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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

00:35:12

Midyear Outlook: The Fed & the U.S. Economy

On Investing ·

2024/06/28

Inflation is coming down and is close to the Fed's target rate, which sets up the potential for rate cuts by the Fed. At the same time, the economy has experienced a series of slowdowns with crosscurrents and bifurcations in the indicators and in the equities market. So what's in store for the rest of 2024?In this episode, Kathy and Liz Ann discuss the broader macroeconomic outlook and central bank policy for the second half of the year. They cover topics such as inflation, Fed policy, the U.S

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00:47:31

Midyear Outlook: Equities, International & Washington

On Investing ·

2024/06/14

All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab experts look ahead to the second half of 2024 to consider what investors might expect from the U.S. stock market, the global markets, and policy and politics in Washington D.C.First, Liz Ann Sonders and Kevin Gordon discuss the current trends and bifurcations in the equity market. They highlight the

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00:30:09

Midyear Outlook: Corporate Bonds and Muni Bonds

On Investing ·

2024/06/07

In this episode, Kathy interviews her colleagues Collin Martin and Cooper Howard about the team's midyear fixed income outlook, with a theme of looking beyond Treasuries. The conversation covers investment-grade corporate bonds, high-yield bonds, preferred securities, and the municipal bond market. Key topics include credit quality, tax implications, and the potential impact of the upcoming election on the muni market.Finally, Kathy and Liz Ann offer their outlook on what investors should be

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00:43:19

Active Patience: What It's Like to Run an Investment...

On Investing ·

2024/05/31

In this episode, Liz Ann Sonders sits down with Ariel Investments co-CEO Mellody Hobson. They discuss Mellody's early career at Ariel, her co-CEO relationship with John Rogers, the importance of being an active and patient investor, the value of sitting on corporate boards, and the launch of Project Black, Ariel's private equity fund. They also touch on global trends, the dominance of growth stocks, and the challenges and opportunities for minority-owned businesses.Finally, Kathy and Liz Ann offer

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00:33:05

How Are Money Market Funds Managed?

On Investing ·

2024/05/24

In this episode, Kathy interviews Linda Klingman and Lynn Paschen about money market funds. They discuss the structure and types of money market funds, the history of their popularity, and how they are managed. They also touch on the differences between retail and institutional money market funds, the impact of Fed policy on money market funds, and reforms taking place in the industry. Lynn and Linda also offer their views on the number of rates cuts in 2024 and where long-term Treasury yields are

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00:45:20

The Power of Compounding & the Definition of "Rich"...

On Investing ·

2024/05/17

In this episode, Liz Ann Sonders and Kathy Jones discuss the latest CPI data and the impact for investors. Then, Liz Ann interviews NYU Professor Scott Galloway about his latest book and discusses the importance of financial literacy and strategies for achieving economic security. Galloway shares personal anecdotes and insights on topics such as the power of compounding, the definition of "rich," and the role of upbringing on one's relationship with money. He emphasizes the need for discipline, the

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00:31:01

How Innovation Drives Growth: A Conversation With...

On Investing ·

2024/05/10

In this episode, Liz Ann Sonders sits down with Chuck Schwab, founder of Charles Schwab & Co. They discuss how the company was founded, Chuck's decision to cut commissions on trades, how innovation plays a crucial role in driving growth in the economy, and how investing allows individuals to participate in the growth of the country.You can watch the new documentary film they mention, Chuck, for free on YouTube.Chuck is the story of Charles Schwab: a man with a vision that would end up changing Wall

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00:22:44

The Fed's Message: Patience and No Change in Interest...

On Investing ·

2024/05/03

In this episode, Liz Ann Sonders and Kathy Jones analyze this week's FOMC meeting and its impact on the economy and financial markets. The Fed's message was one of patience, with no change in interest rate policy. While the Fed acknowledged some caution about inflation, Fed Chair Powell said he believes that the current interest rate is high enough to bring inflation down in the long run. The Fed also announced that they will begin tapering their quantitative tightening policy. The conversation also

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00:33:32

What You Need to Know About Asset Allocation (With...

On Investing ·

2024/04/26

In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed's potential rate cuts. Sébastien Page, chief investment officer at T. Rowe Price, joins the podcast to discuss his work on asset allocation and the correlation between stocks and bonds. He emphasizes the importance of understanding asset allocation and the role of liquidity in driving the markets and the economy. Page also shares his views on the stock market and the

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00:39:57

What's New in Stock Sectors & Corporate Bonds?

On Investing ·

2024/04/19

In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed's potential rate cuts. Then, Liz Ann speaks with Kevin Gordon about sector trends and changes in the overall market. They discuss the notable shifts in sector performance, particularly in energy and technology. The energy sector has taken the leadership baton from the tech sector, which has been a significant change. The top heaviness of certain sectors, such as

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00:40:35

With Stubborn Inflation, What Should the Fed's Target...

