Money Life with Chuck Jaffe

Chuck Jaffe
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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. 1D AGO

    Ted Benna, 'father of the 401k,' likes rules proposals to help homeowners

    Ted Benna, the father of the 401(k) -- who first recognized the potential in Section 401(k) of the tax code to boost retirement savings and who developed the first plan -- ax code, he recognized its potential and developed the first plan -- says that the Trump Administration's proposed plan to allow 401(k) savers to put some of their monies toward home down payments is a positive change that is overdue. He is not worried that the change will somehow endanger savers or widen the retirement crisis and notes that the change would make rules consistent across various types of tax-advantaged retirement accounts. Benna also discusses the Radish Plan, his new vision for how 401k plans can be used by employers to create incentives that boost employee-retention and productivity. John Cole Scott, president of CEF Advisors, reviews the key takeaways from his firm's fourth-quarter review of action in the closed-end fund industry, focusing on fund consolidation trends that have occurred in the middle of booming asset growth for the industry, as well as discount levels and whether narrowing discounts set up 2026 for more muted results.  A day after joining Chuck to discuss his new book "Your Perfect Portfolio: The Ultimate Guide to Using the World's Most Powerful Investment Strategies," Cullen Roche of the Discipline Funds puts his personal disciplines and preferred investment strategies to work talking ETFs in the Market Call.

    58 min
  2. You Might Also Like: Transportation Nation

    1D AGO · BONUS

    You Might Also Like: Transportation Nation

    Introducing Bennett Presents: Trucking Policy, Safety, and Immigration Trends with David Heller (Part 1) from Transportation Nation . Follow the show: Transportation Nation What happens when changing immigration laws and ramped-up enforcement collide with America’s trucking industry? Find out in this eye-opening episode of Transportation Nation as we welcome David Heller, Senior Vice President of Safety and Government Affairs at the Truckload Carriers Association (TCA), for a no-nonsense look at the seismic regulatory shifts about to hit the road. Hosts Lee Gentry and Caitlyn Folks sit down with David Heller, a trusted voice in trucking policy with over two decades of experience shaping safety and regulation across the nation. Together, they untangle the complex web of immigration, licensing, and safety enforcement that’s redefining what it means to be a professional truck driver in 2026—and what these changes mean for carriers, drivers, and the American economy. Key takeaways from this episode: Learn why stricter enforcement on non-domiciled CDLs and English language proficiency is creating dramatic shifts in driver availability—and what this means for carriers large and small. Discover how truck driver training schools are coming under unprecedented scrutiny, and why enforcement isn’t just about drivers, but every link in the trucking safety chain. Hear the untold impact of truck parking shortages, including the surprising ways it affects not just driver livelihoods but the safety of everyone on the road. Along the way, David Heller dispels myths, shares data-driven insights (did you know 3.8% of all CDL holders could be sidelined?), and explains how policy changes are affecting labor, rates, and the standard of professionalism across the industry. Don’t miss this candid, informative, and forward-looking conversation—essential listening for anyone in or around the world of trucking, logistics, or transportation policy. Subscribe for more conversations like this, and stay ahead of the curve on the issues shaping the future of transportation. CHAPTERS:  00:00 Industry Shift: Prioritizing American Drivers 02:29 TCA’s Mission to Improve Industry Safety 04:07 Immigration & Licensing: Impact on Safety and Jobs 07:32 Enforcement Ramps Up: Non-Domiciled CDLs and English Proficiency 10:00 Executive Orders Shifting Regulatory Landscape 13:07 Capacity Crisis: 300,000 Drivers May Exit Industry 16:51 Trucking Schools Under Scrutiny 20:01 Compliance Reviews: Safety Fitness Determination Explained 22:06 Hours of Service Flexibility Pilot Program 25:15 ELD Enforcement: Cracking Down on Fraudulent Logging 26:14 Truck Parking Shortage: $7,000 Lost Per Driver Annually 28:59 Congressional Push for $755 Million in Truck Parking 30:21 Closing: Safety, Parking, and What’s Next 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. 2D AGO

