Money Life with Chuck Jaffe
1,656 episodes - English - Latest episode: 2 days 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
Zack's John Blank: Recession is not coming any time soon
October 11, 2019 10:49 - 58 minutes - 47 MBJohn Blank, chief equity strategist and chief economist at Zacks Investment Research, gives a compelling look at what he believes are key numbers to draw the conclusion that investors won't have to worry about a recession in the United States for at least a year and more likely into 2021 and beyond. With little to no growth around the world right now, Blank suggests that investors -- especially those with shorter time horizons -- focus more on domestic stocks because despite a slowing econom...
Polaris' Horn: It's easier to find good valuations internationally right now
October 10, 2019 13:00 - 1 hour - 48.4 MBBernie Horn, portfolio manager at Polaris Global Value, says that while the U.S. stocks have sharply outperformed international stocks since the financial crisis of 2008, the situation has now gotten to where foreign valuations are increasingly attractive, and he noted that if you can find the right valuations in businesses that are able to grow cash-flow over time, the stock should ultimately pay off no matter where in the world it is based. Also on the show, Tom Lydon of ETFTrends.com make...
It's 'cash or candy' at Chuck's house for Halloween
October 09, 2019 10:40 - 1 hour - 48.7 MBChuck talks about the twist he is putting in place for his annual 'trade or treat' Halloween tradition that lets children choose between money and candy while learning about risk, return, rewards and more every year. He's hoping you will come up with your own twist on cash or candy this year. Also, Ray Baraldi and Richard Flahive of HighTower Advisors discuss real assets' role in a portfolio during volatile times, Terry Jones of Investor's Business Daily covers the latest IBD Investor Optimi...
Robert Shiller: Narratives creating uncertainty are bad for the economy
October 08, 2019 11:19 - 58 minutes - 47.4 MBNobel Prize winning economist Robert Shiller joins Chuck to discuss his new book on 'narrative economics' and notes that the current narratives generating viral stories and affecting the economy are the stories about trade and tariff wars and the future of free trade with China. Also on the show, Eleanor Laise of Kiplinger's Personal Finance discusses the importance of shopping around during the open enrollment period to see if you should change Medicare Plans, and Leah Bennett of Westwood W...
Frost's Stringfellow: Crosscurrent of emotions, history and headlines confuses investors
October 07, 2019 10:42 - 58 minutes - 47.4 MBTom Stringfellow, chief investment officer at Frost Investment Advisors, says that the current mix of good and bad news -- a 50-year-low in unemployment,impeachment headlines, interest rates and much more -- has confused investors and is pushing them some of them to seek shelter, making a mistake of not being fully invested at a time when the market continues going up despite all of the conflicting data and information. Also on the show, Greg Daco of Oxford Economics and the National Associa...
Talon's Grimes: The market's technicals shouldn't scare longer-term investors
October 04, 2019 10:40 - 59 minutes - 55.1 MBAdam Grimes, president of Talon Advisors, said that while news headlines and market volatility might give investors pause for the near term, long-range investors should not be concerned about the market's technicals, and should view downturns cautiously as buying opportunities. He noted that when the market is range-bound -- as it has been -- but generally staying near the top level of the range, that typically bodes well going forward. Also on teh show, Kimberly Flynn of XA Investments talk...
Treasury Partner's Saperstein: Negative global rate environment is marching onto U.S. shores
October 03, 2019 12:28 - 58 minutes - 46.8 MBRichard Sapertein, chief investment officer, Treasury Partners, gives a surprising take on how bond investors -- facing negative interest rates on international treasury securities and falling interest rates at home -- should actually extend maturities on the fixed-income instruments they are using, even though that could put them on the short end of the inverted yield curve. Also on the show, Tom Lydon of ETFTrends.com says value is coming back into vogue with his pick for the 'ETF of the W...
