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On Investing On Investing Charles Schwab Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network Talks with Gallagher Talks with Gallagher John Gallagher Chat GPT Podcast Chat GPT Podcast Sol Good Network FactSet U.S. Daily Market Preview FactSet U.S. Daily Market Preview FactSet Sales Gravy: Jeb Blount Sales Gravy: Jeb Blount Jeb Blount Your Brand Amplified Your Brand Amplified Anika Jackson, Bleav What's Next|科技早知道 What's Next|科技早知道 声动活泼 People Soup People Soup People Soup Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair Construction Brothers Construction Brothers Construction Brothers Podcast de Vendas do Diego Maia Podcast de Vendas do Diego Maia Diego Maia Hot Young Designers Club | Interior Design Business Podcast Hot Young Designers Club | Interior Design Business Podcast Hot Young Designers Club The Sales Evangelist The Sales Evangelist Donald C. Kelly Real Money Talks Real Money Talks Loral Langemeier BetterWealth with Caleb Guilliams BetterWealth with Caleb Guilliams BetterWealth Media She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach The Efficient Advisor: Tactical Business Advice for Financial Planners The Efficient Advisor: Tactical Business Advice for Financial Planners Libby Greiwe Commodity Culture Commodity Culture Jesse Day Faith In Your Recovery Podcast Faith In Your Recovery Podcast Randy Davis The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Get Authentic with Marques Ogden Get Authentic with Marques Ogden River Media Network Deal Flow Friday Deal Flow Friday David Moghavem Wrestlenomics Wrestlenomics Wrestlenomics AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily Charged Alpha Stock Encyclopedia Charged Alpha Stock Encyclopedia Colton Thomas Buenos Días Mercado Buenos Días Mercado El Conquistador FM 富爸爸-财商思维学习 富爸爸-财商思维学习 终身都要成长 Alpha Casts - AI Market Intelligence Alpha Casts - AI Market Intelligence StockAlpha.ai Creatives Rule the World Creatives Rule the World Tracy Matthews Money Tips Podcast Money Tips Podcast Charles Kelly The Secret To Success with CJ, Karl, Jemal & Eric Thomas The Secret To Success with CJ, Karl, Jemal & Eric Thomas The Resonance Network The Brad Weisman Show The Brad Weisman Show Brad Weisman 今周大耳朵 今周大耳朵 今周刊Business Today Legit Podcast Pro Legit Podcast Pro Gordon Firemark Finer Market Points' ASX Podcast Finer Market Points' ASX Podcast Finer Market Points
On Investing

Business

On Investing

Charles Schwab

What Happens After Peak Inflation? (With Keith McCullough)

June 26, 2026 3:00am 43 min

In this episode, Liz Ann Sonders sits down with Keith McCullough, founder of Hedgeye, to revisit his “quads” framework—a model that categorizes market environments based on the direction of economic growth and inflation....

Reading the Markets After Fed Chair Warsh’s Debut

June 19, 2026 3:00am 26 min

At his first Fed meeting as chair, Kevin Warsh signaled a more hawkish stance focused squarely on inflation, while launching a sweeping reform agenda.  Policymakers are split between holding and potentially hiking, with ...

Midyear Outlook for Equities & Fixed Income

June 12, 2026 3:00am 26 min

In this episode, Collin Martin and Liz Ann Sonders focus on the outlook for equities, fixed income, and the overall U.S. economy in the second half of 2026. They begin by discussing recent inflation data, noting that whi...

IPOs in Focus as the Fed Holds the Line

June 05, 2026 3:00am 18 min

Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be mislead...

Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)

May 29, 2026 3:00am 44 min

Markets may be entering a fundamentally different era. In this episode, Liz Ann Sonders and Collin Martin explore why long-term bond yields remain elevated, how rising uncertainty is driving a higher term premium, and wh...

Rising Yields Highlight Muni Opportunities

May 22, 2026 3:00am 43 min

In this episode, Liz Ann Sonders and Collin Martin explore how rising Treasury yields and persistent inflation pressures are reshaping the relationship between stocks and bonds, reviving a more volatile, “temperamental” ...

