939 episodes

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.

Money Life with Chuck Jaffe Chuck Jaffe

    • Business
    • 4.3 • 85 Ratings

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.

    The market 'is giving a signal that investors should be very careful'

    The market 'is giving a signal that investors should be very careful'

    Arnim Holzer, global macro strategist at Easterly EAB Risk Solutions, says that he is concerned that investors don't understand just how badly their portfolios will perform in 2022 when interest rates start to rise. The way tech stocks and high-momentum sectors of the market are already reacting, Holzer said, should make investors cautious and have them looking at financial stocks and insurance companies, plus utilities, going forward. Also on the show, Ted Rossman talks about the latest Bankrate.com survey covering the shopping issues that more than three-quarters of Americans were facing before the holiday season got into full swing, David Trainer of New Constructs put AMC Entertainment -- one of the original meme stocks -- back into the Danger Zone, questioning whether there is any real value to the company's stock at all, and Robin Wigglesworth, columnist for the Financial Times, discusses his new book on the creation and evolution of the index fund and how it went from being ridiculed and scorned to being the cornerstone of trillions of dollars in investment portfolios in just a few decades.

    • 59 min
    Centerstone's Deshpande: 'Value is actually working,' but growth stocks are iffy

    Centerstone's Deshpande: 'Value is actually working,' but growth stocks are iffy

    Abhay Deshpande, founder and chief executive officer at Centerstone Investors, says that tech and growth-oriented investors could see some trouble ahead, as growth rates slow from Covid-era comparisons, leading to a potentially significant correction next spring. Value investors -- and Deshpande is one -- should see their methods continue to pay off because they don't rely on continuing multiple expansion to drive their profits. Also on the show, Gaal Surugeon, portfolio manager at Brookfield Asset Management's Public Securities Group, discusses real assets and their potential with the passage of the new infrastructure bill, Tom Lydon of ETFTrends.com makes a brand-new ESG fund his ETF of the Week, and author Maura Thomas offers tips for improving the organization and eliminating the clutter of your email inbox.

    • 1 hr
    Two experts see varied, multiple reasons for optimism into 2022

    Two experts see varied, multiple reasons for optimism into 2022

    Two portfolio managers provide a lot of reason for investor optimism in today's show, with Larry Cordisco of Osterweis Capital Management discussing 'pockets of opportunity' in the market, highlighted by quality names that have actually been lagging behind the market as it has returned to record-high levels. Cordisco sees opportunities in dividend-paying stocks, which is particularly important for investors looking for income. Meanwhile, Jack Janasiewicz of Natixis Investment Managers says that strong corporate earnings and consumer spending should be able to overcome inflation concerns to limit the market's potential for a downturn, turning any downturn into a buying opportunity for long-term investors. Also on the show, Noland Langford of Left Brain Investment Research revisits Nvidia and Bath and Body Works to see if they can continue their fast-growth trajectory after positive third-quarter earnings reports, and Chuck answers an audience-member's question about U.S. Savings Bonds.

    • 58 min
    Sierra's Wright: Trouble seems likely, use stops to protect gains

    Sierra's Wright: Trouble seems likely, use stops to protect gains

    David Wright, lead portfolio manager at Sierra Investment Management, says that the market is currently so overvalued that it has a lot more downside room to run than upside. While Wright remains fully invested right now -- and isn't calling for a major reversal in the immediate future -- he cautioned that investors should be looking to protect gains from heightened market volatility ahead by using stop-loss orders on their biggest and most risky positions. Also on the show, Leo Leydon of Financial Focus Advisory Services says that he thinks the market is due for a technical pullback -- possibly before the holidays -- before it can go off on another run, while Greg McBridge of Bankrate.com discusses the site's recent survey showing that a majority of American workers feel like they are behind when it comes to retirement savings. In the Market Call, Mark Lehmann, chief executive officer at JMP Securities talks about fast-growth companies in the technology, health care, real estate and financial-services sectors.

    • 1 hr
    Commonwealth's McMillan: Heightened inflation's not going away for three to five years

    Commonwealth's McMillan: Heightened inflation's not going away for three to five years

    Brad McMillan, chief investment officer for Commonwealth Financial Network, says that the inflation spike created by the global supply crisis that has pushed inflation to the 6 percent level will last for another three to six months before fading, but he notes that there are structural elements that are also pushing inflation higher, and those conditions are not transitory. As a result, he expects inflation to retreat to the 2 to 3 percent range later in 2022 and to remain there for the next three to five years. Also on the show, Meredith Stoddard discusses Fidelity Investments' 2021 American Caregivers Study, author Jeffrey Hooke focuses on his latest book -- “The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments” -- and Kyle Guske of New Constructs puts Peloton stock back in the Danger Zone after the company's most recent earnings report.

    • 59 min
    NDR's Clissold: Growth will slow, volatility will rise in '22

    NDR's Clissold: Growth will slow, volatility will rise in '22

    Ed Clissold, chief U.S. strategist for Ned Davis Research, says that the market has room to run into next year, but that 2022 is likely to see much more volatility and much slower growth, even if inflation concerns start to fade and interest rates don't move dramatically higher. Clissold expects an earnings environment that is less friendly, traditional mid-term election year doldrums and more to hold the market to an average year overall, but with more pullbacks and downturns en route to that profitable finish. By contrast, Jim Welsh, macro strategist at Smart Portfolios, says the technicals -- along with some market history, plus higher inflation for longer than he believes most are expecting -- suggest that trouble is coming next year; unlike most technicians who have appeared on the show, Welsh expects the market to take a step back before starting a Santa Claus rally to finish 2021. Also on the show, Stephen Hester, partner at Wide Moat Research and editor at the Intelligent REIT Options Advisor newsletter, compares business-development companies to REITs as a portfolio tool, and financial adviser Tony Hixon discusses his book, 'Retirement Stepping Stones,' and how important it is for people to consider more than their finances as they prepare to end their working careers.

    • 1 hr

Customer Reviews

4.3 out of 5
85 Ratings

85 Ratings

Heather Bo ,

Awesome Content!

Interesting topics and knowledgeable guests make this podcast a must-listen!

mr_guns ,

Informative

Love the format and the information on this podcast. There are a lot of guest from various fields giving you a wide view of various topics. Book reviews are a great opportunity to hear about books I would have never even heard about. One of my favorite financial podcasts.

Reviewer of fun ,

Not your average show

Not perhaps always the deep dive but chuck does a good job with guests and bringing different viewpoints. Chuck comes with a great background in the industry and truly cares. Give this a few days to learn the format it will grow on you.

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