Money Life with Chuck Jaffe
1,656 episodes - English - Latest episode: 1 day ago - ★★★★ - 106 ratingsMoney 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.
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Episodes
John Bonnanzio: Best advice right now is 'Sit on your hands'
May 09, 2022 13:53 - 59 minutes - 54.5 MBJohn Bonnanzio, editor at Fidelity Monitor & Insight, says investors need to be as cautious as possible right now, focusing in on their investment time horizon so that they can ride out the potential downturns on the table in the short- and intermediate-term as the market sorts out the high-inflationary environment. Bonnanzio notes that investors with long time frames may want to consider how some of Fidelity's biggest-name large-cap funds are already in bear market territory, which actually...
MacroTides' Welsh: Recession isn't a sure thing, but continued slowing is
May 06, 2022 13:13 - 1 hour - 55.3 MBJim Welsh, macro strategist at Smart Portfolios and the author of MacroTides, says he still believes the market can rally during the last half of the year, but he says investors have to respect the current downtrend, which is likely to get worse before any bounceback. Welsh notes that consumer savings should help absorb inflation, business spending is up, demand is higher and he believes the economy has enough internal strength to avoid recession so long as the Federal Reserve doesn't have t...
Region's McKnight: Investors must adjust expectations and portfolios
May 05, 2022 13:24 - 59 minutes - 54.6 MBAlan McKnight, chief investment officer at Regions Asset Management says that "the path forward is different than the path we have been on," and that investors must now keep inflation and interest rates "top of mind" as they rethink what is possible and reasonable for the market. He noted that Regions' forecast of returns of 1.5 to 2 percent annualized gains for bonds and roughly 6 percent average gains for stocks over the next decade, which along with heightened volatility will be hard for...
'You get these ferocious rallies, and then they're just gone'
May 04, 2022 12:30 - 59 minutes - 55.1 MBLawrence McMillan, president of McMillan Analysis, says that he is seeing signs of a bear market -- which he believes we are in -- in the form of heightened volatility where rallies are in full force one minute and wiped out the next. McMillan says that while the market is showing signs of being oversold, it's not time to act on that yet because only one of the eight primary indicators he tracks is bullish right now, "and it will take a while for them to come around." Also on the show, Bob P...
AAII's Rotblut: Bearish investors usually get it wrong
May 03, 2022 13:10 - 1 hour - 55.7 MBCharles Rotblut, editor of the AAII Journal -- Money Life's all-time leader in guest appearances, but also the person responsible for maintaining the American Association of Individual Investors' sentiment survey -- says that investor optimism over the last three weeks has reached some of the lowest levels seen since the group started its survey in 1987. Rotblut says that when optimism is unusually low, "you tend to see outperformance in the Standard & Poor's 500 over the following six month...
Loomis Sayles' Fuss: Higher inflation will be with us for the next decade
May 02, 2022 13:28 - 1 hour - 56.3 MBOn the 10th anniversary show for Money Life, legendary bond fund manager Dan Fuss, vice chairman at Loomis Sayles & Co., says that the Federal Reserve is "trapped," and will not be able to fully control inflation and that investors will be living with higher inflation and interest rates "for likely the next 10 years." Fuss compares today's bond market conditions to the Korean War era, and says investors need to adjust their expectations and get used to living with it. Also on the show, David...
Piper Sandler's Johnson: Market could end this year with a big rally
April 29, 2022 14:26 - 59 minutes - 54.4 MBCraig Johnson, senior research analyst at Piper Sandler, says that the market's current washout is setting up "a very healthy rally into year-end" that could see the Standard & Poor's 500 finish the year above 4,700, a particularly healthy move because the current pain and decline has longer to go before the turnaround begins. Johnson is currently overweight in energy, basic materials and large-cap technology stocks, and underweight in health care, communications/media stocks and consumer cy...
U.S. Global's Holmes: 'The stars are aligned for a recession and a bear market'
April 28, 2022 13:20 - 58 minutes - 53.4 MBFrank Holmes, chief executive/chief investment officer for U.S. Global Investors, says current economic and socio-political conditions have the market in the middle of a downturn that could grow into a full-blown recession accompanied by a bear market, but he expects central bankers and politicians to print as much money as is necessary to keep economic engines running and to minimize the setbacks. Also on the show, Tom Lydon of ETFTrends.com makes the Invesco Water Resources fund -- a long-...
