Money Life with Chuck Jaffe
moneylifeshow.bsky.social
Money Life with Chuck Jaffe
@moneylifeshow.bsky.social
52 followers 120 following 84 posts
Official Twitter feed for the "Money Life with Chuck Jaffe" podcast, est. 2012. We're on all major podcast platforms, but you'll find every episode since March 2018 here: http://MoneyLifeShow.libsyn.com
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Andy Wells of Sanjac Alpha says the Fed is in unmapped, unplowed ground, which makes it hard to know how markets will react to further rate cuts. Here's a clip of his #BigInterview on the 10/22 show.
It's not a clutter problem, so much as an economic anomaly. @aleximas.bsky.social, co-author of "The Winner's Curse: Behavioral Economic Anomalies Then and Now" (co-authored by Nobel Prize winner Richard Thaler) talks about the behavioral foibles that short-circuit most of us. Here's a clip:
@herbgreenberg.bsky.social says that "not normal is the new normal" for the market. He and Chuck revisit the norms and talk about what's ahead in today's #BigInterview. Here's a clip:
Eddie Ghabour of Key Wealth Advisors said on the 10/10 show that the market is inflating a bubble, but stay invested while it's blowing up, while cautious of the blow-off. Here's a clip:
Cheryl Smith of Trillium Asset Management says the market and economy are brewing "a tornado" that could hit next year. She's dancing while the music plays now, but worries in this clip from the 10/8 @MoneyLifeShow that valuations are just one part of the building storm clouds.
Joe Brusuelas of @rsmusllp.bsky.social sees inflating bubbles ending not in a crash but with a "healthy correction." So eat your vegetables, and strap in for the ride. Here's a clip from the 10/6 show:
The market can flirt with record highs and disaster at the same time, and Kristina Hooper of Man Group says valuations suggest that may be happening now. Here's a clip from her #BigInterview on the 9/30 show:
Jim Besaw of GenTrust says investors' complacency around #AI -- priced as if it's magical -- is setting them up for trouble. Here's a clip from today's #BigInterview:
We have a #QuoteoftheDay every day ... but today, something Chuck wrote about 25 years ago for @bostonglobe.com wound up as QoD on @bloomberglp.bsky.social. Now Chuck wants to know what it means when they don't quote anything he's written more recently ...
Edward Yardeni of @yardeniresearch.bsky.social says we are living through another "Roaring 20s," but instead of ending in a tariff-sparked depression, he thinks this decade will roll into the "Roaring '30s." Here's a clip from today's show (look for his dog Max in the background!):
The market is at record highs. Does that mean valuations are out of whack? Not according to Brad McMillan of Commonwealth Financial Network. Do you agree?
Worries about recession have mostly faded. But would you panic in a "beer recession"? Lester Jones of the National Beer Wholesalers says the #BeerPurchasersIndex shows that we're in one, and talks about the implications for the broader economy. Here's a clip from the 9/3 show.
Allan Sloan -- a 7-time winner of the Loeb Award, business journalism's highest honor -- says on today's show that "The #Magnificent7 is over." Says you'd be better off holding an index fund for the full S&P 500. What do you think?
Amanda Agati of PNC Asset Management sees the market broadening out and carrying momentum into 2026. How much breadth? 493 stocks more, max. She explains in this clip from the #BigInterview on the 8/11 @MoneyLifeShow. Check it out!
Craig Callahan of ICON Advisers, Inc. says growth of the money supply -- rather than a reduction in interest rates -- should support market gains and be enough to avoid downdrafts, corrections and recessions. Check this preview of his #BigInterview on the 8/8 show.
In the #BigInterview today, Jurrien Timmer of Fidelity Investments discusses how the global bull market is overcoming the challenges it is facing, and is likely to keep doing it for awhile. Here's a clip; what do you think?
Darrell Cronk of @wellsfargobank.bsky.social says in this clip that the rally in international stocks may be ending soon. Do you agree?
Carley Garner of DeCarley Trading says in this clip from today's show that the current gold rush is going to end badly for investors. Compare and contrast to Tom Winmill of Midas Funds, who said pretty much the polar opposite on Monday. Whose side are you on?
Here is Scott Ladner of Horizon Investments on why you should NOT expect rate cuts (whenever they happen) to result in a market/economic boon. It's part of a wide-ranging #BigInterview on Money Life for 8/1; tune in!
Bad news and good news in one sentence; it happens more than once in today's #BigInterview with Paul Gruenwald of S&P Global. Inflation hitting 3.5% (but not staying there), growth slowing to 1.25% (but stopping short of recession); check out this clip from today's show.
it's looking like 95% of the forecasts Bob Doll of Crossmark Global made for 2025 could turn out right. Bob discussed his picks with Chuck (which he does every year) on the July 29th show, but here is Chuck's writeup on where things stand, via TheStreet: www.thestreet.com/investing/le...
Legendary Wall Street forecaster Bob Doll is having his best year
Bob Doll’s predictions for 2025 are nearly all right so far.
www.thestreet.com
As stocks flirt with record highs (again) Matt Miskin of Manulife John Hancock Investments makes a compelling case for leaning into bonds in today's #BigInterview (and in this preview). Take a look!
David Trainer of New Constructs said in #TheDangerZone recently that $CZR is due a big earnings miss, so Chuck challenged him to name a likely positive earnings surprise (which he did in $HAL). Here's Chuck's take on those interviews via TheStreet.com: www.thestreet.com/investing/to...
Top analyst sends message on pending ugly earnings miss (plus one big beat)
The analyst names one big losing gamble and one defensive winner.
www.thestreet.com
Bob Doll of Crossmark Global is a Wall Street legend who makes annual forecasts and who may -- in this crazy year -- be on the way to having his predictions turn out more accurate than ever before. Here's a preview of his #BigInterview.
Joe Kalish of Ned Davis Research makes the case for investing in American exceptionalism, but also for investing in international stocks. Take a listen in this clip from the 7/21 show: