Stocks in Translation

• Market volatility: What is a signal vs what is just noise?

  In this episode of Stocks in Translation, EY-Parthenon Chief Economist Gregory Daco joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the current unpredictable nature of the economy, and how to discern real market concerns from noise. From policy uncertainty coming out of Washington D.C. to changes in consumer spending, Blikre, Fried, and Daco break down strategies and where to put focus amid these ever-changing economic times. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at [email protected] Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Why ‘terming out’ is a key strategy for debt management

  In this episode of Stocks in Translation, New York Stock Exchange Senior Market Strategist Michael Reinking, joins Markets and Data Editor Jared Blikre and Yahoo Finance Anchor Madison Mills to discuss the phrase, ‘terming out,’ and how it is an important strategy in debt management. Plus, Blikre gives producer Sydnee Fried a basic overview of candlestick charts and analyze stocks like Tesla, Palantir, and Peloton. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at [email protected] Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Why ‘buying the dip’ can signal market confidence

  In this episode of Stocks in Translation, IG North America CEO JJ Kinahan, joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss the phrase, “buy the dip,” and how it relates to market sentiment. Blikre explains, “‘Buying the dip’ is a strategy of purchasing an asset after its price has dropped, believing it is going to go higher.” Kinahan considers the phrase to be a market sentiment indicator. “When people think that some trouble in the market is temporary, if you see more people ‘buying the dip,’ I think what they’re really saying is we have confidence in the market overall. Longer term we have confidence that we’re going to see the bounce back.” Kinahan uses Microsoft (MSFT) as a good example of a company leading the way in the ‘buy the dip’ mentality. “It’s the first place people tend to turn in terms of individual names,” Kinahan explains. “We used to see Apple (AAPL) be a stock that people also turned to pretty quickly. Not seeing that as much recently. Meta (META) taking the place a little bit, but at the end of the day it tends to start with Microsoft from the retail perspective.” Kinahan also talks strategy with Blikre and Fried and the importance of setting a plan and managing expectations while trading. “People may have a plan until the market moves against them,” Kinahan says. “There are some trades I may make that may be for a very short amount of time, a couple of hours, day or two. There are other trades I’m making where I’m saying, ‘Okay, this is a 60 day trade, this is a one-year trade. It’s something I want to invest in for a longer period of time.’ - I think the biggest mistake too many people make is they are not sure what their investing timeline is.” Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at [email protected] Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Policy uncertainty: How Trump & Washington DC are moving markets

  In this episode of Stocks in Translation, J.P. Morgan Asset Management global marketsStrategist Stephanie Aliaga joins Markets and Data Editor Jared Blikre and Yahoo Finance Anchor Madison Mills to discuss policy uncertainty and how it impacts business decisions, investments, and market stability. Blikre defines policy uncertainty as the lack or clarity of predictability about government actions such as regulation, taxes, or monetary policy. While the state of the market is impacted by a number of factors, what is happening in Washington D.C. right now contributes to it too. Aliaga shares her perspective on the current state of the market in 2025. “So far this year we’ve seen, and as a continuation of the last two years, that price momentum and earnings momentum have really been in sync,” Aliaga says. “Markets have traded a bit sideways, but that sideways action really masks what we're seeing underneath the hood, which is quite remarkable; a broadening out which we thought was the focus of or was gonna be the theme of 2025 so far seems to be the case… I think investors are taking the opportunity, particularly given elevated concentration in their portfolios within US growth and US tech, to lean into some of these areas with some wind behind the sails.” Aliaga also mentions some of the areas causing policy uncertainty that investors are gearing up for, from President Trump’s tariffs to DOGE and deficit spending to the 2025 tax reconciliation bill. “But I think the way investors are positioning it is quite notable in that leaning into diversification - checking your headlights, checking your breaks in the midst of a storm - how are you protected or potentially can benefit from the way that the chips fall.” Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at [email protected] Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Why implied volatility is a key metric for options traders

  In this episode of Stocks in Translation, tastytrade Founder and tastylive CEO Tom Sosnoff, joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss implied volatility and how investors can use it to their advantage when trading. Blikre defines implied volatility as a measurement of expected future price wins in a stock or option. “The easiest way to look at this is the higher the implied volatility, the larger the expected move,” Sosnoff explains. “It just means that plus or minus, it is going to be a bigger move, which means more opportunity. So the higher the implied volatility, if you’re a premium seller, it’s better. If you’re just a directional trader, it’s better. If you’re an opportunist, it’s better. So for self-directed investors and institutional investors as well, higher volatility means more action, more fun, and that’s why you’re seeing the huge option volumes we’ve been seeing lately, that’s why you’re seeing the huge futures volumes, and that’s why you’re seeing all the general activity in the markets.” Fried asks Sosnoff for any tips everyday investors can use to take advantage of implied volatility. Sosnoff says looking at implied volatility ranks makes a difference. The ranking is a scale from zero to 100, and it gives context of how a stock is doing. Using Tesla (TSLA) as an example, Sosnoff says, “Right now the implied volatility in Tesla - just because it’s an actively traded stock - is 74, but the [implied volatility] rank is 77, which means that on a scale of 1-100 is very high right now. If you wanted to trade Tesla because you thought it would have a big expected move, or you wanted to Trade Tesla because you wanted to sell premium there, it is an extremely interesting play because anything over 30 with implied volatility rank is considered to be hot and that gives you context.” Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at [email protected]. Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

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