Money Life with Chuck Jaffe

1715 Folgen

1. Oakmark's Nygren: Curb enthusiasm in a muted market, but don't forsake value

   Vom: 23.2.2024
2. Polaris' Horn: The end of 'free money' favors value investing for the future

   Vom: 22.2.2024
3. MRB's Colmar: Bank on 'higher for longer' interest rates

   Vom: 21.2.2024
4. T. Rowe Price's Giroux: Avoid international, hold the Mag 7, buy utilities

   Vom: 20.2.2024
5. Hancock's Miskin on playing the mixed signals in the US, Europe and in bonds

   Vom: 16.2.2024
6. Forget the Fed, fiscal policy may be more important than monetary moving forward

   Vom: 15.2.2024
7. Evergreen Gavekal's Hay: Goldilocks is not coming, but trouble is'

   Vom: 14.2.2024
8. StockCharts' de Kempenaer: 'The stock market is crashing higher'

   Vom: 13.2.2024
9. Commonwealth's McMillan: The other 493 S&P stocks are reasonably valued

   Vom: 12.2.2024
10. Shelton's Rosenkranz: The market underestimates the chance of a hard landing

    Vom: 9.2.2024
11. Chapin Hill's Boyle says the market has gotten ahead of itself

    Vom: 8.2.2024
12. Picking advisers, investments and the winning Super Bowl indicator

    Vom: 7.2.2024
13. Economist Thorne sees a growth shock ahead, 'but the U.S. will be fine'

    Vom: 6.2.2024
14. Global X's Palandrani looks at the power in lithium and copper stocks

    Vom: 5.2.2024
15. Macro Tides' Welsh: '17-year cycle' calls for a peak, a correction, then a long downturn

    Vom: 2.2.2024
16. VettaFi's Rosenbluth: These market conditions call for equal-weight plays

    Vom: 1.2.2024
17. IFA's Hebner: The Magnificent Seven won't lead the index for much longer

    Vom: 31.1.2024
18. PineBridge's Kelly: Yes, this is that rare soft landing

    Vom: 30.1.2024
19. Zacks' Mian: 'It's a steady-as-you-go earnings environment'

    Vom: 29.1.2024
20. CS McKee's Allen expects 4 Fed cuts and 'marginally positive' stock market

    Vom: 26.1.2024