Schultze: Don't be afraid of making money off of corporate distress
October 02, 2019 10:50 - 57 minutes - 46.5 MBGeorge Schultze of Schultze Asset Management says in the Market Call that investors should not be afraid of bankruptcy and other troubling corporate situations because they are running away from opportunities rather than seizing on them. Also on the show, Chris Mamula, a leader in the "Financial Independence" realm talks about the new book he helped to write, 'Choose FI: Your Blueprint to Financial Success," plus Michael Sheldon and Peter Lang of HighTower Advisors discuss the benefits of mi...
Gold analysts sees more risks to the upside than downside right now
October 01, 2019 10:29 - 58 minutes - 47.3 MBEverett Millman, precious metals specialist at Gainesville Coins, says that he expects gold to be range-bound and move sideways for as long as the big macro issues like he trade war with China and interest rates domestically go unresolved, but he expects gold to mostly hold to current, recently inflated values because there isn't much on the horizon to drive prices down. Also on the show, Gina Pogol of AmOne.com discusses a survey on big personal-finance mistakes, Sa El of SimplyInsurance.co...
Americans' top financial priority is merely keeping up with the bills
September 30, 2019 10:23 - 59 minutes - 47.7 MBMark Hamrick of Bankrate.com chats with Chuck about his firm's latest research, which showed that despite a decade of economic expansion, nearly 40 percent of Americans still list catching up on bills as their biggest financial priority, followed by saving more and paying down debt. Also on the show, Sally Outlaw of Worthy Financial discusses how her firm's crowd-funding of small-business bonds has created a higher-yielding alternative to money-market accounts, Kyle Guske of New Constructs p...
Buffalo Funds' Kornitzer, Bollinger of Simply Safe Dividends and the debut of The NAVigator
September 27, 2019 12:53 - 58 minutes - 53.7 MBMoney Life adds a new regular feature today with the debut of The NAVigator, a segment that will cover the ins and outs of avtice investing in closed-end funds, today featuring John Cole Scott of the Active Investment Company Alliance and Closed-End Fund Advisors. Also, Bill Kornitzer of the Buffalo International Fund says the world is on hold waiting for US-China dispute to end, but he expects the countries to reach temporary agreements as this is a skirmish in a battle for global economic ...
Two experts talk unusual yield alternatives in a nervous market
September 26, 2019 12:32 - 1 hour - 50.1 MBKatherine Renfrew of the TIAA-CREF Emerging Markets Debt fund discusses how the bond market in China and around the world is reacting to headlines about trade wars and interest-rate hikes, while Yung-Yu Ma of BMO Wealth Management talks about how today's low-rate, high-volatility market should have investors considering yield-driven alternatives like structured notes and preferred stocks for a small part of their portfolio. Also,Tom Lydon of ETFTrends.com has his 'ETF of the Week' and Michel...
Invesco's Hooper: Rates will determine the market's ability to reach new highs
September 25, 2019 12:45 - 1 hour - 48.9 MBKristina Hooper, chief global market strategist at Invesco, said that while the domestic market is overpriced relative to historical prices, while international markets are underpriced, a condition which suggests that investors might want to seek more opportunities even as they ride the current long bull market out. Hooper noted that cuts to interest rates will likely determine just how long the market can avoid a real downturn, but she noted that most of the signs remain positive heading in...
Merrill Lynch's Quinlan: 'Any pullback is a buying opportunity'
September 24, 2019 12:15 - 58 minutes - 47.1 MBJoe Quinlan of Merrill Lynch and Bank of America Private expects a truce, rather than any 'grand deal' on China, but despite those concerns he believes the market is headed higher so he suggests that investors view downturns as buying opportunities -- 'especially in large-cap, dividend-paying stocks' -- for the foreseeable future. Also on the show, Gene Peroni of Peroni Portfolio Advisors expects the Dow Jones Industrial Average to hit 33,000 before the current market cycle ends, which he sa...
