Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously like the 1970s, post-WWII, and completely unique - One common rebalancing mistake ... Show More
Nov 2021
Markets, Meme Stocks, and Inflation — with Liz Ann Sonders
Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, joins Scott to discuss the stock market as it relates to the US’s current economic cycle, meme stock investors, and stimulus spending. Liz Ann also shares how to think about inflation — specifically how the US ha ... Show More
51m 18s
Mar 2023
The State of Play: Markets, Economy, and Ukraine
Liz Ann Sonders, the Managing Director and Chief Investment Strategist at Charles Schwab, joins Scott to discuss the state of the markets including several mixed signals she’s paying attention to, signs of a recession, and what investors should be thinking about. Follow Liz Ann o ... Show More
51m 6s
Aug 2023
Cambiar's Barish: Rising cost of capital will help value stocks
Brian Barish, president and chief investment officer for Cambiar Investors, says that rising interest rates have increased the cost of capital for businesses, which is shifting which industries and businesses can thrive. The increased cost of capital is changing market conditions ... Show More
57m 52s
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s
Dec 2021
Schwab's Sonders: 2022 will be better than most expect
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that strong market performance in 2020 and '21 has masked downturns in most sectors and industries, meaning that there isn't so much pressure for upward trends to reverse in the year ahead. While she does ... Show More
56m 4s
May 2024
Endless Shrimp In This Economy!?
This week, Felix Salmon, Emily Peck, and Elizabeth Spiers are joined by Kyla Scanlon, author of the new book In This Economy?: How Money & Markets Really Work to talk about the disconnect between reality and perception that lead what she calls a “vibecession” – wherein many belie ... Show More
41m 28s
Jul 2023
Private Equity’s Impact on the Economy — with Gretchen Morgenson
Gretchen Morgenson, the senior financial reporter for the NBC News Investigative Unit, and the co-author of These Are the Plunderers: How Private Equity Runs—and Wrecks America, joins Scott to discuss her thoughts on how private equity impacts parts of the economy, and why she th ... Show More
1 h