All episodes of On Investing

On Investing

Episodes

How Innovation Drives Growth: A Conversation With Chuck Schwab

Chuck Schwab discusses the role of innovation in the markets and why he is optimistic about the future.

Published 05/10/24

On Investing

Published 05/10/24

The Fed's Message: Patience and No Change in Interest Rate Policy

Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.

Published 05/03/24

What You Need to Know About Asset Allocation (With Sébastien Page)

Liz Ann Sonders interviews Sébastien Page, chief investment officer at T. Rowe Price, about asset allocation and the state of the markets.

Published 04/26/24

What's New in Stock Sectors & Corporate Bonds?

Kathy Jones and Collin Martin analyze the attractiveness of corporate bond yields, and Liz Ann Sonders interviews Kevin Gordon about sector performance.

Published 04/19/24

With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)

Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.

Published 04/12/24

What's It Like to Be a Financial Journalist? (With Dion Rabouin)

Wall Street Journal reporter Dion Rabouin discusses his process for analyzing what's happening in the markets.

Published 04/05/24

Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)

Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.

Published 03/29/24

The Fed Leaves Rates Unchanged: Our Analysis

Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.

Published 03/22/24

Sector Views: Our Stock Sector Outlook

Kevin Gordon discusses Schwab's analysis of the 11 sectors that make up the S&P 500.

Published 03/08/24

The State of the Post-Pandemic Retail Market (With Matthew Shay)

Matthew Shay, CEO of the National Retail Federation, breaks down the state of the retail market in the U.S.

Published 03/01/24

Understanding Corporate Bond Analysis (With Winnie Cisar)

Kathy Jones and Collin Martin speak with Winnie Cisar of CreditSights about how corporate bonds are rated and analyzed.

Published 02/23/24

What Matters in Corporate Real Estate (With Al Rabil)

Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.

Published 02/16/24

What Matters in Residential Real Estate (With Dolly and Jenny Lenz)

Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.

Published 02/09/24

How Do Muni Bond Credit Ratings Work?

Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.

Published 02/02/24

Earnings Season & High Demand for Corporate Bonds

How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?

Published 01/26/24

Key Signals from the Fed & How to Manage Risk

Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.

Published 01/19/24

What Can the Sahm Rule Tell Us About the Economy?

Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.

Published 01/12/24

Where's the Economy Headed: Soft Landing or Recession?

Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.

Published 12/22/23

The Fed Holds Steady with a Dovish Pivot

Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.

Published 12/15/23

Market Outlook: What's in Store for 2024?

As we approach 2024, what can investors expect from the markets in the new year?

Published 12/08/23

An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'

Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.

Published 12/01/23

This Week's CPI Data and the State of the Economy

Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.

Published 11/17/23

The View from Washington D.C.

Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.

Published 11/10/23

Frequently Asked Questions from Investors

Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.

Published 11/03/23