Money Life with Chuck Jaffe

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'Markets will continue their upward pace over the next five years' Jan 24, 2022

Show notes

Wayne Wicker, chief investment officer at MissionSquare Retirement, says that there is still a lot of economic strength in the United States, which when coupled with a long-term outlook suggests that the stock market can overcome current concerns and a bumpy ride to deliver good returns to patient investors. Also on the show, Lester Jones discusses the latest outlook survey out today from the National Association for Business Economics, David trainer of New Constructs talks about three of the biggest winners -- meaning their stocks were losers -- that he put into the Danger Zone last year and why they are likely to be as bad or worse again this year, and Ken Laudan of the Buffalo Large Cap Growth talks in the Market Call about finding and investing in 'innovative, high-quality, durable large-cap growth companies.'

Whitney Tilson: Despite correction, bull market has innings of play left Jan 21, 2022

Show notes

Whitney Tilson, founder/chief executive officer at Empire Financial Research, says that while the Nasdaq entered correction territory on Thursday and the market has had some bumps and bruises along the way, the long-running bull market is still in place and looks like it is "in the seventh inning." Amid a wide-ranging market conversation, Tilson also discusses short-selling, cryptocurrency investing, Tesla, meme stocks and how his views have -- and haven't -- changed over time. Also on the show, David Giroux of T. Rowe Price Capital Appreciation is back, following up on Thursday's market discussion by talking about his recent book, "Capital Allocation," and describing how the focus on the way companies use their money should shape investment decisions; and Connie Luecke, manager of the DNP Select Income Fund, discusses infrastructure investing and how it is poised to push through current conditions regardless of whether key legislation gets approved in Washington.

T. Rowe Price's Giroux: Inflation will ease, relative bargains will remain Jan 20, 2022

Show notes

David Giroux, manager of the T. Rowe Price Capital Appreciation fund -- which has one of the best track records in the fund world under his long stewardship -- is 'highly confident' that inflation is headed back to more normalized levels, something in the 2 to 2.5 percent range, but as the market works that out, he is not expecting any major downturn, noting that he is still able to buy relative values with the potential to generate reasonable returns regardless of what the market does next. Also on the show, Tom Lydon of ETFTrends.com makes a fund that buys midstream pipeline plays his ETF of the Week, Taelor Candiloro of Clever Real Estate discusses the site's research on retirement savings -- which showed that about two thirds of Americans have either nothing saved for retirement or have less than 40 percent of the amount experts suggest they should have -- and Bill Staton of Novare Capital Management talks dividend-paying stocks in the Market Call.

SLC's Mullarkey expects market to overcome volatility and post gains Jan 19, 2022

Show notes

Dec Mullarkey, head of investment strategy at SLC Investments, says that despite the anxiety produced by inflation being an economic wildcard, he expects the market to produce 'a decent year,' with returns of 8 to 10 percent on equities despite significant volatility along the way. Also on the show, Brian Dress, director of research at Left Brain Investment Research, says that the current market rotation has him looking at energy and production companies and pipeline stocks as places with potential for a pickup in growth even as the economy is slowing; financial adviser Dan Cunningham of One Day in July discusses the impact inflation and interest rates are having on long-term savers, and Chuck answers a listener's question on moving averages.

Baird's Stanek: 'Keep the seat belts on' to ride out rate changes Jan 18, 2022

Show notes

Mary Ellen Stanek, president of the Baird Funds, says that investors will benefit from higher yields and get past many of the temporary concerns hitting fixed-income markets once the current rate-adjustment period is concluded, so she suggested buckling up for the ride, increasing portfolio quality, dialing down risk and maintaining liquidity in order to act on the better opportunities that lie ahead. Also on the show, author Evan Hughes discusses his new book, 'The Hard Sell: Crime and Punishment at an Opiod Startup,' Ted Rossman of Bankrate.com talks about what consumers really want from their credit cards, and Chuck answers a listener's question about the best process for paying off credit-card debts.

