Money Life with Chuck Jaffe

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Aquila's Rufenacht: Potential for trouble ahead in junk, credit curve Jun 06, 2019

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Sandy Rufenacht of the Aquila Three Peaks High Income Fund, said that a flat credit quality curve -- one that seems to be confusing real junk from safer high-yielding investments -- could turn dangerous if the stock market and the economy get into trouble. He warned that investors need to temper their expectations in high-yield bonds, and prepare for potential trouble ahead. Also on the show, Chuck discusses the legacy of the late John Neff, legendary manager of the Vanguard Windsor fund, it's all Greek to Tom Lydon of ETFTrends.com with the 'ETF of the Week,' Mike Foy of J.D. Power discusses Americans' retirement confidence levels, and tactical money manager Michael Ball of Weatherstone Capital Management covers ETFs in the Market Call.

Brown of No-Load FundX: Defensive funds slowly climb the rankings Jun 05, 2019

Show notes

Janet Brown, chief executive at the FundX Investment Group and publisher of the No-Load FundX newsletter, said in the Market Call that fundamentals 'still look decent,' which has meant that the market has only started to move away from the large-cap growth story that has driven the bull run towards more defensive funds, value-oriented funds and small- and mid-cap funds, but she expects that trend to grind on as the market slows down. Also on the show, Jeremiah Riethmiller and Steven Tresnan of HighTower Advisors discuss how to read and interpret economic data and current headlines, Ted Rossman of Bankrate.com discusses the potentially negativei mpact of closing old credit-card accounts and, in a rebroadcast, Craig Callahan of ICON Advisors talks about the market and how it stands below fair value right now.

Chuck sets you straight on '7702 plans' Jun 04, 2019

Show notes

Chuck tackles an audience question about a purported retirement investment pitched as a 7702 plan and he points out why this insurance contract generally is a bad idea for consumers, how it is sold in misleading ways and why it's not all that it's cracked up to be. He also talks with author Ken Honda, whose new book 'Happy Money: The Japanese Art of Making Peace With Your Money' is out today, discusses changing long-term mutual fund track records with William Frank of Markov Processes International, and revisits a recent Market Call interview with Justin Carbonneau of Validea.

Hoisington's Hunt: A 'synchronized global slowdown' has created a frail economy Jun 03, 2019

Show notes

Lacy Hunt, chief economist at Hoisington Investment Management, said that both the domestic and global economies are becoming increasingly frail, raising the risk of recession occurring sooner rather than later. He fears that slower growth will not be able to sustain positive momentum, noting that too many key economic indicators are showing danger signs. Also on the show, Greg McBride of Bankrate.com discusses Americans' greatest financial regret, author John Quiggin discusses his book 'Economics in Two Lessons,' and Kyle Guske of New Constructs puts a small-cap mutual fund in the Danger Zone.

Invesco's Hooper: We're not in the recessionary danger zone yet May 31, 2019

Show notes

Kristina Hooper, global market strategist for Invesco, said that while she does think the market is facing potential troubles as the economy slows down, she does not anticipate either a recession or a bear market now, just because the market has pulled away from recent highs. Also on the show, Benjamin Bailey of the Praxis Impact Bond Fund said investors should not be stretching for yield right now and should be as defensive in their fixed-income portfolio as they are being with equities. Author Jean Chatzky discusses her book, 'Women With Money,' which used conversations about money and investing to help tackle the issues that stand between individuals and financial success, and John Busby of BroadbanNOW talked about a survey showing that summer is the best time to change Internet service and save.

Bear Traps Report's McDonald: 70 percent chance of recession before 2021 May 30, 2019

Show notes

Larry McDonald, publisher of The Bear Traps Report, said that he is expecting a bear market in the next six months, with the market falling by 15 to 25 percent during a downturn, noting that he does believe the decline could end with a recovery occurring during the election season next year. Mike Larson of Weiss Ratings -- editor of that firm's Safe Money Report -- said in the Market Call that he, too, sees trouble ahead, noting that the market 'is telling you to be defensive right now' and that he is roughly 40 percent in cash currently. Also on the show, Tom Lydon of ETFTrends.com made a fund that pays investors to own it -- thanks to a negative expense ratio -- his ETF of the Week, and Rob Scheinerman of AIG Retirement Services discusses how the student-loan debt burden is affecting new graduates.

TrimTabs' Biderman: Major correction in the offing May 29, 2019

Show notes

Charles Biderman, founder of Trim Tabs Investment Research, said that many of the conditions that have kept the market happy and frothy during the latter stages of the bull run are now mostly mirages, creating the potential for a major correction that he could see happening despite 2020 being an election year. Also on the show, it's May 29 -- the day to celebrate 529 college-savings plans -- and Chuck discusses thos plans and how few people understand and use them with Deborah Goodkin of First National Bank of Omaha, he talks alternative investments in a rebroadcast of a Collective Wisdom from HighTower Advisors segment, and he covers funds and ETFs in the Market Call with Kevin Miller of the E-Valuator Funds.

Discount airlines, coupons, a possible recession and brand-name stocks! May 28, 2019

Show notes

In a wide-ranging show, Chuck chats with Dawn Gilbertson of USA Today about discount airlines and whether they are worth flying, chats with Robert Frick of Navy Federal Credit Union about the potential for recession before the presidential election, answers an audience question about couponing, and discusses brand-name stocks with Eric Clark of the Rational Brands fund.

TD Ameritrade's: Kinahan: US is still the best place to invest May 24, 2019

Show notes

J.J. Kinahan, chief market strategist at TD Ameritrade, said investors need to be worried about trade and tariff wars, should not forget about Brexit fallout and should be wary of the domestic market, but he still believes the current bull market has some room to run and that it remains the best place to search for strong returns. Kinahan appeared after Zach jonson of Stack Financial Management, who was less optimistic about the domestic market, warning that some of the market's technical indicators -- especially some that he believes most people overlook -- show the potential for a significant drop-off. Also on the show, Paula Fleming of the Better Business Bureaus talks about scams tied to veterans and Memorial Day, and Tom Plumb of the Plumb Funds talks growth stocks in the Market Call.

ICON's Callahan: Market should gain 9 - 10 percent in the next year May 23, 2019

Show notes

Craig Callahan, president of the ICON Funds, said that his measures show the current domestic stock market as standing roughly 9 percent below fair value, which translates into the market having that much room to grow roughly over the next year. Callahan said that financial stocks are the best bargains now, along with industrials and consumer discretionary issues. Also on the show, Tom Lydon of ETFTrends.com makes his pick for the ETF of the Week, Margaret Raymond of T. Rowe Price discusses new retirement-savings legislation proposed in Washington, and Justin Carbonneau of Validea discusses 'guru investors' in the Market Call.

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