Money Life With Chuck Jaffe Daily Podcast

Ron Sanchez, chief investment officer, Fiduciary Trust Company International, said the market is transitioning from a low-risk, high-return environment towards heightened risk and lower returns, a situation he expects to be in place for at least the rest of the year. Also, Patricia Oey of Morningstar discusses fund fees, David Trainer of New Constructs puts a housing-related stock in the Danger Zone, and Toby Loftin of the NYSE Pickens Oil Response ETF (BOON) covers the oil patch and what's next for energy

Frank Holmes of U.S. Global Investors said he thinks the way inflation is calculated has grossly understated current levels of rising prices and he explained what that means for the gold market, while Sandra Stoutenburg of Investech talked about why the market has made her defensive to the point where she's recommending people hold more than one-quarter of their assets in cash right now. Also, Matt Schulz of CreditCards.com and Janet Flanders Johnston of Trim Tabs Asset Management with the Market Call.

Greg Sullivan, author of a book about retirement failure, discusses why a prosperous and happy retirement is abut more than just the finances, and the ways people stop themselves from retiring well. Also, Collective Wisdom from HighTower's Global Investment Solutions looks at the lessons from the firm's annual Advisor Summit, Chuck takes an audience question, and Jordan Waldrep of the USA Mutuals Vice Fund makes his debut in the Market Call.

Mag Black Scott of Beverly Hills Wealth Management said in the Market Call that the market may have changed but the general upward trend hasn't, noting that investors still want stocks with long-term stories they can believe in. Also, Tom Lydon of ETFTrends.com had his ETF of the Week, author Joshua Gans discussed artificial intelligence and its impact on economics and money management, and Dr. Vinay Nair of 55ip evaluated current levels of market risk.

James Hickey, chief investment strategist at HD Vest, said that the current bull market is poised to continue, and while he expects returns to be somewhat lower than in earlier years of the run, the market will keep going until the math and some of the ultimate fallout from tax reform overwhelms it. Also, Charles Rotblut has the Stock of the Week, Paige Kyle of WisdomTree Asset Management discusses mutual funds versus ETFs, and author Bob Burg chats with Chuck about regaining civility and the benefit to hea

Jeff Davis, chief investment officer at LMCG Investments, called the market's slow start to the year late in 2017, but he now believes the market has recovered from its earlier setback and -- while not completely out of the woods -- is ahead of where he expected to be and poised for a reasonable run for the rest of the year. Also, Elliott Gue of Energy and Income Advisor, said in the Market Call that we are coming out of a bear market for oil companies and moving into a new bull market for energy stocks. Pl

Leo Leydon of Financial Focus Advisory Services said that market's January jump and February drop didn't shake it out of a long-term upward channel that should take the Standard and Poor's 500 all the way up to 2,872, roughly 5 percent above current levels. In another technical analysis chat, Jim Welsh of SmartPortfolios said that he expects gold to dip below $1,300 per ounce before bouncing back hard past the $1,400 level. Also on the show, Todd Rosenbluth of CFRA Research has the Market Call and more.

Matt Harris and Patrick Fruzzetti of HighTower Advisors discuss how rising interest rates have cash starting to generate modest returns, but agree that investors must look at broadening and solidifying their income streams at a time when the rate picture could shake up the fixed-income world. Also, Terry Jones from Investor's Business Daily discusses investor optimism, Chuck talks about a legendary fund that has fallen and can't get up, and Aash Shah of Summit Global Investments has the Market Call.

Kevin Mahn, president and chief investment officer at Hennion and Walsh Asset Management, said the market is in a transition phase, but that it is moving from a bull market based on momentum and technical analysis to a new bull market based on solid fundamentals. Also, author Samuel Harrington discussed a good death after a good life, Charles Rotblut has the stock of the week and Chuck answers a question from an audience member.

