Best Chuck Jaffe Podcasts (2024)

1
Baird's Fitterer: It feels like the Fed wants to ease, but can't do it now 59:12

1h ago59:12

59:12

Lyle Fitterer, portfolio manager for the Baird Strategic Municipal Bond fund, says that investors should take the Federal Reserve at its word, expecting interest rates to have peaked, anticipate a cut but don't expect it to happen until the numbers warrant it. That may not happen until late in the year or into 2025. Meanwhile, he notes investors ar…

1
Seven Canyons' Kutusov: Supply chain diversification will reshape global markets 1:01:16

3h ago1:01:16

1:01:16

Andrey Kutusov, portfolio manager on the global, international and emerging markets small-cap teams at Seven Canyons Advisors, says that "near-shoring" or "China plus one" supply-chain diversification will "be the dominant force in international markets over the next decade." Kutusov says that geopolitical pressure and rising labor costs have pushe…

1
Wells Fargo's Wren: 'There's very little chance of a rate cut any time soon' 59:04

3h ago59:04

59:04

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, expects the Federal Reserve to cut rates, but no more than twice this year and in September at the earliest, and he says it's increasingly likely the moves won't start until 2025. The amazing thing, Wren says, is that the stock market got to where it was flirting w…

1
Clocktower's Papic: Global conflicts aren't such big market events 59:58

10h ago59:58

59:58

Marko Papic, chief strategist at Clocktower Group, says that two wars have had less impact on markets that many observers have expected because the market has recognized that geopolitical events require a direct tie to earnings before they can truly dampen gains. Because of that -- but also because of issues he sees with the domestic economy -- Pap…

1
Hennessy's Ellison: Bank stocks will pay a price when rates get cut 56:24

7h ago56:24

56:24

David Ellison, portfolio manager for the Hennessy Large Cap and Small Cap Financials funds, says that investors should not expect the classic thinking of lower rates equals higher margins and bank stocks go up, because the math may not work that way this time, which is why he is hoping rates stay where they are for longer. Ellison says that the Fed…

1
Rayliant's Ashby: U.S. fiscal policies are setting up a global crisis 1:00:24

1d ago1:00:24

1:00:24

Ben Ashby, head of investments at Rayliant Global Advisors, says he's not particularly worried about what two current wars and other issues are doing to the economy ad stock market now, but that his real worry is federal policies in terms of fiscal expenditures. "To me, that doesn't look sustainable, and that looks more like an emerging market than…

1
Success Under Pressure: Leadership, Business, and Life Lessons from the Turf to the Terroir 39:17

1d ago39:17

39:17

Hank Smith welcomes the legendary Dick Vermeil to another story-packed episode of Speaking of Quality. The NFL and local legend, Hall of Famer, and business owner chats with Hank about the keys to effective leadership, the magic of gut instinct, and the importance of chemistry – both on and off of the football field. Throughout this invigorating ep…

1
ChartPattern's Zanger content to stay in cash and wait out trouble 55:39

2d ago55:39

55:39

Dan Zanger, founder and chief technical analyst at ChartPattern.com, says that he has followed the leaders out of the market, noting that the artificial-intelligence companies that had led the market's rally to new highs have now gone into consolidations and he's content to accept money-market returns until the market changes its tune and the chart…

1
Economist Yardeni expects no rate cuts and a market hitting 5400 this year 58:55

5d ago58:55

58:55

Edward Yardeni, president and chief investment strategist at Yardeni Research, says the economy is resilient enough to handle current levels of interest rates, and that better economic growth will allow earnings to drive the stock market higher even as anticipated rate cuts from the Federal Reserve are put off until 2025. Yardeni says he expects th…

1
NFCU's Frick: The Fed has less power to fix things than markets want to believe 1:00:10

6d ago1:00:10

1:00:10

Robert Frick, corporate economist at Navy Federal Credit Union, says that the current issues keeping inflation high are about supply-side economics and are the kinds of problems that the Federal Reserve can't just fix by cutting interest rates. So while he sees the Fed as having pulled off the soft landing earlier this year, it can't "save us" this…

1
Matthew Cahill: From Self-Acceptance to Belonging – Exploring the Path to Happiness | Sero Boost #50 1:13:05

7d ago1:13:05

1:13:05

Ready to unlock the secrets to happiness through belonging? Join Dina Sargeant as she delves deep into the core of what it means to truly feel at home, both within ourselves and in our workplaces. Get ready to explore how self-acceptance can be the key to unlocking a world of belonging and joy! Joined by Matthew Cahill, a renowned speaker, coach, a…

1
Two hot takes on the hotter-than-expected inflation numbers 59:50

7d ago59:50

59:50

With Wednesday's release of the latest Consumer Price Index numbers shaking the market's confidence that the Federal Reserve will cut rates soon, Chuck gets the latest take from Christian Chan, chief investment officer at AssetMark, and Gargi Chaudhuri, chief investment and portfolio strategist at BlackRock. Both see the Fed as acting, though Chan …