Midas' Winmill: It's 'the middle innings before we see gold really take off'
April 27, 2022 12:38 - 59 minutes - 54.5 MBThomas Winmill, manager of the Midas Fund, says that while gold has not done well in its traditional role as an inflation hedge over the last year as higher prices have gripped the country, it would be too early to give up on precious metals filling that role, especially as inflation stays in place for longer than was initially expected. Winmill also notes that if the economy heads into a recession, the permanence of gold will elevate it over cryptocurrencies and other hot assets that have b...
Wells Fargo's Samana: The market keeps 'losing engines'
April 26, 2022 12:51 - 57 minutes - 53 MBSameer Samana, senior global market strategist at the Wells Fargo Investment Institute, says that the stock market has been seeing its various drivers falter since last year, starting with uptrends turning to downtrends in developed markets like Europe, then in emerging markets, then small- and mid-cap stocks, and now domestic large-cap stocks. With less than half of the market sectors showing positive trends now, Samana says "This is not a time to be playing offense, this is a much better t...
Economists see continued pricing pressure, but no looming recession
April 25, 2022 13:41 - 58 minutes - 54 MBEconomists -- as judged by the latest Business Conditions Survey released today by the National Association for Business Economics -- do not see inflationary pressures subsiding immediately but they believe the damaging impact to the market of high inflation, rising interest rates and global supply-chain issues will stop short of creating a recession in the United States. Economist Lester Jones discusses the survey results, and the prospects for the domestic economy while inflation and war p...
Stack Financial's Johnson: 'This is your grandfather's stock market'
April 22, 2022 13:47 - 1 hour - 55.7 MBZach Jonson, senior portfolio manager for Stack Financial Management, says that inflationary pressures that haven't been seen in over 40 years and the tightest labor market in history mean that what has worked in recent years will not be panning out so well going forward. That means "This is not your father's market," Jonson says, and investors need to go old school and get more defensive, expecting to see some pain before they the market gets positioned for a long-term recovery. Jonson also...
After Netflix meltdown, fund investors have a task to complete
April 21, 2022 13:06 - 59 minutes - 54.5 MBBefore even getting to today's interviews, Chuck discusses the fallout from Netflix losing one-third of its value on Wednesday, and how a big popular security being challenged this way becomes the perfect opportunity for individuals to see if their portfolio has passed a key stress test. Also on the show, Tom Lydon of ETFTrends.com picks a new fund highlighting the consumer market in India as his ETF of the Week, David Rainey of the Hennessy Focus Fund discusses the market and the challenges...
Needham's Retzler: Economy will slow dramatically to set up buying opportunities
April 20, 2022 13:47 - 59 minutes - 54.6 MBChris Retzler, portfolio manager for the Needham Small Cap Growth Fund, says that current economic conditions impacting growth stocks have weighed particularly heavily on smaller companies, and he expects that pain to continue, worsening about a year out as the economy struggles to digest higher inflation and heightened interest rates. In the Market Call interview, Retzler notes that he expects that tough period to set up some strong buying opportunities that will pay off for long-term inves...
No interest for life and 20 percent cash back? Don't you believe it
April 19, 2022 13:12 - 59 minutes - 54.6 MBChuck plays a recent cold-call conversation in which a representative from "Card Services" suggests that a superior credit history has earned the chance for a credit card that charges zero interest ever, and that offers 20 percent cash back for every purchase. The card may be too good to be true -- though Chuck got multiple offers for it -- but the conversation must be heard to be believed. And it's calls like that -- and other personal financial issues -- that leave many seniors vulnerable ...
Chase's Klintworth: 'Few glimmers of hope' in today's 'Fear Factor' market
April 18, 2022 14:19 - 1 hour - 56 MBBuck Klintworth, senior vice president and portfolio manager at Chase Investment Counsel, says there "are very few glimmers of hope out there" in the stock market right now, noting that the market currently resembles 2007 when it was reaching highs ahead of the major downturn of 2008. With high inflation and rising interest rates, Klintworth says that "We are sort of playing 'Fear Factor, Stock Market edition,' and when that happens, nothing good happens for people." Klintworth acknowledges ...
JMK's Mills: In this environment, 'you want to own assets that float and swim'
April 14, 2022 13:08 - 58 minutes - 53.7 MBKarl Mills, president of Jurika, Mills & Keifer, says that the high-inflation, rising-rate global economy is challenging investors to buy assets "that float and swim," namely stocks and real estate, because bonds -- the traditional safe asset -- sink in these conditions, with "an almost-guaranteed loss of purchasing power." Mills thinks the market has the potential to rise from now to the end of the year, but says that any rally will be more sector- and industry-specific rather than being an...
