Veteran financial journalist Chuck Jaffe taps into the big thinkers, power brokers and market movers on what's happening with the market and economy, with an eye toward where, how and why to invest. Plus personal finance content to cut through the clutter and improve your life.
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Money Life With Chuck Jaffe Podcasts
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Reach for the Stars and Smile! is an inspirational and motivational podcast that will enlighten & entertain you while helping to reach for your highest potential when challenges and obstacles come your way.
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Manulife's Thooft: High valuations aren't signalling trouble ahead
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Nate Thooft, chief investment officer and senior portfolio manager at Manulife Investment Management, says that he's still leaning into equities despite stock valuations being stretched, noting that the fundamentals support modest gains and aren't signalling a bubble or crisis. Thooft does worry that the market may run out of momentum and may lack …
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Paul Merriman on Money Life with Chuck Jaffe at FinCon
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At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence. Paul shared insights on the rise of index funds, the FIRE movement’s “one-fund-for-life” approach, and how small portfolio adjustments can boost long-term returns. He also discussed timeless investing principles l…
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Retirement Distributions: All S&P 500 vs. 60/40 Portfolio
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Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bonds portfolio. After two episodes focused on the accumulation phase, this third installment shifts to retirement distributions: How much income could each portfolio provide? How did they hold up durin…
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First American's Fleming: Home affordability won't recover quickly
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Mark Fleming, chief economist at First American, says rate cuts are not a panacea for the housing market, especially because Americans got used to nearly 50 years of declining mortgage rates until they moved from the 3% level up to their 6% range over the last few years. Now — with consumers feeling like they have golden handcuffs in older, low-rat…
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Rayliant's Wool: Outrageous valuations project to lower future equity gains
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Phillip Wool, chief research officer and lead portfolio manager, Rayliant Global Advisors, says "there are places where valuations are so stretched I find it hard to explain," but he notes that is more in certain sectors and certain themes, but he says the global economy is in a good place, which makes him optimistic about the future for stocks, ju…
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Earnings wave will keep raising the tide for this market
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Dec Mullarkey, head of investment strategy at SLC Investments, says that the market’s earnings power is enough to keep pushing it forward, overcoming obstacles like increased tariff impacts and sticky inflation and leading to an optimistic outlook for next year while acknowledging the headline risks that have investors’ attention, Mullarkey said th…
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Strategist Yardeni: Market's 'melt-up' is consistent with the new 'Roaring '20s'
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Edward Yardeni, president and chief investment strategist at Yardeni Research, says "there's a lot of funky stuff going on in the labor market," and that reduced interest rates may not change conditions but could instead impact the market and contribute to a melt-up that helps the bull market roll on. While melt-ups do tend to be followed by a regr…
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Commonwealth's McMillan: 'The risk is in the Mag 7' and growth stocks
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Brad McMillan, chief investment officer at Commonwealth Financial Network, says that while stock market valuations look high, "they're not crazy either," because the companies are making money at levels that justify the higher prices. He says he is leaning towards value — and holding cash while waiting for buying pullbacks — and away from the bigge…
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Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500
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In Part 2 of this 4-part series, Paul Merriman compares the accumulation results of the U.S. 4-Fund Portfolio against the S&P 500, using both all-equity and 60/40 strategies. Paul analyzes five decades of data, showing how diversification affects returns, volatility, and long-term wealth creation. Paul also highlights the tables you’ll want to down…
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Zacks' Blank: Risk of recession and a market correction are both way up
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John Blank, chief investment strategist and chief economist at Zacks Investment Research, says the conditions are increasingly bringing back the spectre of a recession, with the odds of a protracted economic slowdown now standing at about 50 percent. Moreover, he doesn't believe that the widely anticipated interest rate cuts from the Federal Reserv…
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Veteran manager says gold remains in 'an aggressive accumulation phase'
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Adam Rozencwajg, managing partner at Goehring and Rozencwajg — a fundamental research firm that focuses on making contrarian natural resource plays — says that the rally in gold is far from over, and that "until it gets to at least the long-term average [of its value relative to the market], you are in an aggressive bull market, an aggressive accum…
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Money Life at FinCon '25: Afford Anything's Paula Pant, Stacking Benjamins' Joe Saul-Sehy & much more
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It's a wrap on FinCon '25 from Portland, but not before what Chuck describes as the "single best day of interviews [he has] done at any FinCon that Money Life has attended." Here's the lineup: — Paul Merriman is a long-time financial advisor, author and retirement columnist — he was writing for MarketWatch before Chuck got there in 2003 and still w…
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Money Life at FinCon '25: online leases, alternatives in IRAs and 'everyday money heroes'
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It's the second day of interviews from FinCon '25, the annual event for financial podcasters, bloggers and content creators being held in Portland, Ore., and Chuck is chatting up fintech entrepreneurs, financial coaches, retire-early advocates and much more. Today's show includes: — Ravi Wadan, the founder of DriveMatch.com, discusses pre-negotiate…
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Money Life at FinCon '25: College savings, medical bills and Chuck's wildest interview ever
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Money Life begins the first of three days of interviews from FinCon 2025, the annual gathering of financial content creators, which this year is in Portland, Ore., and which lets Chuck showcase a wide range of subjects. Today, those subjects include: — college savings and the changing landscape of consumers paying off college debt with Robert Farri…
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Jillian Johnsrud: 'Why retire once when you can retire often?'
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Jillian Johnsrud, the podcaster behind "Retire Often," and the author of a new book out this week that goes by the same title, says that a lot of people mess up their retirement lifestyle by not preparing for it with smaller retirements — lasting a month or more — during their prime working years. Not only do these smaller times allow people to rec…
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Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison
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This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul uses the S&P 500 in both the all equity and the 60/40 stock/bond portfolio. He uses the following tables during his presentation. Table B1 Fine Tuning Ta…
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Small-cap manager Doenges on why tiny stocks have struggled while market has peaked
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Conrad Doenges, chief investment officer at Ranger Investment Management — manager of the Ranger Small Cap and Ranger Micro Cap funds — says that smaller companies have suffered as an asset class because corporate earnings have struggled to meet growth expectations. While there is an expectation that small companies will benefit from a cut in inter…
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Why this star stock-picker now loves bonds, hates Tesla and foreign stocks
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David Giroux, chief investment officer at T. Rowe Price — named Morningstar's Outstanding Portfolio Manager for 2025 for his work at T. Rowe Price Capital Appreciation — says his allocation fund is holding near its highest levels ever of bonds, specifically intermediate fixed-income, largely because he thinks stocks are overvalued and real growth w…
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MacroTides' Welsh expects economic slowdown and a long, nasty market drop
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Jim Welsh, author of “Macro Tides” and the “Weekly Technical Review,” says he thinks the stock market "is reaching an inflection point," saying that the next time the Standard & Poor's 500 makes new records but without support from the highs in the advance-decline line, he will take it as a sign that the stock market is about to roll over. Welsh sa…
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You didn't win the lottery last night; what now?
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The Powerball jackpot that went unclaimed on Wednesday night will top $1.7 billion for its next drawing this weekend, and will mark the 13th time in less than a decade that the big prize has been north of $1 billion. Chuck talks about why jackpots have grown this large, how you might use the lottery as a personal finance tool — even if, like him, y…
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