Podcast Episodes

The Markets Shrug at Geopolitics, for Now

Episode 74

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor…

Published on 2 months, 3 weeks ago

‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)

Episode 73

Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. 

Then, Liz Ann Sonders and Cameron Dawson, Chief Investment…

Published on 3 months ago

How Will Tariffs & Debt Affect the Economy?

Episode 72

In this week’s episode, Kathy Jones and Liz Ann Sonders discuss the current state of tariffs and the ongoing trade war, the implications of budget bills on the economy, and insights into inflation an…

Published on 3 months, 1 week ago

Why Does Sentiment Not Match Hard Data?

Episode 71

In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the bond market, the influence of central banks, and the impact of policy announcements on market dynamics. They explore …

Published on 3 months, 2 weeks ago

Navigating the 'Funky' Market Environment (With Helene Meisler)

Episode 70

Kathy Jones and Liz Ann Sonders discuss recent market moves potentially related to Washington budget negotiations and an increasing focus on debt and deficits. Then, Liz Ann Sonders interviews longti…

Published on 3 months, 3 weeks ago

Why Are Munis Attractive Right Now?

Episode 69

Kathy Jones and Liz Ann Sonders discuss the pause on some tariffs and the impact on the equities market. Then, Kathy interviews Cooper Howard about the features of municipal bonds in the current land…

Published on 4 months ago

Should the Fed Focus on Inflation or Unemployment?

Episode 68

Kathy Jones and Collin Martin discuss the recent Federal Reserve meeting, the implications of their decisions on interest rates, and the current economic landscape. They delve into the risks of stagf…

Published on 4 months, 1 week ago

Is Confidence Eroding in U.S. Investability? (With Dario Perkins)

Episode 67

In this conversation, Liz Ann Sonders interviews Dario Perkins of TS Lombard. They discuss the growing international skepticism towards U.S. policy, the implications of trade deficits and capital acc…

Published on 4 months, 2 weeks ago

The State of Rates and the Bond Market During Uncertainty

Episode 66

Volatility and uncertain economic outlooks continue to dominate the macroeconomic landscape. In this episode, Liz Ann Sonders and Kathy Jones consider the current state of the stock market, which has…

Published on 4 months, 3 weeks ago

Weathering Market Volatility: Can Dividends Help?

Episode 65

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the current state of the markets, focusing on volatility, investor confidence, and the impact of trade policies. They explore how …

Published on 5 months ago