On Investing

Епизоди

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  What's Behind the Fed's Rate Hike? 18.09.2026 21мин

  What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
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  The Housing Market's Demographic Reckoning (With Ivy Zelman) 11.09.2026 44мин

  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 29мин

  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 24мин

  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 38мин

  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 49мин

  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 28мин

  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.
• 
  AI Concentration & the Case for Rebalancing 24.07.2026 25мин

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

  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 27мин

  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 43мин

  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 26мин

  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 26мин

  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 18мин

  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 44мин

  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 43мин

  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 25мин

  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 42мин

  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 46мин

  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 22мин

  Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.