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PODCAST

On Investing

From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what"s happening and why—and what the implications are for your portfolio. Hosted by Schwab"s Chief Investment Strategist Liz Ann Sonders and Chief Fixed Income Strategist Kathy Jones, On Investing is a weekly audio magazine featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and more. Find

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All Episodes

00:50:41

Do Tariffs Change the Economic Outlook? (With Phil...

On Investing ·

2025/02/21

In this episode, Kathy Jones and Liz Ann Sonders start out by discussing the latest developments in economic policy and tariffs. They also cover the latest inflation readings and their implications on the dollar and the Treasury market. Then, Liz Ann sits down with Phil Mackintosh, chief economist and senior vice president at Nasdaq. They discuss the unique economic cycle in the U.S., post-pandemic, focusing on the interplay between micro- and macroeconomics. Mackintosh explains his thoughts on the

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00:50:25

China Enters the AI Chat (With Louis-Vincent Gave)

On Investing ·

2025/02/14

In today's episode, Liz Ann Sonders speaks with Louis-Vincent Gave, CEO of Gavekal Research. Louis discusses the unique market dynamics of the past year, focusing on the concentration of U.S. equities, the divergence between growth and value stocks, and the implications of China's trade surplus. Liz Ann and Louis delve into the impact of DeepSeek on the tech landscape, the potential for market bubbles, and future trends in technology and infrastructure spending.Kathy Jones and Liz Ann also discuss

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00:38:16

Navigating Tariffs & Inflation (With Dr. Richard...

On Investing ·

2025/02/07

In this episode, Kathy Jones interviews Dr. Richard Clarida, PIMCO's global economic advisor and former vice Chairman of the Board of Governors of the U.S. Federal Reserve System.Dr. Clarida is a managing director in PIMCO's New York office and teaches economics and international affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, serving as chief economic advisor to two U.S. Treasury secretaries. He and Kathy discuss the

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00:41:28

Beyond Market Cap: Fundamental Indexing Explained...

On Investing ·

2025/01/31

In this episode, Liz Ann Sonders and Kathy Jones discuss this week’s FOMC meeting and the market reactions. Then, Liz Ann speaks with Rob Arnott, founder and chairman of the board of Research Affiliates®. They discuss some of the advanced approaches of Research Affiliates, particularly focusing on the Research Affiliates Fundamental Index® (RAFI) and its implications for growth and value investing. They explore the differences between traditional indexing methods and RAFI, the challenges of

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00:22:16

Markets React to a New Administration

On Investing ·

2025/01/24

In this episode, Liz Ann Sonders and Kathy Jones discuss the intersection of market analysis and political developments, particularly focusing on the implications of a second Trump term. They explore the performance of major tech stocks, the impact of regulatory changes on various sectors, and the current state of the bond market. The conversation also delves into the ongoing earnings season, highlighting the trends in corporate performance and expectations for the Federal Reserve's future actions

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00:21:48

Climate Shocks & the Muni Bond Market

On Investing ·

2025/01/17

In this conversation, Kathy Jones and Cooper Howard discuss the impact of climate shocks, particularly wildfires in Los Angeles, on the municipal bond market. They explore the risks associated with California municipal bonds, the financial implications for issuers, and the broader trends in climate-related events. Cooper emphasizes the importance of diversification for investors to mitigate potential risks and highlights the increasing frequency of climate shocks over the years. The discussion also

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00:23:31

Does the Resilient Economy Equal a Higher Potential...

On Investing ·

2025/01/10

In the first episode of 2025, Liz Ann Sonders, Schwab's chief investment strategist, and Kathy Jones, Schwab's chief fixed income strategist, discuss the overall economic outlook for 2025 and take stock of where the markets are right now. The conversation focuses on fixed income and bond market dynamics, Fed policy, and the relative performance of equities. Liz Ann and Kathy reflect on the economy's resilience and growth potential, while also addressing the upcoming economic indicators and market

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00:26:48

2025 Market Outlook: Fixed Income

On Investing ·

2024/12/20

After you listenRead Cooper Howard's 2025 Municipal Bond Outlook.Read Collin Martin's 2025 Corporate Bond Outlook.Read Kathy Jones's 2025 Treasury Bonds and Fixed Income Outlook.Follow the Schwab Center for Financial Research on X @SchwabResearch.Is the bond market caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels? In Part 2 of our 2025 Market Outlook, we focus on the fixed income markets, including corporate and muni

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00:33:24

2025 Market Outlook: U.S. Stocks & Economy & Global...

On Investing ·

2024/12/13

After another year of the bull market, what's in store for stocks in 2025? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year.First, Liz Ann Sonders, Schwab's chief investment strategist, speaks with senior investment strategist Kevin Gordon. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover tariffs, immigration, and potential policy changes, among other

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00:28:52

How Do You Build a Bond Portfolio?

