Best Chuck Jaffe Podcasts (2025)

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S&P Global's Gruenwald: Slower growth, higher inflation but no recession 57:02

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5h ago57:02

57:02

Paul Gruenwald, chief economist at S&P Global Ratings, says he expects a jump in consumer prices to 3.5 percent by the end of the year, and — while he thinks the move will be temporary or a one-time response to resolution of tariff uncertainty — he expects that to make the Federal Reserve more cautious about cutting rates. That's especially true be…

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U.S. Global’s Holmes: In an ongoing bull market, ride out headwinds and headlines 56:43

1d ago56:43

56:43

Frank Holmes, chief investment officer at U.S. Global Investors — also the executive chairman at Hive Blockchain — says that investors should adjust to market conditions that are “sunny but … windy,” with more volatility and changing conditions but generally pleasant and not hard to navigate through “because we’re in a secular bull market.” Holmes …

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Veteran technical analyst sees a correction, but more about time than price 55:46

3d ago55:46

55:46

Matt Harris, chief investment officer at The Hausberg Group, says that he expects a correction in the not-too-distant future, but he says that it is more likely to be about time — where the market trades sideways and lets the fundamentals catch up to recent price activity than it is about stock prices. In fact, Harris is not exceptionally worried a…

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Baird's Fitterer sees muni bonds having an edge in fixed income now 1:01:46

4d ago1:01:46

1:01:46

Lyle Fitterer, senior portfolio manager for the Baird Funds — manager of the Baird Municipal Bond and Baird Strategic Muni Bond funds — says that absolute yields on fixed income looks pretty attractive, but that muni bonds have lagging some other bond types through the beginning of the year, but are poised now for better results in the second half …

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First Franklin's Ewing expects 'to hit a lot more highs before the end of the year' 59:44

7d ago59:44

59:44

Brett Ewing, chief market strategist at First Franklin Financial Services, says he's expecting "green lights from here" for the market with a lot of policy moves by the Trump Administration getting to where they are sorted out and where they will impact the market later in the year, including de-regulation efforts which he believes will be an activ…

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Economist Silvia says now is the time when tariff price hikes show up 1:00:13

8d ago1:00:13

1:00:13

John Silvia, chief executive officer, at Dynamic Economic Strategy, says that anticipated price hikes caused by tariffs haven't happened because the business community didn't want to increase prices until it had some certainty on the taxation levels. Now that the market is approaching clarity, he expects a raft of price increases, and for the econo…

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Strategist Miskin says investors should lean into bonds now 1:01:49

8d ago1:01:49

1:01:49

Matt Miskin, co-chief investment strategist at Manulife John Hancock Investments, knows that it's hard to get investors focused on fixed income when the stock market is flirting with record highs, but he says that equities are poised to experience slower gains moving forward at a point where bonds are delivering solid, steady income. He's not backi…

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Crossmark's Doll on his highly accurate '25 forecasts and market's limited upside 1:01:14

10d ago1:01:14

1:01:14

Veteran Wall Street observer Bob Doll, chief investment officer at Crossmark Global Investments, returns to the show to review how his annual predictions for the year ahead are turning out midway into 2025, and despite the headlines and the volatility and uncertainty surrounding the market, Doll appears to be on pace for his best year ever, with at…

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NDR's Kalish: Fading uncertainty gives the market impetus to keep rolling 1:14:19

11d ago1:14:19

1:14:19

Joe Kalish, chief macro strategist at Ned Davis Research, says that the uncertainty over tariffs, geo-politics, inflation and more has "kind of melted away," allowing themarkets to perform well and recapture record highs.Kalish says that while he likes the looks of global markets and wants a more balanced approach with increased exposure to Europe,…

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Mariner's Krumpelman: Market will fly through 'clear-air turbulence' to 6600 this year 59:05

14d ago59:05

59:05

Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, likens current markets to "clear-air turbulence," when a plane flying through blue skies winds up being buffeted by high winds and conditions that are hard to see. Weathering that wild ride, travelers can reach their destination, and Krumpelman thinks the Standard & Poor's 500…

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Fed-watcher Roberts says Powell, like high rates, isn't going away soon 56:37

