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. 16H AGO

    Robertson's Garretty says war has put 'recession' back into conversation

    Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that rising oil prices and higher inflation have increased the possibility of a recession. While she says the operating outlook for investors is that the war in Iran will last a few more weeks, with oil starting to flow again quickly, which will make current events quickly forgettable as the economy returns to its pre-war growth path. But she notes that the path is uncertain, and the longer war persists and sours economic numbers, the more it draws out potential problems. "The challenge," Garretty says, "is the recovery ... if it doesn't look like what everyone expects."    Veteran technical analyst Adam Grimes,  president of MarketLife, says the market has reached "a point where I would want to be raising capital, where I would want to be defensive with long exposure. This is not a point where I want to put capital to work." Grimes says he sees the potential for a bad short-term downturn, noting that "[my] definition of bad is 50 to 60 percent." Grimes acknowledged that he sounds "like the raving crazy person at the top of the mountain," but he says that market cycles and enormous moves do repeat itself and the market is making a big decline a more-realistic possibility, which hasn't made him move out of the market but has made him more defensive.    Mark Burrage, senior vice president at PenFed Home at PenFed Credit Union, discusses the wide range of factors that are making homebuyers uncomfortable, and what families can do to overcome the issues they are facing in buying a home.

    58 min
  2. You Might Also Like: The Oprah Podcast

    16H AGO · BONUS

    You Might Also Like: The Oprah Podcast

    Introducing Oprah and Kristin Cabot in an Exclusive Interview about the Coldplay Kiss Cam from The Oprah Podcast. Follow the show: The Oprah Podcast In a worldwide exclusive interview, Oprah talks with Kristin Cabot, the woman caught on the Coldplay "kiss cam" in the arms of her boss and CEO of her company. The video became a phenomenon, instantly going viral around the globe with more than 300 billion views. While it became the most watched video of 2025, it also changed the course of Kristin Cabot’s life. In what she says will be her one and only on camera interview about the event, Kristin Cabot joins Oprah in front of an audience in New York City to reveal details about her life and relationships in the days leading up to the concert in Boston, and how her life was impacted afterwards. She tells Oprah her reaction to the 15 seconds that turned into an infinite number of memes and opened an unstoppable floodgate of what Kristin says is never-ending judgment, mocking, vitriol and even death threats. Kristin Cabot, who was the Chief People Officer for Astronomer at the time of the concert, tells Oprah the nature of her relationship with her then boss, former Astronomer CEO Andy Byron. Kristin Cabot says, “There is a different version of me than what people saw on a TikTok video.” Oprah and Kristin also hear from audience members about their reaction to the viral video and how they were quick to judge. 00:00:00 - Welcome Kristin Cabot of Coldplay kiss cam fame 00:03:20 - Why Kristin is sharing her story 00:04:51 - Kristin’s marital status 00:07:20 - The first night they touched 00:11:00 - Kristin and Andy were both separated 00:21:00 - Kristin acknowledges her mistake 00:24:40 - Realizing it was a huge news story 00:26:45 - Why this exploded 00:28:30 - What PR told her to do 00:30:20 - What upset Kristin the most 00:32:00 - What Kristin represents for other women 00:33:00 - Andy was treated differently 00:35:15 - How her kids are affected 00:38:30 - When death threats started 00:40:15 - Treatment by other women 00:43:30 - Explaining to her kids 00:44:37 - Does she talk to Andy? 00:45:50 - Andy’s lack of public statement 00:47:50 - What breaks Kristin’s heart 00:48:20 - Kristin’s reaction to death threats 00:50:30 - Kristin and Andy’s next steps 00:52:45 - What Kristin wants people to know 00:54:20 - Gwenyth Paltrow’s message to Kristin 00:57:00 - Woman admits to judging Kristin Follow Oprah Winfrey on Social: https://www.instagram.com/oprahpodcast/ https://www.facebook.com/oprahwinfrey/ Listen to the full podcast: https://open.spotify.com/show/0tEVrfNp92a7lbjDe6GMLI https://podcasts.apple.com/us/podcast/the-oprah-podcast/id1782960381 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. 1D AGO

