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
ARK Innovation 'hoodwinks' investors; expect a big fall, says Trainer
February 28, 2022 14:50 - 1 hour - 55.6 MBDavid Trainer, president at New Constructs -- a data firm that analyzes funds and stocks -- says that the hugely popular ARK Innovation Fund is fooling investors into believing that innovation itself is an investment strategy or asset class, and he notes that many of the holdings are simply early entrants to an industry with little or no competitive edge. That's why a number of the fund's biggest and best-known holdings have been in the Danger Zone, which is where he puts the ETF itself this...
Oakmark's Nygren: Focus on the long term, not on current events and chaos
February 25, 2022 15:02 - 59 minutes - 54.5 MBBill Nygren, co-manager of the Oakmark Fund -- whose three-decade track record has made him an investment legend -- says that while the video from the Ukraine is distressing and the headlines about interest rates and inflations are worrisome, investors need to stay focused on the long run. Nygren says that he doesn't think 'any of the events we are seeing in the world today will meaningfully affect our estimates of business value,' though he notes that they will move prices to create buying ...
'The Fed's going to have a hard time getting inflation down to 2 percent'
February 24, 2022 14:06 - 58 minutes - 54.2 MBEddy Vataru, portfolio manager for the Osterweis Total Return Fund, says that inflation will remain a hot-button topic for investors for several years because the Federal Reserve 'is going to have a really hard time getting 6 or 7 percent inflation down to 2, which is their longer-term target.' Vataru says that how the Fed accomplishes that and the tools they use to reduce inflation will go a long way to determining what the stock and bond markets are capable of achieving and the results the...
'Neither US nor China can afford a trade war;' but avoiding one will be hard
February 23, 2022 12:00 - 59 minutes - 55.2 MBAuthor James Fok discusses his new book 'Financial Cold War,' about economic relations between the United States and China, noting that the longer current tensions linger, the worse the situation gets for both the countries and their citizens. Making the situation worse, Fok says, are that people in both countries are finding it harder to get by, and with politicians glossing over domestic issues and deflecting to an outside enemy, it is stoking the flames of nationalism and making it harder...
Market will be anxious until the Fed provides clarity
February 22, 2022 13:37 - 1 hour - 55.7 MBBoth JJ Kinahan and David Trainer gave takes on the Federal Reserve and its influence over the current stock market on today's show. Kinahan, the chief market strategist at TD Ameritrade, says that while he isn't expecting any real surprises from the central bank, the market is craving clarity and guidance before it will settle down and be less volatile and more predictable. Trainer, the founder and president at New Constructs -- who discusses Shake Shack and Carvana in the Danger Zone segme...
'The odds tell me there is going to be a bear market one of these days'
February 18, 2022 13:31 - 59 minutes - 54.3 MBTechnical analyst Michael Sincere says that the 13-year bear market has set the stage for a bear market on the horizon, though he doesn't know whether the next big decline will be steep and fast or a long, slow, two-bad-days, one-good-day pattern that maximizes the pain. Sincere says he is watching the 50-day moving average and will stay constructive on the market so long as the indexes are above that benchmark. Also on the show, there are discussions about tackling a rising-rate environment...
ProShares' Hyman: 'A little inflation, rising rates, good economy, better for stocks and bonds'
February 17, 2022 14:56 - 59 minutes - 54.8 MBSimeon Hyman, global investment strategist at ProShares, says that the market's rocky start to 2022 has been built around headlines and not the underlying fundamentals, which means that investors should not be changing expectations. He believes that the combination of rising rates, higher-but-controlled inflation and solid economic underpinnings will result in a positive stock market going forward. He does note that investors will want to turn toward dividend stocks to protect against rising...
Don't overreact to Fed rumors, wait to see the impact of its actions
February 16, 2022 12:00 - 58 minutes - 53.7 MBKevin Mahn, president and chief investment officer at Hennion & Walsh says that investors have been getting ahead of themselves and the Federal Reserve -- wildly anticipating the possibilities -- and should instead wait for the Fed to taper its bond purchases, raise rates twice and start shrinking its balance sheet. 'Then,' Mahn says, 'we can get a good assessment if inflationary pressures are starting to subside and if the economy is continuing to grow.' Mahn expects the economy and the sto...
