On Investing

Jaksot

• Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas) 29.05.2026 44min

  RSM Chief Economist Joe Brusuelas joins the show to discuss how a “split-screen” economy is being driven by inequality and asset concentration—and more.
• Rising Yields Highlight Muni Opportunities 22.05.2026 43min

  Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
• Why Markets Are Shrugging Off Sticky Inflation 15.05.2026 25min

  Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.
• Concentration Risk Meets Diversification Reality 08.05.2026 42min

  Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
• How Macro Forces Shape Credit Markets (With Winnie Cisar) 01.05.2026 46min

  Winnie Cisar of CreditSights joins Collin Martin to break down today’s corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
• Debt, Deficits & the Fed’s Next Move 24.04.2026 22min

  Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
• Why Corporate Earnings Matter for Stocks, Bonds & the Fed 17.04.2026 29min

  As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
• Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson) 10.04.2026 43min

  ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
• What the Iran Conflict Could Mean for Stocks, Bonds & Inflation 03.04.2026 29min

  What are some of the economic ripple effects stemming from the war in Iran?
• Empowering the Next Generation Through Financial Education (With Jim Clark) 27.03.2026 44min

  Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
• Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals 20.03.2026 24min

  Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
• A Career in Investing: Kathy Jones' Parting Thoughts on the Markets 06.03.2026 25min

  As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
• The Fed’s Balancing Act for 2026 (With Claudia Sahm) 27.02.2026 41min

  Claudia Sahm discusses the Fed’s balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
• Mixed Signals & Moving Targets 20.02.2026 29min

  Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.
• Jobs Data, Fed Patience & AI’s Next Market Shock 13.02.2026 14min

  Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
• Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere) 06.02.2026 47min

  Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
• Lessons Learned From Market Wizards (With Jack Schwager) 30.01.2026 45min

  Kathy Jones interviews Jack Schwager, famed author of the “Market Wizards” series, about how top traders think.
• A Week of Whiplash: What’s Behind the Market’s Mood Swings? 23.01.2026 24min

  Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.
• The Latest Threat to Fed Independence 16.01.2026 20min

  With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?
• The Markets React to Venezuela 09.01.2026 26min

  Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.