account that she says is more equitable and provides a pathway to allowing workers to not run out of money once they stop working. Plus, new record highs keep coming for the stock market, but by all accounts, this bull market is pretty tame.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8662467

https://www.newschool.edu/nssr/faculty/teresa-ghilarducci/

https://teresaghilarducci.org/about

https://insight.factset.com/

https://www.investopedia.com/terms/t/triplewitchinghour.asp

https://www.investopedia.com/terms/1/401kplan.asp

https://twitter.com/TimmerFidelity

https://eig.org/bipartisan-pair-of-economists-propose-bold-new-wealth-building-program-for-the-bottom-50-percent-of-american-workers/

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/d/dispersion.asp

https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358

https://www.youtube.com/watch?v=U1prSyyIco0

https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti

https://www.cboe.com/us/indices/dispersion/

Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains why people feel disconnected from the economy, and how to help them find their role in it. Plus, consumers are becoming much more discerning about their discretionary spending, and that is having a profound effect on the 'experience' economy. And, if you are looking for divergences in the stock market as it dances around record highs, there are plenty to choose from.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/m/mcclellanoscillator.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8656394

https://www.investopedia.com/private-credit-vs-private-equity-7565530

https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/

https://kylascanlon.com/

https://www.truistsecurities.com/insights

https://www.investopedia.com/terms/o/opportunitycost.asp

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years. Plus, more investors are sniffing around the junk bond market in search of higher and higher yields, but the rising stench of defaults is sending our warning winds. And, while the stock market makes new record highs behind the strength of Nvidia, consumer discretionary stocks have not been invited to the party.

Links for show notes:

https://www.investopedia.com/what-a-shorter-stock-trade-settlement-known-as-t-1-means-for-you-8653078

https://www.investopedia.com/what-the-sec-pivot-to-approve-spot-ether-etfs-means-8653633

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8653037

https://thebasispoint.com/

https://allstarcharts.com/blog/

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/s/shortinterest.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.investopedia.com/terms/d/dividendpayoutratio.asp

https://kraneshares.com/#

https://www.pgim.com/dc-solutions/home

https://www.nuveen.com/en-us/insights

https://www.ndr.com/media

Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors need to lose in order to win, and what the future of trading and investing technology looks like over the next ten years. Plus, some of the top performing global markets in the world are all in South America. What's up down below?

LINKS FOR SHOW NOTES

https://www.investopedia.com/cpi-inflation-april-2024-preview-8646157

https://www.tastylive.com/talent/tom-sosnoff

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_051024.pdf

https://www.investopedia.com/legendary-investor-and-quant-king-jim-simons-dies-at-86-8646726

The Express returns to Omaha, Nebraska where tens of thousands of Berkshire Hathaway shareholders have gathered for 60 years to hear words of wisdom from Warren Buffett and listen to how he intends to keep growing their investment. Absent this year, of course, was Charlie Munger, Berkshire's former Vice-Chairman and Buffett's partner in building the conglomerate, who passed away last November just one month shy of his 100th birthday. We caught up with the Berkshire faithful as they shopped til they dropped and listened to Buffett's succession plans as he passes the reins to Greg Abel and Ajit Jain.

LINKS FOR SHOW NOTES

https://sentimentrader.com/blog

https://opensea.io/collection/boredapeyachtclub

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-5-8643141

https://www.investopedia.com/terms/b/buyback.asp

https://www.investopedia.com/investors-aren-t-worried-right-now-but-they-re-not-buying-either-8642075

https://www.investopedia.com/key-takeaways-warren-buffett-berkshire-hathaway-annual-meeting-2024-8643567

https://www.youtube.com/watch?v=r1E20HeIvRc

https://www.investopedia.com/4-key-takeaways-from-apple-q2-2024-earnings-call-8642680

Carson Block, CEO of Muddy Waters Research, joins The Express to explain how one of the most influential short sellers identifies the frauds, the lies, the half-truths and the warning signs that companies sometimes use to dupe investors. Block discusses why his firm and others are looking deep into the commercial and residential real estate markets for what might be rotting inside balance sheets, and the catchphrases investors should be aware of inside corporate filings. Plus, retail investors took an extended spring break in April, but may have rediscovered their favorite stocks.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/s/stagflation.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8639418

https://muddywatersresearch.com/

https://www.vandaresearch.com/news/

https://www.investopedia.com/1973-energy-crisis-definition-5222090

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_042624A.pdf

Bethany McLean, author of best-selling books including, "The Smartest Guys in the Room", and "All the Devils are Here", climbs back aboard to The Express after receiving the SABEW Distinguished Achievement Award, to talk about how she broke open some of the biggest business stories of the past thirty years. From Enron to Elon Musk's SolarCity, Bethany talks about how she developed her sense of wrongdoing, her battles challenging the Power and the Powerful, and whether America's style of capitalism can be saved.

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/e/equityriskpremium.asp

https://www.calpers.ca.gov/page/newsroom/calpers-news/2024/calpers-will-increase-private-markets-investments

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8635421

https://podcasts.apple.com/us/podcast/inside-high-speed-business-cycle-private-equity-prepares/id1529322197?i=1000500819175

https://www.penguinrandomhouse.com/authors/229011/bethany-mclean/

https://www.capitalisnt.com/

https://www.investopedia.com/terms/f/failuretodeliver.asp

https://www.investopedia.com/terms/n/nakedshorting.asp

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/