Seafarer's Espinosa makes the case for emerging markets in a rising-rate world
February 15, 2022 14:03 - 59 minutes - 54.5 MBPaul Espinosa, lead manager at Seafarer Overseas Value, says that many central banks have been raising rates ahead of the Federal Reserve -- which is not the usual case -- and while those rate increases have led to some stock market struggles, the support for the currency creates more investment security and opportunity for long-term investors. He says investors will need to be patient and picky, noting that emerging markets may struggle but will still offer up plenty of winners for good sto...
ClearBridge's Schulze: 'Earliest I see a recession is 2024'
February 14, 2022 13:44 - 58 minutes - 53.8 MBJeff Schulze, investment strategist at ClearBridge Investments, says that while headlines have focused on economic risks and the tightening moves of the Federal Reserve, the firm's analysis of recession risk shows that most economic factors are still favorable, suggesting that there will be expansion -- accompanied by stock market gains -- over the course of 2023, with the prospect of a true economic downturn occurring next year at the earliest. In the Danger Zone, David Trainer of New Cons...
Wealthspire's Maxey: 'The sooner interest rates go up, the happier we will be'
February 11, 2022 13:51 - 58 minutes - 54 MBChris Maxey, senior vice president for investments at Wealthspire, says that investors --especially those close to retirement -- should be anxious for interest rates to re-set higher so that they can lock in better return stream, even though they will suffer through volatility while the bond market goes through the transition. Maxey also noted that investors should expect January's rough stretch of volatility to be repeated several times throughout 2022, making this a good time to rebalance ...
Westwood's Bennett: Bumpy market puts emphasis back on stock-picking
February 10, 2022 14:45 - 59 minutes - 55 MBLeah Bennett, president at Westwood Wealth Management, says that the time when investors could buy pretty much anything and make money has changed, which is going to force investors to look for sustainable cash flows and solid balance sheets, while also maintaining proper diversification to guard against market surprises because 'any major downturn we have gone through has been lead by a sector being overvalued.' Also on the show, Tom Lydon of ETFTrends.com makes an international fund that h...
Clocktower's Papic: 'I suspect the correction is over,' but 'tough to be bullish' now
February 09, 2022 12:30 - 58 minutes - 54.3 MBMarko Papic, chief strategist at Clocktower Group, says that he expects the market to bounce around through the end of the first quarter with January's setback mostly over at this point. Still, in a wide-ranging interview during which he compared cryptocurrency to rock-and-roll music, he noted that he's not buying into the dip because he foresees real sluggishness while the market waits to see not just what the Federal Reserve will do but the amplitude of the central bank's moves. Until that...
Talon's Grimes: Any 'serious' market weakness will arrive by June
February 08, 2022 13:39 - 58 minutes - 54.2 MBAdam Grimes, president of Talon Advisors, says that the longer the market goes sideways without any real downturn, the more the long-term probabilities favor a rebound, but Grimes noted that any potential serious weakness will be here late in the first quarter or by the second. That said, he is watching the current weakness in cryptocurrencies and how crypto has been leading the equity markets; if crypto troubles continue or grow, therefore, he could see more potential for downturn going for...
Don't fear the first rate hike; worry about the last one
February 07, 2022 13:50 - 1 hour - 55.5 MBAngelo Kourkafas, investment strategist for Edward Jones, says that while he expects heightened volatility for the year ahead, he's not expecting something worse like a recession or a market crash. No matter the conditions, however, he says that investors should be watching to see if the Federal Reserve can avoid a policy mistake, noting that 'Investors should not fear the first hike, but should fear the last one,' noting that the economy should absorb the first moves easily but any potentia...
Nuveen's Nick: Curb your expectations - but not your enthusiasm - for markets
February 04, 2022 14:24 - 58 minutes - 54.2 MBBrian Nick, chief investment strategist at Nuveen, says investors are facing modest earnings and economic growth need to make their expectations for 2022 modest as well; he notes that despite the bad start to the year on the market, he expects things to get better from here and for the market to finish the year in positive territory, just with gains that reflect that moderate outlook instead of mirroring the big results of 2021. Also on the show, Rob Shaker, of Shaker Financial, says that th...
Spearhead's Hickey: The 'inflation boogeyman' is real, just starting and here to stay
February 03, 2022 14:17 - 59 minutes - 54.4 MBJames Hickey, managing director of alternative strategies at Spearhead Capital, discusses investment opportunities to boost yields outside of traditional stocks and bonds, and discusses how important those choices are now in light of higher inflation that he says is permanent and that has him highly negative on traditional fixed-income investments for the foreseeable future. Also on the show, Tom Lydon, chief executive officer at ETFTrends.com, makes a fund that donates all management fees t...