    Morningstar's Pappalardo leans into small-caps and foreign stocks for '26

    Dominic Pappalardo, chief multi-asset strategist at Morningstar Wealth, discusses the firm's outlook for 2026, noting that the market has rewarded the sellers of artificial intelligence technologies, but at some point the buyers of AI technology will "need to show material gains from those investments" to justify the spending and maintain AI profits. As a result, he is cautious on artificial intelligence and technology stocks, but he is positive on the market and says he expects to see strong opportunities in small-cap stocks and international plays, particularly in emerging markets. Cullen Roche discusses his new book, "Your Perfect Portfolio: The Ultimate Guide to Using the World's Most Powerful Investment Strategies," which examines what it takes to apply some of the most famous investment strategies of all time to an individual investment portfolio, and what to expect for results. Roche, who is founder and chief investment officer of the Discipline Funds, also discusses why it is more important for investors to focus on "you" rather than on "perfect." Plus Todd Rosenbluth, head of research at VettaFi, revisits a fund that he made the ETF of the Week last year to give it the honor again. Repeats are rare in ETF of the Week history, but results alone might deserve it here; the fund he picked — tied to cryptocurrency — has had three stellar calendar years and is already up more than 33 percent for the first few weeks of 2026.

    1 hr

  4. 4D AGO

    Ballentine's Chiappinelli: Market's expensive but not 'crazy enough' for a bubble

    Peter Chiappinelli, chief investment officer at Ballentine Partners says "When everyone is talking about a bubble, I sleep much, much better at night, because it means we're probably not in one." He makes the case that valuations are high — which could hold down potential earnings moving forward — but that they still justify the market action we have seen. He's cautiously optimistic that gains can continue, with his worry being the geopolitics, but he says the market has overcome plenty of exogenous shocks in recent years, and that recession risk is "almost nil" so that investors should expect volatility in which bad news is amplified but not turning conditions ugly. Laks Ganapathi, chief executive officer, at Unicus Research — an independent short-only research firm — makes her debut in the Market Call, discussing the disciplines of short-selling and whether a long stock market rally fueled by just a few companies has left her with an abundance of potentially lagging companies to choose from. Plus, Chuck talks about the changing life conditions — and then the monetary realities — that led him to make a big personal finance decision he never would have believed just a few weeks ago, replacing his old beater of a car with a new vehicle which he is leasing. Chuck's last new car purchase was nearly 40 years ago; he says that buying a used car to replace the old one made sense, until it didn't.

    59 min

  5. 5D AGO

    Intervallum's Thomson: 'Fragile' macro backdrop pushes market towards 'thin ice'

    Alan Thomson, chief executive officer at Intervallum Technologies — which has developed a factor-rotation index based on evolving market conditions — says that the market's strong conditions are "durable," but that a "fragile" macro environment has created stresses. This makes for a "thin-ice state," where the market shows stability and could stay that way for the foreseeable future, but the underlying risks can not be ignored. He noted that should not put investors out of the market, but should instead have them aware that trouble is possible and to factor downside risk potential into their near-term outlook. Vijay Marolia, chief investment officer at Regal Point Capital, looks at the big start that the latest earnings season got off to last week thanks to some brand-name financial companies, and he talks about two companies that he thinks are must-watch news as earnings season transitions to more of the consumer and industrial names. He also discusses what he's looking for in companies from all industries to make sure they are staying on top of opportunities in the business world. David Trainer, founder and president at New Constructs, put five different stocks in the Danger Zone this week, noting that he expects them all to miss earnings estimates because Wall Street has been listening to whisper numbers or allowing legal accounting tricks to artificially inflate the numbers.  Plus, Chuck answers a listener's question about whether he can keep contributing to a Roth IRA now that he has retired.

