Money Life with Chuck Jaffe is leading the way in business and financial radio. The Money Life Podcast is a daily personal finance talk show, Monday through Friday sorting through the financial clutter every day to bring you the information you need to lead the MoneyLife.
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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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Chase Investment's Klintworth sees small correction/buying opp ahead
59:18
59:18
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59:18Buck Klintworth, senior vice president and portfolio manager at Chase Investment Counsel, says the market isn't looking like it will make dramatic moves before the end of the year, but he does expect a "small correction." Because he believes that the underpinnings for the economy are solid and forces like the artificial intelligence boom are backst…
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Google AI gets about 40% of personal finance questions wrong
58:35
58:35
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58:35Robert Farrington, founder of The College Investor, posed 100 personal finance questions to Google AI and came away with 37 "misleading or inaccurate" answers, and while that sounds horrible, it actually represents an improvement of six percentage points over the results Farrington got making the same queries a year ago. Farrington notes that the o…
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AAII Presentation Follow-Up: ETF Tax Efficiency, Rebalancing, and Smarter Diversification
51:30
51:30
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51:30Key Takeaways from This Week’s Discussion ETFs vs. Mutual Funds — Tax Efficiency Matters Mutual funds often create higher annual taxes in taxable accounts. ETFs and index funds are more tax-efficient because of how they handle capital gains—saving investors up to 1% a year. Keep mutual funds inside IRAs to avoid unnecessary taxes. Equal-Weighted vs…
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Robinhood's Guild: 'Things are fully discounted at the S&P level'
1:00:34
1:00:34
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1:00:34Stephanie Guild, chief investment officer at Robinhood, says that the stock market has ridden earnings growth to the record highs it has set this year, but she is worried that with valuations at high levels, earnings growth can't sustain higher price-earnings multiple to push the market up further. Guild notes that Robinhood's customers have change…
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Schaeffer's Timpane: Bears' 'lost opportunity' should let the market grind higher
1:00:10
1:00:10
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1:00:10Matthew Timpane, senior market strategist at Schaeffer's Investment Research, says the stock market is entering "the most bullish season of the year," and the bears missed the chance for a big pullback once the market got past mid-October. Now he expects the market to grind higher for the rest of the year, but he notes that things may change once t…
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Teucrium's Gilbertie says tariffs create commodity buying opportunities
1:00:42
1:00:42
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1:00:42Sal Gilbertie, chief executive officer at Teucrium Trading — which runs several commodity specific ETFs, like the Teucrium Soybean fund — says that while tariffs are being blamed for high prices for goods like coffee, cocoa, beef and more, it's actually the weather and long droughts in certain key growing areas that have steadily increased prices o…
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Does the Hindenburg Omen mean the market is due to blow up?
1:00:46
1:00:46
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1:00:46Tom McClellan, editor of The McClellan Market Report, says that market flirting with record highs has masked how many companies are actually reaching new lows, but that condition — when new lows outnumber new highs — is a key part of an indicator called the "Hindenburg Omen," a sign that historically shows up in the charts at market tops. It's been…
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Wells Fargo's Wren: Setbacks are buying opps on the road to 7,500 in '26
58:06
58:06
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58:06Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, says he wouldn't mind a small market setback or breather to calm the nerves, especially because he's used those kinds of moments this year to add to his equity positions, noting that his target for the Standard & Poor's 500 is 7,500 at the end of 2026, a modest but…
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Johnson Financial's Ceci: Rally is ride-or-die on earnings growth
58:59
58:59
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58:59Dominic Ceci, chief investment officer at Johnson Financial Group, says "people are only going to pay so much for this market," which means that something besides price will have to attract continued investment. That source will be earnings, as Ceci says that strong earnings growth has powered the market this year and will carry it for as long as t…
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Staying the Course — Insights on Reasonable & Unreasonable Portfolios, Quilt Charts & 2025 Returns
19:07
19:07
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19:07In this episode, Paul dives into one of the most important themes in long-term investing: staying the course, even when individual asset classes deliver unexpected short-term results. Whether you’re a seasoned DIY investor or still building confidence, Paul shares timely lessons to help you make better decisions—and support others who rely on your …
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Westwood's Helfert: Not your father's market, but the rally's not done yet
1:01:58
1:01:58
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1:01:58Adrian Helfert, chief investment officer for alternative and multi-asset investments at Westwood Holdings Group, says that a stock market that has averaged a 17% annualized gain for well over a decade "is not the equity environment that my dad knew," but while over-sized gains make investors worry that trouble must lie ahead, he thinks the market w…
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'The Vixologist' says the market is still 'fussing around' with uncertainty
1:01:13
1:01:13
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1:01:13Jim Carroll, senior wealth advisor and portfolio manager at Ballast Rock Private Wealth — known as the "Vixologist" on X — says that the Trump Administration is living up to the idea that it can "Make Volatility Great Again," as seen by record stock markets, but notes that the actions have raised uncertainty and made investors nervous. He says the …
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BondBloxx' Bianco says the Fed could be done after one more cut
1:00:14
1:00:14
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1:00:14JoAnne Bianco, senior investment strategist at BondBloxx, says that she doesn't expect there to be a need for a protracted cycle of rate cuts and makes the case that the Federal Reserve and the economy might be best served by stopping after one more cut, even if it waits through December to do it. Bianco says that markets -- particularly equity mar…
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TCW's Whalen: Recession odds down, but volatility rising
59:07
59:07
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59:07Bryan Whalen, chief investment officer and head of fixed income at TCW says he's now putting the odds of a recession at 60 percent, down from 80 percent at the start of the year, but he suggests that even in a no-landing scenario, investors can expect dramatically higher volatility as stock and bond markets head into 2026. Whalen pointed out that w…
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The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026
53:26
53:26
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53:26Paul Merriman welcomes back Chris Patterson, Director of Research, and Daryl Balls, Director of Analytics, for another thoughtful roundtable discussion. These three “underpaid volunteers” reflect on how far the Merriman Financial Education Foundation has come — and where it’s headed next. Together, they cover everything from new educational tools t…
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Research Affiliates' Arnott: Investors lose billions to bad indexing
1:01:26
1:01:26
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1:01:26Rob Arnott, founding chairman at Research Affiliates, says that classic index instruction has investors buying stocks after they get hot, dropping stocks after losses have occurred and missing out on several percentage points of return in the process. Arnott says the largest stocks earn their place in the index, but that the stocks that move into o…
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AssetMark's Chan: Markets will stay 'favorable' well into 2026
1:01:40
1:01:40
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1:01:40Christian Chan, chief investment officer, at AssetMark, says that markets should remain favorable for as long as economic conditions stay modestly positive, but he notes that the artificial-intelligence boom is helping to ensure that's the outcome, putting a floor under how much damage can be suffered in any financial storms. Chan says he expects t…
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IAA's Cofrancesco: Fed will cut, but questions if they'll be felt on Main Street
1:03:08
1:03:08
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1:03:08Ed Cofrancesco, chief executive officer at International Assets Advisory, says there is a disconnect between Wall Street and Main Street, where the economy has been great for stocks but consumers have been feeling the pain. He is hoping to see rate cuts from the Federal Reserve, with the impacts trickling down to Main Street in ways that might perk…
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Rosenberg says the economy is softening and the bubble is in place
1:01:04
1:01:04
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1:01:04Economist Dave Rosenberg, president of Rosenberg Research, says that his preferred indicators on economic growth are showing a slowing economy, where "the recession may already be starting." He acknowledges that the stock market "hasn't figured this out," but he says — based on the way Treasuries are trading — that the bond market has already figur…
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