Gateway's Jilek: The market is pitting ''Buy the dip' against 'Run for the hills'
February 02, 2022 14:04 - 59 minutes - 55.1 MBDavid Jilek, chief investment strategist at Gateway Investment Advisers says that the market of late has been a battle between 'The Buy-the-Dip Crowd' and 'The Run for the Hills Brigade,' and while he makes a case for each argument, he says investors may want to position themselves between those two factions, succeeding more by staying in the middle than by picking sides. In today's Left Brain Thinking segment, Freddy Garcia of Left Brain Wealth Management takes on the classic '4 percent rul...
TrendStar's Toni Turner: Bulls and bears duke it out around 'a tradeable low'
February 01, 2022 13:40 - 58 minutes - 53.9 MBToni Turner, president of TrendStar Group, says that while she expects the market's bullish case to win out over the longer term, right now the tape is showing a fight between bulls and bears over issues like higher inflation and interest rates, creating what she called a 'tradeable low,' which is a buying opportunity where purchases are backed up by protective stops to limit downside risk in case the market 'gets cranky again.' In the Book Interview, Spencer Jakab of the Wal Street Journal...
Zacks' Mian: Keep your nerve, as current market problems are temporary
January 31, 2022 14:25 - 57 minutes - 52.6 MBSheraz Mian, director of research at Zacks Investment Research, says that while the Federal Reserve may have stopped using the word 'transitory' to describe inflation, it's still the right word for most issues currently facing the market, noting that once current headline-driving situations like the supply-chain crisis and labor shortages and inflation can be sorted out, the earnings picture and growth outlook remains strong. He expects the market to struggle for another quarter or more, but...
PineBridge's Schomer: Economic events are creating a 'yo-yo market' for '22
January 28, 2022 14:29 - 59 minutes - 54.4 MBMarkus Schomer, chief economist at PineBridge Investments, says that the big economic headlines and numbers are creating a whipsaw of reactions, which he expects to be reflected ni a 'yo-yo market -- up-and-down, up-and-down, up-and-down' for much of the year. Schomer notes that the economic cycles of nations and regions are not in sync right now, contributing to the back-and-forth. Dncan Farley, manager of the BlueBay Destra International Event-Driven Credit Fund, says those same economic e...
Energy Advisor's Gue expects 'an epic up-cycle' in oil, natural gas prices
January 27, 2022 15:39 - 1 hour - 55.3 MBElliott Gue, editor at the Energy & Income Advisor, says that the slowdown in energy exploration and development since 2014 -- that was accelerated by the economic shutdown around coronavirus in 2020 -- has created a supply squeeze that will generate 'a prolonged up-cycle in oil prices and natural gas prices' over the next few years. He's in talking stocks in the Market Call, but this show also includes Tom Lydon of ETFTrends.com making a senior-loan fund his ETF of the Week, Ted Rossman of ...
Janus Henderson's Peron: 'This is not an immediate buy-the-dip' decline
January 26, 2022 14:03 - 59 minutes - 54.6 MBMatt Peron, director of research at Janus Henderson Investors, says that the market cycle still has room to run, but that the rally is undergoing a reset as it awaits more clarity from the Federal Reserve. As a result, he suggests that investors be patient and wait out the current declines rather than buying into them, noting that the market faces a series of "speed bumps" over the first half of the year before domestic and international markets will resume their climb higher. Also on the sh...
Rob Arnott: 'Focus on what's still going to matter in 3-5 years'
January 25, 2022 13:51 - 58 minutes - 53.7 MBRob Arnott, founder and chairman of the board at Research Affiliates, discusses how markets move based on narratives that are always changing, and says that investors worried about today's headlines should be asking themselves if the problems will still be big concerns in a few years. He suggests that would calm investors -- and have them looking for opportunities -- about coronavirus, global supply-chain issues and inflation, but would leave them with some real concerns about government deb...
'Markets will continue their upward pace over the next five years'
January 24, 2022 13:52 - 59 minutes - 54.5 MBWayne Wicker, chief investment officer at MissionSquare Retirement, says that there is still a lot of economic strength in the United States, which when coupled with a long-term outlook suggests that the stock market can overcome current concerns and a bumpy ride to deliver good returns to patient investors. Also on the show, Lester Jones discusses the latest outlook survey out today from the National Association for Business Economics, David trainer of New Constructs talks about three of th...
