Podcast Episodes

Making Sense of Recent Market Volatility

Episode 64

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets, focusing on the volatility in both the equity and bond markets. They analyze the impact of recent economic a…

Published on 5 months, 1 week ago

Trends in the Labor Market & More Tariffs (With Nela Richardson)

Episode 63

In this episode, Kathy Jones and Liz Ann Sonders discuss the latest round of tariffs issued by the Trump administration—and how they might impact the economy going forward. Then, Kathy sits down with…

Published on 5 months, 2 weeks ago

Avoiding Unforced Errors in Investing (With Barry Ritholtz)

Episode 62

In this conversation, Liz Ann Sonders interviews Barry Ritholtz. He's the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management. And he’s the author of a new book titled Ho…

Published on 5 months, 3 weeks ago

Considering the Risk of Stagflation & Uncertainty

Episode 61

In this episode, Liz Ann Sonders and Kathy Jones discuss the recent FOMC meeting, focusing on the implications of the economic projections, the potential for stagflation, and the uncertainty surround…

Published on 5 months, 4 weeks ago

Is Recession on the Horizon?

Episode 60

In this episode, Liz Ann Sonders and Kathy Jones discuss the current sentiment in the market, contrasting consumer sentiment with investor sentiment amid economic uncertainty. They explore the implic…

Published on 6 months ago

Recent Questions From Investors

Episode 59

In this episode, Kathy Jones and Liz Ann Sonders review some of the recent questions they have received from investors. Their questions and answers focus on the current economic landscape and cover t…

Published on 6 months, 1 week ago

Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Episode 58

Kathy Jones and Liz Ann Sonders discuss the recent drawdown in markets and debate whether this is a growth scare or something more lasting in the bond market.

What's the housing market outlook for 202…

Published on 6 months, 3 weeks ago

Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)

Episode 57

In this episode, Kathy Jones and Liz Ann Sonders start out by discussing the latest developments in economic policy and tariffs. They also cover the latest inflation readings and their implications o…

Published on 6 months, 4 weeks ago

China Enters the AI Chat (With Louis-Vincent Gave)

Episode 56

In today's episode, Liz Ann Sonders speaks with Louis-Vincent Gave, CEO of Gavekal Research. Louis discusses the unique market dynamics of the past year, focusing on the concentration of U.S. equitie…

Published on 7 months ago

Navigating Tariffs & Inflation (With Dr. Richard Clarida)

Episode 55

In this episode, Kathy Jones interviews Dr. Richard Clarida, PIMCO's global economic advisor and former vice Chairman of the Board of Governors of the U.S. Federal Reserve System.

Dr. Clarida is a man…

Published on 7 months, 1 week ago