AARP.org's Waggoner: Diversify further to avoid the pain of inflation
April 13, 2022 13:13 - 58 minutes - 53.6 MBJohn Waggoner, financial editor at AARP.org, says that the current wave of inflation -- most recently pegged on Tuesday by the government at 8.5 percent -- is not the same as what older investors remember from the late 1970s and early 1980s, but he cautions those older investors to avoid knee-jerk reactions to higher prices, noting that diversification -- buying undervalued securities, investing in securities delivering long-term income streams, and even holding cash to avoid having to sell ...
Dana Telsey: After challenging quarter, retail is poised for strong recovery
April 12, 2022 12:55 - 57 minutes - 53.2 MBLeading retail industry analyst Dana Telsey, chief research officer at Telsey Advisory Group, says that the retail industry is poised to overcome high inflation, rising interest rates, supply-chain issues stretched by Russia's invasion of Ukraine and more thanks to culture and structural changes, the closing of struggling stores and lagging shopping centers and a resilient, healthy consumer. Telsey acknowledges how retail struggled during the first quarter of the year, but noted that she has...
Fidelity's Timmer: Market's stuck in a holding pattern while watching the Fed
April 11, 2022 13:22 - 59 minutes - 55.2 MBJurrien Timmer, director of global macro for Fidelity Investments, says that investors are betting that the current market can be a replay of 1994 -- when the Federal Reserve was raising interest rates to offset inflation and shooting for a proverbial soft landing -- which could mean a sideways path or a holding pattern while the central bank is tightening. Timmer says that while earnings are growing, the market can avoid a more significant downturn. David Trainer of New Constructs explores ...
Raging Bull's Bishop: Gold is setting up to be a strong buy over the next year
April 08, 2022 13:56 - 58 minutes - 53.5 MBJeff Bishop of RagingBull.com says that gold is setting up on a technical basis for a strong rally over the next year. While gold is often used as a hedge against inflation -- and it has struggled in that role as inflation across the country has reached its highest levels in 40 years -- Bishop says it is currently poised to go "well above $2,000" in the next year. Bishop, who is not typically a gold bull, says that rising inflation and interest rates and other fundamental issues are combinin...
Chapin Hill's Boyle: Buckle up, a recession is coming
April 07, 2022 13:33 - 1 hour - 55.7 MBKathy Boyle, president of Chapin Hill Advisors, says she expects the stock market to go through a "very bad period" ahead, the result of a recession that she thinks is brewing right now, a hunch that is supported by an inverted yield curve, high inflation and other conditions. As a result, she says investors don't want to hold long-maturity bonds, and need to be careful about dividend-focused funds and broad market exposure. Also on the show, Tom Lydon of ETFTrends.com says that the JETS ETF...
Sit's Doty: 'The worst of the pain is over for bond investors, despite pain ahead'
April 06, 2022 12:32 - 1 hour - 55.4 MBBryce Doty, senior portfolio manager at Sit Fixed Income, says that a miserable first quarter and the threat of more interest-rate hikes have bond investors feeling miserable, but he believes that the worst is over for bonds, noting that the rate hikes have already made it that investors can now generate at least a small amount of income from short-term bonds, something that wasn't possible at the start of the year. Doty says that he doesn't think the Federal Reserve will be able to take rat...
Tech Trader's Vermeulen: We are nearing 'peak, maximum financial risk'
April 05, 2022 12:57 - 1 hour - 56.7 MBChris Vermeulen, chief market strategist at The Technical Traders, says that 'the red flags are in the air that the market is ready to roll over,' and while he sees the current rally continuing for another month or two, any upward moves right now are setting up for a bear market, a downward move of more than 25 percent. "Somebody putting money into almost anything right now is carrying a ton of risk," Vermeulen says. "Everything is very overpriced." Also on the show, Chuck looks back at the ...
Companies that 'overstate earnings' are headed for a fall
April 04, 2022 13:42 - 59 minutes - 55 MBDavid Trainer, president at investment-research firm New Constructs, says that 80 percent of the Standard & Poor's 500 companies are overstating earnings, and he highlighted Illumina as topping the list, saying the company is overvalued as a result. The company is currently trading for about $350, but Trainer put it in "The Danger Zone" because it has an economic book value of "negative two dollars." Also on the show, Ron Ruffinott of Toluna discusses their recent survey showing that one-thi...
