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

Oct 25, 2024 · 35 min
Understanding Recent Volatility in the Bond Market
Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.
Oct 18, 2024 · 38 min
What Does a Credit Analyst Do?
Carol Spain explains how a team of researchers evaluate different corporate bonds and make decisions in the fixed income markets.
Oct 11, 2024 · 41 min
Current Pros & Cons in the Market (With Paul Hickey)
Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.
Oct 4, 2024 · 25 min
Making Sense of the Current Economic Cycle
Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.
Sep 27, 2024 · 38 min
Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)
Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.
Sep 20, 2024 · 31 min
What the Fed Rate Cut Means (With Claudia Sahm)
Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.
Sep 13, 2024 · 27 min
Before the Rate Cut, Our View of the Markets
Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
Sep 6, 2024 · 23 min
Focus on Labor: The History & Importance of Employment Data
Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.
Aug 23, 2024 · 19 min
The Fed at Jackson Hole & Revised Employment Data
Liz Ann Sonders and Kathy Jones discuss the Federal Reserve's annual conference at Jackson Hole and the annual payrolls benchmark revision.
Aug 16, 2024 · 34 min
Recent Market Volatility & the Role of Fixed Income
Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.
Jul 26, 2024 · 36 min
Uncertainty or Optimism: A Unique Economic Cycle (With Ed Hyman)
Liz Ann Sonders interviews the legendary Ed Hyman about the current economic cycle and its unique characteristics.
Jul 12, 2024 · 32 min
Good News on Inflation & Investment Rules to Live By (With Ned Davis)
Liz Ann Sonders interviews market veteran Ned Davis about his overall strategy and the importance of understanding market psychology.
Jul 5, 2024 · 34 min
Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)
Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.
Jun 28, 2024 · 35 min
Midyear Outlook: The Fed & the U.S. Economy
Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.
Jun 14, 2024 · 47 min
Midyear Outlook: Equities, International & Washington
What can investors expect from the stock market, the global markets, and politics in the second half of 2024?
Jun 7, 2024 · 30 min
Midyear Outlook: Corporate Bonds and Muni Bonds
Collin Martin and Cooper Howard take a look at the state of the corporate bond and muni bond markets halfway through the year.
May 31, 2024 · 43 min
Active Patience: What It's Like to Run an Investment Firm (with Mellody Hobson)
Liz Ann Sonders interviews Mellody Hobson, Co-CEO and President of Ariel Investments, about her views on investing and the business world.
May 24, 2024 · 33 min
How Are Money Market Funds Managed?
Kathy Jones and guests examine the history of money market funds and their attractiveness in the current interest rate environment.
May 17, 2024 · 45 min
The Power of Compounding & the Definition of "Rich" (With Scott Galloway)
Professor Scott Galloway shares his ideas on wealth and the emotional and motivational aspects of money.
May 10, 2024 · 31 min
How Innovation Drives Growth: A Conversation With Chuck Schwab
Chuck Schwab discusses the role of innovation in the markets and why he is optimistic about the future.

On Investing

Understanding Recent Volatility in the Bond Market

What Does a Credit Analyst Do?

Current Pros & Cons in the Market (With Paul Hickey)

Making Sense of the Current Economic Cycle

Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)

What the Fed Rate Cut Means (With Claudia Sahm)

Before the Rate Cut, Our View of the Markets

Focus on Labor: The History & Importance of Employment Data

The Fed at Jackson Hole & Revised Employment Data

Recent Market Volatility & the Role of Fixed Income

Uncertainty or Optimism: A Unique Economic Cycle (With Ed Hyman)

Good News on Inflation & Investment Rules to Live By (With Ned Davis)

Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)

Midyear Outlook: The Fed & the U.S. Economy

Midyear Outlook: Equities, International & Washington

Midyear Outlook: Corporate Bonds and Muni Bonds

Active Patience: What It's Like to Run an Investment Firm (with Mellody Hobson)

How Are Money Market Funds Managed?

The Power of Compounding & the Definition of "Rich" (With Scott Galloway)

How Innovation Drives Growth: A Conversation With Chuck Schwab