David Trainer of New Constructs said that recent comments from sell-side analysts on stocks like Tesla and Snapchat show why it would be dangerous for investors to fall for the hype of analysts, whose views could be compromised by the needs of their employers to retain a seat at the table in lucrative underwriting deals. Also, Tunde Ojo of Harding Loevner discusses the effect Ramadan has on emerging and frontier markets companies, Michael Doshier of Franklin Templeton discusses their seventh annual survey o

Adam Grimes of Waverly Advisors and MarketLifeTrading.com said that the technicals show that the market's long-term trend remains positive and that short-term headlines and the recent increase in volatility will not derail the continuing uptrend. Likewise, Vincent Reinhart, chief economist for Bank of NY Mellon Asset Management North America, said that the economic picture remains strong, which should keep the market moving mostly in the right direction. Also, Chuck takes an audience question about a first

Bryce Doty, senior portfolio manager for Sit Fixed Income Advisors, said that the bond market has been calm in the face of rising rates, but that there is likely to be trouble ahead later this year as rates keep rising and he foresees the yield curve for short-term bonds becoming inverted before year's end. Also, Tom Lydon of ETFTrends.com discusses an innovative-technology ETF, financial industry consultant Michael Falk talks about current market conditions and Chuck discusses interest rate.

Ron Kaliebe, vice president of the Mairs and Power Funds, said that the market remains poised for gains but that those moves will come through periods of increased volatility and day-to-day market noise and headline risk. He noted that his firm and the balanced fund he manages are maintaining a slightly higher than normal allocation to stocks. Also, Matt Harris, Jimmy Hausberg and John Gibson discuss how the U.S. dollar has stabilized and how that will influence portfolios during Collective Wisdom from High

Mark DeVaul, who runs the stock portion of the Hennessy Equity and Income Fund, says that double-digit returns can't last forever and that anyone expecting them from domestic markets now is in for a rude surprise. He suggested adjusting to increased volatility -- at historically normal levels -- and mid-single-digit returns.

Greg McBride, chief analyst at BankRate.com said that mortgage rates have run up nearly three-quarters of a point since mid-December, with the average 30-year fixed-rate loan hitting 4.73 percent as part of the sweeping effects of rate hikes that have led the 10-year Treasury past the 3 percent level. Also, author Harris Nydick on 401(k) and 403(b) investing, David Trainer with the Danger Zone and more on Money Life's sixth anniversary show.

Mary Ellen Stanek, president of the Baird Funds, said that investors are right to be concerned about the impact of rising interest rates, but that they are missing out on the positives, which might help to convince them to hold their bond funds through the changes that occur as rates move higher. Also, Charlie Bilello of the ATAC Funds gives a take on the market's technicals, author Mark Penn discusses the world's upcoming great trends, and Dick Burns of the NHP Foundation chats about his group's study show

Tom Lydon of ETFTrends.com made the VanEck Vectors BDC Income ETF -- which invests in business-development companies -- as a high-yield alternative strategy for a rising interest-rate environment, noting that the fund has a current yield of nearly 10 percent but also is trading in a favorable range. Also on today's show, Kristen Perleberg of the Leuthold Funds, Stuart Ritter of T. Rowe Price discussing the financial savvy of gig workers, and Tom Howard of AthenaInvest with the Market Call.

Matt Harris, Jimmy Huasbuerg and John Gibson from HighTower Advisors had a roundtable discussion on whether to keep master limited partnerships in a portfolio after a recent strong rise in the market, or whether investors might sell MLPs into the current strength to find something better. Also, Matt Schulz from CreditCards.com, Chuck discusses financial literacy and the Market Call features a rebroadcast of a recent interview with Kevin Miller of the E-valuator Funds.

Louis Navellier of the Navellier Funds said in the Market Call that the market remains broad -- and is having one of the strongest earnings trends he has ever seen -- allowing investors to sell good stocks so that they can buy better ones. Also, Charles Rotblut of AAII journal has the Stock of the Week, Brian Kessens of Tortoise Advisors discusses MLPs, and author Jonathan Lamb compares the economy to sex.