All Episodes
On Investing — 132 episodes
What's Behind the Fed's Rate Hike?
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Warsh's Hawkish Turn: What It May Mean for Investors
The Bond Market Strikes Back
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Why Good Economic News Isn't Always Good for Markets
AI Concentration & the Case for Rebalancing
A Sigh of Relief on Inflation
Welcome to the Next Temperamental Era
What Happens After Peak Inflation? (With Keith McCullough)
Reading the Markets After Fed Chair Warsh’s Debut
Midyear Outlook for Equities & Fixed Income
IPOs in Focus as the Fed Holds the Line
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
Rising Yields Highlight Muni Opportunities
Why Markets Are Shrugging Off Sticky Inflation
Concentration Risk Meets Diversification Reality
How Macro Forces Shape Credit Markets (With Winnie Cisar)
Debt, Deficits & the Fed’s Next Move
Why Corporate Earnings Matter for Stocks, Bonds & the Fed
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
What the Iran Conflict Could Mean for Stocks, Bonds & Inflation
Empowering the Next Generation Through Financial Education (With Jim Clark)
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
The Fed’s Balancing Act for 2026 (With Claudia Sahm)
Mixed Signals & Moving Targets
Jobs Data, Fed Patience & AI’s Next Market Shock
Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere)
Lessons Learned From Market Wizards (With Jack Schwager)
A Week of Whiplash: What’s Behind the Market’s Mood Swings?
The Latest Threat to Fed Independence
The Markets React to Venezuela
Closing Thoughts on a Year of Uncertainty
2026 Market Outlook: U.S. Economy, Equities & Fixed Income
Implications of a New Fed Chair Nominee
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
After the Shutdown: Markets, Policy & the Wall of Worry
Making Sense of the Economy in a Data Desert
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
What’s Causing Jitters in the Credit Markets?
The Role of the Fed in a Shifting Economy (With Pat Harker)
Government Shutdown Drives Reliance on Other Data
Surveying the Corporate Credit Landscape (With Joel Levington)
Global Central Banks Face Uncertain Policy (With Robin Brooks)
Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)
Where Do Public & Private Markets Converge? (With Steven Meier)
The Housing Market Remains Out of Sync
Rate Cut Coming? Sectors to Watch
What's Happening in the Muni Bond Market?
Inflation Edges Up: Analyzing the Fed's Next Move
What Is the End Game for Tariffs?
Trends in the Credit Markets
Parsing the Latest Inflation Numbers
Debt, Deficits & One Big Beautiful Bill
The Markets Shrug at Geopolitics, for Now
‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)
How Will Tariffs & Debt Affect the Economy?
Why Does Sentiment Not Match Hard Data?
Navigating the 'Funky' Market Environment (With Helene Meisler)
Why Are Munis Attractive Right Now?
Should the Fed Focus on Inflation or Unemployment?
Is Confidence Eroding in U.S. Investability? (With Dario Perkins)
The State of Rates and the Bond Market During Uncertainty
Weathering Market Volatility: Can Dividends Help?
Making Sense of Recent Market Volatility
Trends in the Labor Market & More Tariffs (With Nela Richardson)
Avoiding Unforced Errors in Investing (With Barry Ritholtz)
Considering the Risk of Stagflation & Uncertainty
Is Recession on the Horizon?
Recent Questions From Investors
Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)
Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)
China Enters the AI Chat (With Louis-Vincent Gave)
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
Beyond Market Cap: Fundamental Indexing Explained (With Rob Arnott)
Markets React to a New Administration
Climate Shocks & the Muni Bond Market
Does the Resilient Economy Equal a Higher Potential Growth Rate?
2025 Market Outlook: Fixed Income
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
How Do You Build a Bond Portfolio?
Uncertainty Around Future Policy
(BONUS) From WashingtonWise: Balancing Campaign Promises With Economic Realities
Navigating Post-Election Market Dynamics
Our First Podcast Anniversary: Lessons From the Past Year
Understanding Recent Volatility in the Bond Market
What Does a Credit Analyst Do?
Current Pros & Cons in the Market (With Paul Hickey)
Making Sense of the Current Economic Cycle
Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)
What the Fed Rate Cut Means (With Claudia Sahm)
Before the Rate Cut, Our View of the Markets
Focus on Labor: The History & Importance of Employment Data
The Fed at Jackson Hole & Revised Employment Data
Recent Market Volatility & the Role of Fixed Income
Uncertainty or Optimism: A Unique Economic Cycle (With Ed Hyman)
Good News on Inflation & Investment Rules to Live By (With Ned Davis)
Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)
Midyear Outlook: The Fed & the U.S. Economy
Midyear Outlook: Equities, International & Washington
Midyear Outlook: Corporate Bonds and Muni Bonds
Active Patience: What It's Like to Run an Investment Firm (with Mellody Hobson)
How Are Money Market Funds Managed?
The Power of Compounding & the Definition of "Rich" (With Scott Galloway)
How Innovation Drives Growth: A Conversation With Chuck Schwab
The Fed's Message: Patience and No Change in Interest Rate Policy
What You Need to Know About Asset Allocation (With Sébastien Page)
What's New in Stock Sectors & Corporate Bonds?
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)
What's It Like to Be a Financial Journalist? (With Dion Rabouin)
Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)
The Fed Leaves Rates Unchanged: Our Analysis
Sector Views: Our Stock Sector Outlook
The State of the Post-Pandemic Retail Market (With Matthew Shay)
Understanding Corporate Bond Analysis (With Winnie Cisar)
What Matters in Corporate Real Estate (With Al Rabil)
What Matters in Residential Real Estate (With Dolly and Jenny Lenz)
How Do Muni Bond Credit Ratings Work?
Earnings Season & High Demand for Corporate Bonds
Key Signals from the Fed & How to Manage Risk
What Can the Sahm Rule Tell Us About the Economy?
Where's the Economy Headed: Soft Landing or Recession?
The Fed Holds Steady with a Dovish Pivot
Market Outlook: What's in Store for 2024?
An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'
This Week's CPI Data and the State of the Economy
The View from Washington D.C.
Frequently Asked Questions from Investors
Our Philosophy and What Matters in the Markets
Introducing On Investing