Podcast Episodes
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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 …
1 year, 1 month 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 f…
1 year, 1 month 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 bon…
1 year, 1 month 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 …
1 year, 1 month 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 y…
1 year, 2 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 th…
1 year, 2 months ago
Beyond Market Cap: Fundamental Indexing Explained (With Rob Arnott)
Episode 54
In this episode, Liz Ann Sonders and Kathy Jones discuss this week’s FOMC meeting and the market reactions.
Then, Liz Ann speaks with Rob Arnott, fou…
1 year, 2 months ago
Markets React to a New Administration
Episode 53
In this episode, Liz Ann Sonders and Kathy Jones discuss the intersection of market analysis and political developments, particularly focusing on the…
1 year, 2 months ago
Climate Shocks & the Muni Bond Market
Episode 52
In this conversation, Kathy Jones and Cooper Howard discuss the impact of climate shocks, particularly wildfires in Los Angeles, on the municipal bon…
1 year, 3 months ago
Does the Resilient Economy Equal a Higher Potential Growth Rate?
Episode 51
In the first episode of 2025, Liz Ann Sonders, Schwab's chief investment strategist, and Kathy Jones, Schwab's chief fixed income strategist, discuss…
1 year, 3 months ago