Why Markets Are Shrugging Off Sticky Inflation

May 15, 2026 3:00am 25 min

Liz Ann Sonders and Collin Martin discuss hotter-than-expected inflation data, with volatile energy prices playing a central role. Because the Fed can’t directly influence oil prices, inflation staying above target likel...

Concentration Risk Meets Diversification Reality

May 08, 2026 3:00am 42 min

Liz Ann Sonders and Collin Martin examine the market backdrop shaped by the Middle East conflict, noting that while oil price volatility has influenced inflation expectations and Treasury yields, its broader economic imp...

How Macro Forces Shape Credit Markets (With Winnie Cisar)

May 01, 2026 3:00am 46 min

The Federal Reserve faces a pivotal moment: the transition from Jerome Powell as Fed chair to Kevin Warsh, with Powell opting to remain at the Fed as a governor. Collin Martin and Liz Ann Sonders discuss what Warsh’s con...

Debt, Deficits & the Fed’s Next Move

April 24, 2026 1:00am 22 min

In this episode, Schwab’s Chief Investment Strategist Liz Ann Sonders and Head of Fixed Income Research and Strategy Collin Martin reflect on the questions they’re hearing most from investors—dominated by geopolitical ri...

Why Corporate Earnings Matter for Stocks, Bonds & the Fed

April 17, 2026 3:00am 29 min

Earnings season kicks off with a mixed but generally constructive signal for markets, as Liz Ann Sonders and Collin Martin examine what corporate profits reveal about macroeconomic and market health. While equity investo...

Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

April 10, 2026 3:00am 43 min

In this episode, Liz Ann Sonders and Collin Martin discuss recent market volatility, highlighting a sharp equity rally following news of a temporary ceasefire abroad. Liz Ann cautions that the dramatic, short‑term swings...

What the Iran Conflict Could Mean for Stocks, Bonds & Inflation

April 03, 2026 3:00am 29 min

In this episode, Liz Ann Sonders and Collin Martin focus on the market and economic ripple effects stemming from the war in Iran—particularly through energy markets, inflation, interest rates, and investor sentiment. Liz...

Empowering the Next Generation Through Financial Education (With Jim Clark)

March 27, 2026 3:00am 44 min

In this episode, Liz Ann Sonders and Collin Martin discuss the state of heightened market volatility driven by geopolitical risk in Iran. Elevated oil prices have introduced an “asymmetric” risk environment, where trader...

Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals

March 20, 2026 3:00am 24 min

In this episode, Liz Ann Sonders welcomes Collin Martin as her new co‑host. Collin outlines his role as Schwab’s head of fixed income research and strategy, highlighting his broad coverage of the bond market—from Treasur...

A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

March 06, 2026 3:00am 25 min

This episode marks Kathy Jones' farewell as co-host of On Investing. Collin Martin, Schwab's head of fixed income research, takes over as co-host starting on March 20. As Kathy prepares for retirement after a decades-lon...

The Fed’s Balancing Act for 2026 (With Claudia Sahm)

February 27, 2026 3:00am 41 min

In this episode, Kathy Jones announces that she will be retiring soon and that Collin Martin, Schwab’s Head of Fixed Income Research, will take over as co-host of On Investing. Liz Ann and Kathy also discuss the latest b...

Mixed Signals & Moving Targets

February 20, 2026 3:00am 29 min

What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and un...

Jobs Data, Fed Patience & AI’s Next Market Shock

February 13, 2026 2:00am 14 min

In this episode, Liz Ann Sonders and Kathy Jones cover the latest jobs report and downward revisions to previous data. They also look at the employment numbers for implications on Fed policy and the overall economy. Then...

Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere)

February 06, 2026 3:00am 47 min

In this episode, Liz Ann Sonders and Kathy Jones discuss the market’s reaction to Kevin Warsh’s nomination for Fed Chair, the potential rationale for lowering interest rates, and the drivers behind recent volatility in p...

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