Investors across Wall Street are beginning to wonder if the risk rebound has further room to run. Fed policy is extremely stimulative, economies are reopening, and slices of the market hit hard by Covid-19 are joining in on the rally. But GMO, the famous money manager founded by Jeremy Grantham, isn’t buying it.

Mentioned in this podcast: 

Investors Pile Into Stocks That Win in a Full Economic Recovery

U.S. Corporate Bond Sales Smash Record, Soaring Over $1 Trillion

Bored Day Traders Locked at Home Are Now Obsessed With Options

Investors across Wall Street are beginning to wonder if the risk rebound has further room to run. Fed policy is extremely stimulative, economies are reopening, and slices of the market hit hard by Covid-19 are joining in on the rally. But GMO, the famous money manager founded by Jeremy Grantham, isn’t buying it.Mentioned in this podcast: <a href="https://www.bloomberg.com/news/articles/2020-05-27/recovery-obsessed-stock-zealots-put-risk-rotation-into-high-gear">Investors Pile Into Stocks That Win in a Full Economic Recovery</a><a href="https://www.bloomberg.com/news/articles/2020-05-28/fed-fueled-borrowing-binge-hits-1-trillion-mark-at-record-rate">U.S. Corporate Bond Sales Smash Record, Soaring Over $1 Trillion</a><a href="https://www.bloomberg.com/news/articles/2020-05-22/options-are-now-all-the-rage-for-bored-day-traders-locked-inside">Bored Day Traders Locked at Home Are Now Obsessed With Options</a>

Hosts Mike Regan and Vildana Hajric 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.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

‘Scared For the Market’

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9230f62d-ad14-4eec-86ec-ae3c003287f4/transcript

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