New study shows five behavioral mistakes that ruin investment plans
September 23, 2019 12:13 - 1 hour - 49.4 MBOmar Aguilar of Charles Schwab Investment Management joins Chuck to talk about BeFi 2019, a new behavioral-finance study which shows that focusing on recent events, being too adverse to losses and more can wreck solid financial plans. Also, Scott Lynn of Masterworks discusses investing in fine art in ways not possible until recently, Sam McBride of New Constructs puts another popular IPO in the Danger Zone, and Chuck revisits a recent interview with Noland Langford of Left Brain Capital Mana...
Big-name market observers say that new highs are coming soon
September 20, 2019 11:58 - 1 hour - 48.9 MBNeil Hennessy, founder of the Hennessy Funds says the Dow Jones Industrial Average is going to 30,000 'before we have any worries,' making the case that the market is well-positioned to continue its long run of growth with only minimal disruptions. Jurrien Timmer, head of global macro at Fidelity, meanwhile, is focused on those disruptions and the yellow warning signs in the form of the inverted yield curve, money supply growth, the Federal Reserve and trade wars, but he made it clear that '...
Schuster: Thumbs up for the IPO market in 2019
September 19, 2019 11:44 - 1 hour - 50 MBJosef Schuster, founder of IPOX Schuster -- which tracks the market for initial-public offerings -- said that the IPO market in 2019 has held up, with start-up numbers generally being similar to a year ago and then pushed beyond those levels thanks to the debut of Uber. Also on the show, Tom Lydon of ETFTrends.com discusses palladium with his ETF of the Week, John Sweeney of Figure Technologies chats about how much money Americans are overpaying -- more than $100 billion -- by not playing in...
WashPo's Allan Sloan: Rate cuts have long-term bad impacts
September 18, 2019 11:47 - 59 minutes - 48 MBAllan Sloan, award-winning business columnist for the Washington Post, said that while interest-rate cuts are being talked about as good for the market and the economy, there are long-term negative impacts to protracted periods of low rates, affecting pension plans, Also on the show, Giorgio Caputo of J.O. Hambro Capital Management says that the Federal Reserve is 'helicopter parenting' the market, and it can't protect the public from all evils, Jake Falcon and Joseph Klein from HighTower Ad...
Use the rate cuts to change your personal finances before it's too late
September 17, 2019 11:30 - 59 minutes - 47.6 MBGreg McBride, chief financial analyst at Bankrate.com, said that the Federal Reserve will cut rates again at its meeting that starts today, but he noted that savers who have been doing reasonably well now need to expect to lose ground and consumers who have debts need to aggressively pay them down before there is any long-term bounce back in rates, something he says will happen the next time rates rise. Also on the show, Lou Harvey from DALBAR Inc. discusses a strategy that should help inves...
Sierra's Wright: 'Mr. Market is not giving us any reliable tells'
September 16, 2019 12:10 - 58 minutes - 47.4 MBDavid Wright, lead portfolio manager for the Sierra Funds, said that the market has mixed fundamentals and technicals that individually might scare investors but that ultimately are no cause for worry in the short run, because they aren't pointing to a recession in the near-term. That said, he did discuss taking a defensive posture for the current markets, using preferred-stock mutual funds and municipal-bond funds as safe haven that should produce above-average income going forward. Also on...
Osterweis' Vataru: Economy is strong, rates are low, it's safe to take judicious risks
September 13, 2019 12:25 - 58 minutes - 47.1 MBEddy Vataru, portfolio manager for Osterweis Total Return Fund, said that while the market is pricing in the high probability of a recession, he thinks it has been too aggressive and that there won't be a protracted economic slowdown in the near future. He noted that the inverted yield curve may be less of an indicator than in the past because rates currently are so low, which was not the case with past inversions. Also on the show, technical analyst Michael Sincere said the market is in a t...