Current conditions plus mid-term elections make for tough sledding Jan 14, 2022

Show notes

Jeffrey Hirsch, editor of the Stock trader's Almanac, says that history has shown that markets struggle in mid-term election years, particularly when the president is a first-term Democrat, and that coupled with rising inflation and interest rates, it should make for a market that struggles this year to achieve modest single-digit gains. Lawrence McMillan, president of McMillan Analysis says that the next move of the Standard and Poor's 500 -- whether it tops 4,800 or declines below 4,500 -- will go a long way to determine what the market is capable of this year; Mark Fleming, chief economist at First American Financial Corp. talks about the wild conditions of the housing market, but dispels much of the concern that rising mortgage rates will change them dramatically, and Alex Condrell of Cliffwater discusses how investments in middle-market corporate credit should overcome current conditions to generate something close to historic return levels of 9 percent.

Axel Merk: Near-term concerns can't be ignored Jan 13, 2022

Show notes

Axel Merk, founder and president at Merk Investments and the Merk Funds, says he is currently underweight equities because of concerns of everything that could go wrong in the short run. He's watching interest rates, inflation, the pandemic, international and domestic politics and more and while he says long-term investors can rideo ut these concerns, anyone who needs to access their money in the next two years should be concerned. Also on the show, Tom Lydon of ETFTrends.com makes a fund putting a different twist on a 'Dogs of the Dow' strategy his 'ETF of the Week,' Kate Hao, chief executive at Happy Mango discusses the fallout from Bank of America's announcement that it will join other large institutions in eliminating overdraft fees and the impact these changes will have on banking and, more broadly, society, and Chuck discusses how to deal with the five economic and financial conditions that have been mentioned the most by experts giving their outlooks for 2022.

Touchstone's Thomas: 2022 is 'going to feel a lot different' Jan 12, 2022

Show notes

Crit Thomas, global market strategist, Touchstone Investments says that the 'tsunami of liquidity' that was pushed into the economy throughout the pandemic is going to recede in 2022 , and the effects of money being pulled from the economy by the Federal Reserve and the government is enough to make him 'risk neutral' at least until factors like the pandemic, interest rates and inflation play out and reduce uncertainty. Also on the show, Ed Carson, news editor at Investor's Business Daily, discusses the paper's latest Economic Optimism Index, in which it's hard to find any actual good feelings as consumers are scared by inflation and market volatility. Also, Chuck discusses surprising research showing that companies could provide pensions -- and deliver better results -- than by using 401(k) and other popular plans, and the Weird Financial News includes a story on 91,500 oily pennies and the investment value of Legos.

After a tough 2021, Bob Doll makes his forecasts for 2022 Jan 11, 2022

Show notes

Wall Street veteran Bob Doll, chief investment officer at Crossmark Global Investments, has long made annual forecasts for the key financial elements of the year ahead. But coming off the global pandemic and the way it skewed economic numbers, Doll's crystal ball was murkier a year ago, and it was reflected in him hitting on fewer of his predictions. We review what happened with him, and then turn our attention to the coming 12 months, which Doll says are still hard to forecast because of the unpredictability of current trends. That said, those trending uncertainties will make for a tougher year, one in which investors are likely to find that diversification pays off more than in the recent past. Also on the show, Chuck answers a listener's question about a popular fund, ARK Innovation, that has been struggling for the last year.

Ally's Bell makes a case for double-digit market gains again in 2022 Jan 10, 2022

Show notes

Lindsey Bell, chief markets and money strategist at Ally Invest, says that the market is capable of generating double-digit returns for the third consecutive year despite concerns about inflation, rising interest rates and more. Bell says that what is likely to determine the market's ability to actually deliver is the actions of the Federal Reserve, which may not comfort listeners after hearing today's Book Interview, in which author Christopher Leonard, discusses his new book, 'The Lords of Easy Money: How the Federal Reserve Broke the American Economy.' Also on the show, more market talk featuring Louis Ricci, head trader at Emles Advisors, and David Trainer of New Constructs puts Tesla and Box -- two picks that didn't go his way in 2021 -- back into the Danger Zone noting that the companies' ability to put off trouble doesn't mean avoiding it forever.

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