Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will close 2026 near 7,700, citing strong consumer spending, robust cap‑ex, and rising productivity. Scott dives into AI‑related risk in business development companies (BDCs), explaining how his firm’s AI risk scores identify low‑exposure BDCs like NCDL and KBDC as attractive, yield‑focused opportunities. Abate rounds out the discussion with broader stock market insights and the importance of disciplined rebalancing rather than panic‑driven moves.
Morgan Creek's Yusko Says to Invest in 'Uncomfortable Areas' Now
In this episode, Morgan Creek’s Chief Investment Officer Mark Yusko argues that the best opportunities lie in areas that make investors feel uncomfortable, highlighting the need to look beyond popular, over‑bought stocks. He discusses the current market volatility, the appeal of...
Opal Capital's Wicker: The Impact of Today's Headlines Will Be Short-Lived
In this episode, host Chuck Jaffe and Opal Capital president Wayne Wicker discuss why market reactions to headlines are often fleeting, emphasizing a long‑term perspective that has historically yielded 13‑14% gains over six months despite short‑term panic. The conversation then...
Rainwater's Shaposhnik: Excessive Software Selloff Is Creating Attractive Buys
In this Money Life episode, Rainwater Equity CEO Joseph Shapochnik argues that the recent 50% plunge in software stocks—driven by fears that AI will cannibalize the sector—has created a deep discount, making these companies attractive investments at roughly nine‑times earnings...
Wellington-Altus' Thorne: 'Sell War, Buy Peace' And the Expansion That's Coming
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...
Lacking a Withdrawal Plan, Retirees Aren't Living Their Best Lives
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...
Sean Clark of Clark Capital: This Is No Time for Knee-Jerk Reactions
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...
Allspring's Venditti on Why Munis Are a Safe Haven Against War Concerns Now
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...
Robertson's Garretty Says War Has Put 'Recession' Back Into Conversation
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...
BlackRock's Jacobs: Current Events Aren't Disrupting Long-Term Investing Themes
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...
Value Manager Smead: 'This Is One of the Most Overvalued Markets in U.S. History'
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...
Hennion & Walsh's Mahn: Headline Risks Increase Volatility, Don't Stop Bull Run
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...
River Wealth's O'Gorman: 'Time to Take Advantage of What the Market's Offering You'
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....