1
SSGA's Milling-Stanley: Gold should keep thriving in this environment 1:01:30

13d ago1:01:30

1:01:30

George Milling-Stanley, chief gold strategist at State Street Global Advisors, says that inflation staying stubbornly above the target of the Federal Reserve -- despite the central bank's moves that have raised interest rates to 20-year highs -- has created the kind of market conditions in which gold, historically, has thrived. He does not think go…

1
Hi Mount's Delwiche: 'It takes bulls to have a bull market' 1:00:00

15d ago1:00:00

1:00:00

Willie Delwiche, investment strategist at Hi Mount Research, says the bullish sentiment and investor optimism should lift the commodities market and help the market rally keep rolling, though he says investors should be worried that conditions are taking a turn for the worse when more stocks are making new lows rather than new highs or the Standard…

1
Comerica's Adams expects 'a pretty good year for the economy,' helped by summer rate cuts 1:00:26

16d ago1:00:26

1:00:26

Bill Adams, chief economist at Comerica Bank says 2024 will end up as "a pretty good year for the economy," with the soft nearly in place as the Fed starts to cut rates in the summer. He notes that worries about an interest-rate shock or an energy-price shock -- the big two drivers of recession -- are not exceptionally high right now and any raised…

1
Asbury Research's Kosar: It's risk-on, especially in commodities, despite warning signs 59:59

19d ago59:59

59:59

John Kosar, chief market strategist at Asbury Research, turned positive on the market back in November and he's not ready to ring the register and close out the current rally just yet, though there are some metrics showing that "the market is about as overextended as it's been historically before you get a correction." That doesn't make him nervous…

1
VettaFi's Rosenbluth: This is an exciting time for boring investments 1:01:34

20d ago1:01:34

1:01:34

Todd Rosenbluth, head of research at VettaFi, says that American investors who have some $6 trillion in cash are in danger of missing out as the Federal Reserve begins to cut interest rates in coming months, meaning they should focus on what they are doing with their cash-like investments. That's why he made Fidelity Limited Term Bond his "ETF of t…

1
Civic Literacy: Igniting Change and Fostering an Engaged and Educated Community 28:19

16d ago28:19

28:19

Lauren Cristella, CEO of Committee of 70, joins host Hank Smith for another exciting episode of Speaking of Quality. Lauren, a passionate advocate for active citizenship and dedicated leader in Philadelphia, chats with Hank about the future of the historic 120-year-old nonprofit, the critical role civic literacy plays in building a better future fo…

1
Macro Institute's Nick says we'll talk much more bad news later this year 58:59

21d ago58:59

58:59

Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market rally rolling. Instead, he says the Fed tends to cut rates when things go wrong, which he expects to happen by the middle of the year, when bad economic n…

Podcasts Worth a Listen

Chuck Jaffe Podcasts

Podcasts Worth a Listen

51
Money Life with Chuck Jaffe

Chuck Jaffe

1
Speaking of Quality

Hank Smith and Haverford Trust

1
Reach for the Stars...and Smile!

Star Miller

1
Sero Boost: The Happiness Science Insights Podcast

LMSL

1
Baird's Fitterer: It feels like the Fed wants to ease, but can't do it now 59:12

1
Seven Canyons' Kutusov: Supply chain diversification will reshape global markets 1:01:16

1
Wells Fargo's Wren: 'There's very little chance of a rate cut any time soon' 59:04

1
Clocktower's Papic: Global conflicts aren't such big market events 59:58

1
Hennessy's Ellison: Bank stocks will pay a price when rates get cut 56:24

1
Rayliant's Ashby: U.S. fiscal policies are setting up a global crisis 1:00:24

1
Success Under Pressure: Leadership, Business, and Life Lessons from the Turf to the Terroir 39:17

1
ChartPattern's Zanger content to stay in cash and wait out trouble 55:39

1
Economist Yardeni expects no rate cuts and a market hitting 5400 this year 58:55

1
NFCU's Frick: The Fed has less power to fix things than markets want to believe 1:00:10

1
Matthew Cahill: From Self-Acceptance to Belonging – Exploring the Path to Happiness | Sero Boost #50 1:13:05

1
Two hot takes on the hotter-than-expected inflation numbers 59:50

1
SSGA's Milling-Stanley: Gold should keep thriving in this environment 1:01:30

1
Hi Mount's Delwiche: 'It takes bulls to have a bull market' 1:00:00

1
Comerica's Adams expects 'a pretty good year for the economy,' helped by summer rate cuts 1:00:26

1
Asbury Research's Kosar: It's risk-on, especially in commodities, despite warning signs 59:59

1
VettaFi's Rosenbluth: This is an exciting time for boring investments 1:01:34

1
Civic Literacy: Igniting Change and Fostering an Engaged and Educated Community 28:19

1
Macro Institute's Nick says we'll talk much more bad news later this year 58:59

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