Money Life with Chuck Jaffe

Chuck Jaffe
  • 4.3 (121)
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  • 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. 22H AGO

    Water Tower's Severson: The economy sees $75 oil 'as the new $60'

    Shawn Severson, chief executive officer and the head of market and thematic research at Water Tower Research, says that oil futures prices looking out into 2027 and reacting as if "$70 is the new $60," a sign that the market does not think any oil shock will be long-lasting. Meanwhile, he says that the economy's continuing strength is showing that it can absorb and tolerate higher inflation and other current headline risks without falling into a recession. As a result, he sees downturns while the market digests the uncomfortable news as if there's a "pig in the python" as buying opportunities. Jenny Harrington, chief executive officer and portfolio manager at Gilman Hill Asset Management says in the Market Call that artificial intelligence having sucked up so much attention and investment dollars has actually created "more excellent opportunities in the past year than I have had in a long time." Despite that, Harrington says it's a tough overall market to pick stocks because current events are distorting and disrupting markets and "I don't think we've even begun to feel what the reverberations and aftershocks may be from the closing of the Strait of Hormuz."  Stephen Kates, financial analyst at Bankrate.com, discusses the latest national housing affordability numbers that were released on Tuesday, and how cooling home prices offer modest relief to prospective buyers. He notes that with 30-year mortgage rates seemingly stuck at or above 6% nationally for a while, the market is not likely to feel much better even if affordability numbers keep showing moderate improvement.

    59 min
  2. You Might Also Like: Silver Linings with The Old Gays

    23H AGO ·  BONUS

    You Might Also Like: Silver Linings with The Old Gays

    Introducing Muscles, Drama, & Trauma (Queer on Screen, Part 1): “If there were no gays, there would be no Hollywood.” from Silver Linings with The Old Gays. Follow the show: Silver Linings with The Old Gays We’re kicking off Season TWO with a double feature. That’s right – Inspired by the culture’s sudden obsession with Heated Rivalry, the four of us sat down to talk through queer film and television from across our lifetimes…starting at the very beginning of film history.  Back when we were growing up, “mainstream” and “gay” didn’t exactly go together. So what did it feel like to see ourselves on screen for the first time? Sexy…inspiring…confusing…and yes, sometimes downright terrifying. From Ben-Hur’s little “secret”...to some of the earliest queer characters in cinema… to things we’re still trying to process (gay cannibalism, anyone?), consider this your queer film festival. So join us as we look back at the portrayals that shaped us...for better, worse, and everything in between. See omnystudio.com/listener for privacy 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. 1D AGO

    BlackRock's Laipply on the 'generational opportunity' in fixed income

    Steve Laipply, global co-head of iShares Fixed Income ETFs for Blackrock, says that with fixed-income yields staying high and with evolving tools in new funds, investors have a generational opportunity to generate solid real returns and, more importantly, a solid income stream. BlackRock today released a new paper on current fixed-income opportunities, and Laipply discusses laddering bond ETFs with different maturities versus holding more general short-, intermediate and long-term funds, as well as the benefits of adding different types of fixed-income funds, including private credit and more. Russell Rhoads,  professor of financial management at Indiana University and co-host of Academic Market Insights, says in the "Talking Technicals" segment that he's "a beat-up bear," but he cautions that volatility remains elevated and that when the VIX volatility index is elevated when the stock market is going strong, "That usually doesn't end very well." He says that stocks are about six months into an over-valuation cycle, with the Cape Shiller PE Index hitting its highest levels in decades; "When it reaches a higher level like that," Rhoads says, "we have typically gotten a correction in the next year or two." Plus, Chuck — who wrote two different books on choosing and working with financial advisers — answers a question from a listener whose financial adviser is retiring, who now has to decide if they accept that adviser's recommended replacement, go with an adviser with whom there are family ties or starts over with someone new.

    1 hr

  4. 2D 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

  5. 5D 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

  6. 6D 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

  7. APR 22

    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

  8. APR 21

    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
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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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