Money Life With Chuck Jaffe public
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Financial planner Dawn Starks combines her love of personal finance with her passion for simple living. People often find personal finance complex and intimidating, but it doesn’t have to be. Listen in to find ways to make your financial life simpler.
 
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Katie Stockton, founder and managing director at Fairlead Strategies, says that the market's recent volatility has changed investor sentiment but that mood change actually is creating buying opportunities. Stockton says she does not see much pressure for a correction in the market now, in spite of the market's nervousness; she notes that much of th…
 
Ken McAtamney, manager of the William Blair International Leaders Fund, says that an 'underinvestment in [capital expenditures] around the world' has created a void that is now being filled around the world. He noted that beyond physical infrastructure in the United States and Europe, there will be expansive spending on data and digital infrastruct…
 
Stock market volatility is up as the markets try to sort out whether inflationary increases are permanent and when the Federal Reserve will decide it's time to raise interest rates, and that backdrop -- coupled with renewed fears of how Covid-19 could impact the business world -- should make volatility the norm for at least the remainder of the yea…
 
Jim Paulsen, chief investment strategist for Leuthold Weeden Capital Management, says that inflation is the big risk facing the market, but he downplays the potential for inflation to last once supply-chain issues and demand levels normalize post-pandemic. Meanwhile, he makes the case that the stock market could rise from now through the end of the…
 
Scott Colyer, chief executive officer at Advisors Asset Management, says that for all the talk that the Federal Reserve has started talking about hiking interest rates, he doesn't see it happening until 2022 or beyond, and that means that investors don't have to change strategies now to stay in line with the central; bank. He expects returns for th…
 
Greg Valliere, chief U.S. policy strategist at AGF Investments, says that the Federal Reserve wants the economy to run hot and is likely to let things keep rolling longer before raising rates to potentially put the brakes on. That, he says, will be well down the line, as he expects a good economy -- though not necessarily great -- for the next few …
 
Brent Schutte, chief investment strategist for Northwestern Mutual Wealth Management, says that while worries about rising inflation and interest rates have some market observers talking about the potential for recession, he believes they're ahead of the economy right now. Schutte says the economic cycle still has room to roll -- and that the marke…
 
Zachary Karabell, president of River Twice Capital, says that short-term bottlenecks and supply-chain issues are not systemic inflation, and while he foresees inflationary spikes, he does not believe that long-term upward price pressure is about to change the broad economic picture. In a wide-ranging Big Interview, he notes that the global economy …
 
Charlie Bobrinskoy, vice chairman of Ariel Investments and a noted value manager, says that he expects inflation to be more than 'transitory,' and that if prices start to rise, it could spell some trouble for growth stocks. Meanwhile, even with the markets around record-high levels, he believes there are still plenty of reasonably priced companies …
 
Rick Bookstaber, chief risk officer at Fabric RQ, talks about the changing face of risk in the current market environment, running from how rising inflation and interest rates play in to how the 'gamefying' of the market and the eruption of meme stocks that have defied traditional market forces has the potential to impact all investors, even the cl…
 
David Goerz, chief investment officer at Strategic Frontier Management, sees trouble ahead for a market that is overvalued, with an economy that he believes is headed for trouble unless government spending is reduced and with a bond market that he finds troubling. Goerz expects the Federal Reserve to hike rates once this year, and says there will b…
 
Marko Papic, chief strategist for the Clocktower Group, says that he expects an inflation surprise to the upside -- bigger than the market forecasts -- which is likely to upset the market, adding to volatility and limiting the forward potential for stocks. It has him looking to foreign markets to generate bigger returns for the remainder of the yea…
 
Joe Terranova, chief market strategist at Virtus Investment Partners, says that the market's rebound from early-pandemic lows has investors tempted into concentrated portfolios, pursuing the hot sectors and big winners, but he says the remainder of the year will be about risk, and 'reintroducing diversification by asset class, geography, equity siz…
 
John Mousseau, chief executive officer and director of fixed income at Cumberland Advisors, says that worries about rising inflation are overblown given current conditions, and he says investors should expect higher inflation but only to the extent that it returns to pre-pandemic levels over the next year. Also on the show, Francesca Ortegren discu…
 
Different analysts taking a fundamental and a technical view of the market both think that strong conditions will carry into the second half of 2021, but think returns may be muted compared to the last six months. Rusty Vanneman, chief investment strategist at Orion Portfolio Solutions, says that 'the growth rate of the growth rate' is slowing, whi…
 
Meb Faber, chief executive and chief investment officer for Cambria Investments, says that the U.S. stock market's return to record high levels has given it little room to move forward from here -- with the exception of value stocks, which remain attractive despite a 'face-ripper' of a year -- but he believes that while investors can ride the curre…
 
Michael Falk of Focus Consulting Group -- who joins Chuck every three months to discuss the market, investing and his personal battle with Lou Gehrig's Disease -- responds to fears of rising inflation and interest rates, whether that changes his disdain for bonds, but also talks baseball, how the pandemic was a stroke of good fortune for him and mu…
 
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