Veteran financial journalist Chuck Jaffe talks with the big thinkers, the power brokers and the market movers to keep you up to date on the market and the 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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LMTR's Lamensdorf: Margin of safety is low, 'we're due' a correction
58:43
58:43
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58:43
Brad Lamensdorf, strategist at the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF, says there's "a lot of stock in a lot of weak hands," which tends to lead to a serious correction, and he says the market is due for a 15 to 25 percent pullback. Further, he notes that bear market corrections tend to "be more significant" i…
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Bankrate's Rossman on the changing tip culture and why Americans hate it
1:01:40
1:01:40
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1:01:40
Ted Rossman, senior industry analyst at Bankrate.com, discusses a just-released survey which shows that Americans are getting fed up with being asked to leave a tip at everything from a self-service checkout counter to a pick-your-own strawberry farm. The survey showed that nearly 3 in 5 American adults have at least one negative view of tipping, w…
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Schwab's Jones: 'The Fed should be cutting rates now, not waiting'
57:58
57:58
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57:58
Kathy Jones, chief fixed income strategist at Charles Schwab, says that the Federal Reserve should be cutting rates now rather than waiting, so the central bank will be deserving of the blame if we get a recession in 2025. Jones worries that central bankers have become "too spooked by inflation," and says they should be less cautious and more forwa…
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Regions McKnight sees storm clouds, Elliott Wave's Gilburt sees typhoon
59:39
59:39
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59:39
Alan McKnight, chief investment officer at Regions Asset Management, sees storm clouds on the horizon for the market and the economy, but his outlook remains benign, suggesting that a well-diversified portfolio will withstand heightened volatility for the remainder over the year. He says we have experienced a muted, rolling downturn and doesn't see…
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Hartford's Boyle: Attractive bond valuations are the big plus of Fed's pause
1:01:54
1:01:54
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1:01:54
Joe Boyle, Fixed Income Investment Strategist for the Hartford Funds, says that the re-set in fixed-income after rates popped up in 2022 and 2023 have made it unimportant to bond investors whether the Federal Reserve cuts rates any time soon, because the yields should remain strong. That said, Boyle said he was looking further out the yield curve —…
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Almanac Trader Hirsch says this isn't the May to sell and go away from
58:30
58:30
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58:30
Jeffrey Hirsch, editor-in-chief of the Stock Traders’ Almanac — chief investment officer at Hirsch Holdings — says that calendar effects and seasonal sell signals may be indicating that it's time to "sell in May and go away," but he says long-term investors have plenty of reason to remain bullish enough thanks to election effects and more that inve…
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ProShares' Hyman: "It's not about the Fed or interest rates'
1:01:04
1:01:04
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1:01:04
Simeon Hyman, global investment strategist at ProShares, is doubling down on a forecast he made before 2024 started, in which he said the outcome of the year for the market and economy was not "all about the Fed." He says the Federal Reserve's grip on the economy has eased, largely because the long end of the yield curve is free from the tight grip…
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IBKR's Torres: Consumer will power economy, market into 2025
58:51
58:51
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58:51
Jose Torres, senior economist at Interactive Brokers, expects consumers to keep spending and to help power the economy through at least the end of the year without a recession, but he notes that if the Federal Reserve ultimately decides that it's going to 2 percent inflation or bust, there will be a bust for the consumer and the economy, with the c…
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Carson Group's Detrick: Chances of recession in next 12 months 'are quite low'
57:24
57:24
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57:24
Ryan Detrick, chief market strategist at the Carson Group, notes that the economic news and growth remain so strong that "the odds of recession are quite low."Detrick notes that 10 of 11 sectors in the Standard & Poor's 500 are higher year-to-date, which is why his firm is overweight in equities generally, and has been adding to financials and indu…
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Raging Bull's Bishop: 'If this is not the top, we've got to be very close'
59:21
59:21
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59:21
Jeff Bishop, chief executive officer at RagingBull, says that the market is showing signs of topping out, though he thinks that the building downturn now will likely be short and not too steep before a rally again chases record highs. Bishop notes that "all of the bears have been destroyed," so there are few investors betting against the market, wh…
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Orion's Vanneman: This is the market you diversify for
1:01:58
1:01:58
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1:01:58
Rusty Vanneman, chief investment strategist at Orion Wealth Management, says that while the economy has been stronger than investors expected entering the year — and isn't likely to have a sudden reversal — investors need to heed the warning signs and balance optimism with caution, remaining properly diversified. He notes that some international ma…
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Lido's Sanchez: 'This is the most fickle market we've ever experienced'
59:39
59:39
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59:39
Gina Sanchez, chief market strategist at Lido Advisors, says that the stock market is changing its mind so fast that every month investors have a new focus. She notes that the market has gone from favoring value to growth to defensive growth and kept rotating to where it is now back to growth, but she says that can't continue for long because the c…
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Dave Rosenberg: The recession was delayed, but it's coming soon
1:02:43
1:02:43
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1:02:43
Dave Rosenberg, president of Rosenberg Research, says that anyone believing a no-landing scenario believes in pixie dust, and that investors are mistaking record highs on the stock market for a booming economy. He sees the economy as cooling off, and warning signs building, and notes that the Federal Reserve is too focused on lagging indicators, bu…
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3Edge's Foltz: Participate in the rally, but look for danger ahead
59:13
59:13
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59:13
Fritz Folts, chief investment strategist at 3EDGE Asset Management, says investors need to be watching for issues like liquidity being pulled from the system and credit spreads widening and other signs that there may be trouble ahead. He says the market -- as witnessed by the Dow Jones Industrial Average crossing 40,000 last Friday -- remains drive…
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Midas' Winmill: Gold miners poised for a pop when the Fed cuts rates
1:01:15
1:01:15
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1:01:15
Thomas Winmill, manager of the Midas Fund, says that gold historically has a quick bounce after the first cut in a rate-cutting cycle, and he expects to see that gain in gold stocks — a fast uptick and then strong results lasting at least a year — whenever the Federal Reserve moves next. Winmill says that the market can keep climbing the wall of wo…
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Touchstone's Thomas: The Fed needs a soft landing to hit inflation target
59:31
59:31
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59:31
Crit Thomas, global market strategist at Touchstone Investments, says that a no-landing situation for the economy will create problems for the Federal Reserve when it comes to hitting inflation targets, and for consumers who are renting, buying cars and more. Thomas noted that the current two-speed economy features a large group of consumers and bu…
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Whitney Tilson on letting winners run as market hits new highs
59:41
59:41
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59:41
Whitney Tilson, editor at Stansberry Research, says the current market conditions have made him "much more prone to let my winners run," and that investors should not take a market pushing to all-time highs as some sort of sell signal because in most times -- including today -- new highs are a positive, even if they inspire some nervousness and fea…
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