Signal or Noise?

Charlie Bilello, Peter Mallouk, Creative Planning
  • 5.0 (24)
  • INVESTING
  • UPDATED BIWEEKLY
Signal or Noise?

Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

  1. NOV 13

    The Election and What Comes Next

    With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise?

    1h 4m

  2. NOV 1

    Easing Into a Melt-Up

    With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn’t taxes). They close with their perspective on mass media influence and discuss the election’s potential impact on the market. Is it a signal or just noise?

    28 min

  3. OCT 25

    Great AI Expectations

    Baseball playoff banter sets the stage for investment advice from Charlie and Peter, where they outline five critical tips for investors to punch above their weight: starting early, generating tax alpha, owning assets, avoiding trends and extending time horizons. They also discuss the U.S. national debt and the impact of AI before educating viewers on tight credit spreads, ultimately determining whether they’re a signal or just noise.

    40 min

  4. OCT 8

    Die With Zero?

    In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise.

    43 min

  5. SEP 20

    The Easy Money Has Been Made

    But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise.

    37 min

  6. SEP 6

    The #1 Way Americans Become Millionaires

    Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk’s insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise?

    41 min

  7. AUG 16

    The $35 Trillion Elephant in the Room

    There’s an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX.

    37 min

  8. AUG 7

    Embracing Panic

    With all that’s happening in the market, you’ll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge.

    40 min
See All (38)

Ratings & Reviews

5
out of 5
24 Ratings

About

Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

Information

  • Creator
    Charlie Bilello, Peter Mallouk, Creative Planning
  • Years Active
    2023 - 2024
  • Episodes
    38
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Signal or Noise?

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