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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125 episodes
Updated July 24

Episodes125

Newest first

February 20 · 29 min
Mixed Signals & Moving Targets
Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.
February 13 · 14 min
Jobs Data, Fed Patience & AI’s Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 6 · 47 min
Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
January 30 · 45 min
Lessons Learned From Market Wizards (With Jack Schwager)
Kathy Jones interviews Jack Schwager, famed author of the “Market Wizards” series, about how top traders think.
January 23 · 24 min
A Week of Whiplash: What’s Behind the Market’s Mood Swings?
Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.
January 16 · 20 min
The Latest Threat to Fed Independence
With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?
January 9 · 26 min
The Markets React to Venezuela
Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.
Dec 19, 2025 · 21 min
Closing Thoughts on a Year of Uncertainty
At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.
Dec 12, 2025 · 1 hr
2026 Market Outlook: U.S. Economy, Equities & Fixed Income
As we approach 2026, what can investors expect from the equities market, fixed income, and the overall U.S. economy in the new year?
Dec 5, 2025 · 23 min
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Nov 21, 2025 · 39 min
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Nov 14, 2025 · 30 min
After the Shutdown: Markets, Policy & the Wall of Worry
Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.
Nov 7, 2025 · 17 min
Making Sense of the Economy in a Data Desert
Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.
Oct 31, 2025 · 42 min
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.
Oct 24, 2025 · 25 min
What’s Causing Jitters in the Credit Markets?
Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.
Oct 17, 2025 · 44 min
The Role of the Fed in a Shifting Economy (With Pat Harker)
Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.
Oct 10, 2025 · 17 min
Government Shutdown Drives Reliance on Other Data
With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?
Oct 3, 2025 · 39 min
Surveying the Corporate Credit Landscape (With Joel Levington)
Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.
Sep 26, 2025 · 40 min
Global Central Banks Face Uncertain Policy (With Robin Brooks)
Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.
Sep 19, 2025 · 41 min
Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)
The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.

On Investing

Mixed Signals & Moving Targets

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

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

Lessons Learned From Market Wizards (With Jack Schwager)

A Week of Whiplash: What’s Behind the Market’s Mood Swings?

The Latest Threat to Fed Independence

The Markets React to Venezuela

Closing Thoughts on a Year of Uncertainty

2026 Market Outlook: U.S. Economy, Equities & Fixed Income

Implications of a New Fed Chair Nominee

The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)

After the Shutdown: Markets, Policy & the Wall of Worry

Making Sense of the Economy in a Data Desert

The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)

What’s Causing Jitters in the Credit Markets?

The Role of the Fed in a Shifting Economy (With Pat Harker)

Government Shutdown Drives Reliance on Other Data

Surveying the Corporate Credit Landscape (With Joel Levington)

Global Central Banks Face Uncertain Policy (With Robin Brooks)

Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)