Synopsis
Money Life with Chuck Jaffe is leading the way in business and financial radio.The Money Life Podcast is sorting through the financial clutter every day to bring you the information you need to do better with Money Life
Episodes
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Driehaus' James: Market is changing to where small-caps should shine.
19/06/2018 Duration: 57minJeff James, portfolio manager of the Driehaus Small Cap Growth Fund, said that small-caps are becoming increasingly attractive in current conditions, and said he expects them to outperform larger stocks for the foreseeable future. Also, Charles Rotblut of AAII Journal has his 'Stock of the Week,' Catey Hill, author of The 30-Minute Money Plan for Moms, and Chuck takes an audience question about buying securities you hear discussed on the show.
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Hamrick: Most people aren't adequately addressing their financial regrets.
18/06/2018 Duration: 01h01minMark Hamrick of BankRate.com discussed his site's recent survey that looked at savers' buiigest financial regrest and found that about half f all people with regrets aren't doing much to fix it. Also, author Laurence Ball dicusses his book on the Fed and Lehman Brothers about the 2008 financial crisis, David Trainer of New Constructs is in for the Danger Zone and more.
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D.R. Barton Jr.: 'You have to have a get-out point, but there is no need to rush to it'.
15/06/2018 Duration: 59minD.R. Barton Jr. of 10minutemillionaire.com said that the market's bullish run isn't going to end immediately, but there are warning signs that an investor should be watching, helping them to set the point where they will exit ahead of the steep potential draw-down that could end the uptrend. Also, Doug Roberts of Channel Capital Research discusses the Fed and its actions from this week and moving forward, Nick Clements of MagnifyMoney.com compares CD and savings rates and Chuck wraps up Morningstar week wit
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Stringfellow: Potential market troubles are out there, but not immediate.
14/06/2018 Duration: 01h05minTom Stringfellow, president and chief investment officer at Frost Investment Advisory, said at the Morningstar Investment Conference that there are plenty of potential problems out there, but no timeline for when they might mushroom into real market troubles. Also, Matt Freund of Calamos Investments, Tom Lydon of ETFTrends.com, Collective Wisdom from HighTower's Global Investment Solutions -- featuring Adam Thurgood, David Bahnsen and Matt Harris -- and Stephen Mathai-Davis with the Market Call.
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Money Life at Morningstar: Domestic stocks, global bonds, emerging markets, fishing and more!!
13/06/2018 Duration: 01h20minIt's the second day of Money Life at Morningstar, and Chuck has another 8 interviews: Abhay Deshpande of Centerstone Investors, Rick Redding of the Index Industry Association, Ann-Laurence Roucher of Mirova, Reik Reid of Baird Equity, EJ Tateosian of Loomis Sayles, Beini Zhou of Matthews Asia, Philip Straehl of Morningstar Investment Management, and Doug Ramsey of the Leuthold Funds. Don't miss Ramsey's comparison of fishing and investing.
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Money Life at Morningstar: It's a cavalcade of financial topics and experts!
12/06/2018 Duration: 01h11minChuck is in Chicago for the Morningstar Investment Conference, and today's show reflects the wide range of top investors who are at the event. And while the slate of interviews starts with Charles Rotblut of AAII Journal -- because he starts us off every Tuesday -- the rest of the show includes Sal Bruno of Index IQ, Alex Pire of Seeyond, Ned Dane of OppenheimerFunds, David Ellison of Hennessy Small-Cap Financial, Patrick Drum of Saturna Sustainable Bond, Tom Florence of 361 Capital and David Jilek of Gatew
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Hyzy: Market's rise will continue, but the bull is injured.
11/06/2018 Duration: 01h02minChris Hyzy, chief investment officer for U.S. Trust and Merrill Lynch said earnings growth and valuations are powering the market, but financial conditions are less accommodating than last year, and the result is that the market will push forward but more slowly until there is a 'next catalyst.' Hyzy expects that catalyst to be solid fundamentals rekindle big earnings advances. Also, author Brian Portnoy discusses his new book, 'The Geometry of Wealth,' Kyle Guske leads a trip to the Danger Zone, and Michae
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Jacob: Small-caps are going to lead the way.
08/06/2018 Duration: 57minRyan Jacob of the Jacob Funds said that the best earnings leverage going forward and for the next few years will come from small-cap stocks; Juan Villaverde of Weiss Cryptocurrency Ratings said that even the best of the cryptocurrencies can't achieve enough stability to inspire any investor confidence as an investment, plus Terry Jones of Investor's Business Daily talks investor optimism and Rolf Agather of FTSE Russell discusses the spread of smart-bera funds and whether consumers truly need to join the mo
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Bacarella: A big downturn isn't possible right now.
07/06/2018 Duration: 57minRobert Bacarella of the Monetta Funds said that the market isn't buying dips right now, but that the big declines people worry about aren't possible given current market conditions. Also, Tom Lydon of ETFTrends.com has the ETF of the Week, BankRate.com analyst Amanda Dixon discusses a survey on how people are using -- or not using -- their vacation time, and we rebroadcast a recent interview with Frank Holmes of U.S. Global Investors.
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Koesterich: Single-digit returns on domestic stocks for next 5 to 10 years.
