Episodios

  • You may own more Nvidia than you think, even if you're diversified

    You may own more Nvidia than you think, even if you're diversified
    Jan 8 2026
    Are your ETFs too concentrated? In this episode of Stocks in Translation, Strategas Securities Senior ETF and Technical Strategist Todd Sohn joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss hidden concentration risks in ETFs. Sohn warns that even supposedly diversified portfolios can be heavily weighted toward mega-cap stocks like Nvidia (NVDA). He also explores extreme ETF sentiment, trading ranges in energy, and sector rotation, highlighting the opportunities and risks investors need to watch in 2026. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Open AI vs. Nvidia: Who really has the AI moat?

    Open AI vs. Nvidia: Who really has the AI moat?
    Jan 6 2026
    The AI trade is entering a new chapter, and it won’t look like the last one… In this episode of Stocks in Translation, Spear Invest founder and CIO Ivana Delevska joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the AI trade heading into 2026. Delevska explains why early AI leaders are no longer moving in lockstep, how advantages differ between model builders like OpenAI and infrastructure giants like Nvidia (NVDA), and why returns are showing up faster in hardware, networking, and power than in AI models themselves. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Proof entrepreneurship can be taught - straight from Harvard

    Proof entrepreneurship can be taught - straight from Harvard
    Jan 1 2026
    We’re bringing you a special podcast swap this week, featuring an episode from Yahoo Finance's The Big Idea with Elizabeth Gore. Are entrepreneurs born or made? This Harvard professor built a full curriculum to answer that. This week on The Big Idea with Elizabeth Gore, Alignvest Management Corporation Managing Partner and Harvard Business School professor Reza Satchu joins the show to answer the question: Can entrepreneurship be taught? Satchu shares his expert insight on the skills needed to become an entrepreneur and how he teaches his students to become top founders in their respective fields. Yahoo Finance’s The Big Idea with Elizabeth Gore takes you on a journey with America’s entrepreneurs as they navigate the world of small business. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • How AI productivity is reshaping the Fed’s 2026 economic outlook

    How AI productivity is reshaping the Fed’s 2026 economic outlook
    Dec 30 2025
    One word may explain the market’s next big move: productivity. In this episode of Stocks in Translation, Fundstrat economic strategist Hardika Singh joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss productivity in the AI era. Singh explains why the Federal Reserve is increasingly confident that AI is boosting output without stoking inflation, lifting growth expectations for 2026. The group also breaks down what productivity means for corporate profits, the labor market, and high-beta AI winners like Micron (MU), where rapid gains come with elevated risk. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • How the math behind your social feed shapes your credit and stocks

    How the math behind your social feed shapes your credit and stocks
    Dec 23 2025
    Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. The math behind your daily scroll might also be shaping your financial life. In this episode of Stocks in Translation, Bentley University math professor Noah Giansiracusa joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the hidden math shaping everything from social media feeds to credit scores to even stock market indexes. Giansiracusa explains it all revolves around weighted averages. From how TikTok ranks your posts to how FICO calculates your score and why the Dow and S&P 500 tell different market stories, he breaks down the simple formula quietly controlling daily financial life. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • How Gen Z is building wealth in today’s creator economy

    How Gen Z is building wealth in today’s creator economy
    Dec 18 2025
    For a new generation, building wealth doesn’t start on Wall Street, it starts online… In this episode of Stocks in Translation, Money with Mary creator Mary Esposito joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the creator economy and how young people are building wealth. Esposito breaks down the different ways in which creators can earn incomes while also sharing how she and other young investors are navigating today’s economy to set them up for success long-term. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Why ‘affordability’ became the defining market word of 2025

    Why ‘affordability’ became the defining market word of 2025
    Dec 16 2025
    It’s been a huge year for the market and the way investors position their portfolios… In this episode of Stocks in Translation, Investopedia editor in chief Caleb Silver joins host Jared Blikre and Yahoo Finance Head of News Myles Udland to discuss the word ‘affordability’ and why it became Investopedia’s Term of the Year. Though the market continues to boom, costs still seem high. From housing, to groceries, to insurance, etc, the trio look at investor sentiment and what it all means for the markets heading into 2026. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • AI is driving every stock - here's how to position your portfolio

    AI is driving every stock - here's how to position your portfolio
    Dec 11 2025
    In this episode of Stocks in Translation, Kai Wu joins hosts Jared Blikre and Myles Udland to dive into whether the AI boom is crossing into bubble territory and how investors should navigate a market dominated by hyperscaler mega-spending. Wu also breaks down capital cycles, intangible assets, and the new era of debt-fueled AI infrastructure shaping the future of big tech. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 m
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