14d ago56:37

56:37

Doug Roberts, chief investment strategist at the Channel Capital Research Institute — author of Follow the Fed to Investment Success — says he does not believe that President Trump will fire Federal Reserve chairman Jerome Powell, and that he also thinks Powell will continue to ignore the president's pressure to cut rates. Given recent numbers, Rob…

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Hartford Funds' Jacobson: Amid uncertainty, foreign markets look better than the U.S. 57:52

16d ago57:52

57:52

Nanette Abuhoff Jacobson, global investments strategist for the Hartford Funds, says that uncertainty, by itself, hasn't derailed global markets and slowed growth, but that it could be starting to happen now with signs that there has been a lag time impacting tariff impacts and that core prices are starting to rise. Jacobson says that U.S. investor…

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Fundstrat's Newton expects the market to melt up another 5% by year's end 57:56

16d ago57:56

57:56

Mark Newton, global head of technical strategy at Fundstrat Global Advisors, says he is optimistic for the rest of 2025, though he expects choppiness as the Standard & Poor's 500 moves toward a year-end target of 6,650. Newton says the economy has been resilient through the headline risks and that the market is in a "Goldilocks state because the Fe…

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Housing economist makes case for cutting a home out of the American Dream 59:11

18d ago59:11

59:11

Brad Case, chief economist at Middleburg Communities, says that while Americans have been complaining about the housing market and available home stock, the market is not far off from historic norms. That said, he also discussed some recent research he did showing that Americans would be better off renting a home — and investing the savings they ge…

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ViewRight's Randazzo: Market signals 'point to strength' that can roll on long-term 1:00:03

21d ago1:00:03

1:00:03

Vincent Randazzo, founder and chief market strategist at ViewRight Advisors, says that while the stock market appears overbought in the short-term — and may need some time to get through it — the longer-term indicators are bullish, and suggest that the rally that has been in place for three years now can continue. Randazzo says that indicators are …

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Looking at the future of the energy sector, bitcoin mining, 'Trump accounts' and more 1:01:59

21d ago1:01:59

1:01:59

It's a wide-ranging show today, with Ben Cook, portfolio manager for the Hennessy Energy Transition and Hennessy Mid-Stream funds, giving his latest take on the energy sector, noting that the industry is well-positioned to at least not be hurt while tariff policies play out, even as the U.S. has become the world's largest oil-producing nation and t…

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KraneShares' Ahern on the impact of a 'likely' U.S.-China trade deal 59:34

23d ago59:34

59:34

Brendan Ahern, chief investment officer at KraneShares and the author of the China Last Night blog, says that the government of China is "doing the things that Trump wants them to be doing" for domestic policy purposes, which is why he sees the signs of a U.S.-China trade deal in the works. He says in The Big Interview that neither side can win in …

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1
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1
S&P Global's Gruenwald: Slower growth, higher inflation but no recession 57:02

1
U.S. Global’s Holmes: In an ongoing bull market, ride out headwinds and headlines 56:43

1
Veteran technical analyst sees a correction, but more about time than price 55:46

1
Baird's Fitterer sees muni bonds having an edge in fixed income now 1:01:46

1
First Franklin's Ewing expects 'to hit a lot more highs before the end of the year' 59:44

1
Economist Silvia says now is the time when tariff price hikes show up 1:00:13

1
Strategist Miskin says investors should lean into bonds now 1:01:49

1
Crossmark's Doll on his highly accurate '25 forecasts and market's limited upside 1:01:14

1
NDR's Kalish: Fading uncertainty gives the market impetus to keep rolling 1:14:19

1
Mariner's Krumpelman: Market will fly through 'clear-air turbulence' to 6600 this year 59:05

1
Fed-watcher Roberts says Powell, like high rates, isn't going away soon 56:37

1
Hartford Funds' Jacobson: Amid uncertainty, foreign markets look better than the U.S. 57:52

1
Fundstrat's Newton expects the market to melt up another 5% by year's end 57:56

1
Housing economist makes case for cutting a home out of the American Dream 59:11

1
ViewRight's Randazzo: Market signals 'point to strength' that can roll on long-term 1:00:03

1
Looking at the future of the energy sector, bitcoin mining, 'Trump accounts' and more 1:01:59

1
KraneShares' Ahern on the impact of a 'likely' U.S.-China trade deal 59:34