Best Chuck Jaffe Podcasts (2025)

1
BondBloxx' Bianco says the Fed could be done after one more cut 1:00:14

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2d ago1:00:14

1:00:14

JoAnne Bianco, senior investment strategist at BondBloxx, says that she doesn't expect there to be a need for a protracted cycle of rate cuts and makes the case that the Federal Reserve and the economy might be best served by stopping after one more cut, even if it waits through December to do it. Bianco says that markets -- particularly equity mar…

1
TCW's Whalen: Recession odds down, but volatility rising 59:07

3d ago59:07

59:07

Bryan Whalen, chief investment officer and head of fixed income at TCW says he's now putting the odds of a recession at 60 percent, down from 80 percent at the start of the year, but he suggests that even in a no-landing scenario, investors can expect dramatically higher volatility as stock and bond markets head into 2026. Whalen pointed out that w…

1
The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026 53:26

4d ago53:26

53:26

Watch video here. Paul, Daryl, and Chris are back together to discuss plans, priorities, investing lessons, and listener questions. In this lively roundtable, the trio opens up about what’s next for The Merriman Financial Education Foundation—from simplifying tools like Best-in-Class ETFs and Two Funds for Life, to making the website and Boot Camp …

1
Research Affiliates' Arnott: Investors lose billions to bad indexing 1:01:26

4d ago1:01:26

1:01:26

Rob Arnott, founding chairman at Research Affiliates, says that classic index instruction has investors buying stocks after they get hot, dropping stocks after losses have occurred and missing out on several percentage points of return in the process. Arnott says the largest stocks earn their place in the index, but that the stocks that move into o…

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AssetMark's Chan: Markets will stay 'favorable' well into 2026 1:01:40

5d ago1:01:40

1:01:40

Christian Chan, chief investment officer, at AssetMark, says that markets should remain favorable for as long as economic conditions stay modestly positive, but he notes that the artificial-intelligence boom is helping to ensure that's the outcome, putting a floor under how much damage can be suffered in any financial storms. Chan says he expects t…

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IAA's Cofrancesco: Fed will cut, but questions if they'll be felt on Main Street 1:03:08

6d ago1:03:08

1:03:08

Ed Cofrancesco, chief executive officer at International Assets Advisory, says there is a disconnect between Wall Street and Main Street, where the economy has been great for stocks but consumers have been feeling the pain. He is hoping to see rate cuts from the Federal Reserve, with the impacts trickling down to Main Street in ways that might perk…

1
Rosenberg says the economy is softening and the bubble is in place 1:01:04

9d ago1:01:04

1:01:04

Economist Dave Rosenberg, president of Rosenberg Research, says that his preferred indicators on economic growth are showing a slowing economy, where "the recession may already be starting." He acknowledges that the stock market "hasn't figured this out," but he says — based on the way Treasuries are trading — that the bond market has already figur…

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3EDGE's Cucchiaro: 'Market melt-up' will lead to an avalanche in stock prices 1:00:25

10d ago1:00:25

1:00:25

Steve Cucchiaro, chief investment officer at 3EDGE Asset Management, says we're in a "market melt-up," the last phase of a rally or bubble that creates a buying climax, but that typically ends with trouble. Cucchiaro says valuations are in one of the three greatest periods of overvaluation they have seen in the last century, making them more danger…

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The Biggest Mistake Beginner Investors Make - and How to Avoid them 1:46:55

11d ago1:46:55

1:46:55

In this practical and inspiring ETFatlas podcast episode, host Jack Lempart welcomes Paul Merriman for a return conversation focused on the biggest mistakes beginner investors make—and how to avoid them. The discussion reveals why most investing errors are emotional, not technical. Paul emphasizes that successful investing is usually simple, though…

1
Sanjac Alpha's Wells: This can't go on forever, but ride carefully for now 1:01:07

11d ago1:01:07

1:01:07

Andy Wells, chief investment officer at Sanjac Alpha, says the market is in uncharted territory, but that's not just about record highs, but also because the Federal Reserve is in a position where it will be cutting rates with the market at highs and with the underlying conditions suggesting that a cut isn't warranted or necessary. Making cuts will…

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Economist Imas: Consumers and investors are hard-wired to make mistakes 1:01:19

12d ago1:01:19

1:01:19

Economist and University of Chicago professor Alex Imas discusses "The Winner's Curse: Behavioral Economics Anomalies, Then and Now," which he co-authored with Nobel Prize winning economist Richard Thaler, and talks about the common curses impacting consumers and investors. Imas covers loss aversion and how it drives investors to make bad decisions…

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Commodities trader on the wild action in coffee, gold and other prices 59:53

13d ago59:53

59:53

James Cordier, chief executive officer at Alternative Options, discusses how the worst drought in Brazil in the last century has coffee stockpiles at their lowest levels in over a decade, driving up costs for every consumer who needs their caffeine fix before they start work in the morning. Cordier, a long-time commodity trader, says that supply-an…

