On Investing
115 episodes — Page 1 of 3
Concentration Risk Meets Diversification Reality
May 8, 202642 min
How Macro Forces Shape Credit Markets (With Winnie Cisar)
May 1, 202646 min
Debt, Deficits & the Fed’s Next Move
Apr 24, 202622 min
Why Corporate Earnings Matter for Stocks, Bonds & the Fed
Apr 17, 202629 min
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
Apr 10, 202643 min
What the Iran Conflict Could Mean for Stocks, Bonds & Inflation
Apr 3, 202629 min
Empowering the Next Generation Through Financial Education (With Jim Clark)
Mar 27, 202644 min
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
Mar 20, 202624 min
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
Mar 6, 202625 min
The Fed’s Balancing Act for 2026 (With Claudia Sahm)
Feb 27, 202641 min
Mixed Signals & Moving Targets
Feb 20, 202629 min
Jobs Data, Fed Patience & AI’s Next Market Shock
Feb 13, 202614 min
Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere)
Feb 6, 202647 min
Lessons Learned From Market Wizards (With Jack Schwager)
Jan 30, 202645 min
A Week of Whiplash: What’s Behind the Market’s Mood Swings?
Jan 23, 202624 min
The Latest Threat to Fed Independence
Jan 16, 202620 min
The Markets React to Venezuela
Jan 9, 202626 min
Closing Thoughts on a Year of Uncertainty
Dec 19, 202521 min
2026 Market Outlook: U.S. Economy, Equities & Fixed Income
Dec 12, 20251h 0m
Implications of a New Fed Chair Nominee
Dec 5, 202523 min
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Nov 21, 202539 min
After the Shutdown: Markets, Policy & the Wall of Worry
Nov 14, 202530 min
Making Sense of the Economy in a Data Desert
Nov 7, 202517 min
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
Oct 31, 202542 min
What’s Causing Jitters in the Credit Markets?
Oct 24, 202525 min
The Role of the Fed in a Shifting Economy (With Pat Harker)
Oct 17, 202544 min
Government Shutdown Drives Reliance on Other Data
Oct 10, 202517 min
Surveying the Corporate Credit Landscape (With Joel Levington)
Oct 3, 202539 min
Global Central Banks Face Uncertain Policy (With Robin Brooks)
Sep 26, 202540 min
Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)
Sep 19, 202541 min
Where Do Public & Private Markets Converge? (With Steven Meier)
Sep 12, 202543 min
The Housing Market Remains Out of Sync
Sep 5, 202521 min
Rate Cut Coming? Sectors to Watch
Aug 29, 202536 min
What's Happening in the Muni Bond Market?
Aug 22, 202534 min
Inflation Edges Up: Analyzing the Fed's Next Move
Aug 15, 202528 min
What Is the End Game for Tariffs?
Aug 1, 202529 min
Trends in the Credit Markets
Jul 25, 202536 min
Parsing the Latest Inflation Numbers
Jul 18, 202525 min
Debt, Deficits & One Big Beautiful Bill
Jul 11, 202524 min
The Markets Shrug at Geopolitics, for Now
Jun 27, 202547 min
‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)
Jun 13, 202549 min
How Will Tariffs & Debt Affect the Economy?
Jun 6, 202515 min
Why Does Sentiment Not Match Hard Data?
May 30, 202520 min
Navigating the 'Funky' Market Environment (With Helene Meisler)
May 23, 202551 min
Why Are Munis Attractive Right Now?
May 16, 202531 min
Should the Fed Focus on Inflation or Unemployment?
May 9, 202534 min
Is Confidence Eroding in U.S. Investability? (With Dario Perkins)
May 2, 202543 min
The State of Rates and the Bond Market During Uncertainty
Apr 25, 202544 min
Weathering Market Volatility: Can Dividends Help?
Apr 18, 202551 min
Making Sense of Recent Market Volatility
Apr 9, 202529 min