Money Life with Chuck Jaffe

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Danger Zone: Misleading numbers likely to send JC Penney to bankruptcy Jun 24, 2019

Show notes

Sam McBride, investment analyst at New Constructs, said that misleading operating lease discount rates -- a statistic that is now more widely available and which is a big red flag for many companies, especially retailers -- are masking real trouble at J.C. Penney, making the struggling retailer's problems worse than most people surmise. As a result, McBride thinks the company is likely headed to bankruptcy. Also on the show, Chuck answers a question about Coca-Cola stock, Adam Peck of Riverwater Partners talks social investing and small-cap stocks in the Big Interview, and Michael Roomberg of the Miller/Howard Drill-Bit-to-Burner-Tip fund has the Market Call.

Talon's Grimes: 'The market is sliding into a high-risk zone' Jun 21, 2019

Show notes

Adam Grimes of Talon Advisors, say that with the market having reached new highs, it's now getting more complex. He's still bullish, but he does see potential troubles down the line, making this a time when investors can be 'rewarded handsomely' for being aggressively long on stocks. John Sarson of the Sarson Funds explains in the Big Interview why 'The Internet and cryptocurrency go together like peanut butter and jelly,' Chuck explores the latest weird financial news, and Mike Bailey of FBB Capital Partners covers stocks in the Market Call.

Channel Capital's Roberts: The Fed is trying to start threading the needle Jun 20, 2019

Show notes

Doug Roberts of Channel Capital Research -- author of 'Follow the Fed to Investment Success' -- said the central bank's announcement Wednesday that it did not expect to cut rates in 2019 but does expect to drop them next year was the start of trying to create a perfect landing, a situation he suggested will not be easy given the countervailing forces affecting the market and the economy. Also on the show, Tom Lydon of ETFTrends.com picks his 'ETF of the Week,' professor Andrea hasler discusses a recent survey about how educators feel when it comes to teaching personal finance in schools, and Brian Lockhart of Peak Capital Management discusses stocks and ETFs in the Market Call.

Harvest Global's Dale: Ignore the headlines, take the longer view on China Jun 19, 2019

Show notes

Regis Dale, chief executive officer at Harvest Global International -- the largest institutional asset manager in China -- said investors should worry about the impact of trade and tariff skirmishes between China and the United States, but noted that investors who are willing to be patient for the next several years should find that current headlines are mostly creating buying opportunities. Also on the show, Jeremiah Riethmiller and Steve Tresnan of HighTower Advisors disagree about the proper use of alternative investments now, Chuck rebroadcasts a recent question on 7702 plans that was tied to yesterday's question on life insurance retirement plans, and Patrick Healey of Caliber Financial Partners talks stocks in the Market Call.

Wells Fargo's McMillion: Look for opportunity when markets move down Jun 18, 2019

Show notes

Tracie McMillion, head of global investment strategy for the Wells Fargo Investment Institute, said her firm remains neutral on stocks overall -- but favorable on emerging markets and domestic mid-caps -- due to heightened risk factors, but she noted that with no recession on the horizon for the rest of the year, investors should be looking to buy on dips and take advantage of opportunities created by market uncertainty in a time when a big, long-lasting downturn seems unlikely. Also on the show, Amanda Dixon of Bankrate.com discusses Americans' side-gig habits, Chuck takes another question on insurance plans for retirement savings, and Charlie Bobrinskoy, vice chairman of the Ariel Funds, talks stocks in the Market Call.

Barry James: Be defensive, because 'the market isn't functioning properly' Jun 17, 2019

Show notes

Barry James, chief investment officer at the James Advantage Funds, said the market is not functioning properly because companies with no earnings have been up by 20 percent this year, while, by comparison, companies with real earnings are down, a situation that creates the potential for a big downturn when the broad market wakes up to what is happening. James has been slowly raising cash and becoming more defensive in response. Also on the show, Kelley Knutson of Netspend on Americans' fluctuating incomes, Steve Lipper of the small-cap team at the Royce Funds talks the market, and David Trainer says a soon-to-launch IPO belongs in the 'Danger Zone.'

U.S. Global's Holmes: Lower interest rates will be good for gold and bonds Jun 14, 2019

Show notes

Frank Holmes, chief executive at U.S. Global Investors, said he sees the market currently in a good place, helped by the changing tide of interest rates, but he noted that investors should be looking to diversify into gold and fixed-income to take advantage of that shift as it occurs during a time of slowing economic growth that will make for tougher sledding for stocks. Also, Danielle Shay of SimplerTrading.com said that the resolution of trade issues with Mexico was a strong short-term win for the market, which she now expects to settle into a range until the next earnings season in July, which could prove to be a catalyst for a move higher. Cather Golladay of Schwab Retirement Plan Services discusses the magic number that Americans think they need to amass for a secure retirement, and we rebroadcast a recent Market Call interview with Mike Larson of Weiss Ratings and Weiss' Safe Money Report.

An economist leaves the brothel and walks onto Money Life Jun 13, 2019

Show notes

Allison Schrager, author of 'An Economist Walks Into a Brothel ... ' joins Chuck in a discussion about risk and how poorly most people evaluate is when it comes to decisions. Also, Tom Lydon of ETFTrends.com has the ETF of the Week, Terry Jones of Investor's Business Daily discusses how investor optimism turned away from peak levels in May, Michael Gayed of The Lead-Lag Report gives his technical take on the market, Guy Benstead of the Cedar Ridge Unconstrained Credit Fund discusses the bond market, and Chuck celebrates his borthday!

Huntington Bank's DiCecco: Transportation slowdown could spell economic trouble Jun 12, 2019

Show notes

Michael DiCecco, an asset finance expert with Huntington Commercial Bank, is worried that the transportation and trucking sector could be headed for a recession, and if that sector slows down, it has the potential to lead the rest of the economy into a downturn. Also on the show, Jeremiah Riethmiller and Steve Tresnan of HighTower Advisors discuss very different ways to use fixed-income as an equity hedge now, at a time when traditional bond strategies are less effective than in the past, and Stephen Mathai-Davis of Quantamize does a super-sized Market Call with two helpings of 'Hold It or Fold It,' one covering ETFs and a second for stocks.

Campbell Harvey: Iverted yield curve signal may fire at the end of June Jun 11, 2019

Show notes

Cam Harvey, senior advisor to Research Affiliates and Duke University professor, said that the inverted yield curve model that he discovered -- and which has correctly called major recessions dating back through history -- is poised to trigger at the end of June, a sign that recession is about 12 months off. Also on the show, Chuck takes a question about insurance, Jason Hargraves of InsuranceQuotes.com discusses the value and usefulness of credit-card travel protection, and Malcolm Polley of Stewart Capital Advisors talks stocks and 'business-perspective investing' in the Market Call.

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