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.
…
continue reading
1
T. Rowe Price's Martin: 'Contestable markets' created by AI will boost the economy
1:00:39
1:00:39
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:00:39
Jennifer Martin, vice president of global equities for T. Rowe Price, says that artificial intelligence is creating "contestable markets," which means that "Every company has to keep spending." That creates an economic imperative -- regardless of economic and market conditions -- that should help the stock market power through adjustments to the ne…
…
continue reading
1
Horizon's Ladner: 'Earnings-driven market' should post double-digit gains
59:59
59:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
59:59
Scott Ladner, chief investment officer at Horizon Investments, says that the stock market will need earnings growth to generate returns in 2025, but that those gains should run roughly equal to the level of earnings growth, leaving the market set up for low double-digit gains in 2025. He says that technology continues to provide a tailwind to the m…
…
continue reading
1
Sit Invest's Doty: 'The Fed's in a pickle'
58:04
58:04
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
58:04
Bryce Doty, senior portfolio manager at Sit Investment Associates says that "the elephant in the room" for the economy is the growing federal debt, now up to $36 trillion, which puts the Federal Reserve "in a pickle," because the debt will continue exploding if interest rates don't fall, but inflation could get out of control if the central bank cu…
…
continue reading
1
Macquarie's McCormack expects 'constructive environment,' healthy growth
1:02:16
1:02:16
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:02:16
Daniel McCormack, head of research for Macquarie Asset Management, says that heightened volatility in 2025 should make investors want to stay nimble and flexible, but he expects reasonable growth and a healthy environment. Sharing his outlook for 2025, McCormack says he expects China to begin "exporting inflation again," which could the U.S. back a…
…
continue reading
1
Unlimited's Elliott: 'Curb your enthusiasm' on 2025's potential
58:13
58:13
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
58:13
Bob Elliott, chief investment officer for the Unlimited Funds, says investors entered 2025 with "euphoric expectations," but at a time when the market was going through a tightening, which is a set-up for the market to be flat or down for a few months. He says investors should curb their enthusiasm if they expect the market to perform as well as it…
…
continue reading
1
Carson Group's Detrick sees 2nd-half pickup leading to solid 2025 results
1:00:15
1:00:15
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:00:15
Ryan Detrick, chief market strategist for the Carson Group, says growing earnings and profit margins are creating a dual tailwind for the stock market, and while he cites plenty of reasons for concern — including the potential for a double-digit market decline in the first half of 2025 — he's "not scared that the bull market is over." In both his 2…
…
continue reading
1
Global X's Helfstein: 'This is not the nice rosy year we had in '24'
57:16
57:16
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
57:16
Scott Helfstein, head of investment strategy for Global X ETFs says "Investors had better be ready for some chop" in 2024, but he thinks fundamentals are good and expanding and the market will broaden so that the economy and market pick up in areas that have not done well of late. Those conditions may create a volatile market but should help fight …
…
continue reading
1
SLC's Mullarkey:Amid global chaos, US markets will benefit the most
59:40
59:40
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
59:40
Dec Mullarkey, head of investment strategy at SLC Investments, says that when there is a lot of uncertainty and geopolitical risk, the United States economy and markets benefit from the situation, even if the unrest is partially caused by the U.S. As a result, while many observers worry about what might change under the new Trump Administration, Mu…
…
continue reading
1
Schwab's Sonders: The market, economy 'has decent legs,' but faces challenges
1:01:39
1:01:39
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:01:39
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that while the stock market has done well at the index level — where a few big names carried the benchmarks to big years — the fuller story has been told at a lower level, where the market has had more struggles and there have been rolling recessions in various areas of the …
…
continue reading
1
Rob Arnott sees 'opportunity-rich market' but not for mainstream stocks, bonds
58:57
58:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
58:57
Rob Arnott, chairman and founder of Research Affiliates, says that current markets resemble the dot-com markets in the narrative that everything is about to change due to technological advancements, but he notes that the dominant tech players from the year 2000 failed to beat the Standard & Poor's 500 index over the long-term future. He says that c…
…
continue reading
1
Crossmark's Doll says economic expectations for '25 are 'too ebullient'
1:01:12
1:01:12
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:01:12
Bob Doll, chief investment officer at Crossmark Global Investments, foresees some slowdown in consumer activity this year — with middle-income consumers beginning to struggle — and he says that will lead to a sluggish economy with higher unemployment. He expects inflation to remain sticky, which will push the Federal Reserve to make fewer rate cuts…
…
continue reading
1
iShares' Akullian: Earnings, not the Fed, will key the market in '25
1:01:36
1:01:36
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:01:36
Kristy Akullian, head of iShares Investment Strategy for the Americas at BlackRock, says that "the most important thing we're watching is earnings" as an indicator for the year ahead, noting that in 2024 more of the performance came from earnings growth than from multiple expansion, particularly for the parts of the market like large-cap growth com…
…
continue reading
1
Annex Wealth's Jacobsen:'time to play catch up as the market broadens out'
1:03:18
1:03:18
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:03:18
Brian Jacobsen, chief economist at Annex Wealth Management, says that 2025 is likely to see the leaders from the last few years move sideways while the rest of the market "can get some more traction and play a little catch-up." He notes that if the market broadens out and those other companies see earnings growth, it can keep the bull market rollin…
…
continue reading
1
Crossmark's Doll on what went right — for him and the market — in 2024
59:58
59:58
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
59:58
Bob Doll, chief investment officer at Crossmark Global Investments, says that 2024 proved most pundits wrong, as they forecast years that were much more modest than the 25 percent that the stock market gained, with more economic struggles and more interest rate cuts from the Federal Reserve. His forecasts, however, proved mostly right, as he review…
…
continue reading
1
CFRA's Stovall: Buckle up if you want to be there when the 2025 gains show up
1:04:34
1:04:34
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:04:34
Sam Stovall, chief investment strategist at CFRA Research, says 2025 will finish up a positive year, but it will likely be a year of single-digit gains that will be a struggle to achieve because the market is starting the year with stretched valuations and other headwinds. While he doesn't see a recession in the offing, Stovall sees other condition…
…
continue reading
1
StratFi's Lee on 2025: 'The trend is your friend til it bends or ends'
1:00:41
1:00:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:00:41
Jim Lee, founder at StratFi, says investors can be "reasonably optimistic" about the first half of 2025, but says that by the time June rolls around "I'd start to get careful." Among the technical indicators Lee leans on is the "Kitchin Cycle," which runs 180 weeks (or three and a half years) and has a solid record over the last century, and the cy…
…
continue reading
1
Plan, resolve or target your way to improved finances in 2025
59:08
59:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
59:08
Whether it is making resolutions, setting goals or establishing targets, Chuck has tried every kind of plan for financial self-improvement over his decades as a personal finance journalist, and today he talks about the importance of having a system that helps you focus on making progress and how to set yourself up to end 2025 better off than you ar…
…
continue reading