Claim OwnershipCents of Security by Interactive Brokers
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Description
Cents of Security explores foundational economic concepts and personal finance. For those starting out in finance or just want to know more about how your finances work, check out our episodes! Some topics include retirement saving, IPOs, buying a home, and more.
137 Episodes
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A candid conversation with Jeffrey Fidelman, CEO of Fidelman & Co., on why 2026 isn’t a broad market resurgence but a period of hyper‑selective capital deployment. From Series A pressure points to liquidity bottlenecks, niche fund strategies, and the real winners in the AI investment wave, this episode breaks down what’s actually driving investor behavior right now.
Latest Cents of Security pod, Senior Economist Jose Torres breaks down three pivotal indicators:
Labor pulse: Challenger Gray & Christmas showed December job cuts at multi‑year lows alongside firmer hiring intentions—dampening slowdown worries.
Productivity pop: One of the strongest readings in the last decade, helping wage growth coexist with tamer inflation by lifting output per worker.
Trade picture: The deficit narrowed to its lowest since 2009—with caveats around front‑loaded pharma imports and ongoing onshoring dynamics.
Market leadership: Rotation days where Dow/Russell outpace S&P/Nasdaq, and why small caps can benefit from faster growth + rate cuts.
Policy watch: How upcoming tariff decisions could sway rates, the fiscal backdrop, and near‑term margins without materially changing the broader inflation trend.
In this Cents of Security podcast, I’m joined by Jeffrey Fidelman, CEO of Fidelman & Company, to unpack what’s really driving today’s IPO pipeline—and how founders should think about fundraising in an AI‑first world.
Cents of Security host Mary MacNamara digs into why disaster losses keep breaking records—even when many hazards aren’t skyrocketing—with Patrick Brown, Head of Climate Analytics, at Interactive Brokers. They break down the disaster-risk equation (hazard × exposure × vulnerability), the “expanding bullseye” effect, why mortality from extreme events has fallen, and where adaptation and smarter zoning can move the needle.
This episode drills into holiday spending trends, sector winners and losers, and explains the “January effect. Plus, practical tips for smarter budgeting and investing as we head into the new year.
Jose Torres explains why the Fed’s short‑end move and easing mortgage rates set up small caps and homebuyers for a more broad‑based 2026.
Compounding favors the early starters. In this Cents of Security episode, Mary MacNamara sits down with James Yendrey—one of the creators of the InvestMentor app—to unpack starter portfolios, why Gen Z is learning faster via short-form content, and how strategies evolve through peak-earning years into decumulation, RMDs, and healthcare planning.
Stefano Grasso, Portfolio Manager at Enhanced Value Fund, joins Guillaume Roux-Chabert to unpack Warren Buffett’s historic farewell letter, the legacy of value investing, and what Berkshire’s future means for investors. From humility and luck to executive pay and dry powder challenges—this episode is a masterclass in perspective.
On the latest Cents of Security Podcast, we dive into Interactive Brokers' InvestMentorSM, a free app designed to make financial literacy simple and accessible for everyone.
Jose Torres, Senior Economist at Interactive Brokers, joins Mary MacNamara to unpack market volatility, Fed rate cut probabilities, repos and what delayed economic data means for risk appetite.
Mary MacNamara and Jose Torres unpack a volatile week: strong ADP jobs data, Challenger cuts, and shutdown uncertainty. Plus, gold’s technical signals and what they mean for investors.
In this week’s Cents of Security, I sit down with Patrick Brown, Head of Climate Analytics at Interactive Brokers, to discuss:
-How rising CO₂, temperature shifts, and precipitation patterns affect crop yields
-Why corn faces a “double whammy”
-Adaptation strategies and tech innovations shaping the future of farming
-The role of prediction markets in climate analytics
Gold isn’t just a relic—it’s a hedge, a reserve, and a statement. I sat down with Nitesh Shah, Head of Commodity Research at WisdomTree, to explore why central banks are stockpiling gold, how interest rate policy shapes metal markets, and what rising global debt means for hard assets.
Mary MacNamara and Interactive Brokers’ Jose Torres discuss key mayoral and gubernatorial races, prediction market odds, and what these political shifts could mean for affordability, trade, and economic growth.
The Fed’s latest rate cut sparks debate on future policy, prediction market surges, and geopolitical developments—from Trump’s Asia trip to AI investment concerns. Jose Torres breaks it all down.
In this week’s Cents of Security Podcast, explored with Jeffrey Fidelman of Fidelman & Co. how startups can apply sales-style thinking to fundraising.
Highlights:
Why fundraising should mirror a sales funnel
Why phone calls still matter
How to qualify and nurture investor leads
Common mistakes founders make—and how to avoid them
Why asking for money is the point
If you're raising capital or advising someone who is, this episode is packed with practical insights.
In this week’s Cents of Security Podcast, I spoke with Jose Torres, Senior Economist at Interactive Brokers, about the latest CPI report and its ripple effects across the economy.
Why inflation came in below expectations
How housing costs drove the miss
Why core inflation matters more than headline
What it means for rate cuts and market momentum
How Social Security and geopolitics factor in
Jose’s insights help decode the macro puzzle and what investors should watch next.
Mary MacNamara speaks with Mobeen Tahir of WisdomTree about the global comeback of nuclear energy, its role in powering AI infrastructure, and how investors can tap into the nuclear value chain.
How AI’s energy demands are reshaping the future of power
The rise of small modular reactors and their role in data centers
Which countries are leading the nuclear revival
How investors can access the nuclear value chain—from uranium miners to tech innovators
Role of government policy and public sentiment in shaping adoption
Interactive Broker’s Mary MacNamara and Jose Torres unpack the U.S. government shutdown, AI-fueled market highs, and gold’s surge as investors weigh optimism against economic uncertainty.
Mary MacNamara and Jose Torres break down the rising odds of a U.S. government shutdown, what the JOLTS report reveals about worker confidence, and how missing data could leave markets flying blind.
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