    StanceCap's Davis sees headline risk stalling - not changing - market rotation

    Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. That represents what he expects to be a short-term reversal in trends because the market had been moving broadening out, with the Magnificent 7 stocks struggling. He expects that trend to resume and continue as the headline risk subsides, when he expects the market to continue moving the market away from communications services and big tech toward more defensive and value-oriented stocks.    David Trainer, president at New Constructs, focuses The Danger Zone on "residual value guarantees" — which hide debt off-balance sheets allowing companies to spend money and to have liabilities that it mostinvestors will not know about until or unless a problem makes them surface. He says the says the phenomenon is particularly acute with artificial-intelligence companies, where a lot of money is being invested into construction that is backed by residual-value guarantees, and he singles out Oracle and Meta Platforms as two examples where the practice adds to New Constructs' unfavorable opinion of the stocks.     Vijay Marolia, chief investment officer at Regal Point Capital, says that he expects oil prices to remain elevated until there is more clarity in the Strait of Hormuz, but that prices should snap back quickly to lower levels once the supply chain is clearly restored. In waiting for that clarity, he suggests oil tankers as a play on the situation, noting that it's a picks-and-shovels play on the industry, and that the tankers are making money even as they sit filled with oil waiting for resolution. He also discusses why Microsoft's recent decline is not something long-term investors should worry about, and more in "The Week That Is."

    58 min

  4. 4D AGO

    Aberdeen's Gilhooly on whether the first shots of war were a buying signal

    Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how the war in Iran will impact oil prices. While President Trump has moved to keep the price of oil below $100 a barrel, Gilhooly makes a case that if the tensions drag out, oil could quickly rise to $175 a barrel, a level high enough that it might cause a global recession. In the end, he expects a quick return to pre-war economic activity levels, including one interest-rate cut later this year -- if hostilities subside quickly.    Guy LeBas, chief fixed income strategist at Janney Montgomery Scott says that headline risks are diverting attention from a bond market that, in the long run, should be driven by positive economic conditions and decelerating inflation. The war in Iran is creating what he thinks will be more temporary conditions that scare investors but that don't amount to much long-term change in the market's outlook. LeBas expects corporate profits this year to be roughly 12%, which is strong enough to help the corporate bond market, which he also thinks will be buoyed by the hyper-scalers needing to borrow money to put it to work to keep up in the development race.     Bernie Horn, manager of the Polaris Global Value fund, returns to the Market Call to discuss stocks and international markets in the face of current events. Like Bill Smead -- a value manager who was on the show earlier this week -- he talks about how value investing suffered while the stock market was in hot-growth mode led by the Magnificent Seven. Now, however, market valuations are high, which is setting up a rotation that he says will favor value-minded investors moving forward.

    1 hr

  5. 5D AGO

    BlackRock's Jacobs: Current events aren't disrupting long-term investing themes

    Jay Jacobs, U.S. head of equity ETFs at BlackRock, says that the artificial-intelligence revolution has delivered massive spending, but not at levels that have been spent relative to gross domestic product, during other generational shifts like the introduction of the automobile. As a result, while he understands the bubble concerns, he expects AI to continue holding its place among BlackRock's global thematic trends. Also on that list of trends is geopolitical shifts, which were well underway before current events evolved into a war in Iran; because those trends were in place before today's developments, Jacobs says he doesn't expect markets or outlooks to be dramatically impacted by headline events. Jacobs also discusses the new iShares Staked Ethereum fund, a new development in the crypto space, which the firm is launching today. Wade Pfau,  professor of retirement income, at The American College of Financial Services, discusses his revised, third edition of "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success," which includes a new section covering sequence-of-inflation risk. Pfau says that concern -- which financial advisers mostly overlooked -- is particularly important now given growing concerns about sticky inflation, and that it may be as important for retirement savers as sequence-of-return risk, which Chuck typically says is his biggest retirement-savings worry. Plus, Todd Rosenbluth, head of research at VettaFi, leans into global turmoil this week, picking a diversified international fund as his ETF of the Week.