Whitney Tilson: Despite correction, bull market has innings of play left
January 21, 2022 14:47 - 58 minutes - 53.9 MBWhitney Tilson, founder/chief executive officer at Empire Financial Research, says that while the Nasdaq entered correction territory on Thursday and the market has had some bumps and bruises along the way, the long-running bull market is still in place and looks like it is "in the seventh inning." Amid a wide-ranging market conversation, Tilson also discusses short-selling, cryptocurrency investing, Tesla, meme stocks and how his views have -- and haven't -- changed over time. Also on the s...
T. Rowe Price's Giroux: Inflation will ease, relative bargains will remain
January 20, 2022 14:28 - 59 minutes - 54.7 MBDavid Giroux, manager of the T. Rowe Price Capital Appreciation fund -- which has one of the best track records in the fund world under his long stewardship -- is 'highly confident' that inflation is headed back to more normalized levels, something in the 2 to 2.5 percent range, but as the market works that out, he is not expecting any major downturn, noting that he is still able to buy relative values with the potential to generate reasonable returns regardless of what the market does next....
SLC's Mullarkey expects market to overcome volatility and post gains
January 19, 2022 13:29 - 58 minutes - 53.6 MBDec Mullarkey, head of investment strategy at SLC Investments, says that despite the anxiety produced by inflation being an economic wildcard, he expects the market to produce 'a decent year,' with returns of 8 to 10 percent on equities despite significant volatility along the way. Also on the show, Brian Dress, director of research at Left Brain Investment Research, says that the current market rotation has him looking at energy and production companies and pipeline stocks as places with po...
Baird's Stanek: 'Keep the seat belts on' to ride out rate changes
January 18, 2022 14:14 - 59 minutes - 55.1 MBMary Ellen Stanek, president of the Baird Funds, says that investors will benefit from higher yields and get past many of the temporary concerns hitting fixed-income markets once the current rate-adjustment period is concluded, so she suggested buckling up for the ride, increasing portfolio quality, dialing down risk and maintaining liquidity in order to act on the better opportunities that lie ahead. Also on the show, author Evan Hughes discusses his new book, 'The Hard Sell: Crime and Puni...
Current conditions plus mid-term elections make for tough sledding
January 14, 2022 13:55 - 59 minutes - 54.7 MBJeffrey Hirsch, editor of the Stock trader's Almanac, says that history has shown that markets struggle in mid-term election years, particularly when the president is a first-term Democrat, and that coupled with rising inflation and interest rates, it should make for a market that struggles this year to achieve modest single-digit gains. Lawrence McMillan, president of McMillan Analysis says that the next move of the Standard and Poor's 500 -- whether it tops 4,800 or declines below 4,500 --...
Axel Merk: Near-term concerns can't be ignored
January 13, 2022 13:03 - 1 hour - 55.7 MBAxel Merk, founder and president at Merk Investments and the Merk Funds, says he is currently underweight equities because of concerns of everything that could go wrong in the short run. He's watching interest rates, inflation, the pandemic, international and domestic politics and more and while he says long-term investors can rideo ut these concerns, anyone who needs to access their money in the next two years should be concerned. Also on the show, Tom Lydon of ETFTrends.com makes a fund pu...
Touchstone's Thomas: 2022 is 'going to feel a lot different'
January 12, 2022 13:47 - 1 hour - 55.4 MBCrit Thomas, global market strategist, Touchstone Investments says that the 'tsunami of liquidity' that was pushed into the economy throughout the pandemic is going to recede in 2022 , and the effects of money being pulled from the economy by the Federal Reserve and the government is enough to make him 'risk neutral' at least until factors like the pandemic, interest rates and inflation play out and reduce uncertainty. Also on the show, Ed Carson, news editor at Investor's Business Daily, di...
After a tough 2021, Bob Doll makes his forecasts for 2022
January 11, 2022 15:55 - 52 minutes - 48.3 MBWall Street veteran Bob Doll, chief investment officer at Crossmark Global Investments, has long made annual forecasts for the key financial elements of the year ahead. But coming off the global pandemic and the way it skewed economic numbers, Doll's crystal ball was murkier a year ago, and it was reflected in him hitting on fewer of his predictions. We review what happened with him, and then turn our attention to the coming 12 months, which Doll says are still hard to forecast because of th...
