Money Life with Chuck Jaffe

Chuck Jaffe
  • 4.3 (121)
  • INVESTING
  • UPDATED DAILY

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. 21H AGO

    How 'A.I. Economics' will impact almost everything

    While much of the focus on artificial intelligence has been on how it will improve productivity, economist Benjamin Shiller, author of "AI Economics: How Technology Transforms Jobs, Markets, Life and Our Culture," says that many impacts that are just starting to be seen will be at least as revolutionary. Shiller says, for example, tha expects an end or near end to pop-up ads and Internet advertising, expects books to be free and much more. He also discusses the continuing challenges of AI integration and whether investors have seen the true financial winners yet.  After a week in which Nvidia and Intel powered the stock market back to near record levels, Vijay Marolia, the chief investment officer at Regal Point Capital, discusses why the rally in one of those stocks feels temporary while the other can roll on. He also compares and contrasts those stocks with Apple and Netflix, suggests that investors should slice technology stocks into thin industry groups to get a better understanding of valuations and talk about his expectations for inflation, all in "The Week That Is."   Plus, Kyle Guske, investment analyst at New Constructs, puts a mid-cap fund that is off to a hot start this year into The Danger Zone, noting that it is loaded with unattractive stocks far beyond the level of a cheaper mid-cap index fund that projects to be a better long-term holding for the future. He discusses why a fund getting solid ratings from Morningstar could look so ugly to him.

    54 min
  2. You Might Also Like: NewlyParents

    21H AGO ·  BONUS

    You Might Also Like: NewlyParents

    Introducing WE’RE BACK... AND WE HAVE A BABY! from NewlyParents. Follow the show: NewlyParents We’re back, baby! Ziggy has arrived, and after a few months of nesting and navigating newborn chaos, Jamie and Sophie are officially BACK and unfiltered as ever.  Brace yourselves as Sophie and Jamie tell us ALL about what went down in the birthing room. The magical moments, the scary moments and the… angry tarantula?! 🕷️ PLUS, we find out what happens if you fall in love with your doctor, all the inventive things you can do with a placenta, and why Jamie wants a keyring to remember the exact moment Sophie’s waters broke… We wanted to thank you SO much for following us on this journey. Whether you’ve been with us from the start or you’re just joining, we can’t wait to bring you along with us in this next chapter! And OF COURSE, we love your listener messages. WhatsApp us your voice notes on +447735380973, SLIDE into our DMs @newlyparentspodcast, or email us at newlyparents@jampotproductions.co.uk.  Thanks for listening x — Instagram: @newlyparentspodcast  TikTok: @newlyparentspod YouTube: @newlyparentspodcast — Credits: Producer: Magda Cassidy Assistant Producer: Alex Reed Video: Jake Ji and Josh Bennett Sound: Rafi Amsili Geovannetti Social Media: Kiera Maloney Exec Producer: Ewan Newbigging-Lister Hosted on Acast. See acast.com/privacy for more information. 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. 3D AGO

    StockTA's Steuer: Market's rally has it due for a pause, awaiting clarity

    Kevin Steuer, managing partner at StockTA, says the stock market's rally after the initial peace talks over the War in Iran got a bit ahead of itself, and he's now expecting the market to hover — without facing much downside pressure — awaiting more resolution and clarity. He's heavily in cash at this point — the most cash he has held by percentage since the Covid crisis — and is looking at defensive, inflation-oriented plays while he waits for a signal that the rally is back on. David Gutierrez, vice president at Liberty Street Advisors — which runs the Private Shares Fund — says that private markets are similar enough to public markets that one of the big sweet spots now is artificial intelligence, though he is focused mostly on A.I. infrastructure noting, for example, that the shift from copper-based to optical-based networking in servers is an investable trend that does not depend on how well the AI works but instead is based entirely on the demand for more technology support. He also discusses shifting trends in how long private companies are waiting before going public, and how geopolitics could be impacting private firms. Plus, Noland Langford, chief executive officer at Left Brain Capital Management, brings his strategy of buying proven winners while they are still on the rise back to the Money Life Market Call.

    1 hr

  4. 4D AGO

    Economist Silvia says 'there's no relief from interest rates'

    John Silvia, chief executive officer at Dynamic Economic Strategy, says he expects the Federal Reserve to keep interest rates steady, leaving mortgage rates stuck at 6%-plus and in an environment with the 10-year Treasury rising slightly. Silvia points out that the central bank is not going to be frantic about 3% inflation and reducing it to the 2% target level, but he says that investors and retirees will suffer from that higher inflation, creating more of a retirement-savings struggle. Courtney Werning, principal at Meyer Wilson Werning and the 2027 president-elect for the Public Investors Advocate Bar Association, discusses how and why smart consumers and investors get caught up in scams and how artificial intelligence has raised fraud risks, particularly for seniors. Todd Rosenbluth, head of research at VettaFi , turns to Japan for his ETF of the Week, suggesting that it might be worth a portfolio tilt for someone looking to add foreign exposure to a portfolio. In the process, he discusses whether investors looking that way want to hedge the currency risk or play it straight.

