On Investing

In this episode, Kathy Jones and Liz Ann Sonders discuss several of the latest economic indicators, focusing on inflation, employment, and the housing market. They analyze the current state of the S&…

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the bond market and the bull market in equities. They explore the volatility in bond yields, the significance of credit s…

How can the stock market be a hedge against inflation? What are some pros and cons of the current market environment?

In this conversation, Kathy Jones and Liz Ann Sonders discuss the recent jobs repo…

In this episode, Liz Ann and Kathy discuss the unique characteristics of the current economic cycle, emphasizing its differences from historical cycles. They explore the implications of geopolitical …

In this episode, Kathy and Liz Ann open by discussing the implications of the recent rate cut by the Federal Reserve, focusing on the labor market and upcoming economic indicators. They explore how t…

With the Federal Reserve cutting rates by 50 basis points at its September meeting, what are the implications for the bond market and the economy? In this episode, Kathy Jones and Liz Ann Sonders ana…

In this episode, Kathy and Liz Ann follow up on the release of last week's unemployment numbers and the reaction of the stock market to the jobs report. The expectation is still for a 25-basis-point …

Why are payroll numbers reported as "nonfarm" jobs? What other jobs are excluded from the unemployment rate? Why is "hours worked" an important recession indicator? For this shorter week, Liz Ann and…

In this conversation, Kathy and Liz Ann discuss quotes and sayings from industry legends that have resonated with them over the years. You can read Liz Ann's article about her reminiscences in the in…

Kathy and Liz Ann catch up on recent market volatility, the Fed's next move, and changes in the economic data. There is some debate about whether the Fed should cut by 50 basis points in September or…

Kathy and Liz Ann discuss recent events in the market, including fluctuations in the equity market, a global tech outage, and the potential for rate cuts by the Fed. They also provide insights for in…

Inflation fell in June, and Kathy and Liz Ann discuss the potential implications for the Fed. The markets continue to anxiously await the first rate cut, and speculation around the timing of the cuts…

Kathy and Liz Ann discuss this week's expectations around the upcoming jobs report and its influence on the Fed. Their discussion highlights the importance of full employment and wage growth for the …

Inflation is coming down and is close to the Fed's target rate, which sets up the potential for rate cuts by the Fed. At the same time, the economy has experienced a series of slowdowns with crosscur…

All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab exp…

In this episode, Kathy interviews her colleagues Collin Martin and Cooper Howard about the team's midyear fixed income outlook, with a theme of looking beyond Treasuries. The conversation covers inve…

In this episode, Liz Ann Sonders sits down with Ariel Investments co-CEO Mellody Hobson. They discuss Mellody's early career at Ariel, her co-CEO relationship with John Rogers, the importance of bein…

In this episode, Kathy interviews Linda Klingman and Lynn Paschen about money market funds. They discuss the structure and types of money market funds, the history of their popularity, and how they a…

In this episode, Liz Ann Sonders and Kathy Jones discuss the latest CPI data and the impact for investors. Then, Liz Ann interviews NYU Professor Scott Galloway about his latest book and discusses th…

In this episode, Liz Ann Sonders sits down with Chuck Schwab, founder of Charles Schwab & Co. They discuss how the company was founded, Chuck's decision to cut commissions on trades, how innovation p…