Money Life with Chuck Jaffe

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Ritholtz talks the best and worst of today's financial world Jan 13, 2020

Show notes

Barry Ritholtz, chairman of Ritholtz Wealth Management and author of The Big Picture blog makes his first visit to Money Life and talks about the things he likes and dislikes the most about personal finance and investing today, discusses the evolution of index funds and how that invites improper use of them, and his outlook on forecasting and which predictions are worth listening to. Also on the show, David Trainer of New Constructs revisits his Danger Zone picks frmo 2019 and talks about three that didn't work out so well, and Stephen McKee of the No-Load Mutual Fund Selections and Timing newsletter talks momentum-driven mutual fund investing in the Market Cal

Fundamental and technical forecasts, plus the follies of forecasting Jan 10, 2020

Show notes

It's a day of looking at expectations and then deconstructing them as Chuck chats with Deb Clarke, global head of investment research at Mercer, about the firm's 2020 outlook -- which includes slower growth globally, better opportunities worldwide than in America and more -- and discusses technical analysis with Martin Pring of Pring Research who sees signs suggesting that any troubles ahead in the near term will be buying and trading opportunities because real market troubles appear unlikely in the year ahead. Christian Pittard of Aberdeen Asset Management talks about changes in structure and more that are helping make the closed-end fund market more attractive, before Seth Masters -- best known for a correct market forecast he made with Bernstein Private Wealth Management in 2012 -- looks at the factors and thinking that renders most forecasts weak and meaningless.

T. Rowe Price's Levenson: Expect slow growth early in '20, but no recession for at least a year Jan 09, 2020

Show notes

Alan Levenson, chief U.S. economist at T. Rowe Price, says that headline events like the impeachment and the conflict in Iran are not going to have much economic impact, but he noted that slowing growth, tighter employment conditions and more will contribute to slower growth during the first half of the year and that they ultimately will lead to a shallow recession down the line, somewhere after 2020. Also on the show, Tom Lydon of ETFTrends.com discusses investing in China amid the current trade concerns, Jill Gonzalez of WalletHub talks about how many Americans overspent their budgets during the holiday season, and Chuck answers a question from an audience member.

Brusuelas: "This is not your grandfather's economy' Jan 08, 2020

Show notes

Joseph Brusuelas, chief economist at RCM, notes that tensions in the Middle East and how they affect the oil industry and the economy are worth watching, but says that the economy is different from the oil tensions of the 1970s, and is better prepared to deal with the turmoil than in the past. He expects moderate economic growth in 2020, although he notes that Boeing is the most important manufacturing company to the economy and that its recent problems will shave significant growth off the economy in the short term. Also on the show, Russel Kinnel of Morningstar discusses the latest 'Mind the Gap' study showing that investors are doing better relative to the performance of their funds than in the past, Howard Silverblatt discusses dividend results for the Standard and Poor's 500 in 2019, and we revisit a recent chat with David Bahnsen of HighTower Advisors on the intersection of politics and personal finance.

Nuveen's Doll: 2020 will see economy improve but stocks struggle Jan 07, 2020

Show notes

Bob Doll, chief equity strategist at Nuveen, releases his annual list of 10 forecasts for the coming year, noting that he expects economic growth to continue but that it won't be enough to keep stocks humming along. He expects domestic markets to struggle to reach single-digit gains, he prefers the outlook for international stocks, and he believes President Trump will win re-election among his expectations for 2020. Also on the show, two other interviews about expectations, with David Goodsell of Natixis Investment Managers discussing his firm's recent survey of institutional investors about their outlook for the year ahead, plus Greg McBride, chief financial analyst at Bankrate.com gives his forecast for rate levels in the coming year. All that, plus Patrick Healey of Caliber Financial Partners talking stocks in the Market Call.

Bob Doll looks back, investors look ahead and Chuck watches out for his reputation Jan 06, 2020

Show notes

Bob Doll chief equity strategist at Nuveen will release his 10 forecasts for the New Year on Tuesday, but first he stops by Money Life to talk with Chuck about his calls from last year and how they turned out in 2019. Meanwhile, Paul Golden of the National Endowment for Financial Education discusses the New Year's resolutions that investors made fort 2020, and Chuck answers an audience question, kind of, in telling us precisely why he won't make a definitive forecast for the stock market in the year ahead. Plus, we revisit a recent conversation with Jim O'Shaughnessy of O'Shaughnessy Asset Management.

Chuck helps you set retirement targets and interim savings goals Jan 03, 2020

Show notes

Will in Philadelphia writes Chuck asking for help setting real, meaningful retirement-savings targets as he tries to make sure his New Year's goals and resolutions will make real progress toward a secure future, and Chuck describes four ways to measure retirement preparedness. Also on the show, John Cole Scott of Closed-End Fund Advisors discusses three decades of research on the industry and what it tells him to expect for the future, and we revisit a recent, extended chat with Rob Arnott of Research Affiliates.

Wells Fargo's Wren:Market starts 2020 nearly at the levels we expected for next winter Jan 02, 2020

Show notes

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, said that the Standard and Poor's 500 closed 2019 so strongly that it nearly eclipsed his firm's forecast for where it would be in 2020, squarely in the middle of the 3,200 to 3,300 forecast range. Wren warned that the investment consensus is more optimistic than he and Wells Fargo are, but is expectation is for a relatively flat year with some heightened volatility as the market sorts out pressures from interest rates, politics and more. Also ont he show, Tom Lydon of ETFTrends.com makes a big, classic index fund his 'ETF of the Week," Chuck throws dirt on some funds that died in 2019, and we revisit a recent chat with David Kotok of Cumberland Advisors.

'Extremely cautious' Lamensdorf sees a seller's market for 2020 Dec 31, 2019

Show notes

Brad Lamensdorf, editor of the Lamensdorf Market Timing Report and manager of the Ranger Equity Bear ETF, said that market sentiment is completely reversed from a year ago and has risen to dangerous levels where investors are likely to be disappointed in the new year. He expects at least 'extreme volatility' for 2020, likely paired with a 'cleansing pullback' that he said was necessary before the market could move up from its current record levels. Also on the show, Brian Graff of the American Retirement Association discusses the SECURE ACT that goes into law on New Year's Day, the gang from HighTower Advisors revisits questions to ask planners and counselors at the start of the year, and Chuck talks about goal setting for the new year and the next decade.

Chuck talks Nightly Business Report, misadventures at Firestone and more Dec 30, 2019

Show notes

Chuck -- who spent more than a decade as a guest commentator on Nightly Business Report -- talks about the longest-running business television show, which ran for the final time last Friday, and also finally reveals just what happened when he took his car in for repairs -- and subsequently tried to pay for those repairs and more on the retailer's credit card -- that has had him upset for weeks. We also revisit a recent chat with Sam Stovall, chief market strategist for CFRA Research.

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