On Investing

Charles Schwab · schwab.com

From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Collin Martin, Head of Fixed Income Research, On Investing is a weekly update featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and more. Find it at Schwab.com/OnInvesting or wherever you get your podcasts. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit Schwab.com/ContactUs for contact options. (0326-K136)

128 episodes

9d ago latest

weekly cadence

English language

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Episodes 129

The Bond Market Strikes Back
2d ago · 24:26
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
9d ago · 38:15
Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
16d ago · 49:55
Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
Why Good Economic News Isn't Always Good for Markets
23d ago · 28:02
What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.
AI Concentration & the Case for Rebalancing
1mo ago · 25:37
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
A Sigh of Relief on Inflation
1mo ago · 21:29
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
Welcome to the Next Temperamental Era
1mo ago · 27:05
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
What Happens After Peak Inflation? (With Keith McCullough)
2mo ago · 43:04
Hedgeye CEO Keith McCullough joins the show to discuss his “quads” framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
Reading the Markets After Fed Chair Warsh’s Debut
2mo ago · 26:03
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
Midyear Outlook for Equities & Fixed Income
2mo ago · 26:39
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
IPOs in Focus as the Fed Holds the Line
2mo ago · 18:20
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
3mo ago · 44:16
RSM Chief Economist Joe Brusuelas joins the show to discuss how a “split-screen” economy is being driven by inequality and asset concentration—and more.
Rising Yields Highlight Muni Opportunities
3mo ago · 43:20
Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
Why Markets Are Shrugging Off Sticky Inflation
3mo ago · 25:01
Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.
Concentration Risk Meets Diversification Reality
3mo ago · 42:10
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
How Macro Forces Shape Credit Markets (With Winnie Cisar)
4mo ago · 46:06
Winnie Cisar of CreditSights joins Collin Martin to break down today’s corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
Debt, Deficits & the Fed’s Next Move
4mo ago · 22:12
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
Why Corporate Earnings Matter for Stocks, Bonds & the Fed
4mo ago · 29:53
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
4mo ago · 43:19
ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
What the Iran Conflict Could Mean for Stocks, Bonds & Inflation
4mo ago · 29:51
What are some of the economic ripple effects stemming from the war in Iran?
Empowering the Next Generation Through Financial Education (With Jim Clark)
5mo ago · 44:37
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
5mo ago · 24:35
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
5mo ago · 25:53
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
The Fed’s Balancing Act for 2026 (With Claudia Sahm)
6mo ago · 41:10
Claudia Sahm discusses the Fed’s balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
Mixed Signals & Moving Targets
6mo ago · 29:20
Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.