On Investing ·

2024/04/12

In this episode, Liz Ann Sonders and Kathy Jones analyze the March 2024 CPI data and its impact on the bond markets and Fed policy. CPI came in higher than expected, with significant increases in housing, clothing, and transportation services, probably closing the door on a June rate cut, as the Fed will likely have to be patient and wait for the numbers to improve. Then, Kathy interviews David Beckworth. They discuss the concept of nominal GDP targeting as an alternative approach to monetary

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00:38:54

What's It Like to Be a Financial Journalist? (With...

On Investing ·

2024/04/05

How do you find reliable information about the markets and the economy? It's one thing for individual investors to struggle with financial jargon and context, but what about professionals? In this episode, Kathy Jones interviews Wall Street Journal reporter Dion Rabouin. They discuss Dion's background and his path to becoming a journalist, his transition to different media formats, current topics in the economy and markets, and how he works to find reliable sources and seek out additional

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00:46:10

Is the Market Still Climbing the Wall of Worry? (With...

On Investing ·

2024/03/29

In this conversation, Liz Ann Sonders interviews Dr. Ed Yardeni, president of Yardeni Research. They discuss this unique economic cycle and the concept of rolling recessions. Ed explains his optimism in the face of widespread pessimism about an impending recession. Yardeni also introduces the idea of "Postmodern Monetary Theory" and its impact on the economy. He emphasizes the importance of the labor market, employment numbers, and consumer spending in preventing recessions. Yardeni discusses the

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00:25:59

The Fed Leaves Rates Unchanged: Our Analysis

On Investing ·

2024/03/22

In this episode, Liz Ann and Kathy discuss the results and implications of the latest Fed meeting. They also address election-related questions and the impact of the FOMC meeting on interest rates. The conversation then shifts to the bond market's reaction and expectations. They explore the historical perspective of Fed cycles and the performance of the stock market during these cycles. The discussion also touches on Japan's shift away from negative interest rates and the importance of not letting

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00:26:48

Sector Views: Our Stock Sector Outlook

On Investing ·

2024/03/08

Liz Ann Sonders and Kevin Gordon discuss the evaluation of various sectors of the economy and the relaunch of Schwab Sector Views, which provides perspective and ratings on the 11 sectors of the S&P 500. The new version of Sector Views incorporates a quantitative and qualitative approach, using factors such as growth, quality, sentiment, stability, and valuation to determine sector rankings. The ratings are based on a 6-to-12-month time horizon. Currently, the outperform sectors are energy,

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00:38:14

The State of the Post-Pandemic Retail Market (With...

On Investing ·

2024/03/01

In this conversation, Kathy and Liz Ann discuss the current state of market sentiment, underlying trends in the fixed income market and yield demand, and the disconnect between investors' attitudes and behavior. Then, Liz Ann interviews Matthew Shay, CEO of the National Retail Federation (NRF). The retail landscape in the United States has undergone significant challenges since the pandemic four years ago. Matthew Shay and Liz Ann discuss some of the supply-chain factors affecting retail sales,

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00:40:00

Understanding Corporate Bond Analysis (with Winnie...

On Investing ·

2024/02/23

In this episode, Kathy Jones and Liz Ann Sonders discuss some of the latest questions they are hearing from investors.Corporate bonds have received extra attention lately due to their higher yields. Will that streak continue? Collin Martin joins Kathy Jones for a conversation with Winnie Cisar from CreditSights. They discuss the role of corporate bonds and how credit ratings work. They cover topics such as the role of credit analysts, factors supporting corporate bonds, concerns about low spreads in

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00:34:54

What Matters in Corporate Real Estate (With Al Rabil)

On Investing ·

2024/02/16

How did the latest inflation numbers affect the stock market and Treasury yields? In this episode, Kathy Jones and Liz Ann Sonders discuss why the CPI report showed higher-than-expected numbers, and they cover the economic indicators impacting future Fed rate cuts.Liz Ann Sonders next interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market. They discuss office occupancy rates and the demand for corporate debt, as well as the regional banks' exposure to corporate

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00:43:17

What Matters in Residential Real Estate (With Dolly...

On Investing ·

2024/02/09

In this episode, Kathy Jones and Liz Ann Sonders discuss the latest signaling from the Fed and how companies have fared during earnings season.Then, Liz Ann is joined by real estate professionals Dolly Lenz and Jenny Lenz. They share insights into Dolly's start in the business and her journey to becoming a renowned real estate professional. They also discuss the changes in the residential real estate landscape over the years, including the impact of the pandemic on buyer preferences and the shift

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00:34:58

How Do Muni Bond Credit Ratings Work?

On Investing ·

2024/02/02

In this episode, Kathy and Liz Ann discuss the latest Fed meeting and how companies have fared during earnings season.Then, Kathy is joined by Cooper Howard and special guest Jane Ridley of S&P Global. Their conversation explores credit-rating agencies and the municipal bond market. They discuss the role of rating agencies in assessing the ability of issuers to repay debt, the importance of credit ratings for investors, and the factors considered in developing ratings. They also explain the

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