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Signal or Noise?

Charlie Bilello, Peter Mallouk, Creative Planning

Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

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21 episodes
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Avg 26 min
English

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Thursday · 24 min
The $40 Trillion Question
With the United States’ national debt now topping $40 trillion, Peter and Charlie discuss how we got here, whether we can grow our way out of it, what an actual debt crisis would look like and more. Plus, get their take on whether a U.S. debt crisis is a signal or just noise.
August 13 · 20 min
How to Make Your First Million
From saving early to investing in your health, Peter and Charlie share 10 practical tips for building wealth and working toward long-term financial success. Plus, discover where you can see Peter and Charlie live at a regional CONNECT26 event.
July 23 · 27 min
The Mark Cuban Bet (That Became an Investing Lesson)
An April 2021 Twitter exchange between Peter Mallouk and Mark Cuban resulted in two $1,000,000 bets. Peter and Charlie discuss how the bets came about, how things are going and what investors can learn from them.
June 18 · 24 min
The Madness of Crowds
With signs of frenzied speculation everywhere, Peter and Charlie discuss SpaceX’s recent IPO, abnormally high semiconductor index returns and the danger of chasing performance before explaining why heavily equity-based diversified portfolios have enjoyed outsized performance over the last decade.
May 27 · 20 min
How to Think About Investing in IPOs
From why companies are staying private longer to whether most IPOs live up to the hype, Peter and Charlie answer four key questions to help guide how you think about investing in IPOs.
May 6 · 24 min
What Is Gold?
You’ve likely heard that gold is an inflation hedge. Peter and Charlie unpack that narrative and the nuanced reality behind the metal's role in a portfolio.
April 16 · 21 min
5 Lessons From “Money, Simplified”
From why you should own the haystack to why you shouldn’t fear new market highs, Peter and Charlie discuss five key lessons from Peter’s recently re-released book, Money, Simplified.
April 2 · 26 min
10 Ways to Save on Your Taxes
10 Ways to Save on Your Taxes From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes.
March 19 · 27 min
The Fog of War
The Fog of War With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy.
February 26 · 32 min
The State of the Markets
Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise.
January 22 · 18 min
The Ultimate Guide to Volatility and Corrections
With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur.
January 9 · 33 min
6 Questions for 2026
From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event.
Dec 18, 2025 · 26 min
The Ultimate Financial Checklist for Peace of Mind
After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones.
Dec 4, 2025 · 26 min
7 Lessons From 2025
From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.
Nov 21, 2025 · 23 min
The Great Divergence: Consumer Gloom vs. Market Boom
In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?
Nov 6, 2025 · 31 min
Are We in an AI Bubble?
In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.
Oct 23, 2025 · 21 min
10 Charts Every Investor Should Frame
Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand.
Oct 15, 2025 · 25 min
5 Things That Should Be Required Learning in High School
From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise?
Sep 23, 2025 · 35 min
How to Invest Cash on the Sidelines
With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash.
Sep 11, 2025 · 30 min
Rate Cuts, Recessions and Risks
After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?

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