Money Life with Chuck Jaffe

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Mellon's Reinhart: 'We just have to live through the first half of the year' Feb 15, 2019

Show notes

Vincent Reinhart, chief economist and macro strategist at Mellon said in the Big Interview that between tariff problems and economic issues in Europe, investors must wait for the second half of the year for solid growth. That said, economic growth will be sufficient to avoid recession but not enough to satisfy investors who want to see more global expansion. Also, Adam Grimes of Talon Advisors suggested that investors should be long in stocks, while expecting a bear market to arrive in six to nine months, and David Brady of Brady Investment Counsel discussed large-cap growth investments in the Market Call.

Brusuelas: No recession in 2019, but we're at latter stages in the business cycle Feb 14, 2019

Show notes

Joe Brusuelas, chief economist at RSM, said that his rcession-probability model is showing a 20 percent chance of an economic downturn this year, but that investors should expect a recession in 2020 or '21, noting that while it should be a 'garden-variety recession,' the situation with the Fed could make any meltdown much worse. Also, economist Edward Goldberg of NYU said that American and China are coming to a truce -- and not a win or a loss -- in the trade wars, Tom Lydon looked at an emerging-markets ETF as his 'ETF of the Week,' and Chuck answered an question from an audience member.

Collective Wisdom: HighTower experts are split over the prospects for emerging markets Feb 13, 2019

Show notes

After a superior 2017 and a dismal 2018, the outlook for emerging markets stocks and bonds is changing again and Richard Lewis from the Nulman Group did not like the looks of those markets while his HighTower Advisors colleague Jeremiah Reithmiller of Sarian Strategic Partners was much more optimistic about the prospects for companies based in developing nations. Also on the show, author Larry Swedroe discusses his new book on a successful retirement, Coryanne Hicks of U.S. News and World Report discusses the latest battle in the ETF pricking wars, and Stephen Dodson of the Bretton Fund talks stocks in the Market Call.

ClearBridge's Kagan: We probably don't have a recession for a couple of years now Feb 12, 2019

Show notes

Michael Kagan, portfolio manager at ClearBridge Investments, said that the United States economy -- unlike some around the world -- is looking strong right now; compared to relevant periods in history, he said Americans are likely to avoid a recession for several years. That said, he noted in the Market Call interview that he would be selling any stock that is not producing profits in these market conditions. Also on the show, Charles Rotblut of AAII Journal made a banking company his 'Stock of the Week,' Ted Rossman of CreditCards.com discussed his site's latest survey and author Tanja Hester discussed her new book on retiring very early -- potentially decades ahead of retirement age -- and not running out of money.

MacKay's Dowden: Bond market has opportunities mixed with dangers Feb 11, 2019

Show notes

David Dowden, portfolio manager at MacKay Municipal Managers, said he expects the Federal Reserve to do one more rate hike -- during the first half of the year, or earlier than many other observers expect -- but he said that the bond market holds a lot of challenges for investors, like an abundance of muni-bond options that are creating a buying opportunity while alos potentially creating value traps. Also on the show, Kelly Anne Smith of BankRate.com discussed how much money people expect to spend for Valentine's Day, Marc Schneider of Zebit.com discussed how his unique shopping site -- which charges no interest and no late fees on payments -- actually works, and David Trainer of New Constructs put a mutual fund in the 'Danger Zone.'

YCG's Yacktman: Look for 'enduring pricing power' Feb 08, 2019

Show notes

In his first appearance on the show in more than two years, Brian Yacktman of YCG Enhanced Fund discussed how enduring pricing power and industry leadership and innovation makes for stocks that investors that can deliver superior long-term results in all market conditions, and he singled out a few stocks that make the grade in the Market Call. Also on teh show, we rebroadcast a recent interview with Ben Hunt of Epsilon Theory, Dick Burns of the NHP Foundation discusses seniors' financial fears and Chuck takes a long lottery-filled journey through the weird financial news

Baird Funds' Pierson: Look for 'a continuation of gradual' Feb 07, 2019

Show notes

Warren Pierson, senior portfolio manager at the Baird Funds, said the markets currently are re-calibrating after the December fall and the January rebound, getting used to more reasonable levels of growth in both earnings and gross domestic product. The result should be market that sustains a slow-but-steady positive course for 2019. Also on the show, Tom Lydon of ETFTrends.com makes an emerging-markets bond fund his 'ETF of the Week,' Chuck discusses how investors need both an iron will and iron stomach to ride out current market times, and Bernie Horn of the Polaris Global Value Fund has the Market Call.

Evermore Global's Marcus: Sell positions you like to buy positions you love Feb 06, 2019

Show notes

David Marcus of Evermore Global Advisors said investors need to be pruning and enhancing their portfolio during times like these -- when markets are shifting and corporate fortunes are changing quickly -- to maintain a portfolio of investments they love, rather than settling just for things they like. Owning investments you love lets you stick with them through tough times in the market. Also on the show, Terry Jones of Investor's Business Daily discusses investors' flagging level of optimism, we rebroadcast a recent Collective Wisdom segment focused on market volatility and Chuck discusses what investors should remember about the reign of bond king Bill Gross, who just announced his impending retirement

Schutte: Market's fundamentals are driving the market forward Feb 05, 2019

Show notes

Brent Schutte, chief investment strategist at Northwestern Mutual Wealth management Co., said that while the market has plenty of reasons to get nervous, it also has plenty of impetus to move up throughout the year, largely due to strong underlying fundamentals. He also said that he expects emerging markets and large-cap domestic securities to outperform in the year ahead. Also on the show, Charles Rotblut of AAII Journal is in a selling mood with his 'Stock of the Week,' Ted Rossman of CreditCards.com discusses a recent survey covering how many credit-card customers expect to die with their debt still in place, and Ben Johnson, director of global ETF research at Morningstar Inc

Trainer: Misleading p-e ratios make for stock troubles Feb 04, 2019

Show notes

David Trainer of New Constructs put three stocks -- Landec Corp., Brooks Automation, and Host Hotels and Resorts -- in the Danger Zone noting that all three had misleading price-earnings ratios that could lead investors to think the stocks were rising in value when in fact he feels their true worth is collapsing. Also on the show, Greg McBride of Bankrate.com discusses American's financial security, we rebroadcast a recent chat on the market with Patrick O'Hare of Briefing.com, and Eric Marshall of the Hodges Funds has the Market Call.

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