Money Life with Chuck Jaffe

Chuck Jaffe

Money Life with Chuck Jaffe is leading the way in business and financial radio. The Money Life Podcast is a daily personal finance talk show, Monday through Friday sorting through the financial clutter every day to bring you the information you need to lead the MoneyLife.

  1. 13 hr ago

    Calamos' Freund: 'It's very hard to be pessimistic about the broad market'

    Matt Freund, co-chief investment officer at Calamos Investments, says a resilient economy is producing "shocking numbers for a mid-cycle economy," powering through problems in a way that puts the Federal Reserve on hold, avoiding interest rate hikes this year and returning to a bias towards cutting in 2027. Freund thinks that it's "back to the future" for the Fed, with new chairman Kevin Warsh bringing the central bank to where less information and guidance makes for more policy flexibility, even if it results in some additional volatility since the policy path will be less well-defined. Freund says the chances of recession in the next year are low, but that investors have to remain cognizant that "every mountain has two sides and, at some point, the string of good years can't go on forever." Meb Faber, chief executive and chief investment officer at Cambria Investments, returns to the show a day after his Big Interview appearance to discuss his new book, "Investing in America: The Rise of a 250-Year Bull Market." He discusses what he expects the future to look like and why the bull market can continue almost indefinitely but why investors may not want to focus entirely on domestic investments in the future. Plus, Chuck answers a listener's question about the cheap, small-dollar life-insurance policies advertised regularly on television and whether seniors are better off going for the convenience of those policies or looking for other ways to protect their families.

    1hr 1min
  2. 13 hr ago ·  Bonus

    You Might Also Like: No Magic Pill with Blake Mycoskie

    Introducing Unlocking Your Brain’s Potential with Jim Kwik from No Magic Pill with Blake Mycoskie. Follow the show: No Magic Pill with Blake Mycoskie What if you already had everything you need to succeed in life? Today’s guest Jim Kwik believes your brain is your number one wealth-building asset. After suffering a traumatic brain injury as a child, Jim was written off by his teachers and peers as “the boy with the broken brain.” But he never accepted that. Jim has gone on to become one of the most respected authorities on unlocking your hidden potential, helping A-list celebrities, politicians, and icons. His core message is simple, but powerful: your brain is not static and your capacity is not capped. Inside each of us, there is limitless potential. In this conversation you’ll learn: – The importance of reading as exercise for your mind – The conversation that changed Jim’s life – How tiny actions can lead to dramatic change – How to create a brain diet and get restorative sleep You can learn more about Jim Kwik at https://www.youtube.com/c/JimKwik and take the brain animal quiz at mybrainanimal.com.  Some of Jim’s acronyms: SUAVE (to learn a name):  Say it, Use it, Ask about it, Visualize it, End with it MEDSRX (for brain health): Meditation, Exercise, Diet, Sleep, Relationships, Extras Enough Foundation's mission is to spread reminders in every form — bracelets, messages, actions, community — until feeling ENOUGH becomes the cultural default. To learn more, visit weareenough.co.  Produced, Directed, and Cinematography by Wubetu Shimelash / IG: Wubetu Shimelash Disclaimer: No purchase necessary. While supplies last. Visit http://www.weareenough.co/rules for full terms. More information on Blake’s other projects here:  Morning Water  Morning Water is a daily hydration formula that restores energy, balance, and performance with essential electrolytes, minerals, and nutrients in one simple routine.  To learn more, visit morningwater.co and use code NOMAGICPILL for 25% off your first order. SONIA  Sonia is a conversational AI companion designed for emotional support. Through voice and text, it offers guided wellbeing sessions, including meditations, journaling, personalized recommendations, and practical exercises. To learn more, visit www.soniahealth.com and download it on the App Store. MOOVLAB At MOOVLAB, we bring health and wellness to your workday.  MOOVLAB - the answer to sitting is moving.  To learn more, visit www.moovlab.com Follow Blake on Instagram and stay up to date with Lemonada on Facebook and Instagram. For a list of current sponsors and discount codes for this and every other Lemonada show, go to lemonadamedia.com/sponsors. Joining Lemonada Premium is a great way to support our show and get bonus content. Subscribe today at lemonadapremium.com. Subscribe to Spotify Premium to watch ad-free video. Disclaimer: This episode is for informational and entertainment purposes only and is not intended as medical advice. Always consult a qualified healthcare professional regarding any medical questions or concerns you may have. Chapters: 00:00 Introduction: Jim Kwik’s Personal Journey 01:27 Understanding Yourself Through Your Animal Type 5:21 Deep Dive into Jim’s Brain Injury 6:58 Understanding What It Is Like Living with A “Broken Brain” 8:08 The Truth Behind The Invisible Wound 9:25 Jim’s Story of “Not Feeling Enough” 15:04 How To Learn Not What To Learn - Becoming Limitless 17:17 Using AI to Increase Your HI 19:38 Exercise Your Brain Like A Muscle 21:21 Why Reading Changes The Way You Think 24:08 Sonia 26:08 The Types of Reading Explained By Jim 28:19 Advice for Parents To Get Their Child To Read 31:00 Breaking Down Motivation Into Doable Steps 31:53 The Power of Repetition 33:40 Blakes’s “ANT”s: Automatic Negative Talk 34:21 Training The Memory 36:01 SAUVE: Jim’s Tips on Memorization 39:25 Feeling Enough As You Are 41:30 Moovlab 42:28 Morning Water 43:23 The Sleep Crisis That Nearly Broke Jim 48:01 Finding the Gift in The Hard 50:42 Jim’s Tips on Improving Sleep 54:54 Nutrition Habits That Support Brain Health 58:35 What Jim Really Thinks About Nootropics 1:01:45 MEDSRX: Building A Stronger Mind 1:09:00 The Explanation Effect by Jim 1:10:01 Answer This Question To Yourself 1:11:59 Jim’s Reminder That We Are Limitless 1:13:15 Living Authentically To Yourself 1:16:23 Ending Learn more about your ad choices. Visit megaphone.fm/adchoices DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. 1 day ago

