Over deze podcast
From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Collin Martin, Head of Fixed Income Research, On Investing is a weekly update featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and more. Find it at Schwab.com/OnInvesting or wherever you get your podcasts.
Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit Schwab.com/ContactUs for contact options. (0326-K136)
Afleveringen
De nieuwste 20 van 138 afleveringen
- The Fed Holds, but the Pressure Builds · 20 min · Aflevering 136Liz Ann Sonders and Collin Martin unpack the Fed’s rate hold and explore how higher borrowing costs are creating pockets of market stress.
- Can Bonds Still Do Their Job? · 20 min · Aflevering 135Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.
- Who’s Financing the AI Boom? (With Bryan Whalen) · 48 min · Aflevering 134TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
- What 26 Million Paychecks Reveal About the Economy (With Nela Richardson) · 45 min · Aflevering 133ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
- Why Investor Positioning Matters More Than Ever (With Eric Liu) · 48 min · Aflevering 132What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
- What Record Highs Might Be Hiding · 25 min · Aflevering 131The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
- What's Behind the Fed's Rate Hike? · 22 min · Aflevering 130What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
- The Housing Market's Demographic Reckoning (With Ivy Zelman) · 44 min · Aflevering 129Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
- Warsh's Hawkish Turn: What It May Mean for Investors · 29 min · Aflevering 128Liz Ann Sonders and Collin Martin discuss why the speed and purpose of rate hikes may matter more than any specific interest-rate level.
- The Bond Market Strikes Back · 24 min · Aflevering 127Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
- Has the Fed Accepted 3% Inflation? (With Jim Bullard) · 38 min · Aflevering 126Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
- The Economy's Curious Balancing Act (With Dr. Richard Clarida) · 50 min · Aflevering 125Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
- Why Good Economic News Isn't Always Good for Markets · 28 min · Aflevering 124What 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 · 26 min · Aflevering 123As 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 · 21 min · Aflevering 122A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
- Welcome to the Next Temperamental Era · 27 min · Aflevering 121This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
- What Happens After Peak Inflation? (With Keith McCullough) · 43 min · Aflevering 120Hedgeye 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…
- Reading the Markets After Fed Chair Warsh’s Debut · 26 min · Aflevering 119Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
- Midyear Outlook for Equities & Fixed Income · 27 min · Aflevering 118What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
- IPOs in Focus as the Fed Holds the Line · 18 min · Aflevering 117IPO 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.
