Podcast Episodes

After the Shutdown: Markets, Policy & the Wall of Worry

Episode 92

In this episode, Kathy Jones and Liz Ann Sonders discuss some recent investor' questions involving credit risks, government debt, and the potential for an AI bubble. 

Then, Mike Townsend, Schwab's Was…

Published on 7 hours ago

Making Sense of the Economy in a Data Desert

Episode 91

In lieu of data from the Bureau of Labor Statistics, Liz Ann Sonders and Kathy Jones discuss the latest jobs report from ADP. Liz Ann addresses some recent yips in the equity market related to earnin…

Published on 1 week ago

The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)

Episode 90

Liz Ann Sonders and Kathy Jones discuss this week’s Federal Open Market Committee (FOMC) meeting and the latest interest rate cut. They also analyze some of the details of what is driving the Fed’s d…

Published on 2 weeks ago

What’s Causing Jitters in the Credit Markets?

Episode 89

This week, Collin Martin sits in for Liz Ann Sonders. Kathy Jones and Collin discuss the upcoming Consumer Price Index (CPI) report and the Federal Reserve's anticipated interest rate cut. They analy…

Published on 3 weeks ago

The Role of the Fed in a Shifting Economy (With Pat Harker)

Episode 88

This week, Kevin Gordon fills in for Kathy Jones. Liz Ann Sonders and Kevin discuss the recent NABE conference and the current state of the markets in light of the government shutdown and recent tari…

Published on 4 weeks ago

Government Shutdown Drives Reliance on Other Data

Episode 87

This week, Liz Ann Sonders and Kathy Jones discuss the implications of the ongoing government shutdown and the impact on key economic indicators and market data. They analyze the current state of the…

Published on 1 month ago

Surveying the Corporate Credit Landscape (With Joel Levington)

Episode 86

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges…

Published on 1 month, 1 week ago

Global Central Banks Face Uncertain Policy (With Robin Brooks)

Episode 85

Kathy Jones and Liz Ann Sonders look at the state of the markets a week after the quarter-point Fed rate cut. They also discuss the implications of the lower rate for the broader market, the particul…

Published on 1 month, 2 weeks ago

Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)

Episode 84

Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dyn…

Published on 1 month, 3 weeks ago

Where Do Public & Private Markets Converge? (With Steven Meier)

Episode 83

This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze th…

Published on 2 months ago