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Stocks in Translation

Stocks in Translation

Written by: Yahoo Finance
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 Welcome to Yahoo Finance's Stocks in Translation with master statistician Jared Blikre and 'voice of the people' producer Sydnee Fried. It's our essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. Look for jargon busting, and the smartest voices on the street.Yahoo Finance LLC Economics Personal Finance Politics & Government
Episodes
  • 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 mins
  • 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 mins
  • 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 mins
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