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
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
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
Jan 2025
Schwab's Sonders: The market, economy 'has decent legs,' but faces challenges
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that while the stock market has done well at the index level — where a few big names carried the benchmarks to big years — the fuller story has been told at a lower level, where the market has had more str ... Show More
1h 1m
May 2019
Several experts say current downturn is a buying opportunity, but for different reasons
Karl Mills of Jurika, Mills and Kiefer said that Monday's losses should not have investors worried so long as they have properly adjusted their time horizons, and he said he expects most investors to realize down the line that whatever move the market is making now is forgotten s ... Show More
57m 40s
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
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
Aug 2023
Edward Yardeni: Rolling recessions, yes, but also 'rolling recoveries'
Edward Yardeni, president and chief investment strategist at Yardeni Research, says it is possible that long-term recession predictors like the inverted yield curve and leading indicators may not be right this time, but mostly because the economy has been going through a series o ... Show More
58m 35s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s
Apr 2023
Zuma Wealth's Spath: Foreign stocks will help you ride through mild recession
Terri Spath, chief investment officer at Zuma Wealth, says that investors should be looking for ways to play a slowing economy and a light recession, and she says that international stocks are likely to outperform U.S. stocks while that plays out. She also is adding to domestic f ... Show More
1 h