What Goes Up

The Reopening U-Turn

Rebecca Patterson, director of investment research at Bridgewater Associates, discusses the reversal in some of the market moves triggered by optimism about the reopening of economies shut down by the Covid-19 pandemic. She also gives her take on inflation risks, the delta variant of the virus, and Bridgewater’s famous All Weather balanced-portfolio strategy.Mentioned in this podcast:<a href="https://www.bloomberg.com/news/articles/2021-07-21/stock-market-covid-variant-could-test-investors-in-3q-2021">A Sloppy Summer for Stocks Is Going to Test Your Stomach</a><a href="https://www.bloomberg.com/opinion/articles/2021-07-22/dividend-yield-buy-signal-for-stocks-isn-t-to-be-trusted-this-time">This Cult Classic Buy Signal Isn't to Be Trusted</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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.