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On Investing

Charles Schwab

From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Collin Martin, Head of Fixed Income Research, On Investing is a weekly update featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and more. Find it at Schwab.com/OnInvesting or wherever you get your podcasts.

Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit Schwab.com/ContactUs for contact options. (0326-K136)

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27 episodes
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Avg 32 min
English

Episodes 27

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#130
Friday · 21 min
What's Behind the Fed's Rate Hike?
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
#129
September 11 · 44 min
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
#128
September 4 · 29 min
Warsh's Hawkish Turn: What It May Mean for Investors
Liz Ann Sonders and Collin Martin discuss why the speed and purpose of rate hikes may matter more than any specific interest-rate level.
#127
August 28 · 24 min
The Bond Market Strikes Back
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
#126
August 21 · 38 min
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
#125
August 14 · 49 min
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
#124
August 7 · 28 min
Why Good Economic News Isn't Always Good for Markets
What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.
#123
July 24 · 25 min
AI Concentration & the Case for Rebalancing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
#122
July 17 · 21 min
A Sigh of Relief on Inflation
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
#121
July 10 · 27 min
Welcome to the Next Temperamental Era
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
#120
June 26 · 43 min
What Happens After Peak Inflation? (With Keith McCullough)
Hedgeye CEO Keith McCullough joins the show to discuss his “quads” framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
#119
June 19 · 26 min
Reading the Markets After Fed Chair Warsh’s Debut
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
#118
June 12 · 26 min
Midyear Outlook for Equities & Fixed Income
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
#117
June 5 · 18 min
IPOs in Focus as the Fed Holds the Line
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
#116
May 29 · 44 min
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
RSM Chief Economist Joe Brusuelas joins the show to discuss how a “split-screen” economy is being driven by inequality and asset concentration—and more.
#115
May 22 · 43 min
Rising Yields Highlight Muni Opportunities
Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
#114
May 15 · 25 min
Why Markets Are Shrugging Off Sticky Inflation
Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.
#113
May 8 · 42 min
Concentration Risk Meets Diversification Reality
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
#112
May 1 · 46 min
How Macro Forces Shape Credit Markets (With Winnie Cisar)
Winnie Cisar of CreditSights joins Collin Martin to break down today’s corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
#111
April 24 · 22 min
Debt, Deficits & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

Showing 1–20 of 27 episodes