Ally's Bell makes a case for double-digit market gains again in 2022
January 10, 2022 13:19 - 59 minutes - 54.8 MBLindsey Bell, chief markets and money strategist at Ally Invest, says that the market is capable of generating double-digit returns for the third consecutive year despite concerns about inflation, rising interest rates and more. Bell says that what is likely to determine the market's ability to actually deliver is the actions of the Federal Reserve, which may not comfort listeners after hearing today's Book Interview, in which author Christopher Leonard, discusses his new book, 'The Lords of...
Market timer sees 'horrible' market ahead for 2024
January 07, 2022 14:42 - 1 hour - 55.7 MBTom McClellan, editor of the The McClellan Market Report, says that it's time for investors to 'change out of your tennis shoes and put on your track shoes' to deal with a market that is going to chop sideways this year, and turn 'horrible' next year. McClellan has told his subscribers to be out of the market now, as he expects a downturn over the first few months of 2022. The NAVigator segment features Robert Grunewald, chief executive officer at Flat Rock Global discussing how the interval...
Dunn Capital's Bergin sees significant inflation woes ahead
January 06, 2022 15:20 - 58 minutes - 54.2 MBMarty Bergin, president, Dunn Capital Management says that the absolute return on bonds is going to be negative during the coming inflationary environment, which will be scary for retirees who will lose purchasing power as they struggle with generating any real returns from fixed income. Bergin discusses inflation in terms of 'price discovery' -- the situation being caused currently by supply chain issues -- but also as a 'monetary phenomenon' resulting from the actions of central bankers, a...
Left Brain's Langford: Rising rates, inflation are changing 'growth investing'
January 05, 2022 14:16 - 1 hour - 55.7 MBNoland Langford, chief executive officer at Left Brain Investment Research, says that changing economic conditions are forcing investors to re-evaluate growth, putting heightened focus on issues with longer-term growth, and backing away from some of the momentum-driven winners from 2021. Also on the show, Chuck talks about a uniquely different alternative investment -- comic books -- for the first time in Money Life history, visiting with Andrew Davis, The Comic Book Investor; Mark Hamrick o...
Bankrate's McBride: Expect rates to keep rising into 2023 and beyond
January 04, 2022 14:20 - 59 minutes - 54.5 MBGreg McBride, chief financial analyst at BankRate.com, says consumers need to start game-planning for a higher interest-rate environment now because the few increases that are expected for this year are just a start in what he expects to be a multi-year rate-hike cycle. He gives his outlook on everything from mortgage rates to auto loans, and how consumers should be considering what to do and when in each case. Then, Christine Benz, director of personal finance and retirement planning for Mo...
Gorilla Trades' Berman: Expect market records early in '22, but volatility all year
January 03, 2022 14:46 - 59 minutes - 55.1 MBKen Berman, chief investment strategist at Gorilla Trades says that the Standard & Poor's 500 will 'easily hit 5,000 this year,' with the Dow Jones Industrial Average comfortably crossing 40,000, but while he expects those modest gains on the indexes, he says it will be a year when stock-picking is at a premium because so few issues are trading at highs. Berman expects the market to reach those records soon, but worries that they won't hold it, noting that two-thirds of available stocks are ...
Interest rate, inflation outlook should have investors turning to TIPs
December 30, 2021 15:19 - 1 hour - 56.5 MBTom Lydon, chief executive officer at ETFTrends.com, says that the year ahead will be more challenging for fixed-income investors who have been saddled with low yields for years but who at least could count on safety from their long-term bond holdings. With the outlook for the economy changing and with inflation hitting hard right now and lingering longer than most expected through the recovery from the pandemic, Lydon made the iShares TIPS Bond fund his 'ETF of the Week,' noting that inflat...
Economic rhetoric has stopped painting a true picture
December 29, 2021 15:53 - 1 hour - 58 MBJonathan Lansner, columnist at the Orange County Register, says that many of today's common economic tropes -- covering themes like inflation, the global supply-chain crisis, interest rates and more -- are defying logic, and he brings his logic to the show to help reframe the discussions and douse the flames of rhetoric. Another one of Chuck's journalist friends -- Rob Weisman of the Boston Globe -- also joins him on the show today, discussing the intersection of Baby Boomers, COVID and the ...
'QuantGuy' says the numbers show a first-quarter downturn is likely
December 28, 2021 14:05 - 58 minutes - 53.9 MBMarket technician Jeffrey Bierman, founder of TheQuantGuy.com, sees the stock market as being vulnerable to a big step back mid-way through the first quarter of 2022, noting that the market will be in a happy place and comfort zone as long as the Standard and Poor's 500 stays above 4,275; if the market falls below that level, Bierman says the pain could get close to 20 percent before things bottom out. Also on the show, Joseph Biondo of Biondo Investment Advisors gives a more optimistic -- b...
