On Investing
135 episodes — Page 1 of 3
What 26 Million Paychecks Reveal About the Economy (With Nela Richardson)
Oct 9, 202645 min
Why Investor Positioning Matters More Than Ever (With Eric Liu)
Oct 2, 202648 min
What Record Highs Might Be Hiding
Sep 25, 202625 min
What's Behind the Fed's Rate Hike?
Sep 18, 202621 min
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Sep 11, 202644 min
Warsh's Hawkish Turn: What It May Mean for Investors
Sep 4, 202629 min
The Bond Market Strikes Back
Aug 28, 202624 min
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Aug 21, 202638 min
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Aug 14, 202649 min
Why Good Economic News Isn't Always Good for Markets
Aug 7, 202628 min
AI Concentration & the Case for Rebalancing
Jul 24, 202625 min
A Sigh of Relief on Inflation
Jul 17, 202621 min
Welcome to the Next Temperamental Era
Jul 10, 202627 min
What Happens After Peak Inflation? (With Keith McCullough)
Jun 26, 202643 min
Reading the Markets After Fed Chair Warsh’s Debut
Jun 19, 202626 min
Midyear Outlook for Equities & Fixed Income
Jun 12, 202626 min
IPOs in Focus as the Fed Holds the Line
Jun 5, 202618 min
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
May 29, 202644 min
Rising Yields Highlight Muni Opportunities
May 22, 202643 min
Why Markets Are Shrugging Off Sticky Inflation
May 15, 202625 min
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