Money Life with Chuck Jaffe

Todd Rosenbluth, head of research at VettaFi, says that American investors who have some $6 trillion in cash are in danger of missing out as the Federal Reserve begins to cut interest rates in coming…

Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market ral…

David Keller, chief market strategist at StockCharts.com and the president at Sierra Alpha Research, says the market's first quarter was much stronger than he expected, avoiding a low that he was exp…

Paul Gruenwald, chief economist at S&P Global Ratings, says that he doesn't see the economy going into a recession, allowing the Federal Reserve to cut rates "at a leisurely pace" and to get through …

Kim Blanton of the Boston College Center for Retirement Research – where she writes the Squared Away blog -- says that Americans wind up falling into some classic psychological traps when it comes t…

Joe Kalish, chief macro strategist at Ned Davis Research, says that the big picture still argues for overweigting stocks relative to bonds and cash so long as the Federal Reserve follows through on m…

Jeffrey Cleveland, chief economist at Payden & Rygel, says that current conditions -- with inflation falling significantly year-over-year and no attendant hike in unemployment and no recession -- are…

Steve Sosnick, chief market strategist at Interactive Brokers, says "This is one of the most momentum-driven markets I can recall ... where the winning stocks in one month continue to be the winning …

Scott Colyer, chief executive officer at Advisors Asset Management, says he is cautious right now, but the cyclicals, materials, energy and health care tend to be strong during periods when the Feder…

Cheryl Smith, economist/portfolio manager at Trillium Asset Management, sees the economic tide as running out, and that it will be taking the stock market with it, and while she does not think it wil…

Kim Blanton, writer at the Boston College Center for Retirement Research, calls the search for assisted living "an opaque experience" and notes -- through the story of her mother but also reporting …

Sameer Samana, senior global market strategist at the Wells Fargo Investment Institute, says that the market's recent rally appears to have run out of steam, requiring "a little bit of a breather" be…

Macro strategist Larry McDonald, creator of The Bear Traps Report, says that the current economic situation is "very 1980s like," a condition that requires different strategies than what most investo…

Kevin "Lex" Luthringhausen, chief content officer at Tradier Hub, says he has been stubbornly short the stock market expecting a mild pullback that hasn't been coming because the market is "insanely …

Sam Stovall, chief market strategist for CFRA Research, says that he expects the stock market to surprise investors in 2024 "the way it did in 2023," producing the kind of double-digit gains that are…

Tony DeSpirito, global chief investment officer of fundamental equities at BlackRock -- lead portfolio manager of the BlackRock Equity Dividend fund -- says that the Federal Reserve will be more conc…

Craig Johnson, senior research analyst at Piper Sandler, says that the Dow Jones Industrial Average, Standard & poor's 500 and the Nasdaq Composite are all "trading at the very upper end of an 18-mon…

Jeff Kolitch, portfolio manager for the Baron Real Estate and Baron Real Estate Income funds, says that the scary headlines about real estate -- and particularly commercial real estate -- have been a…

Alaina Anderson, co-portfolio manager at the William Blair International Leaders Fund, says that when the Federal Reserve starts cutting interest rates -- which she expects in the second half of the …

Nick Sargen, senior economic advisor at Fort Washington Investment Advisors, says the market is not pricing in geopolitical risks adequately, so while things look good for the U.S. economy, the domes…