Active Alts' Lamensdorf: Volatile market is wringing out its past excesses
April 01, 2022 13:35 - 59 minutes - 54.4 MBBrad Lamensdorf, editor of the Lamensdorf Market-Timing Report and chief executive officer of Active Alts, says that investors can expect a lot of 'sub-surface volatility throughout the entire year," but all of that chop amounts to the market getting past the bigger-than-expected gains of 2020 and 2021. Lamensdorf says that most market sentiment gauges and indicators are negative but that is creating some pockets of opportunity, though they are hard to spot amid bear-market bounces. Also on...
Edward Yardeni: A productivity boom could spur the 'Roaring 2020s'
March 31, 2022 13:26 - 1 hour - 55.6 MBEdward Yardeni, president and chief investment strategist at Yardeni Research, says that the current wage-price-rent spiral is likely to spur businesses to spend money to increase the productivity of workers. If that innovation and change occurs -- and Yardeni believes there will be a 'productivity boom' -- a decade that started out pretty badly could instead turn into the Roaring 2020s. Yardeni says that solid economic underpinning will make it that inflation and interest rate hikes will no...
Higher inflation hurts, but it will not break you
March 30, 2022 13:22 - 59 minutes - 54.6 MBThere is nothing about inflation hitting its highest levels in 40 years that makes anyone feel good, but Chuck looks beyond the big number to talk about the actual impact that higher prices are having on people, and concludes by noting that the costs and the choices inflation is creating are uncomfortable but manageable. As a result, while he understands the grumbles -- saying he complains himself every time he fills up his gas tank -- his bigger message remains that 'Higher inflation is not...
Bitwise's Hougan: Regulatory efforts will unlock the next crypto bull market
March 29, 2022 13:19 - 59 minutes - 54.8 MBMatt Hougan, chief investment officer at Bitwise Asset Management, says that the cryptocurrency market's fear over regulation is misplaced, and while threats of regulation send the market into a tizzy, he thinks that worry is misplaced and directed toward heavy-handed regulatory efforts. He thinks the potential for regulation will turn from a headwind to a tailwind, because decentralized finance goes mainstream through regulatory guidance that makes consumers more comfortable with digital as...
New Constructs' Trainer: Hubspot would fall 85 percent just to reach fair value
March 28, 2022 13:42 - 1 hour - 55.8 MBDavid Trainer, founder and president of New Constructs, says that HubSpot is worth only about 15 percent of what its stock currently is trading for, and he's putting it in 'The Danger Zone' because it faces stiff competition in an industry that is being commoditized, leaving it littel room to grow profitably, let alone at the incredibly high valuation the market has given the stock for now. We've also got Mike Bailey of FBB Capital partners, back to discuss his new book 'Stop. Think. Invest:...
NDR's Kalish: Expect rate hikes until the Fed hits its inflation target
March 25, 2022 13:59 - 58 minutes - 53.9 MBJoe Kalish, chief global macro strategist at Ned Davis Research, says that longer-term inflation will be what determines whether the economy can continue to avoid a recession and the market can sidestep a protracted downturn. With that in mind, Kalish expects the Federal Reserve to raise rates repeatedly until it can be confident that inflation has peaked, is passing through temporary troubles and gets to long-term target levels at 2.1 percent. Kalish, says, though, that he believes that goa...
Haverford's Smith: Ignore forecasts and uncertainty, stay fully invested
March 24, 2022 13:23 - 1 hour - 56.7 MBHank Smith, head of investment strategy for The Haverford Trust Co., says that rising volatility and heightened uncertainty shouldn't push investors out of the market, because times like these prove the value of being fully invested in all conditions, and having money in the market whenever a bottom is reached. In the Market Call, Smith talks about how owning great companies with long histories of dividend payments creates the confidence to ride out tough times en route to long-term success....
Payden's Cleveland: 'The labor market is VERY strong and inflation is FAR too high'
March 23, 2022 12:25 - 57 minutes - 53.2 MBJeffrey Cleveland, chief economist at Payden and Rygel, says that he expects inflation to settle down and for the economy to reach full-employment levels by the end of the year, creating earnings and economic growth that sidesteps any potential recession. Cleveland expects the market to recover its early-year losses and show modest profits by the end of the year. Also on the show, Shelly-Ann Eweka of TIAA discusses survey results showing that women's finances in retirement make them much mo...
