Money Life with Chuck Jaffe

Latest Episodes:

Michael Falk: How a money mind deals with a terminal diagnosis Feb 26, 2020

Show notes

Michael Falk of Focus Consulting Group returns to the show for a very personal discussion with Chuck -- a conversation they plan to revisit regularly -- about how he has dealt personally and financially with the diagnosis that he has ALS, or Lou Gehrig's Disease. They discuss what goes through the mind of a lifelong planner around money and finances, and the plans for Falk's future, however long it will be, in a unique Big Interview. Also on the show, Matthias Kuhlmey, head of development for HighTower Advisors returns to the show for the first time in about two years to talk markets and planning, Shobin Uralil of Lively discusses how and where Americans spend their health care savings dollars, and Gerry Frigon of Taylor Frigon Capital Management talks stocks in the Market Call.

Gorilla Trades' Berman: 'This market still looks very good.' Feb 25, 2020

Show notes

Ken Berman, strategist at Gorilla Trades, said that despite a 1,000 point sell-off in the Dow Jones Industrial Average Monday, the market still looks good from a long-term perspective. He says long-term technicals remain bullish, and he is optimistic that the coronavirus scare could convince leaders in China and the U.S. to get down to serious trade negotiations faster than without the potential pandemic. Also on the show, Kristen Dillard of Quicken on why most New Year's resolutions are forgotten by now, Simon Lack of SL Advisors talking energy stocks in the Market Call, and Chuck answering an audience member's question on using stop-loss orders to protect against the market's volatile edges.

Smead: Market has shifted to make energy stocks worth buying again Feb 24, 2020

Show notes

William Smead, manager of the Smead Value Fund, has been bearish on energy stocks and oil companies for years, but he says in the Market Call that the market has been shifting, which makes energy stocks worth buying. He notes that demographics showing that millennials will double their use of gasoline -- despite the increased acceptance of alternative-energy engines in cars -- and that recent troubles have improved valuations of big oil and energy to where they are worth buying. Likewise, he sees a powerful trend in household formation among millennials that will help home-builders and other consumer businesses. Also on the show, Gerri Walsh of the FINRA Education Foundation talks about investor knowledge levels, Vince Annable discusses the 'Household Endowment Model' for managing money, and David Trainer of New Constructs puts two stocks in the Danger Zone.

Some places can help you avoid living paycheck-to-paycheck Feb 21, 2020

Show notes

Francesca Ortegren of Clever Real Estate discusses the cities and communities where individuals are most likely to live paycheck-to-paycheck and why those communities are so hard for making ends meet, and Chuck has to come to grips with the idea that one of his kids currently lives in the worst place in America for getting by. Also on the show, John Cole Scott of the Active Investment Company Alliance talks muni bonds and preferred stocks held in closed-end funds, author Jean O'Toole discusses scholarship opportunities that most students overlook, and Bill Kornitzer of the Buffalo International Fund talks global investing in the Market Call.

Technicals and fundamentals both draw warnings for caution ahead Feb 20, 2020

Show notes

In separate interviews, Matt Harris, head of the outsourced chief investment officer division at HighTower Advisors and Sheraz Mian, director of research at Zacks Investment reason, both urge investor caution in the near-term future, but for very different reasons. Harris, a technical analyst, notes the recent strength of the Standard and Poor's 500 index compared to its moving 200-day moving average -- the benchmark is 11.5 percent above the average, which has occurred less than two percent of trading days over the last decade -- generally results in a two to five percent decline in two weeks to three months from when it first occurs. Mian, meanwhile, notes that while the current earnings period has been strong, there are signs of weakening results going forward, which combined with events like coronavirus should mute second- and third-quarter earnings.results. Also on the show, Julie Genjac of Hartford Funds discusses adviser expectations for 2020, and Corey Hoffstein of the Newfound/ReSolve Robust Equity Momentum Index talks stocks and ETFs in the Market Call.

