Money Life with Chuck Jaffe

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Janney's Luschini favors foreign over domestic stocks, value over growth Jan 07, 2021

Show notes

Mark Luschini, chief investment strategist at Janney Montgomery Scott, says market and economic conditions exiting the pandemic favor equity markets that are driven more by cyclical stocks -- which describes Europe, Japan and emerging markets -- which is why he thinks 2021 'may be the year for non-US equities to outperform domestic ...' Further, those same conditions have him favoring value stocks over growth, and he notes that the recent value rally should continue. Also on the show, Tom Lydon of ETFTrends.com makes a brand new fund run by a familiar name his ETF of the Week, and Todd Rosenbluth of CFRA Research talks mutual funds and ETFs in the Market Call.

Nuveen's Doll makes his 10 predictions for 2021 Jan 06, 2021

Show notes

Bob Doll, chief equity strategist for Nuveen Asset Management, has been making annual predictions about the market and economy for some three decades, and today he releases his forecasts for the year ahead while reviewing his results from 2020, the first year in which he ever had to adjust his prognostications midstream. In 2021, Doll expects to see real GDP growth increasing at its fastest pace in more than two decades, forecasts an increase in inflation, a weakening of the dollar and a stock market that hits new highs even if it doesn't mount particularly impressive gains. Also on the show, Mark Hines of Left Brain Investment Research examines Zscaler, another cybersecurity stock that posted huge gains in 2020 but which he says is poised for much more ahead, and Chuck discusses the final tally from his keep-the-change savings program for 2020.

Ariel's Bobrinskoy expects value surge to continue Jan 05, 2021

Show notes

Charlie Bobrinskoy of Ariel Investments says in the Market Call that value's recent run is likely to continue, but he notes that value-oriented investors need to be particularly careful right now, with the market near record highs and valuations a bit pricey. He also expects that investors will start seeing inflation sooner rather than later, and suggests preparing for it now. In the Big Interview, Greg McBride of Bankrate.com also discusses inflation, and while he expects that there may be a small increase in the short term, he mostly expects the economy to keep fending inflation at bay for the next few years, McBride gives is 2021 outlook for mortgage and credit-card rates, savings accounts and much more. Also on the show, Michele Schneider of MarketGauage.com talks technical analysis.

Let's go whistling past the mutual fund graveyard Jan 04, 2021

Show notes

Chuck starts 2021 by diving into the dead pool of mutual funds that perished last year, talking about their foibles, follies and the lasting lessons to be learned from a rogue's gallery of failed funds. Also on the show, Joel Fleishman, author of "Putting Wealth to Work" talks about 'philantho-capitalism' and how wealthy donors are changing the world, and Peter Tuz of Chase Investment Counsel talks stocks in the Market Call.

Michael Falk: 'I'll never buy bonds again, and you shouldn't either' Dec 31, 2020

Show notes

Michael Falk of Focus Consulting Group -- who has joined Chuck every three months in 2020 to discuss the market, investing and his personal battle with Lou Gehrig's Disease -- talks about how his unique circumstances have him viewing Covid as a blessing, bonds as broken and not worth buying for the foreseeable future, and about his hopes for the future. Also on the show, John Cole Scott of the Active Investment Company Alliance reviews the good, bad and ugly in closed-end fund investing from 2020, and Tom Lydon of ETFTrends.com taps a red-hot cybersecurity fund as his ETF of the Week.

Almost everything you need to know about retirement savings Dec 30, 2020

Show notes

Ben Carlson, author of 'Everything You Need To Know About Saving For Retirement,' joins Chuck to discuss exactly what people need to know and do to at least get comfortable with building their own retirement, and talks about how the daunting process of building a retirement nest egg is easier and simpler than most people make it. Also on the show, Noland Langford of Left brain Investment Research discusses cybersecurity stocks - and specifically Tenable Holdings -- and why they will keep running even after the pandemic boost the sector has experienced fades away, and Rob Spivey of Valens Research talk about survive-and-thrive stocks and more in the Market Call.

TD Ameritrade's Kinahan sees correction en route to good 2021 Dec 29, 2020

Show notes

JJ Kinahan, chief market strategist at TD Ameritrade, says it would be healthy for the market to have a sell-off of up to 10 percent in the first quarter of 2021 before moving up from there. That said, he said the pace of stock market gains that have been evident through the holiday season will be hard to maintain in the year ahead. Also on the show, Brian Hamilton, chief executive officer at One, discusses how and why some institutions are offering 'early' advance stimulus checks, and Jason Browne of Alexis Investment Partners talks ETFs in the Market Call.

Legendary manager Dan Fuss says inflation isn't just coming, it's already here Dec 28, 2020

Show notes

Dan Fuss, who has run Loomis Sayles Bond Fund for three decades -- but who is spry enough to have been named by Morningstar as its 'Outstanding Portfolio Manager' in 2019 -- says that all of the economic stimulus will affect the current economy the same way that past financial booster shots have, by creating inflation, which he says is already visible in a few areas but which he expects to become more visible in the next two years. In a wide-ranging Big Interview, Fuss discusses the dangers of chasing yield in the current low-rate environment, the trouble with moving up the risk scale and more. Also on the show, Christine Benz, director of personal finance at Morningstar and David Trainer, president at New Constructs , taking the year's final trip to The Danger Zone.

One thing experts agree on for 2021: Diversification Dec 24, 2020

Show notes

In a wide-ranging show, one back note rings out in today's interview, namely the importance of diversification. Tom Lydon of ETFTrends.com looks at a fund that buys into countries showing strong momentum -- and that gained more than 10 percent last week alone -- as his ETF of the Week, noting that it can diversify portfolios that don't have enough international exposure. Gene Tannuzzo of Columbia Threadneedle discusses the need to diversify fixed-income holdings and notes how 2020 has highlighted how different bond types can both boost and smooth out yields, Cheryl Pate of Angel Oak Capital talks about the potential for the value stocks in the financial sector to stand out next year, and Craig Hodges of the Hodges Funds talks stocks in the Market Call.

Wells Fargo's Wren is optimistic the market can deliver 10 percent in '21 Dec 23, 2020

Show notes

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, says we are 'in the early part of a new cycle' that is going to include a pretty good bounce in economic growth next year and that should lead to reasonably good returns even as the economy and stock market come back into sync. He's expecting large-cap stocks to deliver 8 to 10 percent in the new year, which he termed as 'not wildly optimistic, but optimistic.' Also on the show, an extended Market Call that's all about investing in Fidelity funds featuring John Bonnanzio, editor of the Fidelity Monitor and Insight newsletter, and Left Brain Thinking, where Brian Dress, research director at Left Brain Investment Research, discusses why MercadoLibre -- a stock that's up 200 percent this year -- still has room to grow impressively in 2021 and beyond.

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