    1 hr

  6. 6D AGO

    Value manager Smead: 'This is one of the most overvalued markets in U.S. history'

    Bill Smead, manager of the Smead Value fund, says that by nearly every indicator, the stock market is at valuation levels seldom seen in American history, with the Standard & Poor's 500 trading "at more than 220% of GDP, the most dangerous number, virtually, we have ever seen." That does not make him want to get out of the market, however, as he says in the Market Call that "the problem everybody's got is that most of the money is in the place that is likely to do the poorest over the next 10 years, because it has done the best the last 15 years, and that is our opportunity."    Ed Cofrancesco, chief executive officer at International Assets Advisory, says that investors have good reason to be skittish right now because the market has dropped off of highs, but he doesn't expect things to get really bad so that further market drops are an opportunity to dig in and make tactical purchases. In The Big Interview, Cofrancesco talks about his concerns about inflation — which he calls "an insidious tax on the working class and the poor" — noting that if it stays higher for longer it can change retirement-spending trajectories that investors need to plan for.    Jennifer White, senior director, banking and payments intelligence at JD Power,  discusses the firm's recent report showing that the financial health of American consumers has reached a 12-month low. She notes that the firm is classifying more consumers as financially unhealthy, in large part due to the stubbornly high cost of consumer goods, noting that current events which could create a spike in oil prices and which threaten more inflation weren't yet factored into the numbers, making the outlook for consumers that much more troubling.

    58 min

  7. MAR 10

    Hennion & Walsh's Mahn: Headline risks increase volatility, don't stop bull run

    Kevin Mahn, president and chief investment officer at Hennion & Walsh, entered 2026 expecting more volatility from the market and geo-politicla events, and while he "didn't have war in Iran on his dance card," he doesn't think it will change the outcomes all that much. He expects oil markets, for example, to stabilize once investors are certain that the Straits of Hormuz have re-opened, and he thinks there is plenty of opportunity where money has been flowing, into areas like artificial-intelligence infrastructure. All in all, he expects the stock market to celebrate a fourth birthday for the current bull market.    Veteran trader Peter Robbins discusses his book, "The Trader's Journey: Navigating the Path to Trading Success," covering how important it is for traders — even investors who want to do modest amounts of transactions with a small percentage of their holdings — to find the system that works for them and their lifestyle, and he talks about how technology has changed trading, but how the evolution in artificial intelligence hasn't made it so that individual investors can't find a working path to success.     Allison Hadley discusses a study she did for PartnerCentric.com study looking at AI shopping trends, where she found that nearly half of Americans tried AI-powered shopping last year, buying an average of more than $400 in eight transactions, and nearly two-third of shoppers expect to embrace AI when shopping this year. Despite that advancement, she notes that only 13% of Americans trust AI completely in its shopping recommendations with more than 80 % of consumers verifying its suggestions independently.

    1h 1m

  8. MAR 9

    Research Affiliates' Masturzo on inflation: '3% is the new 2%'

    Jim Masturzo, chief investment officer at Research Affiliates, says that "Volatility is just a reaction to something new, and something that has changed," which is why investors can expect a volatile market as it works through the start of the war in Iran. That said, he is not expecting the war to change much, other than increasing volatility, provided it does not last for a long stretch of time. Masturzo does think that current events will contribute to higher inflation, but he says that — whether the Federal Reserve likes it or not — a 3% inflation rate has become the norm and is likely to remain that way, in large part because the economy has shown that it can push through that level of inflation and continue growing.    Vijay Marolia, chief investment officer at Regal Point Capital, also digs in on inflation in "The Week That Is," noting that the upcoming inflation numbers will be the financial story of the week ahead, but also potentially for many consumers' financial lifetime, noting that if higher inflation becomes the norm, it dramatically changes the math for building a retirement-savings nestegg that can overcome longevity and purchasing-power risk. Marolia also discusses the early impacts of war in Iran on the market and how he expects it to play out in oil prices, as well as his sense on what's next for the Space X merger.    David Trainer, president at New Constructs, takes a victory lap on some Danger Zone picks that have paid off, but where he believes there is significantly more trouble to come. It's a rogue's gallery of names like Affirm and Snap that all have fallen by at least 25% in 2026 and much further than that since their 52-week highs; Trainer notes that these stocks, and several others that he discusses, may look like bargains now that they have been beaten down, but warns that investors who buy now could be catching proverbial falling knives. Further, he says, there is no need to chase big losers in hopes of catching a turnaround.

    55 min
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4.3
out of 5
121 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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