Focus on your goals, directions than in specific investments
December 27, 2021 14:33 - 58 minutes - 54.1 MBJamie Hopkins, managing partner for wealth solutions at Carson Group, says that investors who focus mostly on what to buy or own in an investment portfolio are asking the wrong question, because they need to be focused on where they are and where they want to go. Hopkins says it is particularly important to focus inward as we enter 2022 because the year is likely to feature more volatility and less profit potential than 2021 has. Also on the show, Greg McBride of Bankrate.com discusses the s...
John Cole Scott: High yields, big premiums powered big year for closed-end funds
December 23, 2021 14:16 - 59 minutes - 55 MBJohn Cole Scott of Closed-End Fund Advisors and the Active Investment Company Alliance discusses the high number of closed-end funds that are currently trading at premiums, and the rebound that has represented in performance over 2021, as he reviews the year in closed-end fund investing. Also on the show, Tom Lydon of ETFTrends.com selects a fund meant to hedge against interest-rate risk his ETF of the Week, Meredith Stoddard of Fidelity Investments discusses the firm's annual survey of New ...
Invesco's Hooper: Expect a pause before market resumes growth in '22
December 22, 2021 15:10 - 1 hour - 56 MBKristina Hooper, chief global market strategist for Invesco, says that the market is likely to take a pause to get past the Omicron surge in the Covid-19 pandemic, but that after the market adjusts to the latest wave and handles changes in interest-rate policies from the Federal Reserve, stocks will rebound and continue moving forward in 2022. Brian Dress of Left Brain Investment Research discusses how he's changing portfolios in response to a growth outlook that has been affected by rising ...
Fundstrat's Newton: Expect a spring sell-off and a flat year in '22
December 21, 2021 14:30 - 1 hour - 55.3 MBMark Newton, global head of technical strategy for Fundstrat Global Advisors, says he expects the market to sell off by about 20 percent from March through July of next year, before rallying back to finish flat or up slightly in 2022. Newton says that the tech sector's strength is what is largely staving off a down year, but it won't make the ride particularly smooth, as he is expecting heightened volatility. Also on the show, Chuck talks about setting goals -- and how New Year's target sett...
Wells Fargo's Cronk: Investors 'stand at a crossroads right now'
December 20, 2021 14:51 - 1 hour - 55.7 MBDarrell Cronk, chief investment officer for Wells Fargo Wealth and Investment Management, says that investors are wondering whether to add risk exposure to portfolios or remove it given a range of worrisome trends like inflation, interest rates, unemployment and much more, yet he expects the economy and stock market to do better than most observers are forecasting for 2022, because the economy is humming along at a pace that should stave off the concerns for a while longer. Also on teh show,...
Schwab's Sonders: 2022 will be better than most expect
December 17, 2021 14:32 - 56 minutes - 51.6 MBLiz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that strong market performance in 2020 and '21 has masked downturns in most sectors and industries, meaning that there isn't so much pressure for upward trends to reverse in the year ahead. While she does see more volatility and changing leadership -- creating a good time for investors to rebalance portfolios -- she thinks that there remains room for market growth ahead. Also on the show, Nathan Briggs of Ropes and Gr...
The Fed's execution -- not its plan -- will set the market's course
December 16, 2021 14:59 - 1 hour - 55.8 MBTwo different market observers -- Patrick O'Hare, chief market analyst at Briefing.cmo and Andy Kapyrin, co-chief investment officer at RegentAtlantic -- say that while the Federal Reserve telegraphed its strategy for tapering bond purchases and raising interest rates, how it follows through will determine just how volatile and troublesome the stock market will be in 2022. Both say they expect more volatility and lower returns, but they note that if the Fed must get more aggressive with rate...
Steve Sosnick: Market is headed for some 'air pockets' in 2022
December 15, 2021 13:42 - 1 hour - 55.7 MBSteve Sosnick, chief strategist at Interactive Brokers, says investors should expect market conditions to be more uncomfortable next year than they have been in 2021, calling for a return to volatility that will include air pockets that can drop the market suddenly, and for more than a few days. That said, Sosnick does not expect the current news cycle from the Federal Reserve to dramatically change the market for the remainder of this year. Also on the show, Ted Rossman from Bankrate.com di...