Lydon: Gold miners can both protect and boost a portfolio now
September 12, 2019 12:26 - 59 minutes - 48 MBTom Lydon, editor at ETFTrends.com, said that with interest rates going down andcentral bankers working to manage inflation, many investors should be looking towards gold, both for its traditional role as an inflation hedge but also because it can turbocharge results. He made GOAU, the US Global GO GOLD and Precious Metals Miners ETF his 'ETF of the Week,' noting that the fund has shot up but that the market gives it room for even more growth. Also on the show, author Michael B. Horn talks a...
Headlines are making people nervous, markets shouldn't be
September 11, 2019 13:52 - 1 hour - 49.3 MBEd Cofrancesco of International Assets Advisory said in the Big Interview that it's a sideways market with factors that could push it significantly out of the range it has traded in towards new highs or recent lows, but that investors should not be over-reacting to news and to headline risk. Cofrancesco said he ultimately expects the market to move higher once a trade deal is agreed upon with China. Also on the show, Jake Falcon and Joseph Klein of HighTower Advisors discuss how the ongoing ...
Fidelity research shows that investors -- but especially women -- are hoarding cash
September 10, 2019 10:42 - 59 minutes - 48 MBLorna Kapusta, head of women and investing at Fidelity Investments, said that recent research by her firm showed that more than half of women keep nearly all of their savings in cash or bank accounts, compared to about 30 percent of men. Those staggering numbers show why it is hard to anyone to grow their savings into an appropriate retirement nest egg. Also on the show, author Dana Look-Arimoto talks about smart settling, Jill Gonzalez of WalletHub.com discusses the site's latest research a...
Chuck wraps up FinCon coverage with 5 interviews
September 09, 2019 10:39 - 1 hour - 65.3 MBChuck closes out his coverage of #FinCon19 by chatting with five FinCon stars, including Doug Nordman of The-Military-Guide.com, Philip Taylor, the founder of both Fincon and of ptmoney.com, Andy Hill of the Marriage, Money and Kids blog and podcast, Sarah Li-Cain, writer and host at Beyond the Dollar, and Steve Stewart, podcast editor and the community leader of FinCon's Podcast Network.
Money Life takes you to FinCon; meet 8 content creators
September 06, 2019 13:50 - 1 hour - 62.7 MBChuck is at FinCon 2019, the giant meeting of podcasters, bloggers, writers and other content creators from throughout the personal-finance world. His guests today cover a wide range of subjects and programming. You'll hear from Gwen Merz of Fiery Millenials, Stephanie McCullough of Sofia Financial, Dustin Heiner of MasterPassiveIncome.com, Kent Brown of the Daily Money Show, Australian Paul Benson of Financial Autonomy, Kelly McKillip of Couch Cents, Whitney Hansen of The Money Nerds, and L...
Lydon: Go long in bonds to address today's market concerns
September 05, 2019 13:33 - 58 minutes - 47.3 MBTom Lydon of ETFTrends.com made the PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) his ETF of the Week saying it's that -- despite the inversion in the yield curve -- it's an appropriate investment response to today's common investment concerns, because long-term bonds stabilize a portfolio in low-rate, recessionary environments. Also on the show, author James Pattersenn looks at stocks a young Warren Buffett would buy, Brooklyn Lowery of CardRatings.com discusses credit-card churni...
SmartPortfolio's Welsh sees a 'head-fake rally' a fast decline with the real market move later this fall
September 04, 2019 10:32 - 1 hour - 48.5 MBJim Welsh, macro strategist and portfolio manager at Smart Portfolios, said he expects the market to rally to rpughly 2,950 on the Standard and Poor's 500 ahead of the next Fed meeting, only to have the central bankers issue some sort of disappointing news around a rate cut that puts the market into a short tailspin down to the 2,750 range. From there, Welsh said, expect an oversold bounce that helps to fuel the next rally. Also on the show, author Caitlin Zaloom discusses the lengths parent...