    57 min

  6. JAN 16

    Technical analyst Pring says market rally is "nearing the death zone"

    Martin Pring, publisher of the InterMarket Review and chief investment strategist at Pring Turner Capital Group, says that "all measures of valuation ... are up in the stratosphere,"  which means the market is entering "a very dangerous period on a long-term basis." For now, however, Pring stressed that "trend trumps level," meaning that the valuations won't derail the market on their own, because the trend has remained to the upside. Still, he says that could happen soon, noting that the market has been climbing a big mountain during the current rally, but it is currently nearing "the death zone," where it runs out of oxygen. Ryan Kimmel, fixed income allocation strategist on the macro allocation team at DoubleLine, discusses the dilemma investors are in as the U.S. Bureau of Labor Statistics faces challenges in producing monthly employment figures, noting that the issues are more about declining survey participation than they are any sort of politicization of the numbers. Kimmel says lower response rates force the statisticians to rely on "imputed data," which then requires bigger, more dramatic revisions, which can reduce public trust in the numbers. He notes that the key number he is watching will be initial jobless claims; he currently pegs the probability of recession at 30 to 50 percent, but says it would go significantly higher if initial jobless claim trends shift higher. Stephen Davis, closed-end fund product specialist at Nuveen, says that price returns exceeded net asset value (NAV) gains for closed-end funds in 2025, which means that discounts were narrowed. With those thinner discounts, it could be hard for that trend to continue in the new year. Still, Davis sees potential opportunities in municipal bond and senior loan funds in 2026.

    58 min

  7. JAN 15

    Hennessy's Cook on how global tensions are impacting energy markets

    Ben Cook, portfolio manager for the Hennessy Energy Transition Fund, says that the removal of Venezuelan president Nicholas Maduro "will do little to change the global balance for the supply of crude oil" and says the situation is unlikely to have much price impact. He worries more about how tensions in Iran and the Middle East could impact markets if they take a turn for the worse. Cook also notes that government policies have changed investment prospects in classic energy companies compared to alternative energy developers and says he expects that trend to continue. With the stock market again flirting with record highs, Todd Rosenbluth, head of research at VettaFi, looks to an actively managed large-cap fund as his "ETF of the Week," saying that the T. Rowe Price U.S. Equity Research fund  can serve as an adjunct or replacement for a classic index fund in a portfolio, especially for investors hoping to gain an active edge. Chip Lupo discusses the latest credit-card debt survey from WalletHub.com, which showed that nearly 40 percent of consumers expect to have more credit-card debt at the end of the year than they have now, with roughly the same percentage of Americans feeling like they will carry credit debts for the rest of their lives. Plus, Chuck goes off the news on the request that the NCAA recently made to securities regulators to suspend "prediction markets," which are regulated differently from gambling — and are treated more like investments by law — but which have the potential to improperly influence outcomes, athletes and the investors/gamblers drawn to them.

    1 hr

  8. JAN 14

    U.S. Bank's Haworth is expecting the market to 'four-peat'

    Rob Haworth, senior investment strategy director at U.S. Bank Asset Management, says that he expects the stock market to overcome the worries and concerns that could make for volatile times, en route to a fourth-straight year of double-digit gains in 2026.  by the time the year is done. Haworth says his target for the Standard & Poor's 500 this year is 7,625, though he says he won't be surprised to see a double-digit decline somewhere along the way. Doug Fleener, author of "Start With What If: Weekly Questions to Spark Immediate Change and Growth," talks about how taking a pause to ponder change, asking a simple what-if question and then making a decision can lead to fresh thinking and life changes by getting people past the habits, fears and mindsets that limit or impact their actions. Plus Chuck discusses President Trump's proposal for capping credit card interest rates at 10 percent, a move the president wants in place by next week. Chuck says that however well-intentioned the idea is — and there has been bi-partisan legislation proposed for this kind of action in the last few years — there would be consequences beyond what shows up on a monthly account statement.

    57 min
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4.3
out of 5
119 Ratings

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.

Information

  • Creator
    Chuck Jaffe
  • Years Active
    2012 - 2026
  • Episodes
    2K
  • Rating
    Clean
  • Copyright
    ℗ & © 2025 Money Life Radio, Inc.
  • Show Website
    Money Life with Chuck Jaffe

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