Veteran financial journalist Chuck Jaffe talks with the big thinkers, the power brokers and the market movers to keep you up to date on the market and the economy, with an eye toward where, how and why to invest. Plus personal finance content to cut through the clutter and improve your life.
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Join us for thought-provoking conversations that empower you to Earn and Invest wisely, shaping your future while making informed decisions today. Every Monday, our wide-ranging panel discussions explore various financial topics, fostering engaging conversations that challenge conventional wisdom and provide fresh perspectives. Then, on Thursdays, we delve into individual interviews, offering deep insights from experts who share their experiences and expertise. While we may not always uncove ...
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Reach for the Stars and Smile! is an inspirational and motivational podcast that will enlighten & entertain you while helping to reach for your highest potential when challenges and obstacles come your way.
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Crossmark's Fernandez: Stagflation is likely, but recovery can be quick
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1:03:16Victoria Fernandez, chief market strategist at Crossmark Global Investments, says investors looking at current market turmoil and the potential for stagflation and an economic recession should remember that "Doing nothing is something," making an active decision to continue with current allocations, which she says is appropriate for anyone who felt…
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621. When Loss Defines Community w/ Chuck Jaffe
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1:00:07We are joined by Chuck Jaffe from Money Life With Chuck Jaffe and we discuss the recent death of one of his community members. How dis we become part of a community of people who discuss money. And what does being a community member really mean as a host and as a fan. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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In times like these, stick with the things that give you confidence
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1:01:11Francisco Bido, senior portfolio manager at F/m Acceleration, brings his quant-active approach to the Market Call, but notes that mixing the numbers — the quantitative approach — with the art of active management leads him to want a well-diversified portfolio filled with well-known names that stay true to his core investment believes, the kind of t…
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623. Are We Headed Toward Stagflation? Community Episode
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59:22In this community episode we join Joe Saul-Sehy and Madison RJ to discuss a recent article discussing Jerome Powell's comments about the fed and his expectations surrounding rate cuts. Are we headed toward stagflation? What can we do about it? Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Johnson Financial's Ceci: The longer uncertainty lasts, the deeper a recession gets
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1:03:57Dominic Ceci, chief investment officer at Johnson Financial Group, says that he believes the potential recession that the United States economy could be facing is likely to be "a run-of-the-mill, early '90s type of recession" that stays shallow and lasts a few quarters, but he acknowledges that the signs are murky and that the longer uncertainty ar…
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Morgan Stanley's Slimmon: In six months, the market will be up again
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59:29Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, says that with so much investor optimism wiped away by the rough start to 2025, the opportunity for growth now looks better than it did at the start of the year. "Six months from now, I would say there's a good chance the market will be higher," Slimmon says in summin…
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Simplify's Green: Market forecasts 'no longer have any real validity'
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1:01:52Mike Green, chief strategist at Simplify Asset Management, says that we're living through "a period of genuine uncertainty, and a period in which forecasts that would have been made even three or four months ago no longer seem to have any real validity." He says that the current set up for a trade/tariff war is setting the economy up for a repeat o…
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In this ten things episode, I tell you all ten things about me. This is my chance to go back and provide some depth about why I do what I do. This is a companion to Thursday's community episode coming up later on this week. I hope you enjoy! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Gateway's Ferrara: Defensive strategies were made for this
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1:02:45Joe Ferrara, investment strategist at Gateway Investment Advisers, says that heightened volatility is likely here to stay as the market sorts out rapidly changing current conditions -- and says current market shocks are reminiscent in some ways of the Covid crisis or the aftermath of the 9/11 attacks. He says that the current dichotomy between quan…
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Economists' group says recession forecasts are skyrocketing
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58:11Rebecca Rockey, deputy chief economist and global head of forecasting at Cushman & Wakefield — an analyst on the outlook survey committee for the National Association for Business Economics — discusses the group's recent "flash survey" of economists which found that since tariff policies were announced on "Liberation Day," more than one-third of ec…
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Allspring's Bory: Recession is likely, but first comes stagflation
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58:21George Bory, chief investment strategist for fixed income at Allspring Global Investments, says "We are in the midst of a stagflationary environment that's likely to last three to six months," with the question remaining whether a recession will follow. He does now think that recession is likely, though changes to trade and monetary policy could st…
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WisdomTree's Weniger: One reason to be bullish now is 'you'd be the only bull'
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1:00:38Jeff Weniger, head of equity strategy at WisdomTree Asset Management, seems to only be half joking when he says investors might want to be bullish right now just because they would be the last bull standing, but he also notes that long-term investors, in conditions like these, must bite their lip and keep buying equities. That said, he thinks some …
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This ten things episode is prep for our discussion with Chuck Jaffe on Thursday. Today I discuss ten things about money and dying. Hear what I have experienced people say about money on their death beds and how this can relate to have better money behaviors for those of us full of life. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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NFCU's Frick: Tariffs' market impacts will linger with investors
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59:31Robert Frick, corporate economist at Navy Federal Credit Union, says that investors should allow the market to settle down and they regain solid footing with their investments, but should use current nervousness and anxiety as a guide on how to remake their portfolio to be more stable regardless of conditions. Frick says he felt that the market was…
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Verdence's Horneman: This market calls for cautious opportunism
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1:06:34Megan Horneman, chief investment officer at Verdence Capital Advisors, says that despite the painful volatility and the rising potential for recession, investors should be looking for opportunities, particularly in the areas that have been most hurt by recent action as the market has been. She notes that global small and mid-cap stocks are in bear-…
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619. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder (Rewind)
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51:46In this rewind episode we talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor? Lea…
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RSM's Brusuelas sees recession starting now and running 9 months
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1:01:31Joseph Brusuelas, chief economist at RSM, says that unless an off-ramp to current government policies can be found, he expects a recession that is starting now and likely to last nine months. He has raised his likelihood of recession to 55 percent, but said you can see already a pullback in orders, which in turn will lead to a price shock, and then…
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BondBloxx's Bianco: High-yield and long Treasuries are standing out now
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1:03:43JoAnne Bianco, partner and portfolio manager at BondBloxx, says that investors should be re-assessing risk and deciding if the market's current moves are an over-reaction that could rebound or something more sticky, and she notes that some fixed-income assets have been the best performers this year. She notes that long-duration Treasuries and U.S. …
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After being on social media for the last week, I feel like I need to say something. This opinion will be unpopular. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Jordan Grumet (Doc G)
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Zuma Wealth's Spath on navigating the current angst and uncertainty
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56:10Terri Spath, chief investment officer at Zuma Wealth, talks about actionable steps investors can take now — and that she has taken for her clients — to mitigate anxiety amid the uncertainty of the current US stock market. Specifically, Spath is diversifying into investments that have a negative or no correlation to the U.S. market, buying gold, lon…
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618. How to Take Control and Get Your Financial Life Together w/ Erin Lowry (Rewind)
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1:01:07In this rewind episode we talk with Erin Lowry about her new Broke Millennial workbook. We discuss how to take control and get your financial life together. We further talk about the difference between knowledge and action, and how to start taking action in your life. Finally, we chat about the generational differences when it comes to money. Learn…
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Baird's McAllister: Bonds are working as your safe haven now
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1:04:45Duane McAllister, senior portfolio manager at Baird, says investors are right to be leaning into the fixed-income market as a safe haven amid current market turmoil, noting that the relationship between stocks and bonds has normalized, unlike 2022 when bonds moved in sync with stocks and investors lost money in both. With yields relatively high and…
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