Bankrate's Rossman: Consumers routinely mess up credit-card balance transfers
September 03, 2019 10:40 - 59 minutes - 48.1 MBTed Rossman of Bankrate.com said that more than two-thirds of people with credit-card debt are making a financial mistake by trying to maximize credit-card rewards rather than forgoing the bonuses for a card with a lower rate and fewer costs that will help them eliminate debt faster, noting that gaining a few percentage points in cash back or airline miles is not worth the average credit card's 18 percent rate. Also on the show, author Rita McGrath talks about identifying transformative chan...
Mellon's Vincent Reinhart: Trade dispute -- and the economy -- will get worse before it improves
August 30, 2019 12:02 - 59 minutes - 48 MBVincent Reinhart, chief economist and macro strategist at Mellon, is not forecasting a recession in the United States but he said that trade uncertainty has been a drag on economic activity worldwide, creating a global recession. Moreover, even when the trade and tariff disputes are resolved, he said things will not be better than before, as it will take time to recover from the damage being caused by the slowdown in trade. Also on the show, Chuck answers a listener's question about an inves...
Turtle trader Jerry Parker says investors should be defensive
August 29, 2019 11:23 - 59 minutes - 48.2 MBJerry Parker of Chesapeake Capital Corp. -- an original member of the famous Turtle Traders -- said in the Market Call that he'd rather find the most-diversified portfolio than simply trying to find the best stocks, noting that investors need to be taking a defensive posture -- using precious metals, commodities and betting against stocks with short positions -- to be well positioned in today's uncertain markets. Also on the show, author Kendall Rose discussed how step-parents can avoid the ...
Brent Wilsey: Market is staying tough -- and getting tougher -- on value stocks
August 28, 2019 10:40 - 59 minutes - 55 MBBrent Wilsey of Wilsey Asset Management said in the Market Call that his form of value investing -- which relies heavily on the PEG ratio -- has seent he number of bonafide investment opportunities shrink as the market has slowed down. He expects the trend to continue, even as he does not expect the market to hit a full-blown recession soon. Also on the show, Richard Flahive and Ray Baraldo if HighTower Advisors, discussing the distribution phase of life, Jean Statler of the Alliance for Lif...
Bear-fund manager says there's a big downturn in the near future
August 27, 2019 10:40 - 58 minutes - 47.4 MBBrad lamensdorf of the Ranger Equity Bear ETF said that the market has been getting weaker with every correction, recapturing old highs more slowly and showing signs that a real downdraft with longer-lasting results could be on the way, particularly once sentiment turns ugly. He noted that if the Standard and Poor's 500 breaks through current support levels, it would likely fall at least 200 points further. Also on the show, financial adviser and author Ed Butowsky talks about scary financia...
Seaferer's Foster: Emerging markets are cheap, but growth there is slowing
August 26, 2019 10:16 - 59 minutes - 81.6 MBAndrew Foster of Seafarer Capital Partners said that trade and tariff wars have not stopped growth in emerging markets, but they have exacerbated a slowing trend, particularly in China, that will make developing and emerging markets harder to profit from in the near future. Foster noted that valuations in emerging markets are reasonable, but without growth to help drive the market, investors should expect muted returns from emerging markets for the long-term future. Also on the show, Greg Mc...
ChartPattern's Zanger: Range-bound market is heading down in an 'ABC pattern'
August 23, 2019 12:12 - 58 minutes - 80.8 MBDan Zanger of ChartPattern.com said the Standard and Poor's 500 seems headed down to about 2,700 now as it pushes through what he called an 'ABC pattern' that started recently, has gone through the first two steps and is awaiting the third move, which traditionally will be down. Zanegr right now is only 10 percent invested in the market, and he warns that while the market has been in a range, the volatility has been hurting a lot of traders. Also on the show, Sir John Hargrave talks his new ...
