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

Sep 12, 2025 · 43 min
Where Do Public & Private Markets Converge? (With Steven Meier)
Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.
Sep 5, 2025 · 21 min
The Housing Market Remains Out of Sync
Liz Ann Sonders and Kathy Jones examine the state of the housing market in terms of real incomes, affordability, and willingness to take on debt.
Aug 29, 2025 · 36 min
Rate Cut Coming? Sectors to Watch
Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.
Aug 22, 2025 · 34 min
What's Happening in the Muni Bond Market?
Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.
Aug 15, 2025 · 28 min
Inflation Edges Up: Analyzing the Fed's Next Move
Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.
Aug 1, 2025 · 29 min
What Is the End Game for Tariffs?
Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.
Jul 25, 2025 · 36 min
Trends in the Credit Markets
Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.
Jul 18, 2025 · 25 min
Parsing the Latest Inflation Numbers
Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.
Jul 11, 2025 · 24 min
Debt, Deficits & One Big Beautiful Bill
Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."
Jun 27, 2025 · 47 min
The Markets Shrug at Geopolitics, for Now
Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.
Jun 13, 2025 · 49 min
‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)
Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.
Jun 6, 2025 · 15 min
How Will Tariffs & Debt Affect the Economy?
How could ongoing tariffs and the “One Big Beautiful Bill” impact the U.S. economy?
May 30, 2025 · 20 min
Why Does Sentiment Not Match Hard Data?
Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.
May 23, 2025 · 51 min
Navigating the 'Funky' Market Environment (With Helene Meisler)
Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.
May 16, 2025 · 31 min
Why Are Munis Attractive Right Now?
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
May 9, 2025 · 34 min
Should the Fed Focus on Inflation or Unemployment?
Kathy Jones and Collin Martin break down the Fed’s current predicament and what the future might hold for interest rates.
May 2, 2025 · 43 min
Is Confidence Eroding in U.S. Investability? (With Dario Perkins)
Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.
Apr 25, 2025 · 44 min
The State of Rates and the Bond Market During Uncertainty
Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.
Apr 18, 2025 · 51 min
Weathering Market Volatility: Can Dividends Help?
Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.
Apr 9, 2025 · 29 min
Making Sense of Recent Market Volatility
After a turbulent few days in the market, what strategies should investors consider?

On Investing

Where Do Public & Private Markets Converge? (With Steven Meier)

The Housing Market Remains Out of Sync

Rate Cut Coming? Sectors to Watch

What's Happening in the Muni Bond Market?

Inflation Edges Up: Analyzing the Fed's Next Move

What Is the End Game for Tariffs?

Trends in the Credit Markets

Parsing the Latest Inflation Numbers

Debt, Deficits & One Big Beautiful Bill

The Markets Shrug at Geopolitics, for Now

‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)

How Will Tariffs & Debt Affect the Economy?

Why Does Sentiment Not Match Hard Data?

Navigating the 'Funky' Market Environment (With Helene Meisler)

Why Are Munis Attractive Right Now?

Should the Fed Focus on Inflation or Unemployment?

Is Confidence Eroding in U.S. Investability? (With Dario Perkins)

The State of Rates and the Bond Market During Uncertainty

Weathering Market Volatility: Can Dividends Help?

Making Sense of Recent Market Volatility