In this episode, host Chuck Jaffe and guests—including Jim Thorne, chief market strategist at Wellington‑Altus Private Wealth, and Vijay Maroglia, CIO of Regal Point Capital—debunk the panic surrounding the Iran‑related oil “terror premium” and AI hype, urging investors to "sell war, buy peace" and focus on fundamentals. Thorne predicts that once geopolitical risk eases, oil markets will see massive multiple expansion, while Maroglia stresses the importance of ignoring headline noise and watching jobs data, inflation trends, and Fed policy. The conversation also touches on the looming impact of AI on high‑skill jobs and the broader market sentiment, with a cautious outlook on potential Fed rate cuts this year.
In this episode of Money Life, host Chuck Jaffe talks with behavioral scientist Danielle Labotka about research showing retirees rely on overly simple withdrawal strategies, causing them to underspend and miss out on the full value of their savings. He...
In this episode, Sean Clark, CIO of Clark Capital Management, explains why markets historically overreact to crises with an initial dip of about 7% but then rebound strongly over the following months, urging investors to avoid knee‑jerk reactions amid the...
In this episode, Chuck Jaffe talks with Nick Vendetti, senior portfolio manager at Allspring, about why municipal bonds are currently viewed as a safe‑haven asset amid heightened war‑related inflation risks. Vendetti explains that inflation is the primary enemy of income‑generating...
In this episode of Money Life, chief economist Jeanette Garrity warns that the war in Iran has revived recession and bubble concerns, estimating a 30‑35% chance of a recession. Technical analyst Adam Grimes argues that current market volatility—especially in stocks...
In this Money Life episode, host Chuck Jaffe talks with three experts—Jay Jacobs of BlackRock, Todd Rosenbluth of Vetify, and retirement scholar Wade Pfau—about how long‑term investment themes remain intact despite heightened geopolitical fragmentation and market volatility. Jacobs stresses that while current...
The episode examines the current overvaluation of the U.S. stock market, with value manager Bill Smead warning that metrics like the CAPE ratio and Buffett’s indicator place it in the 95th‑100th percentile of historical valuations. Smead explains his disciplined, low‑risk...
The episode features three main segments: an interview with trader Peter Robbins about his new book, The Trader's Journey, where he emphasizes realistic expectations, personalizing strategies, and the psychological side of trading; a discussion with analyst Alison Hadley on how...
In this Money Life episode, River Wealth Advisors’ CEO and CIO Ed O’Gorman warns investors that the market’s current concentration of a few mega‑caps inflates perceived risk for passive S&P 500 investors and urges a calm, strategic assessment of portfolio adjustments....