    56 min

  5. 5D AGO

    Hood River's Cannon on avoiding companies 'that are going to get AI'd'

    Lance Cannon, portfolio manager at Hood River Capital Management, says in the Market Call that he is looking for transformational small companies that can benefit from changing trends in key industries, which has included artificial-intelligence stocks heavily as his funds produced stellar results in recent years. But Cannon says that looking for those companies means finding businesses that will not wind up on the wrong end of AI developments themselves, where a current flash will turn into a future crash. Allison Hadley, an analyst at Digital Third Coast, discusses research she did for Howdy.com looking at how consumers use — and whether they trust — artificial intelligence. Following up on David Trainer's Monday appearance in The Danger Zone — where he put all AI users in the Danger Zone because the quality of information they are using is questionable — Hadley noted that consumers are split, with a large cohort having a healthy distrust of the accuracy of the new technology, while another large group is willing to trust its answers blindly. Ray Shefska, co-founder of CarEdge, goes "Off The News," discussing the big expansion plans announced recently for the Amazon Autos program and how it will change — and potentially improve — the car-buying experience for consumers. While Amazon has been selling cars in a pilot program since 2024, the recent news marks an expansion into many more car brands now being available through the retailer.

    58 min

  6. 6D AGO

    American Gold's prez sees gold hitting $6,000 within 18 months

    Dana Samuelson, founder and president of American Gold Exchange, says gold investors shouldn't expect the rally in metals to resume at the pace it set last year — when gold was up over 60% — but he does believe that the fundamentals that were in place for that rally will drive gold back up once concerns over war and inflation are a little less prominent. He sees the metal hitting $6,000 in 12 to 18 months, and says he'd be buying in dips now. Thomas Raymond, founding partner at Callan Family Office, says he's staying patient while war gets resolved, because backstopping the economy and the markets are a $7 trillion mountain of cash that investors will want to put to work, and the continuing artificial-intelligence story that is creating an attractive place to invest it. Those forces should drive the market higher, overcoming inflation and other headlines and potential "micro-recessions" to get there.  David Goodsell, executive director of the Natixis Investment Managers' Center for Investor Insight, discusses the firm's recent look at America's massive ongoing wealth transfer, which found that 47% of inheritors don't plan to keep their parents' advisor. He discusses what's behind the changes and what kinds of advice inheritors are hoping to get.

    55 min

  7. APR 20

    Fiduciary Trust's Sanchez: Solid fundamentals will win out

    Ron Sanchez, chief investment officer at Fiduciary Trust Company International, says in "The Big Interview" that solid fundamentals from both the top down and the bottom up should make it that earnings can drive the stock market higher once there is resolution in Iran, where war has been creating problems that could make for a volatile and bumpy few months. He expects higher inflation to be temporary, but thinks conditions are solid enough for a strong rebound once the market feels confident that there is resolution, noting that bounce-backs tend to be solid and strong after geopolitical conflicts end. That makes for selective buy-the-dip opportunities for patient investors.   David Trainer, founder and president of New Constructs, has been issuing warnings tied to artificial intelligence for a while, but this week he goes in a different direction, and comes for A.I. users in the Danger Zone," noting that the shortcomings of the new technology and a conflict of interest involved in its continued development have ordinary people relying on information that may not be so reliable. In "The Week That Is," Vijay Marolia, chief investment officer at Regal Point Capital, looks at how the market is responding to the flip-flop in headlines over the Strait of Hormuz and discusses whether investors should expect the market to take off once there is clarity on the war. He also discusses what's next for earnings season and looks at two business pivots involving name-brand stocks that have gone in very different directions.

    59 min

  8. APR 17

    Veteran technician sees new highs leading to a range-bound, volatile market

    D.R. Barton Jr., director of market research for the Foundation for the Study of Cycles, says he expects the market to continue its recovery through one more burst higher that lasts into the summer, but after that he is seeing "a bouncy, sideways market" with heightened volatility, swings reaching 20% up or down in a quarter. He is looking for "inflation-hedging names" for whatever happens coming out of the current cease-fire in the war in Iran, noting that he expects inflation to dampen the economy and the market for the remainder of the year. Isaac Wakszol, chief executive officer at Activest Wealth Management, says investors need to guard against "this time is different" thinking in wanting to make portfolio changes due to the recent increase in inflation and oil prices, war in Iran and more. He notes that in the market's last 100 years, there have been 17 recessions and 20 wars and that markets have always recovered, "and we're on Day 40-something of this war and the market is higher."  In preaching discipline, Wakszol did note that 2026 into 2027 will be "a year of reckoning" for artificial intelligence, to see if it can deliver on its promises, because failing that could dampen market enthusiasm. In The NAVigator segment, Rob Shaker, portfolio manager at Shaker Financial Services, says that the fear-based selling that gripped the market around the start of war in Iran created a "generic widening" of discounts for closed-end funds. Shaker, a "discount-capture investor," says that widening — and the current recovery — was caused mostly by "the irrational effects of excessive selling pressures overall," which means that the bad news is creating buy-the-dips opportunities rather than fundamental problems for closed-end funds.

    58 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
    Explicit
  • Copyright
    ℗ & © 2025 Money Life Radio, Inc.
  • Show Website
    Money Life with Chuck Jaffe

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