Joel Greenblatt: Value's not dead, but it's not what you think it is
August 22, 2019 12:39 - 1 hour - 138 MBJoel Greenblatt of Gotham Asset Management -- arguably the leading light along with Warren Buffett when it comes to value investing -- said that reports that value investing has stopped working are exaggerated and wrong, so long as you have the right definition of value investing. Most investors don't. Yann Cornil of the University of British Columbia talked about something else investors don't do right, namely diversify. James Hickey of H.D. Vest Financial Services said he doesn't expect a ...
'There is plenty of room for dividend growth in this market'
August 21, 2019 10:47 - 58 minutes - 135 MBPeter Vanderlee of ClearBridge Investments said that between low payout ratios and reasonable rates of growth, investors in dividend-paying stocks should have a positive outlook as they play defense against the slowing economic and market conditions likely to be in place over the next few years. Vanderlee noted that while there has been a flight to safety among investors, they have not bid up dividend-payers to where investors can't get fair values and the occasional bargain. Also on the sho...
Oakmark's Hance: Despite economic issues, there are compelling values in Europe
August 20, 2019 10:31 - 59 minutes - 47.8 MBJustin Hance, director of research for the Oakmark Funds, said that valuations in Europe remain attractive despite slower economic activity and perceived problems there, noting that on a stock-by-stock basis, investors are able to find quality businesses at reasonable prices more easily than in other markets around the globe. Also on the show, Megan Greene of the National Association for Business Economics discussed the group's most recent survey showing when economists believe we will see a...
Calamos' Nelson: Small-caps stocks are cheap and poised for growth
August 19, 2019 10:31 - 59 minutes - 47.8 MBBrandon Nelson, senior portfolio manager at Calamos Investments, said small-cap stocks are the cheapest they've been in many, many years relative to large-caps, noting that investors could win playing them on different levels, as an asset class in general but also making bets on individual securities. He favors technology, health care and consumer-discretionary stocks while mostly avoiding industrial materials, energy and utility issues. Also on the show, Ted Rossman of CreditCards.com talks...
Asbury's Kosar: Stuck between levels, beset by cross-currents, market remains in a bullish trend
August 16, 2019 10:35 - 1 hour - 48.9 MBJohn Kosar, chief market strategist at Asbury Research, said that while the market is stuck between a major support level of roughly 2,800 and resistance at 2,950 on the Standard and Poor's 500, it remains in a bullish trend, which he expects to resume after economic cross-currents like trade wars, the inverted yield curve and slowing global growth are worked out. Also on the show, Tadas Viskanta of AbnormalReturns.com discusses who, if anyone, is trustworthy these days in the world of onlin...
Experts agree that the market's big drop won't hold it down long
August 15, 2019 12:24 - 58 minutes - 46.9 MBA day after the stock market suffered its worst loss of the year and the Dow Jones Industrial Average fell by 800 points, Chuck hosts Chris Zaccarelli of Independent Advisors Alliance and David Goerz of Strategic Frontier Management for two extended Big Interview sessions. While the pair disagreed on how and whether to use the current decline as a buying opportunity -- with Zaccarelli saying he will buy secondary dips, but not this one and Goerz looking for mispricings to take advantage of -...
Wells Fargo's Wren: Investors should 'play the range' for the rest of the year
August 14, 2019 10:36 - 58 minutes - 47.2 MBScott Wren, senior global equity strategist at the Wells Fargo Investment Institute, said that with large-cap stocks near fair value, he doesn't think there is much room for stocks to run over the rest of the year, though he does think they will finish the 2019 up from current levels. With that in mind, Wren suggested that investor play the range-bound market, buying when the Standard and Poor's 500 goes below 2,800 and looking to take profits when the market again reaches new highs and main...
Investors who are scared will miss year-end rally, says CLS' Vanneman
August 13, 2019 10:30 - 58 minutes - 47.3 MBRusty Vanneman, president at CLS Investments, said that despite an outlook for heightened volatility, the stock market looks poised for a 'nice move into year end,' and he warned nervous investors that heading to the sidelines means missing out on the fun. Vanneman noted that while investors are right to be concerned about trade and tariff wars, those situations typically end with a positive resolution, making most of the interim movements little more than market noise. Also on the show, Chu...
