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

May 3, 2024 · 22 min
The Fed's Message: Patience and No Change in Interest Rate Policy
Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.
Apr 26, 2024 · 33 min
What You Need to Know About Asset Allocation (With Sébastien Page)
Liz Ann Sonders interviews Sébastien Page, chief investment officer at T. Rowe Price, about asset allocation and the state of the markets.
Apr 19, 2024 · 39 min
What's New in Stock Sectors & Corporate Bonds?
Kathy Jones and Collin Martin analyze the attractiveness of corporate bond yields, and Liz Ann Sonders interviews Kevin Gordon about sector performance.
Apr 12, 2024 · 40 min
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)
Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.
Apr 5, 2024 · 38 min
What's It Like to Be a Financial Journalist? (With Dion Rabouin)
Wall Street Journal reporter Dion Rabouin discusses his process for analyzing what's happening in the markets.
Mar 29, 2024 · 46 min
Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)
Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.
Mar 22, 2024 · 25 min
The Fed Leaves Rates Unchanged: Our Analysis
Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.
Mar 8, 2024 · 26 min
Sector Views: Our Stock Sector Outlook
Kevin Gordon discusses Schwab's analysis of the 11 sectors that make up the S&P 500.
Mar 1, 2024 · 38 min
The State of the Post-Pandemic Retail Market (With Matthew Shay)
Matthew Shay, CEO of the National Retail Federation, breaks down the state of the retail market in the U.S.
Feb 23, 2024 · 40 min
Understanding Corporate Bond Analysis (With Winnie Cisar)
Kathy Jones and Collin Martin speak with Winnie Cisar of CreditSights about how corporate bonds are rated and analyzed.
Feb 16, 2024 · 34 min
What Matters in Corporate Real Estate (With Al Rabil)
Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.
Feb 9, 2024 · 43 min
What Matters in Residential Real Estate (With Dolly and Jenny Lenz)
Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.
Feb 2, 2024 · 34 min
How Do Muni Bond Credit Ratings Work?
Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.
Jan 26, 2024 · 16 min
Earnings Season & High Demand for Corporate Bonds
How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?
Jan 19, 2024 · 26 min
Key Signals from the Fed & How to Manage Risk
Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.
Jan 12, 2024 · 55 min
What Can the Sahm Rule Tell Us About the Economy?
Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.
Dec 22, 2023 · 38 min
Where's the Economy Headed: Soft Landing or Recession?
Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.
Dec 15, 2023 · 27 min
The Fed Holds Steady with a Dovish Pivot
Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.
Dec 8, 2023 · 1 hr 3 min
Market Outlook: What's in Store for 2024?
As we approach 2024, what can investors expect from the markets in the new year?
Dec 1, 2023 · 40 min
An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'
Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.

On Investing

The Fed's Message: Patience and No Change in Interest Rate Policy

What You Need to Know About Asset Allocation (With Sébastien Page)

What's New in Stock Sectors & Corporate Bonds?

With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)

What's It Like to Be a Financial Journalist? (With Dion Rabouin)

Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)

The Fed Leaves Rates Unchanged: Our Analysis

Sector Views: Our Stock Sector Outlook

The State of the Post-Pandemic Retail Market (With Matthew Shay)

Understanding Corporate Bond Analysis (With Winnie Cisar)

What Matters in Corporate Real Estate (With Al Rabil)

What Matters in Residential Real Estate (With Dolly and Jenny Lenz)

How Do Muni Bond Credit Ratings Work?

Earnings Season & High Demand for Corporate Bonds

Key Signals from the Fed & How to Manage Risk

What Can the Sahm Rule Tell Us About the Economy?

Where's the Economy Headed: Soft Landing or Recession?

The Fed Holds Steady with a Dovish Pivot

Market Outlook: What's in Store for 2024?

An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'