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

125 episodes
Updated July 24

Episodes125

Newest first

Apr 4, 2025 · 41 min
Trends in the Labor Market & More Tariffs (With Nela Richardson)
Nela Richardson of ADP Research breaks down the labor market data.
Mar 28, 2025 · 54 min
Avoiding Unforced Errors in Investing (With Barry Ritholtz)
Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.
Mar 21, 2025 · 18 min
Considering the Risk of Stagflation & Uncertainty
Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.
Mar 14, 2025 · 33 min
Is Recession on the Horizon?
Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.
Mar 7, 2025 · 34 min
Recent Questions From Investors
Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.
Feb 28, 2025 · 39 min
Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)
Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.
Feb 21, 2025 · 50 min
Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)
Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.
Feb 14, 2025 · 50 min
China Enters the AI Chat (With Louis-Vincent Gave)
Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.
Feb 7, 2025 · 38 min
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.
Jan 31, 2025 · 41 min
Beyond Market Cap: Fundamental Indexing Explained (With Rob Arnott)
Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.
Jan 24, 2025 · 22 min
Markets React to a New Administration
Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.
Jan 17, 2025 · 21 min
Climate Shocks & the Muni Bond Market
Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.
Jan 10, 2025 · 23 min
Does the Resilient Economy Equal a Higher Potential Growth Rate?
Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.
Dec 20, 2024 · 26 min
2025 Market Outlook: Fixed Income
As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?
Dec 13, 2024 · 33 min
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
Dec 6, 2024 · 28 min
How Do You Build a Bond Portfolio?
Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed-income investing.
Nov 22, 2024 · 16 min
Uncertainty Around Future Policy
Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.
Nov 15, 2024 · 40 min
(BONUS) From WashingtonWise: Balancing Campaign Promises With Economic Realities
In this bonus episode from WashingtonWise, Mike Townsend explores the reality that could present challenges as the next administration looks to implement sweeping promises from the campaign trail.
Nov 8, 2024 · 19 min
Navigating Post-Election Market Dynamics
Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.
Nov 1, 2024 · 29 min
Our First Podcast Anniversary: Lessons From the Past Year
After a year of podcast episodes, Liz Ann Sonders and Kathy Jones review some memorable moments and reflect on what's changed in this unique cycle.

On Investing

Trends in the Labor Market & More Tariffs (With Nela Richardson)

Avoiding Unforced Errors in Investing (With Barry Ritholtz)

Considering the Risk of Stagflation & Uncertainty

Is Recession on the Horizon?

Recent Questions From Investors

Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)

China Enters the AI Chat (With Louis-Vincent Gave)

Navigating Tariffs & Inflation (With Dr. Richard Clarida)

Beyond Market Cap: Fundamental Indexing Explained (With Rob Arnott)

Markets React to a New Administration

Climate Shocks & the Muni Bond Market

Does the Resilient Economy Equal a Higher Potential Growth Rate?

2025 Market Outlook: Fixed Income

2025 Market Outlook: U.S. Stocks & Economy & Global Markets

How Do You Build a Bond Portfolio?

Uncertainty Around Future Policy

(BONUS) From WashingtonWise: Balancing Campaign Promises With Economic Realities

Navigating Post-Election Market Dynamics

Our First Podcast Anniversary: Lessons From the Past Year