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PODCAST

Money Life with Chuck Jaffe

Money Life with Chuck Jaffe is leading the way in business and financial radio. The Money Life Podcast is a daily personal finance talk show, Monday through Friday sorting through the financial clutter every day to bring you the information you need to lead the MoneyLife.

business investing

All Episodes

01:04:45

Baird's McAllister: Bonds are working as your safe...

Money Life with Chuck Jaffe ·

2025/04/04

Duane 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 holding steady, McAllister said bonds are proving their value as safe, stable holdings. Kerry Sette, head of consumer insights and research at Voya

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01:00:31

Vineyard Global's Samuelson says technicals show a...

Money Life with Chuck Jaffe ·

2025/04/03

Tom Samuelson, chief investment officer at Vineyard Global Advisors, says the market's long-running bull market is "on thin ice right now," from a technical standpoint, having fallen below its 200-day moving average, leaving the market "at a really interesting juncture," and making him defensive, building more cash, loading up on utilities and safe sectors and waiting to see how it plays out. Samuelson says that if the market breaks down -- with a decline accelerated by reactions to government

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58:17

Research Affiliates' Masturzo: Now, it's 'Don't fight...

Money Life with Chuck Jaffe ·

2025/04/02

Jim Masturzo, chief investment officer for multi-asset strategies at Research Affiliates, says that despite the uncertainty surrounding tariff policies and geo-politics, international markets remain attractive and with a better valuation than domestic markets. But those global markets may also get a boost from the Trump Administration's plans to weaken the dollar — a dollar that Masturzo says his firm believes is currently 25 percent overvalued — so he emphasized that investors should not "fight the

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58:28

Technical analyst McMillan makes a case for at least...

Money Life with Chuck Jaffe ·

2025/04/01

Lawrence McMillan, president of McMillan Analysis, says the market has been in an oversold rally and is currently correcting as it comes out of that. He sees deteriorating breadth but still thinks this could be what he called "a healthy correction." McMillan says if the Standard & Poor's 500 can't hold the 5400 level, he would expect it to drop to 5000, a move big enough to put the stock market into bear market territory, a decline of 20 percent from market peaks in February. Wade Pfau, professor of

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01:03:12

Economist Furman sees tariffs as a possible trigger...

Money Life with Chuck Jaffe ·

2025/03/31

Harvard University economist Jason Furman — the former chairman of the Council of Economic Advisers — says that the tricky thing in forecasting now is high levels of uncertainty, particularly in terms of how much business and consumers pull back based on current conditions; if there's a recession, he says it will be spending cutbacks that trigger it. Furman notes that the average tariff rate is now back to levels from the 1940s, and while he says he'd be shocked if it triggers a Great Depression, it

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01:00:06

StockChart's deKempenaer: Market's downside risk...

Money Life with Chuck Jaffe ·

2025/03/28

Julius de Kempenaer, senior technical analyst at StockCharts says that the stock market at current levels is unattractive, because "the upside potential is now way more limited than the downside risk," and he expects that risk to be realized in a decline that could drop the market by another 5 percent or more. De Kempenaer says this dip won't feel much like a buying opportunity, because the market will need several months or quarters to finish a rotation and find a new base to build on. He notes

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01:00:15

Ordinary expenses are now draining Americans'...

Money Life with Chuck Jaffe ·

2025/03/27

Greg McBride, chief financial analyst at BankRate.com, discusses how the site's latest survey shows that Americans are tapping into emergency savings increasingly to pay ordinary expenses. He talks about the dangerous spiral that a growing number of consumers are on, as they begin to exhaust emergency funds and have to rely increasingly on credit cards, currently carrying record-high interest rates. Rob Nestor, president of Turing Technologies, discusses the evolution of "high-conviction investing,"

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59:08

DiMartino Booth is 'short-term pessimistic' but...

Money Life with Chuck Jaffe ·

2025/03/26

Danielle DiMartino Booth, chief strategist at QI Research, says that she remains concerned about the economy in the short run because Congress isn't being "brisk and efficient" in delivering on the promise of de-regulation and lower taxes. Since those potential policy benefits haven't shown up — but the uncertainty of tariff policies has — she is expecting a bumpy economic road ahead. She does say that inflation may be having less impact than consumers say it is having, but she notes that consumer

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59:05

Analyst Brown sees the bull market at a seasonal...

Money Life with Chuck Jaffe ·

2025/03/25

Scott Brown of Brown Technical Insights says that the market traditionally is weak during the first quarter of a new presidential cycle, but he notes that the third week of March is also when that tends to change and the market reaches the bottom of that cycle. He says we're still in a secular bull market, with April and May historically providing some runway. As a result, Brown expects a bounce and says "It's not the time to be turning negative now," though he notes that if the seasonal rally fails

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59:01

BlackRock's Nagrath: Fundamentals are strong for...

Money Life with Chuck Jaffe ·

2025/03/24

Dhruv Nagrath, director of fixed-income strategy at BlackRock, says that it's "easy to make a healthy return in your fixed income without taking too much risk," so while there are opportunities out the risk scale all the way out to high-yield and junk bonds, he notes that investors can stay safe and come away happy with their gains. Nagrath discusses what he expects to happen to bond yields when the Federal reserve starts cutting rates, how bonds are likely to perform relative to stocks in that

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01:02:57

Virtus' Terranova: The economy will cool off,...

