On Investing by Charles Schwab

06.07.2024

Midyear Outlook: Corporate Bonds and Muni Bonds

In this episode, Kathy interviews her colleagues Collin Martin and Cooper Howard about the team's midyear fixed income outlook, with a theme of looking beyond Treasuries. The conversation covers investment-grade corporate bonds, high-yield bonds, preferred securities, and the municipal bond...

05.31.2024

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

In this episode, Liz Ann Sonders sits down with Ariel Investments co-CEO Mellody Hobson. They discuss Mellody's early career at Ariel, her co-CEO relationship with John Rogers, the importance of being an active and patient investor, the value of sitting...

05.24.2024

How Are Money Market Funds Managed?

In this episode, Kathy interviews Linda Klingman and Lynn Paschen about money market funds. They discuss the structure and types of money market funds, the history of their popularity, and how they are managed. They also touch on the differences...

05.17.2024

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

In this episode, Liz Ann Sonders and Kathy Jones discuss the latest CPI data and the impact for investors. Then, Liz Ann interviews NYU Professor Scott Galloway about his latest book and discusses the importance of financial literacy and strategies...

05.10.2024

How Innovation Drives Growth: A Conversation With Chuck Schwab

In this episode, Liz Ann Sonders sits down with Chuck Schwab, founder of Charles Schwab & Co. They discuss how the company was founded, Chuck's decision to cut commissions on trades, how innovation plays a crucial role in driving growth...

05.03.2024

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

In this episode, Liz Ann Sonders and Kathy Jones analyze this week's FOMC meeting and its impact on the economy and financial markets. The Fed's message was one of patience, with no change in interest rate policy. While the Fed...

04.26.2024

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

In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed's potential rate cuts. Sébastien Page, chief investment officer at T. Rowe Price, joins the podcast to discuss his...

04.19.2024

What's New in Stock Sectors & Corporate Bonds?

In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed's potential rate cuts. Then, Liz Ann speaks with Kevin Gordon about sector trends and changes in the...

04.12.2024

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

In this episode, Liz Ann Sonders and Kathy Jones analyze the March 2024 CPI data and its impact on the bond markets and Fed policy. CPI came in higher than expected, with significant increases in housing, clothing, and transportation services,...

04.05.2024

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

How do you find reliable information about the markets and the economy? It's one thing for individual investors to struggle with financial jargon and context, but what about professionals? In this episode, Kathy Jones interviews Wall Street Journal reporter Dion...

03.29.2024

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

In this conversation, Liz Ann Sonders interviews Dr. Ed Yardeni, president of Yardeni Research. They discuss this unique economic cycle and the concept of rolling recessions. Ed explains his optimism in the face of widespread pessimism about an impending recession....

03.22.2024

The Fed Leaves Rates Unchanged: Our Analysis

In this episode, Liz Ann and Kathy discuss the results and implications of the latest Fed meeting. They also address election-related questions and the impact of the FOMC meeting on interest rates. The conversation then shifts to the bond market's...

03.08.2024

Sector Views: Our Stock Sector Outlook

Liz Ann Sonders and Kevin Gordon discuss the evaluation of various sectors of the economy and the relaunch of Schwab Sector Views, which provides perspective and ratings on the 11 sectors of the S&P; 500. The new version of Sector...

03.01.2024

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

In this conversation, Kathy and Liz Ann discuss the current state of market sentiment, underlying trends in the fixed income market and yield demand, and the disconnect between investors' attitudes and behavior. Then, Liz Ann interviews Matthew Shay, CEO of...

02.23.2024

Understanding Corporate Bond Analysis (With Winnie Cisar)

In this episode, Kathy Jones and Liz Ann Sonders discuss some of the latest questions they are hearing from investors. Corporate bonds have received extra attention lately due to their higher yields. Will that streak continue? Collin Martin joins Kathy...

