Money Life with Chuck Jaffe Podcast
1) KraneShares' Ahern: China's 'not all rainbows, unicorns,' but it's no 'apocalypse '
Brendan Ahern, chief investment officer at KraneShares β which manages a number of funds tied to China β says that President Trump's recent trip to China was viewed very differently overseas than it w...Show More
2) XYPN's Almeida: 'The biggest risk in front of us is geopolitical risk'
Andrew Almeida, director of investments at XYPN, says that investors shouldn't be too active in responding to the news, but he says that geopolitics is a real threat to portfolios, especially as curre...Show More
3) Zacks' Blank: Oil shock will trigger rate hikes and, possibly, recession
John Blank, chief investment strategist and chief economist at Zacks Investment Research, says that global central banks β including the Federal Reserve β have shifted to a rate-hiking mode. While som...Show More
4) SLC's Mullarkey: Market needs war resolution, or an inflection point is coming
Dec Mullarkey, head of investment strategy and asset allocation at SLC Management, says that earnings are strong and should keep the stock market rolling, but that signs of weakness shown by the bond ...Show More
5) DeCarley's Garner: Market is 'starting to get wildly overdone'
Carley Garner, senior commodity strategist at DeCarley Trading, says the stock market looks unbalanced to her, with the current rally built around mechanical issues, like an explosion of option sales ...Show More
6) Baird's Mayfield: The Fed is done cutting; market's not done rising
Ross Mayfield, investment strategist at Baird, says that the Federal Reserve "is going to be very hard pressed to find a reason to cut [rates] here," and he thinks that if the central bank does have t...Show More
7) ProShares' Hyman: Earnings will keep powering market past headlines
Simeon Hyman, global investment strategist at ProShares, says that we have "had the most stunning earnings season in pretty much anybody's recollection," exceeding expectations and making it that the ...Show More
8) Sanjac Alpha's Wells: Interest rates will rise this year, even if the Fed cuts
Andy Wells, chief investment officer at Sanjac Alpha, says he expects the stock market to continue on its positive roll and wouldn't be surprised if it's up by about 6% from current levels over the ne...Show More
9) Does the media's soft vs. hard data coverage mislead investors?
Vince Duffy, news director, Michigan Public, joined Chuck at the Society for Advancing Business Editing and Writing Conference in Philadelphia to discuss how the media handles its coverage of soft ver...Show More
10) Touchstone's Aarts on why oil prices are causing higher bond yields
Erik Aarts, senior fixed income strategist at Touchstone Investments, says the last few weeks have shown a disconnect between stock and bond markets, with the bond markets getting particularly cautiou...Show More