    Cambria's Faber: 'The bull market in diversification has begun'

    Meb Faber, chief executive and chief investment officer at Cambria Investments, says that large-cap domestic stocks have done so well that it has masked the rise of the rest of the investment ecosystem, but now that he expects recent good times to be balanced out by tougher stretches ahead for the Standard & Poor's 500, investors will want to take advantage of small-cap stocks, foreign stocks and more. That's good preparation for bear markets, and Faber makes it clear that downturns are a feature of the market, something that will come around again. Faber — who will return to Wednesday's show to discuss his new book, "Investing in America: The Rise of a 250-Year Bull Market" — says the trend remains "all signs green" for the market currently, but he says investors should be watching for change. Willie Delwiche, investment strategist at Hi Mount Research, says that the best environment for the stock market isn't falling rates, but rather rates that aren't moving. That positions the stock market to be in a "boring" and "quiet" environment where it can keep riding technicals which Delwiche describes as being "in pretty good shape" right now, with all 11 sectors of the S&P 500 above their long-term moving averages and more stocks making new highs than are making new lows. Those patterns are creating "strength beneath the surface" that he says can power the market higher. David Miller, co-founder of Catalyst Mutual Funds talks about insider buying as an indicator of corporate strength, monopoly and oligopoly positions as a way to play developing technologies and more in a wide-ranging Money Life Market Call.

    1hr 4min
  4. 2 days ago

    S&P's Gruenwald: Expect a slow, steady economy with rates in 'a hawkish hold'

    Paul Gruenwald, chief economist at S&P Global Ratings, he expects that the Federal Reserve's next move on interest rates will be a cut, but says it won't happen until 2027, which he described as a one-year delay for the central bank to get back to more neutral levels. Gruenwald says it's a "hawkish hold," with the Fed being prepared to raise rates but hoping to hold off. Gruenwald says that effort is helped by the economy's resilience, driven by business investment and the wealth effect created by the market's return to record levels, which have put a floor on economic growth, allowing the economy to overcome a handful of economic and policy shocks — including the Iran War — in recent years. That's why he recently cut his expectations on recession, cutting the chance of an economic downturn from 33% down to 20%. Vijay Marolia spent the holiday weekend celebrating the holiday and more, and while he says his invitation to the Taylor Swift-Travis Kelce wedding extravaganza was lost in the mail, he isn't losing the chance to look at the wild spending on the party and to equate it to what more ordinary folks should do, namely learning how to size their spending so they can live well, while limiting financial regrets. Marolia, the chief investment officer at Regal Point Capital, also digs into Amazon and Tesla stock in "The Week That Is," noting that each company had something to celebrate that — when viewed under his five-lens approach to stock selection — will make investors want to have a party in their portfolio. Plus, Chuck answers a recent spate of questions about how the show itself works, and gives a behind-the-scenes look at guest selection, interview editing and more.