US Global's Holmes: Look for airlines, hotels and other industries after coronavirus scare Feb 19, 2020

Show notes

Frank Holmes, chief investment officer at US Global Investors, says that airline stocks have been sold down as a result of the coronavirus epidemic, and he expects them to have 'a super surge' -- along with hotels and luxury goods companies -- when the crisis ends, which he thinks is just a quarter away. Holmes also discusses gold, blockchain and more in a wide-ranging Big Interview. Also on the show, Tom Lydon of ETFTrends.com puts the rare bad word in about a specialized fund that he thinks is due for a long stretch of trouble, Brodie Gay of Unison talks real estate appreciation, and Gary Bradshaw of the Hodges Blue Chip Equity Income fund talks brand-name companies in the Market Call.

Talon's Grimes: 'Business as usual for charts' with markets at record highs Feb 18, 2020

Show notes

Adam Grimes of Talon Advisors has a bullish market outlook, noting that extraneous market events like coronavirus don't typically derail longer, larger market themes, and aren't going to overcome the current forces driving the market for the foreseeable future. Also on the show, financial adviser and author Michael Falk discusses how public discussions of entitlements and other big financial topics must change to avoid collapsing, Richard Barrington of MoneyRates.com on how much Americans overpay on credit-card debt, and Christopher Zook of CAZ Investments makes his debut talking stocks in the Market Call.

Chatauqua's Beitner: 'Markets and global economy are more fragile than in recent years' Feb 14, 2020

Show notes

Brian Beitner, portfolio manager of Chautauqua International Growth and Chautauqua Global Growth, says that the market and the global economy are in a delicate condition, which raises fears of how an event like coronavirus could create a downturn. Beitner says he thinks the virus situation is transitory and that the market recognizes that it's not going to crash the market or create once-in-a-lifetime buying opportunities in China and emerging markets; he recommends finding stocks with 'durable stories' to get through choppy, volatile markets. Separately, William Delwiche of Baird says the current rally remains healthy from a technical standpoint, noting that so long as market breadth is strong, investors should not fight the trend. Also on the show, Tony Huang of Advent Convertible and Income Fund talks convertible and closed-end fund investing in The NAVigator, and Garvin Jabusch of Green Alpha Advisors covers stock investments with a social point of view in the Market Call.

ETF Trends' Lydon makes a tactical trend play on coronavirus Feb 13, 2020

Show notes

Tom Lydon, editor of ETFTrends.com, said that investors looking for a trend play in a market dominated by headlines of and reactions to coronavirus might consider KraneShares MSCI All China Health Care Index, making a tactical play on a defensive emerging-markets sector that balances the fundamentals of China's enormous demographics with the reactions to the news. Lydon, in describing the fund, did suggest that investors only consider it as a trend-following type of investment, and suggested that buyers might want to follow short-term moving averages to set their stops. Also on the show, author Michele Cagan discusses her new primer on debts and how to get out of them, Anuj Nayar of LendingClub.com talks about a study on the reasons why men and women keep financial secrets from their partner, and Barry James of the James Advantage Funds talks stocks in the Market Call.

Investec's Power worries that the U.S. is 'the least dirty shirt in the laundry' Feb 12, 2020

Show notes

Michael Power, strategist at Investec Asset Management, an international money manager, says that something doesn't look right with the American stock market back at record high levels and seemingly 'walking on air' despite the recent inversion of the yield curve and economic numbers that show slowing and increasing weakness. The U.S. market remains the world's strongest, Power said, but that difference is less pronounced, and valuations in other countries may make it so that international investments -- especially in emerging markets -- are more attractive than U.S. stocks and bonds going forward. Also on the show, Jim Ewing of HighTower Advisors discusses how current market conditions make this a particularly good time to rebalance a portfolio, Sarah Foster of Bankrate.com discusses Valentine's Day spending, and Louis Navellier of the Navellier Funds talks about growth stocks in the Market Call.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Money Life with Chuck Jaffe

Related Podcasts

Links

Stay Connected