With apologies to Bruce Springsteen, as the Fed prepares to cut interest rates for the first time in a decade, it looks like There Is No Alternative (again!) to U.S. equities. Is the S&P 500's rally to a fresh record a new lease on life or the last gasp before it succumbs to a corporate earnings slide? Two of Bloomberg’s finest, senior markets editor and columnist John Authers and cross-asset reporter Vildana Hajric, join Mike Regan and guest co-host Emily Barrett on this week’s What Goes Up podcast to discuss.

It's a sober view from these stock market highs. Authers walks us through the signals he’s seeing in Shiller’s CAPE measure, which suggest that current valuations are "utterly, utterly dependent at this point on low interest rates." Hajric prepares us for a less-than-stellar quarterly earnings season but, as a special bonus, she catches us up with what’s going down in the world of Bitcoin billionaires, the Winklevoss twins.

Mentioned in this podcast:

Shiller's CAPE Reveals Dangers Lurking in Stocks: John Authers 

Maybe $5 Trillion Is All That Can Be Wrung From Stocks This Year 

Grim Earnings Forecasts Are Getting Worse by the Week in S&P 500

With apologies to Bruce Springsteen, as the Fed prepares to cut interest rates for the first time in a decade, it looks like There Is No Alternative (again!) to U.S. equities. Is the S&amp;P 500's rally to a fresh record a new lease on life or the last gasp before it succumbs to a corporate earnings slide? Two of Bloomberg’s finest, senior markets editor and columnist John Authers and cross-asset reporter Vildana Hajric, join Mike Regan and guest co-host Emily Barrett on this week’s What Goes Up podcast to discuss.It's a sober view from these stock market highs. Authers walks us through the signals he’s seeing in Shiller’s CAPE measure, which suggest that current valuations are "utterly, utterly dependent at this point on low interest rates." Hajric prepares us for a less-than-stellar quarterly earnings season but, as a special bonus, she catches us up with what’s going down in the world of Bitcoin billionaires, the Winklevoss twins.Mentioned in this podcast:<a href="https://www.bloomberg.com/opinion/articles/2019-07-08/the-stock-market-is-becoming-more-dangerous-jxtuz407">Shiller's CAPE Reveals Dangers Lurking in Stocks: John Authers </a><a href="https://www.bloombergquint.com/markets/maybe-5-trillion-is-all-that-can-be-wrung-from-stocks-this-year">Maybe $5 Trillion Is All That Can Be Wrung From Stocks This Year </a><a href="https://www.bloomberg.com/news/articles/2019-07-02/grim-earnings-forecasts-are-getting-worse-by-the-week-in-s-p-500">Grim Earnings Forecasts Are Getting Worse by the Week in S&amp;P 500</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

TINA's Back in Town?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b3c6425f-a075-4ab7-84a4-ae3c0038f58f/transcript

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