Money Life with Chuck Jaffe ·

2025/03/21

The show wraps up interviews taped at FutureProof Citywide in Miami today, with Joe Terranova, chief market strategist at Virtus Investment Partners noting that the Trump Administration is not disturbed with the recent price action on the stock market, because they know that the economy must cool off to get lower interest rates and energy prices. Moreover, he notes that a prolonged tariff battle will impact earnings growth, which will be the key determinant of what the market can achieve this year

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01:01:32

Investopedia's Silver: People keep buying 'because...

Money Life with Chuck Jaffe ·

2025/03/20

Caleb Silver, editor-in-chief at Investopedia, says that uncertainty is kryptonite to investors and he worries that the longer current worries about tariffs, inflation, recession and more drag out, the more people could stop believing in long-term investing and stop their "relentless bid" where they put money into retirement plans with every paycheck. The market will keep going — perhaps slower, and possibly with a bear market and a possible recession — so long as the money keeps flowing, and he

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59:06

Hancock's Roland at FutureProof: 'The headlines will...

Money Life with Chuck Jaffe ·

2025/03/19

Emily Roland, co-chief investment strategist at John Hancock Investment Management, says she is minimizing geopolitical inputs right now because it's impossible to make investment decisions around uncertainty. She says it's particularly important right now to focus on fundamentals and what's real — "We're investing in companies not countries" — and she is not buying the long-term hype on Europe because she says the recent rally doesn't have a strong foundation to stand on. That's one of four

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58:40

Wall Street vet Ron Insana expects a 'garden-variety...

Money Life with Chuck Jaffe ·

2025/03/18

Money Life goes to the beach for the rest of this week, with Chuck conducting interviews at FutureProof Citywide, a festival for financial advisers held on Miami Beach. His first conversation at the event was with veteran CNBC personality Ron Insana, now the head of wealth at QuantumStreet AI, who says investors are right to be concerned about current levels of valuation and also geo-political policy uncertainty, but who doesn't see market issues extending to a level of a crash or crisis. The show

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57:34

Jonathan Treussard: The surprise is in the speed of...

Money Life with Chuck Jaffe ·

2025/03/17

Jonathan Treussard, founder of Treussard Capital Management, says that the current market decline is not a real surprise, but the whipsaw of emotions — moving from a can't-miss certainty that things were going up to hand-wringing today — is taking investors by storm, making them want to take actions even when the best strategy is to ride this out. "Success grows in silence, and the market is really attuned to noise," Treussard says. "Your job is to sit there with peace in your heart and focus on the

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58:41

Leuthold's Ramsey: 'Price is a fundamental' and could...

Money Life with Chuck Jaffe ·

2025/03/14

Doug Ramsey, chief investment officer at The Leuthold Group, says that stock market swings have had increasing impact on economic growth and the rate of inflation in recent years — "Price is a fundamental," he says — and that means the current downturn in the stock market could deliver a recession. At the same time, if the market moves from current correction-levels to bear-market levels, he expects inflation to then ease up and to help drive a potential recovery. Charles Rotblut, editor at AAII

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57:31

ICI's Antoniewicz: Consumers, facing tariffs, hold...

Money Life with Chuck Jaffe ·

2025/03/13

Shelly Antoniewicz, chief economist at the Investment Company Institute, says that consumers currently expect that they will wind up paying about half of the costs added to goods by tariffs — meaning they will pay 10 percent more when an item is facing a 20 percent tariff — and she says that a cutback in consumer spending would dramatically change the economic picture, since it makes up about two-thirds of GDP. Along with declining consumer sentiment, Antoniewicz says that investors are reacting to

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01:00:51

Invesco's Hooper: Recession odds grow daily, but...

Money Life with Chuck Jaffe ·

2025/03/12

Kristina Hooper, chief global market strategist at Invesco, says she is still holding to the optimistic scenarios she had entering 2025, but she acknowledges that the potential for a recession grows by the day, given tariffs, a potential resurgence in inflation, fiscal pressures resulting in cuts to government spending and more. Still, Hooper's base case remains positive and she warns that investors can't afford to get spooked out of the market by short-term temporary declines. Jordan Grumet of the

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58:19

NewEdge's Nick: Despite current woes, don't start...

Money Life with Chuck Jaffe ·

2025/03/11

Brian Nick, head of portfolio strategy at NewEdge Wealth, says nervous investors should not be rooting for interest rate cuts, because they would be cheering for the economy to get worse, and the stock market would likely suffer as that happens. On the current suffering, Nick is not cowed by the last few days, noting that the "abrupt switch" in markt mentality is not the end of the bull market and economic growth cycles. He says the chances of recession are up, but that investors should diversify

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01:00:04

Robertson's Garretty: What we've got is 'a really...

Money Life with Chuck Jaffe ·

2025/03/10

Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says the economy remains on a solid growth path, generating new job creation and steady unemployment that should prop the economy up against trouble. That said, she acknowledges that consumers are scared and may be starting to hesitate, which could quickly change the circumstances. Garretty notes that the stock market is pricing in what it expects to see from the economy in roughly nine months, and concerns over tariffs and

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2,035 results

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