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.
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Reach for the Stars and Smile! is an inspirational and motivational podcast that will enlighten & entertain you while helping to reach for your highest potential when challenges and obstacles come your way.
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Sabrient's Martindale on a different way to view inflation
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Scott Martindale, chief executive officer at Sabrient Systems — which takes a quantitative approach to investments — says that some of the standard measures of inflation are skewed in ways that present an inaccurate picture of what's happening now. He discusses the "Harmonized Index of Consumer Prices" and how it, and several other measures, sugges…
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BlackRock's Chaudhuri: Expect a broader, more-volatile market and buy quality
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Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, at BlackRock, says that while she foresees a slowdown in the economy but nothing that will rise to the level of a recession. Still, as the Federal Reserve enters a rate-cutting phase during the fall — a historically volatile time for the market — she expects that investors will s…
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Treussard on geo-political risk and 'What if it comes home to roost?'
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Jonathan Treussard, founder of Treussard Capital Management says "we haven't seen this much geo-political static on the horizon in at least a generation," raising real concern about how a laundry list of global boiling points could hit home. He says those risks overhang a market that looks like it can avoid a downturn for a while with the Federal R…
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Invesco's Hooper says there will be no recession in the next year
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Kristina Hooper, chief global market strategist at Invesco, says that recessions haven't been canceled, but there is no reason to expect one for at least the next year, "especially if we get the Fed to start to meaningfully ease." She thinks the Federal Reserve will start that easing process later this month with a small rate cut, largely because a…
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New Constructs' Trainer: 'Major correction' ahead for stocks with shaky numbers
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David Trainer, founder and president at New Constructs — who put Nvidia stock in "The Danger Zone ahead of its earnings report at the end of August, just before the stock cratered — says that the market and economic conditions are changing and lower liquidity and a slowing economy "is a recipe for a major correction in a lot of individual stocks," …
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Vontobel's Souccar makes the case for Europe, Canada and Japan now
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David Souccar, international equity portfolio manager at Vontobel Quality Growth, says that the interest-rate cutting cycle is going to help international equities, as foreign central banks follow the Federal Reserve's moves, which should help foster a softer landing worldwide. That said, Souccar notes that if the United States starts raising tarif…
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This is not the financial talk you were expecting
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A funny thing happened on the way to today’s show. Okay, it’s not so funny since it basically canceled the show so take a quick listen to find out what happened.
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Strategic Frontier's Goerz: 'It feels an awful lot like 2000 again'
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David Goerz of @StrategicCAPM says the current market is putting a twist on Internet Bubble days, but that stock valuations are extremely high and so are most risk factors, so investors might want to hunker down and wait at least for rate-driven volatility to pass. Joel Dickson of Vanguard Group discusses how rules changes impacting the way investo…
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Weatherstone's Ball: 'Priced-in' soft landing limits bonds' potential now
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Michael Ball, president and lead portfolio manager at Weatherstone Capital Management, says that while the economy appears to be headed for a soft landing, that smooth ride and the first rate cuts have already been priced into the bond market, which means that bonds are not giving much cushion right now against any softness that could lead to a rec…
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StockChart's deKempenaer: Can the bull run go on as money flows out of tech?
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Julius de Kempenaer, senior technical analyst at StockCharts, says that money is rotating out of technology and "into pretty much every other sector," which means that participation in the current bull run is broadening out. Still, he says, there is a question of whether the upswing can continue if tech isn't participating. As a result, deKempenaer…
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Crescent Grove's Krei: It's a Goldilocks, just right landing ... for now
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Andrew Krei, co-chief investment officer of Crescent Grove Advisors, says that at some point next year we could see inflation tick back up, which could lead to market struggles, but right now barring "geopolitical mayhem," he sees the market as continuing to climb, and he notes that investors should be pressing their bets with equities rather than …
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Causeway's Myers: In these conditions, international small-caps should shine
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Ryan Myers, portfolio manager at Causeway Capital Management -- manager of the Causeway International Small Cap fund -- says that current valuations "are on par with some historical extremes where small caps go on to outperform fairly significantly." He likes opportunities in Japan, particularly after market troubles there earlier in August made va…
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WisdomTree's Weniger: Fed chair Powell needs to be careful now
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Jeff Weniger, head of equity strategy at WisdomTree Asset Management, says that while rate cuts tend to be good for the market, there is an unusual circumstance now where the cuts upend the Japanese yen carry trade. That created the market's short-lived August drawdown, but that circumstance could resurface; while the market has moved past that pro…
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TruStage's Rick: Fed will hit both of its key targets in the next few months
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Steve Rick, chief economist at TruStage, expects a unique occurrence in Federal Reserve actions between now and election date, with inflation dropping down to its target rate of 2 percent while the labor market reaches equilibrium, with the unemployment rate hitting 4.5 percent. Rick says that good news -- which will be accompanied by rate cuts fro…
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Piper Sandler's Johnson: 'This market can keep working'
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Craig Johnson, senior research analyst at Piper Sandler, says that he expects the economy to avoid a hard landing, and notes that some indicators would suggest that the economy is already in recession which means it will be over by late spring 2025, which should allow the earnings to start to pick up and fuel more growth next year. Johnson notes, f…
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Payden's Crawmer: Position yourself for a soft landing
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Tim Crawmer, chief global credit strategist at Payden & Rygel, says that the rise in the unemployment has not been driven by layoffs but rather by more people looking for work, which is a positive sign for the economy. Coupled with other good looks -- like the continued strength of the consumer pushing robust GDP expectations -- it should convince …
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Travel hacks will make your money -- and you -- go farther
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Elliot Rosenberg, founder of Hack My Honeymoon, talks about strategies consumers can take to use miles, points and more to get free trips, accommodations and more, and while the savings is real, some of the advice -- involving opening multiple credit-card accounts to capture bonuses -- is not standard for consumers. Marci Stewart, director of clien…
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