06/06/2018 Duration: 59minRuss Koesterich of Blackrock Inc., author of a new book on portfolio construction in today's markets, said that investors should expect low to mid single-digit returns for a domestic portfolio for next five to 10 years, which should force them to look at expanding their international holdings if they want better returns going forward. Also blogger Marie Franklin discussed building a small fortune by saving five-dollar bills, and Matt Harris, Adam Thurgood and David Bahnsen of HighTower Advisors gave their m
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Hug: Gold up slightly where it should be given market conditions.
05/06/2018 Duration: 59minPeter Hug, director of global trade for Kitco Metals, says that gold has been holding up because of concerns over the health of the economy, global politics and more that have created enough tension to keep gold slightly above where he thinks it should be given underlying market conditions and inflation. Charles Rotblut of AAII Journal puts a closed-end fund in the Stock of the Week spotlight, and doesn't like it, and Chuck talks about the current issues surrounding legendary fund manager Bill Gross.
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Chaikin: Rising interest rates and rising earnings are very bullish.
04/06/2018 Duration: 01h26sMarc Chaikin of Chaikin Analytics says he is waiting for second-quarter earnings -- which he expects to be 'spectacular' -- to see what he believes will be a significant breakout, as the market sees rising rates as a sign of economic strength and moves sharply upward. Also, Christine Benz discusses what she has learned in her quarter-century of working at Morningstar, David Trainer of NewConstructs.com rails against 'funky accounting' and Michael Ball of Weatehrstone Capitam Management covers funds and ETFs
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Turner: The market is range-bound and could go either way.
01/06/2018 Duration: 59minToni Turner of TrendStar Group said the market in a range for weeks right now, but suggested investors expect a sharp move next, no matter whether the markets break through resistance to reach record highs or falls through support in a leg down. Also, author Linda Yueh talked great economists, Neal Stern of AICPA discusses his group's latest survey, and Bernie Horn of Polaris Global Value fund has the Market Call.
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Nanberg: First-quarter earnings boost won't last.
31/05/2018 Duration: 59minLes Nanberg of Cornerstone Wealth Management in Boston said that trade policies, rising interest rates, tax changes and more have businesses on edge, and could lead to a slowdown in the market's gains over the rest of the year. Also, Tom Lydon of ETFTrends.com has the ETF of the Week, Dr. Billy Hensley of the National Endowment for Financial Education discusses Americans' financial fragility, Patrick Sanders of US News and World Report discusses the effect of a recent scandal on Starbucks, and author Dennis
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Thurgood: 'I'm surprised the market isn't more worried about current risks'.
30/05/2018 Duration: 58minIn a Collective Wisdom discussion, Adam Thurgood of HighTower Las Vegas said that the thnig that has surprised him most this year has been how many people seem to believe there is little or no risk in the current market right now. His colleagues Matt Harris and David Bahnsen choase emerging markets bonds and the faltering of asset allocation, respectively, as their picks. Also Rebekah Barsch of Northwestern Mutual discussed retirement discomfort levels, and author Jeroen Bos on deep-value investing and more
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Sabath: Plan for the day when you will be a millionaire.
29/05/2018 Duration: 01h36sAnn Marie Sabath, author of 'What Self-Made Millionaires Do That Most People Don't,' said that people need to determine the day -- the precise day -- when they will reach millionaire status and plan and live their lives to make that goal happen. Also, Charles Rotblut of AAII Journal has the Stock of the Week, Joe Melendez of ValueInsured talks housing affordability, and Chuck discusses money lost, and found.
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Two technical analysts see the market in a dangerous range.
25/05/2018 Duration: 59minLawrence McMillan of McMillan Analysis and Michael Sincere of Michael Sincere's Long-Term Trader both said they see the market struggling in a channel right now, and that a breakout through resistance would signal the start of a strong upward move, but they both worry that a drop through support could signal the start of a sharp downturn. Also, C.J. MacDonald of Westwood Wealth Management discussed the market's fundamentals, and author Nomi Prins dicussed her new book 'Collusion: How Central Bankers Rigged
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Gayed: Stay in May, keep your stocks in play.
24/05/2018 Duration: 58minMichael Gayed of Pension Partners and the ATAC Inflation Rotation fund said that the classic mantra of 'Sell in May and go away' is bunk, noting that even in a market environment that is tough to read -- like the one we are in now -- investors historically have been better served by being invested throughout the year than in taking a summer vacation from their portfolio. Also, Tom Lydon of ETFTrends.com has the ETF of the Week, author Chris Carosa talks about a lifetime of savings for children, and more.
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Iachini: Don't expect an avalanche of active ETFs.
23/05/2018 Duration: 01h03minMichael Iachini, head of manager research, Charles Schwab Investment Advisory, says that while exchange-traded products have taken over the investment world, he does not expect there to be a flood of actively managed products coming to market because, to this point, the market has discussed them but hasn't demanded them. Also, author Andras Tilcsik discusses system failures, Matt Harris and his colleagues from HighTower Global Investment Solutions talk about the 'weight of an ox' and Chuck chats about his
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Wren: Look at volatility as an opportunity.
22/05/2018 Duration: 57minScott Wren, senior global equity strategist, Wells Fargo Investment Institute said there have been many opportunities to find stocks at discounted prices since the market saw volatility pick up in February. Because he sees the long-term direction of the market as being up, Wren thinks investors should be trying to take advantage of short-term drops to make good buys. Also, Charles Rotblut of AAII Journal has his Stock of the Week, author James Whittaker on thinking and growing rich, and Matt Schulz of Credi