On Investing
From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Chief Fixed Income Strategist Kathy Jones, On Investing is a weekly audio magazine featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and more. Find it at Schwab.com/OnInvesting or wherever you get your podcasts.
Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit Schwab.com/ContactUs for contact options. (0823-3DKU)
- Update frequency
- every 7 days
- Average duration
- 34 minutes
- Episodes
- 85
- Years Active
- 2023 - 2025
The Fed's Message: Patience and No Change in Interest Rate Policy
In this episode, Liz Ann Sonders and Kathy Jones analyze this week's FOMC meeting and its impact on the economy and financial markets. The Fed's message was one of patience, with no change in interes…
What You Need to Know About Asset Allocation (With Sébastien Page)
In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed's potential rate cuts.
Sébastien Page, chief investment officer a…
What's New in Stock Sectors & Corporate Bonds?
In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed's potential rate cuts.
Then, Liz Ann speaks with Kevin Gordon abo…
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)
In this episode, Liz Ann Sonders and Kathy Jones analyze the March 2024 CPI data and its impact on the bond markets and Fed policy. CPI came in higher than expected, with significant increases in hou…
What's It Like to Be a Financial Journalist? (With Dion Rabouin)
How do you find reliable information about the markets and the economy? It's one thing for individual investors to struggle with financial jargon and context, but what about professionals?
In this ep…
Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)
In this conversation, Liz Ann Sonders interviews Dr. Ed Yardeni, president of Yardeni Research. They discuss this unique economic cycle and the concept of rolling recessions. Ed explains his optimism…
The Fed Leaves Rates Unchanged: Our Analysis
In this episode, Liz Ann and Kathy discuss the results and implications of the latest Fed meeting. They also address election-related questions and the impact of the FOMC meeting on interest rates. T…
Sector Views: Our Stock Sector Outlook
Liz Ann Sonders and Kevin Gordon discuss the evaluation of various sectors of the economy and the relaunch of Schwab Sector Views, which provides perspective and ratings on the 11 sectors of the S&P …
The State of the Post-Pandemic Retail Market (With Matthew Shay)
In this conversation, Kathy and Liz Ann discuss the current state of market sentiment, underlying trends in the fixed income market and yield demand, and the disconnect between investors' attitudes a…
Understanding Corporate Bond Analysis (With Winnie Cisar)
In this episode, Kathy Jones and Liz Ann Sonders discuss some of the latest questions they are hearing from investors.
Corporate bonds have received extra attention lately due to their higher yields. …
What Matters in Corporate Real Estate (With Al Rabil)
How did the latest inflation numbers affect the stock market and Treasury yields? In this episode, Kathy Jones and Liz Ann Sonders discuss why the CPI report showed higher-than-expected numbers, and …
What Matters in Residential Real Estate (With Dolly and Jenny Lenz)
In this episode, Kathy Jones and Liz Ann Sonders discuss the latest signaling from the Fed and how companies have fared during earnings season.
Then, Liz Ann is joined by real estate professionals Dol…
How Do Muni Bond Credit Ratings Work?
In this episode, Kathy and Liz Ann discuss the latest Fed meeting and how companies have fared during earnings season.
Then, Kathy is joined by Cooper Howard and special guest Jane Ridley of S&P Globa…
Earnings Season & High Demand for Corporate Bonds
In this episode, Kathy and Liz Ann discuss the likelihood for interest rate cuts in March versus May, Q4 corporate earnings season, credit market health, and the strong demand for investment-grade co…
Key Signals from the Fed & How to Manage Risk
In this episode, Kathy and Liz Ann dive into a review of Fed policy, including the new developments with the Fed's balance sheet. In addition to likely cutting rates later this year, the Fed is prepa…
What Can the Sahm Rule Tell Us About the Economy?
In this episode, Schwab's Chief Fixed Income Strategist Kathy Jones interviews former Fed economist Claudia Sahm. And Schwab's Chief Investment Strategist Liz Ann Sonders discusses the December jobs …
Where's the Economy Headed: Soft Landing or Recession?
In this episode, Kathy Jones and Liz Ann Sonders discuss their outlooks for 2024 in light of recent events and share what investors should be watching for in the next few weeks.
Liz Ann also intervie…
The Fed Holds Steady with a Dovish Pivot
This week, the Federal Reserve left its benchmark interest rate unchanged in the 5.25% to 5.5% range but signaled 75 basis points in rate cuts coming in 2024. While co-host Liz Ann Sonders is out sic…
Market Outlook: What's in Store for 2024?
After a tumultuous year for the markets, what's in store for 2024? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year.
First, …
An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'
After a market rally in November, what can we expect in December? In this episode, Kathy Jones and Liz Ann Sonders recap the week of Thanksgiving and discuss revisions to the Q3 GDP numbers. They als…