Value Investor Davis on How Investing Is Changing in the Age of A.I.
In this Money Life episode, Chris Davis of Davis Advisors discusses how value investing must adapt to the AI era, outlining five criteria he uses to evaluate a company's AI resilience. He emphasizes maintaining a disciplined, skeptical approach amid inflation, de‑globalization, and rapid tech disruption, while still seeking undervalued growth opportunities. Guests John Dorfman and Matt Fox add perspectives on value plays and technical outlooks, with Fox projecting the S&P 500 could reach 10,000 within 18‑36 months based on momentum and sentiment indicators.
Glenview's Stone: 'Earnings Are the Fuel that Sends Stocks Higher'
In this episode, Bill Stone, CIO of Glenview Trust, argues that despite geopolitical shocks, soaring oil prices and higher inflation, corporate earnings remain surprisingly robust, fueling market gains. He highlights the resilience of both the U.S. and global economies and...
LPL's Turnquist: Market's Winning Streak Portends Strong Run to Year's End
Adam Turnquist, chief technical strategist at LPL Financial, highlighted the S&P 500’s rare nine‑week winning streak and noted that historically such momentum leads to a median 8% gain over the next six months. He warned that market breadth is thin,...
Resource Investor Rozencwajg: Today's Oil 'Shock' Is Tomorrow's Building Catastrophe
In this episode, host Chuck Jaffe interviews Adam Rosenzweig, managing partner at Goering & Rosenzweig, who warns that today’s oil market shock—driven by a 15 million‑barrel‑per‑day upstream shortage—will soon cascade into severe price spikes and broader economic disruption, potentially pushing crude...
Investors Haven't 'Planned for Enough,' Particularly with Inflation
In this episode of Money Life, host Chuck Jaffe interviews veteran financial educator Paul Merriman and Ameriprise’s Dina Healy to explore why many investors are under‑prepared for inflation and other economic shocks. Merriman shares his long‑term, low‑maintenance portfolio philosophy, emphasizing...
Voya's Stein: Rates Are Rising Now so They Can Fall Again Soon
In this episode, host Chuck Jaffe talks with Bryce Doty of SIT Investment Associates and Eric Stein, CIO of Voya Investment Management, about the near‑term trajectory of interest rates. Both guests argue that rates are likely to rise briefly—driven by...
Baird's Mayfield: The Fed Is Done Cutting; Market's Not Done Rising
In this episode, Baird investment strategist Ross Mayfield argues that the Federal Reserve has likely finished cutting rates, despite lingering market optimism and mixed inflation data. He warns that investment theses predicated on further cuts should be reconsidered, and he...
Sanjac Alpha's Wells: Interest Rates Will Rise This Year, Even if the Fed Cuts
In this episode, host Chuck Jaffe talks with three experts—Martha Moore on the NABE Business Conditions Survey, Matt Harris on market technicals, and Andy Wells, CIO of Sanjak Alpha—about the current economic landscape. The discussion highlights rising input costs from...
Northwestern Mutual's Stucky on Why Earnings Growth Overcomes Headline Risks
In this Money Life episode, host Chuck Jaffe interviews three guests: John Cole Scott, who honors the late Mark Mobius and shares his top ten emerging‑market investing lessons; Jeff Corliss, who argues that investors’ own behavioral blind spots, not market...
Water Tower's Severson: The Economy Sees $75 Oil 'as the New $60'
In this episode, host Chuck Jaffe talks with Sean Severson, CEO of Water Tower Research, about the emerging "$75 oil" market, which he likens to the former $60 oil era, and how it’s reshaping investor expectations for energy stocks and broader...
StockTA's Steuer: Market's Rally Has It Due for a Pause, Awaiting Clarity
The episode explores why the recent market rally may be pausing, with Kevin Stewart of StockTA citing heightened geopolitical risks, oil price volatility, and inflation concerns that have pushed him out of equities more than any time since COVID. Guests...
American Gold's Prez Sees Gold Hitting $6,000 Within 18 Months
The episode explores three main topics: the massive wealth transfer from baby‑boomers (about $84 trillion expected to shift by 2040) and how inheritors are often switching away from their parents' financial advisors; the outlook for gold, with American Gold Exchange president...
Fiduciary Trust's Sanchez: Solid Fundamentals Will Win Out
In this episode, Ron Sanchez, CIO of Fiduciary Trust, argues that both macroeconomic and corporate fundamentals remain strong despite recent geopolitical shocks, and that earnings will ultimately drive market direction. Vijay Marolia of Regal Point Capital provides a week‑ahead market outlook,...
Baird's Diederich: Yields Look Attractive Amid Short-Term Inflation Rise
In this episode, Baird Portfolio Manager Gabe Diedrich explains why bond yields remain attractive despite a short‑term uptick in inflation, emphasizing that the Federal Reserve is likely to pause rate cuts until more data arrives. He notes that the labor...
Cordoba's Sheikh: The Market's 'Dislocated Areas' Are Its Best Opportunities Now
In this episode, chief investment officer Abe Shaikh of Cordoba Advisory Partners discusses how the current oil market’s “dislocated areas” – such as supply constraints from the Red Sea and potential Hormuz closures – create lucrative opportunities as prices are...