Schwab's Kleintop: Market will finish the year with respectable gains
March 22, 2022 13:35 - 59 minutes - 54.6 MBJeffrey Kleintop, chief global market strategist at Charles Schwab & Co., says that earnings will continue to power the stock market which he expects to overcome current concerns about high inflation and rising interest rates to finish the year with the kind of high single-digit gains he was expecting several months ago when he posted his annual outlook. Kleintop says he expects inflation to calm quickly enough that investors might forego the traditional hedges in favor of international inve...
Zuma Wealth's Spath: Times and troubles are a call for commodities
March 21, 2022 13:34 - 59 minutes - 54.9 MBTerri Spath, founder and chief investment officer at Zuma Wealth, says that stock market and economic conditions have her lightening up on technology stocks but adding to commodities, going up to her traditional limits on commodities because that's where managers can deliver a better return in markets currently affected by the war in Ukraine and more. Spath notes that she is moving away from bonds, most notably floating-rate bonds -- despite a rising-rate environment that has many experts ex...
Market is showing signs that 'less bad can turn into a good thing'
March 18, 2022 13:38 - 1 hour - 55.7 MBMatt Harris, chief investment officer at The Hausberg Group, says that it has been a market year of extremes, a polarizing year where the stock and bond markets have been oversold, gold has been overbought and investors and their emotions have been whipsawed by the moves. Yet he sees many of the factors creating those conditions as mitigating and calming down now, and as those factors stabilize he notes that things will get 'less bad,' which should be enough to keep the market on solid footi...
Market is showing signs that 'less bad can turn into a good thing'
March 18, 2022 13:38 - 1 hour - 55.7 MBMatt Harris, chief investment officer at The Hausberg Group, says that it has been a market year of extremes, a polarizing year where the stock and bond markets have been oversold, gold has been overbought and investors and their emotions have been whipsawed by the moves. Yet he sees many of the factors creating those conditions as mitigating and calming down now, and as those factors stabilize he notes that things will get 'less bad,' which should be enough to keep the market on solid footi...
Don't lose sight of good values in the fog of war, inflation and rising rates
March 17, 2022 12:58 - 59 minutes - 54.9 MBCraig Callahan, founder of ICON Advisers and author of a new book, 'Unloved Bull Markets,' says that investors who have relied heavily on price-earnings ratios to evaluate stocks have been fooled. He says that p/e ratios are 'totally worthless in predicting future returns, and notes that stocks were never overvalued in the long bull market run after the 2008 financial crisis, nor are they overvalued now, in a bull market that has only been stalled by current events. He adds that investors wh...
NinetyOne's Power: 'Boring' strategies have merit in these volatile times
March 16, 2022 13:31 - 59 minutes - 54.9 MBMichael Power, strategist at NinetyOne, says that investors might be tempted to run away from the market, but there is no real place to hide with high inflation and low yields making it that the traditional safe-havens are losing purchasing power. Power says that there is a possibility of recession arriving late last year or early in 2024, which makes diversification across asset types and around the globe prudent. Also on the show, Lou Harvey, president at DALBAR Inc., discusses the firm's...
Cambria's Faber: Market has flipped to 'expensive downtrend'
March 15, 2022 13:48 - 57 minutes - 53.3 MBMeb Faber, co-founder and chief investment officer at Cambria Investments, says that investors aren't just dealing with headline issues of war, inflation and rising interest rates, but he notes that the market has turned to what he called an 'expensive downtrend,' which is historically a time when returns tend to be zero or negative. Faber says he worries that this could be a moment where investors could blink and turn around to say 'Wow, when did all of these stocks go down 75 percent.' He ...
Godfather of 'life planning' warns against changes based on current events
March 14, 2022 13:36 - 59 minutes - 55 MBGeorge Kinder, president of The Kinder Institute of Life Planning -- generally recognized as the biggest moving force behind the life-planning approach to personal financial management -- says that investors need to look at where they can minimize risks in current conditions, but do that without blowing up financial plans because they are better off holding to their plans than changing them just because of current or even persistent economic and global events. Kinder says that the pandemic a...
Virtus' Terranova: Be patient, a U-shaped recovery is coming
March 11, 2022 14:47 - 59 minutes - 54.5 MBJoe Terranova, chief market strategist at Virtus Investment Partners, says 'the enemy right now for investors in the market is time,' and understanding how to be patient, because the market's current troubles are masking economic strength and the likelihood of a U-shaped recovery. He expects that a record year for corporate buybacks and an investing public that is flush with cash should buffer the market against any prolonged downturn, creating a recovery for patient investors who ride it ou...