02.16.2024

What Matters in Corporate Real Estate (With Al Rabil)

How did the latest inflation numbers affect the stock market and Treasury yields? In this episode, Kathy Jones and Liz Ann Sonders discuss why the CPI report showed higher-than-expected numbers, and they cover the economic indicators impacting future Fed rate...

02.09.2024

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

In this episode, Kathy Jones and Liz Ann Sonders discuss the latest signaling from the Fed and how companies have fared during earnings season. Then, Liz Ann is joined by real estate professionals Dolly Lenz and Jenny Lenz. They share...

02.02.2024

How Do Muni Bond Credit Ratings Work?

In this episode, Kathy and Liz Ann discuss the latest Fed meeting and how companies have fared during earnings season. Then, Kathy is joined by Cooper Howard and special guest Jane Ridley of S&P; Global. Their conversation explores credit-rating agencies...

01.26.2024

Earnings Season & High Demand for Corporate Bonds

In this episode, Kathy and Liz Ann discuss the likelihood for interest rate cuts in March versus May, Q4 corporate earnings season, credit market health, and the strong demand for investment-grade corporate bonds. Liz Ann gives her review of corporate earnings...

01.19.2024

Key Signals from the Fed & How to Manage Risk

In this episode, Kathy and Liz Ann dive into a review of Fed policy, including the new developments with the Fed's balance sheet. In addition to likely cutting rates later this year, the Fed is preparing to slow down the pace...

01.12.2024

What Can the Sahm Rule Tell Us About the Economy?

In this episode, Schwab's Chief Fixed Income Strategist Kathy Jones interviews former Fed economist Claudia Sahm. And Schwab's Chief Investment Strategist Liz Ann Sonders discusses the December jobs report with Kevin Gordon. Liz Ann and Kevin look at the differences...

12.22.2023

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

In this episode, Kathy Jones and Liz Ann Sonders discuss their outlooks for 2024 in light of recent events and share what investors should be watching for in the next few weeks. Liz Ann also interviews Keith McCullough, founder and...

12.15.2023

The Fed Holds Steady with a Dovish Pivot

This week, the Federal Reserve left its benchmark interest rate unchanged in the 5.25% to 5.5% range but signaled 75 basis points in rate cuts coming in 2024. While co-host Liz Ann Sonders is out sick this week, Kathy gives...

12.08.2023

Market Outlook: What's in Store for 2024?

After a tumultuous year for the markets, what's in store for 2024? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year. First, Liz Ann Sonders, Schwab's chief investment...

12.01.2023

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

After a market rally in November, what can we expect in December? In this episode, Kathy Jones and Liz Ann Sonders recap the week of Thanksgiving and discuss revisions to the Q3 GDP numbers. They also look toward the week ahead...

11.17.2023

This Week's CPI Data and the State of the Economy

In this episode, Kathy Jones and Liz Ann Sonders look back on the week's CPI data and look ahead to what indicators they are both watching next week. For her focus on equities and the economy, Liz Ann Sonders interviews...

11.10.2023

The View from Washington D.C.

In this episode of On Investing, hosts Liz Ann Sonders and Kathy Jones welcome Mike Townsend to the show. Mike is Schwab's managing director of legislative and regulatory affairs in Washington D.C. He is also the host of Schwab's WashingtonWise podcast,...

11.03.2023

Frequently Asked Questions from Investors

In this episode of On Investing, hosts Liz Ann Sonders and Kathy Jones recap the previous week and dig into a list of frequently asked questions from investors. They cover questions such as "What's the next move for the Fed?"...

10.27.2023

Our Philosophy and What Matters in the Markets

In the first episode of Schwab's new podcast, On Investing, hosts Liz Ann Sonders and Kathy Jones introduce each other and explain what matters to them as they analyze the equity and bond markets. They also discuss the current market...

10.12.2023

Introducing On Investing

Each week On Investing hosts Liz Ann Sonders, Schwab's chief investment strategist, and Kathy Jones, Schwab's chief fixed income strategist, analyze the financial headlines and bring context to all the conversations around equities, fixed income, the economy, and more. Join...