On Investing

Jaksot

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  The Housing Market's Demographic Reckoning (With Ivy Zelman) 11.09.2026 44min

  Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
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  Warsh's Hawkish Turn: What It May Mean for Investors 04.09.2026 29min

  Liz Ann Sonders and Collin Martin discuss why the speed and purpose of rate hikes may matter more than any specific interest-rate level.
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  The Bond Market Strikes Back 28.08.2026 24min

  Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
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  Has the Fed Accepted 3% Inflation? (With Jim Bullard) 21.08.2026 38min

  Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
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  The Economy's Curious Balancing Act (With Dr. Richard Clarida) 14.08.2026 49min

  Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
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  Why Good Economic News Isn't Always Good for Markets 07.08.2026 28min

  What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.
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  AI Concentration & the Case for Rebalancing 24.07.2026 25min

  As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
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  A Sigh of Relief on Inflation 17.07.2026 21min

  A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
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  Welcome to the Next Temperamental Era 10.07.2026 27min

  This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
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  What Happens After Peak Inflation? (With Keith McCullough) 26.06.2026 43min

  Hedgeye CEO Keith McCullough joins the show to discuss his “quads” framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
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  Reading the Markets After Fed Chair Warsh’s Debut 19.06.2026 26min

  Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
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  Midyear Outlook for Equities & Fixed Income 12.06.2026 26min

  What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
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  IPOs in Focus as the Fed Holds the Line 05.06.2026 18min

  IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
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  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.
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  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.
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  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.
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  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.
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  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.
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  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.
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  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.