On Investing ·

2024/12/06

In this conversation, Kathy Jones talks with Cooper Howard, who is an expert on the topic of municipal bonds. They delve into the intricacies of bond investing, discuss the importance of bonds, exactly how to build a bond portfolio, and the various types of bonds suitable for retirees and other investors. They explore the differences between individual bonds and bond funds, the significance of account types for bond investments, and the bond ladder strategy as a practical approach. The discussion

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00:16:22

Uncertainty Around Future Policy

On Investing ·

2024/11/22

In this week's episode, Liz Ann Sonders, Schwab's chief investment strategist, and Kathy Jones, Schwab's chief fixed income strategist, discuss the current economic landscape, focusing on policy changes in Washington, the implications of tariffs and immigration reform on inflation, and the Federal Reserve's potential moves at their next meeting. They explore the dynamics of the housing market, the uncertainty businesses face due to fluctuating policies, and the impact of global events on market

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00:40:21

(BONUS) From WashingtonWise: Balancing Campaign...

On Investing ·

2024/11/15

In this special bonus episode from WashingtonWise, host Mike Townsend takes an in-depth look at the key policy debates that are coming in 2025 and the difficulties the incoming administration will have turning broad campaign promises into reality on Capitol Hill. Kathy and Liz Ann give their overview of where we stand, a week after the election and the Fed's rate cut. Then, Mike explores how razor-thin majorities in Congress and economic realities may necessitate compromise on four big policy issues

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00:19:35

Navigating Post-Election Market Dynamics

On Investing ·

2024/11/08

In this week's episode, Liz Ann Sonders, Schwab's Chief Investment Strategist, and Kathy Jones, Schwab's Chief Fixed Income Strategist, discuss the immediate market reactions following the recent election, focusing on the equity and bond markets. They explore the implications of potential fiscal policies, the Federal Reserve's upcoming decisions, and the importance of cautious investment strategies in light of uncertainty. The discussion also highlights the significance of economic indicators and

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00:29:57

Our First Podcast Anniversary: Lessons From the Past...

On Investing ·

2024/11/01

In this episode marking the one-year anniversary of the podcast, Liz Ann and Kathy discuss the significant market events and trends they've noted over the past year. They examine the volatility in interest rates, the dynamics of the equity market, and the performance of corporate earnings. The conversation also highlights memorable guests and moments from the podcast, as well as the evolving nature of market analysis. Finally, Kathy and Liz Ann look ahead to next week's election, Fed meeting, and

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00:35:58

Understanding Recent Volatility in the Bond Market

On Investing ·

2024/10/25

In this episode, Kathy Jones and Liz Ann Sonders discuss several of the latest economic indicators, focusing on inflation, employment, and the housing market. They analyze the current state of the S&P 500®, bond yields, and the implications of global interest rate cuts. The discussion highlights the importance of understanding market rotations and the impact of economic data on investment strategies.Next, Kathy speaks with Collin Martin, director and fixed income strategist at the Schwab Center for

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00:38:25

What Does a Credit Analyst Do?

On Investing ·

2024/10/18

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the bond market and the bull market in equities. They explore the volatility in bond yields, the significance of credit spreads, and the importance of employment and inflation data.This week, Kathy speaks with Carol Spain, managing director and head of credit research for Schwab Asset Management. Kathy and Carol delve into the intricacies of credit analysis, exploring Carol's unique career path, the role of credit

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00:41:35

Current Pros & Cons in the Market (With Paul Hickey)

On Investing ·

2024/10/11

How can the stock market be a hedge against inflation? What are some pros and cons of the current market environment?In this conversation, Kathy Jones and Liz Ann Sonders discuss the recent jobs report, which exceeded expectations, and its implications for the economy and Federal Reserve policy. They explore the strength of the labor market, the bond market's reaction, and the importance of consumer spending in driving economic growth. Then, Liz Ann is joined by Paul Hickey, cofounder of Bespoke

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00:25:35

Making Sense of the Current Economic Cycle

On Investing ·

2024/10/04

In this episode, Liz Ann and Kathy discuss the unique characteristics of the current economic cycle, emphasizing its differences from historical cycles. They explore the implications of geopolitical events on market behavior, the Fed's potential reactions to inflationary pressures, and the significance of historical Fed cycles in understanding market trends. Finally, Kathy and Liz Ann offer the outlook for next week's economic data and indicators.You can read Liz Ann's articles on historical

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00:38:20

Under-the-Surface Employment Indicators to Watch...

On Investing ·

2024/09/27

In this episode, Kathy and Liz Ann open by discussing the implications of the recent rate cut by the Federal Reserve, focusing on the labor market and upcoming economic indicators. They explore how the rate cut may affect various economic sectors, including borrowing rates and consumer spending. They also highlight the importance of under-the-surface labor market data in predicting future Fed actions.Liz Ann Sonders, Schwab's Chief Investment Strategist, interviews Doug Ramsey, Chief Investment

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00:31:29

What the Fed Rate Cut Means (With Claudia Sahm)

On Investing ·

2024/09/20

With the Federal Reserve cutting rates by 50 basis points at its September meeting, what are the implications for the bond market and the economy? In this episode, Kathy Jones and Liz Ann Sonders analyze the market's reaction to the rate cut, the balance between panic and greed in investment strategies, and the upcoming economic indicators that could influence market movements. Their discussion highlights the importance of understanding labor market trends and consumer sentiment in the context of

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99 results

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