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)

Listen in PodNod RSS feed Show website

20 episodes
Updated July 24

Episodes20

Newest first

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.
July 24 · 25 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.
July 17 · 21 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.
July 10 · 27 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.
June 26 · 43 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.
June 19 · 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.
June 12 · 26 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.
June 5 · 18 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.
May 29 · 44 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.
May 22 · 43 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.
May 15 · 25 min
Concentration Risk Meets Diversification Reality
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
May 8 · 42 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.
May 1 · 46 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.
April 24 · 22 min
Why Corporate Earnings Matter for Stocks, Bonds & the Fed
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
April 17 · 29 min
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
April 10 · 43 min
What the Iran Conflict Could Mean for Stocks, Bonds & Inflation
What are some of the economic ripple effects stemming from the war in Iran?
April 3 · 29 min
Empowering the Next Generation Through Financial Education (With Jim Clark)
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
March 27 · 44 min
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
March 20 · 24 min
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
March 6 · 25 min
The Fed’s Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed’s balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
February 27 · 41 min

On Investing

AI Concentration & the Case for Rebalancing

A Sigh of Relief on Inflation

Welcome to the Next Temperamental Era

What Happens After Peak Inflation? (With Keith McCullough)

Reading the Markets After Fed Chair Warsh’s Debut

Midyear Outlook for Equities & Fixed Income

IPOs in Focus as the Fed Holds the Line

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

Rising Yields Highlight Muni Opportunities

Why Markets Are Shrugging Off Sticky Inflation

Concentration Risk Meets Diversification Reality

How Macro Forces Shape Credit Markets (With Winnie Cisar)

Debt, Deficits & the Fed’s Next Move

Why Corporate Earnings Matter for Stocks, Bonds & the Fed

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

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

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

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

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

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