On Investing

Episódios

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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.
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  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.
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  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?
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  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.
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  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.
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  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.
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  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.