    1hr 4min
  5. 6 days ago

    Franklin Templeton's Dover: This market's not 'expensive,' just 'fully valued'

    Steven Dover, chief market strategist at Franklin Templeton, says there is still more upside to the market, based on earnings growth, noting that the economy and stock market have been resilient due to the "phenomenal" profits companies have been generating. Dover notes that the market is fully valued, but not expensive; "We think earnings this next year could be [up] 15 to 20 percent, so the market could follow that without being more expensive." Dover, who is also the head of the Franklin Templeton Institute, notes that the earnings growth has been greatest among small caps, which is why he is leaning in that direction, and he advocates for fixed income as ballast for portfolios now; ;he had previously lightened up on the Magnificent Seven and other market leaders, and he says that the market has relaxed on those stocks, which may create targeted buying opportunities. Kevin Dreyer, co-chief investment officer for value at Gabelli Asset Management — part of the team running Gabelli Equity Trust and other closed-end funds — discusses how he is finding value looking for names that are "differentiated and not highly correlated" to the stocks that have been leading the market's return to record levels. Specifically, Dreyer says he is looking for businesses that are "A.I. resilient" and able to withstand and/or benefit from the development of artificial intelligence. One area he cited as particularly attractive is sports and entertainment, because " You can't have an algorithm or chatbot replicate the New York Knicks … but you and I can go out and buy MSGS, which owns the Knicks."  Plus, Todd Rosenbluth, head of research at VettaFi, turns to a trending part of the market and makes an actively managed Fidelity small- and mid-cap fund his pick for "ETF of the Week."

    1 hr
  6. 1 Jul

    Argent Trust's Stringfellow: Market is rounding out, not signalling big trouble ahead

    Tom Stringfellow, chief investment strategist at Argent Trust, says the stock market is going through a shift where small-cap companies are coming to the fore, businesses that are adjacent to artificial intelligence or that will benefit from using it are starting to get an A.I. boost and the warning signs feel mostly like distant storm clouds. Stringfellow says he doesn't see signs of recession, worries slightly about a market overheating if interest rates rise, but he thinks signs that more and more companies are showing earnings growth reducing a lot of potential downward pressure on the market. Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, discusses his new book, "Risk and Reward: How to handle market volatility and build long-term wealth," and how he thinks investors can't simply tune everything out -- even if that might be the best long-term results -- because they have a "firehose of information" in their pockets. He discusses how to best filter that information to make it useful without becoming overwhelming. Meredith Mangan, senior editor at Credible, discusses the site's survey on prediction markets, which showed that 1 in 4 Americans already have made a wager on a prediction-market site. In a wide-ranging study looking at investor habits, she noted that more than 60% of Americans see prediction markets as betting, while just under 30% see them as a viable financial tool.

    1 hr
  7. 30 Jun

    Wells Fargo's Samana: Technicals are telling investors to 'Play on!'

    Sameer Samana, head of equities and real assets at the Wells Fargo Investment Institute, says that as long as the market keeps making higher highs and lows, investors should use technical indicators as a North Star to stay in the game and ride the market higher. Samana says the market's move to record levels says that broader economy is strong enough to keep the market rolling with a "turbo-boost" from artificial intelligence on top of it providing faster growth, though he does worry about the economy overheating and needing to step back. He says the most likely scenario is for the market to "take a breather" between now and midterm elections, but "starting in November, you'll start the next leg of the bull market and it would not surprise me if that one runs well into end of next year." Kevin Roth, managing director of research for the CFB Board of Standards, discusses the group's recent survey on Americans and financial fraud which found that most people have faced some rip-off attempts, but almost no one discusses it with families or reports it to authorities. Some 55% of Americans expect fraudsters to target them or someone close to them in the next 12 months, but less than 40% are confident they would catch every type of fraud they might face and avoid being ripped off. Plus, Josh Stevens, chief investment officer at CresAlta Investment Management — which in May launched CresAlta Global Dividend and CresAlta Small and Mid-Cap, ETFs based around high-conviction growth strategies — talks stock investing now in the Market Call.

    1 hr
  8. 29 Jun

    BNP Paribas' Morris says the big worry now is economic 'overheating'

    Daniel Morris, chief investment strategist at BNP Paribas Asset Management, says that his primary concern right now is the risk that the economy could overheat, thanks to above-trend growth and inflation that could prompt the Federal Reserve to raise interest rates in an effort to slow things down. If that fails to cool inflation, the economy could then struggle and the market could step far away from its current uptrend. Morris' base case, however, is for continued earnings growth that can power the market into 2028, noting that while growth will slow down, there is still plenty of room to keep going and not have the economy resemble past bubble times. In The Book Interview, Chad Bown, co-author of "'How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy," discusses how there are reasons and ways for trade-war scenarios to play out well, and the trade-offs today's leaders would have to make for current trade tensions to pass without plunging the global economy into a deep funk. In "The Week That Is," Vijay Marolia, chief investment officer at Regal Point Capital, discusses why he will continue to ride with Micro Technology, even as it reports growth numbers that are hard to believe, nt notes that he is giving Nike the boot, especially when he compares it to another popular rival in the public eye during the World Cup, adidas. Plus, he worries about how artificial intelligence may make inflation stickier for longer.

    1hr 3min

About

Money Life with Chuck Jaffe is leading the way in business and financial radio. The Money Life Podcast is a daily personal finance talk show, Monday through Friday sorting through the financial clutter every day to bring you the information you need to lead the MoneyLife.

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