NW Mutual's Schutte: Narrative is changing, but market will rally from this
March 10, 2022 14:45 - 1 hour - 55.7 MBBrent Schutte, chief investment strategist for Northwestern Mutual Wealth Management Co., says that war, inflation and more are changing the narrative for the market, but mostly for the short term. He still believes the domestic stock market is positioned to outperform later this year and into 2023 as the strong economy is able to flex its muscle and have influence that overcomes the headlines. He suggests looking for companies in areas that are becoming undervalued now, like small-cap stock...
Current conditions are sucking the life, confidence from investors
March 09, 2022 11:57 - 1 hour - 55.6 MBEd Carson, news editor at Investor's Business Daily says that current conditions are worrisome enough that investors may not be able to adjust their attitudes quickly, as they do in more normal times. Discussing the IBD/TIPP Economic Optimism Index, Carson discusses how the big decline this month was caused by gas prices as much or more than by war in Ukraine, but he notes that given how fast prices have risen at the pump, the decline in confidence may just be getting started. Also on the sh...
Franklin Templeton's Dover: With the big picture chaotic, focus on the micro
March 08, 2022 12:04 - 58 minutes - 53.6 MBStephen Dover, chief market strategist at Franklin Templeton Investments, says that the experts have been off the mark in forecasting how the market would respond to the war in Ukraine, to rising inflation and more, which has him focusing on individual stocks and their fundamentals rather than letting the macro-economic outlook determine investment positions. Turning to the market's technicals, Michael Kahn, senior market analyst at Lowry Research Corp., says the current decline is not yet a...
WisdomTree's Weniger: Expect big job gains to power the economy, market
March 07, 2022 14:21 - 58 minutes - 54 MBJeff Weniger, head of equity strategy at WisdomTree Asset Management, says he expects unemployment to drop potentially below the 3 percent level -- which is better than so-called 'full employment' -- which takes 'the stag' out of stagflation possibilities. With the jobs market not being stagnant, Weniger says the economy can power through rising inflation and interest-rate concerns to keep moving forward, even if consumers and investors suffer some discomfort along the way. Also on the show,...
Fairlead's Stockton: The war isn't why the market is range bound
March 04, 2022 14:33 - 59 minutes - 82.3 MBKatie Stockton, founder at Fairlead Strategies, says the market appears to be in a long-term trading range for 2022, not because of the geopolitical concerns over war in Ukraine or the worrisome inflation numbers or pressure on interest rates at home, but instead based on technical reasons which show that the major indexes have lost upside momentum and will struggle to get it back. In the Big Interview, Scott Knapp, chief market strategist for CUNA Mutual Group, says that the conflict in Ukr...
AGF's Valliere: The Fed has the tools to hold off recession
March 03, 2022 14:06 - 58 minutes - 80.6 MBGreg Valliere, chief U.S. policy strategist at AGF Investments, says that several interest rate hikes will not sour the economy now, so that if the Federal Reserve doesn't go too far on tightening, there's no reason for a recession. Valliere says that he does expect more recession concerns at the start of 2023, as the economy digests the protracted impact of not just rate hikes but inflation, waning economic stimulus and the offshoots of the war in Ukraine. Also on the show, Tom Lydon of ETF...
Strong consumer, firm economic foundation will propel growth through trouble
March 02, 2022 15:00 - 57 minutes - 53.1 MBMark Luschini, chief investment strategist for Janney Montgomery Scott, says that the market is working its way through a correction -- troubles exacerbated by the war in Ukraine -- but that hasn't dampened the economic underpinnings or deflated the spending desires of consumers, which should help growth in corporate earnings pick up and push the market higher later this year, leading to 'pretty flattering returns for investors' this year. Likewise, Brian Dress of Left Brain Investment Resea...
War is changing Fed's battle plan and holding market to a range
March 01, 2022 13:28 - 1 hour - 55.9 MBMarty Fridson, chief investment officer at Lehmann Livian Fridson Advisors, says that the war in Ukraine has become integrated along with other concerns -- most notably heightened inflation -- which may not stop the Federal Reserve from going ahead with planned interest rate hikes this month, but make it likely that any rate moves will be smaller and more controlled. Mish Schneider, director of trading education at MarketGauge.com says that while the stock market has been volatile throughout...