New Constructs' Trainer says Netflix is more dangerous than ever
August 12, 2019 10:37 - 1 hour - 49.2 MBDavid Trainer, president of New Constructs, put Netflix stock back in the Danger Zone, noting that the company has overcome troubling analysis that has called for a big decline for a long time, but he said that the stock's underlying circumstances have grown worse as it the share price has defied gravity, and he expects a crash to Earth soon, spurred in part by heightened competition and worrisome spending. Also on the show, Jason Reposa of MyBankTracker.com discusses the billions of dollars...
Why Les Nanberg expects a recession before this year ends
August 09, 2019 10:03 - 59 minutes - 48.1 MBLes Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more difficult. He expects to see a recession start before the year is up, and has had clients go 10 percent lighter than normal on equities as they play defense; he is also mostly in Treasuries on the bond side, noting th...
Bradshaw: Dividend-paying blue-chip stocks are a portfolio's best defense
August 08, 2019 12:49 - 58 minutes - 47.5 MBGary Bradshaw of the Hodges Fund discusses how the changing interest-rate environment and growing nervousness about the stock market is making blue-chip, dividend-paying stocks like Verizon and Coca-Cola ideal defensive positions, providing safe, rising yields at times when income is harder to generate. Also on the show, Tom Lydon of ETFTrends.com makes a high-yielding municipal-bond fund his 'ETF of the Week,' Odeta Kushi, deputy chief economist at First American, talks the real estate mark...
Envestnet's Tim Clift expects a sideways market for the rest of 2019
August 07, 2019 09:47 - 1 hour - 48.4 MBWith volatility returning to the market and many investors expecting a downturn, Tim Clift, chief investment strategist at Envestnet, said investors should look to rebalance portfolios to protect gains, be opportunistic buyers on dips but to mostly expect the market's volatility to amount to a flat ride through to the end of the year. That would leave 2019 as a double-digit gainer, he noted, so while flat doesn't sound good, holding onto current gains likely will keep investors satisfied, an...
Opportunity lies beyond meat, and beyond your day job
August 06, 2019 09:57 - 58 minutes - 47.1 MBIn a wide-ranging show, Chuck discusses the world of meat substitutes and the investment potential of the developing market with Arun Daniel, senior fund manager at J.O. Hambro, and he talks about the the potential to make serious money -- and which demographic is doing it -- from the side-gig economy with Kathy Kristof, founder of SideHusl.com. Also on the show, author Chris Dumont talks about how you can 'Kick Some Financial Ass,' while David Goodsell of the Natixis Investment Managers' Ce...
Nuveen's Doll: 'I hope the Fed doesn't have to cut rates two more times'
August 05, 2019 09:50 - 58 minutes - 47.3 MBWall Street veteran Bob Doll, chief equity strategist at Nuveen Asset Management, said that ths strength of the American consumer means that the economy can hold off a recession until 2021, but he noted that he expects choppy and frustrating markets without recession, and said he worries abut the yield curve if the Federal Reserve has to cut three times and can't make the curve much steeper. Doll -- who also reviewed his forecasts for 2019 on the show -- said investors should be looking to b...
3Edge's Foltz: 'U.S. equity market is significantly overvalued'
August 02, 2019 12:33 - 58 minutes - 47 MBFritz Folts, chief investment strategist at 3Edge Asset management, said the domestic stock market is as overvalued now as it was before the Internet bubble burst in the late 1990s, which is why he has turned defensive in his investment strategy, going near minimum levels on equity allocations and underweight the US in equities -- with his bond allocations heavy on Treasuries but shying away from the credit markets -- as he anticipates an economic slowdown ahead that Federal Reserve rate cut...