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Valuation investor says his stock picks right now are 'cash' and time 1:04:28

16d ago1:04:28

1:04:28

Steven Grey, chief investment officer at Grey Value Management, says that inflated valuations have him making cash his favorite investment choice right now, noting that they can gain interest income while avoiding significant market risk while waiting for stock prices to blow off. The cash, Grey notes, not only will increase an investor's sleep fac…

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Veteran journalist Greenberg on how 'abnormal is the new normal' 59:59

17d ago59:59

59:59

Long-time financial journalist and markets observer Herb Greenberg, editor of Herb Greenberg's Red Flag Alerts, says that investor expectations have changed, based on markets where rapid gains seem easy. While he suggests that this mindset is not new — and notes that Wall Street always feeds the quacking ducks by giving them new ideas for how to ca…

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Chris & Paul October 2025 Q&A: Best-in-Class ETFs, Equal-Weight vs. Cap-Weight, and How Much Small-Cap Value? 56:53

18d ago56:53

56:53

Watch YouTube video here. Paul Merriman and Chris Pedersen tackle your biggest questions—from simplifying portfolios and picking best-in-class ETFs to understanding equal-weighted funds, tax efficiency, and how much small-cap value to own. They dig into factor investing (size, value, quality, profitability, momentum), why reversion to the mean matt…

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Simplify's Green sees 'a bubble on top of a bubble' for A.I. and recession ahead 1:03:28

18d ago1:03:28

1:03:28

Michael Green, chief strategist at Simplify Asset Management, says the stock market is inflating a bubble, but that it's really "a bubble on top of a bubble" in the artificial intelligence arena, where the stocks in the industry — but also those adjacent to the technology are booming even though many have yet to prove a real ability to generate pro…

1
Economists lower recession odds and raise growth projections 1:01:13

19d ago1:01:13

1:01:13

Kathy Bostjancic, chief economist at Nationwide and the chair of the Outlook Survey for the National Association for Business Economics, says the latest survey, released Monday, showed higher expectations for economic growth for the rest of the year and into 2026, with GDP growth -- which had been pegged at roughly 1.3% -- now expected to grow by 1…

1
Cambria's Faber: U.S. market is the world's most expensive, and that story ends ugly 56:27

20d ago56:27

56:27

Meb Faber, chief investment officer at the Cambria Funds, says that "extremely high valuations are a weight that's hard to overcome," and that the United States is currently "the most expensive country across the board." He notes that when a country ends the year with a price/earnings ratio above 40, the average future 10-year returns are zero. As …

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Key Advisors' Ghabour: Bubbling market could inflate another 30% before bursting 58:58

23d ago58:58

58:58

Eddie Ghabour, chief executive officer at Key Advisors Wealth Management, says "the worst is behind us from the economic slowdown," and he expects growth to accelerate at the end of the year and into the first quarter. Combined with rate cuts, it will add fuel to a market that he says is clearly inflating a bubble, with that performance boosted as …

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1
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1
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1
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1
BondBloxx' Bianco says the Fed could be done after one more cut 1:00:14

1
TCW's Whalen: Recession odds down, but volatility rising 59:07

1
The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026 53:26

1
Research Affiliates' Arnott: Investors lose billions to bad indexing 1:01:26

1
AssetMark's Chan: Markets will stay 'favorable' well into 2026 1:01:40

1
IAA's Cofrancesco: Fed will cut, but questions if they'll be felt on Main Street 1:03:08

1
Rosenberg says the economy is softening and the bubble is in place 1:01:04

1
3EDGE's Cucchiaro: 'Market melt-up' will lead to an avalanche in stock prices 1:00:25

1
The Biggest Mistake Beginner Investors Make - and How to Avoid them 1:46:55

1
Sanjac Alpha's Wells: This can't go on forever, but ride carefully for now 1:01:07

1
Economist Imas: Consumers and investors are hard-wired to make mistakes 1:01:19

1
Commodities trader on the wild action in coffee, gold and other prices 59:53

1
Valuation investor says his stock picks right now are 'cash' and time 1:04:28

1
Veteran journalist Greenberg on how 'abnormal is the new normal' 59:59

1
Chris & Paul October 2025 Q&A: Best-in-Class ETFs, Equal-Weight vs. Cap-Weight, and How Much Small-Cap Value? 56:53

1
Simplify's Green sees 'a bubble on top of a bubble' for A.I. and recession ahead 1:03:28

1
Economists lower recession odds and raise growth projections 1:01:13

1
Cambria's Faber: U.S. market is the world's most expensive, and that story ends ugly 56:27

1
Key Advisors' Ghabour: Bubbling market could inflate another 30% before bursting 58:58