Signal or Noise?

Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities. 

As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction.

On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility.

On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy.

When it comes to investing, it’s not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise?

On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise?

On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise.

On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025. 

On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise?