Money Life with Chuck Jaffe
@moneylifeshow.bsky.social
Official Twitter feed for the "Money Life with Chuck Jaffe" podcast, est. 2012. We're on all major podcast platforms, but you'll find every episode since March 2018 here: http://MoneyLifeShow.libsyn.com
Julius deKempenaer of @stockchartscom.bsky.social says "Defense is the play" as markets rotate to health care, utilities & consumer staples (defensive sectors all). He says ease of movement in the $SPY is to the downside and warns that #SantaClaus may not visit markets this year. Check the clip!
November 25, 2025 at 11:39 PM
Julius deKempenaer of @stockchartscom.bsky.social says "Defense is the play" as markets rotate to health care, utilities & consumer staples (defensive sectors all). He says ease of movement in the $SPY is to the downside and warns that #SantaClaus may not visit markets this year. Check the clip!
Marta Norton of Empower says on today's show that you need three conditions to make a bubble, and we're only seeing one. But she does see anemic job growth having a major impact on the economy and market in 2026. Here's a snip from her #BigInterview:
November 25, 2025 at 10:49 PM
Marta Norton of Empower says on today's show that you need three conditions to make a bubble, and we're only seeing one. But she does see anemic job growth having a major impact on the economy and market in 2026. Here's a snip from her #BigInterview:
Zach Jonson of Stack Financial says, we're in a bubble, facing "a trifecta of bear-market risks" and, potentially, "one of the greatest bear markets of our lifetime." And yet, he's investing through it. Buckle up!
November 21, 2025 at 5:44 PM
Zach Jonson of Stack Financial says, we're in a bubble, facing "a trifecta of bear-market risks" and, potentially, "one of the greatest bear markets of our lifetime." And yet, he's investing through it. Buckle up!
Yes, tariff talk is exhausting. On the 11/20 show, star emerging markets fund manager Andrew Foster of Seafarer Capital warns that we're still "in the first or second inning" on feeling tariff impacts, and discusses how he thinks things might play out.
November 21, 2025 at 1:50 PM
Yes, tariff talk is exhausting. On the 11/20 show, star emerging markets fund manager Andrew Foster of Seafarer Capital warns that we're still "in the first or second inning" on feeling tariff impacts, and discusses how he thinks things might play out.
Gargi Chaudhuri of BlackRock says investors' focus should be less on if #theFed will cut rates next month and more on earnings growth, GDP and fundamentals. This is a "regular cleansing period," not a reason to change your long-term allocation. Here's a clip:
November 17, 2025 at 9:58 PM
Gargi Chaudhuri of BlackRock says investors' focus should be less on if #theFed will cut rates next month and more on earnings growth, GDP and fundamentals. This is a "regular cleansing period," not a reason to change your long-term allocation. Here's a clip:
You can call it "artificial intelligence," but it takes good inputs to make it smart. Robert Farrington of @thecollegeinvestor.com put #GoogleAI to the test of 100 personal-finance questions, and it got nearly 40 of them wrong. Here's why:
November 13, 2025 at 8:09 PM
You can call it "artificial intelligence," but it takes good inputs to make it smart. Robert Farrington of @thecollegeinvestor.com put #GoogleAI to the test of 100 personal-finance questions, and it got nearly 40 of them wrong. Here's why:
Steph Guild of Robinhood does not give the standard answer to the "Where to invest internationally?" It's from the #BigInterview on today's show. Check it out!
November 12, 2025 at 11:15 PM
Steph Guild of Robinhood does not give the standard answer to the "Where to invest internationally?" It's from the #BigInterview on today's show. Check it out!
Matthew Timpane of Schaeffers Investment Research says the bears may have started their winter hibernation, but he thinks they'll be back early in 2026. He's #TalkingTechnicals on today's show; here's a clip!
November 11, 2025 at 11:07 PM
Matthew Timpane of Schaeffers Investment Research says the bears may have started their winter hibernation, but he thinks they'll be back early in 2026. He's #TalkingTechnicals on today's show; here's a clip!
If Stuart Katz from Robertson Stephens is right in this clip, none of us are going to like the remedy for higher prices. Take a listen!
November 11, 2025 at 10:42 PM
If Stuart Katz from Robertson Stephens is right in this clip, none of us are going to like the remedy for higher prices. Take a listen!
Sal Gilbertie of the Teucrium ETFs says you can't blame higher commodity prices entirely on tariffs, but longer-term impacts of tariffs will show up in other ways. Here's a clip from his #BigInterview on today's show.
November 10, 2025 at 9:43 PM
Sal Gilbertie of the Teucrium ETFs says you can't blame higher commodity prices entirely on tariffs, but longer-term impacts of tariffs will show up in other ways. Here's a clip from his #BigInterview on today's show.
No, this is not your father's stock market. But is this time "different"? Or is this "the new normal"? @ChuckJaffe discusses that & more in a wide-ranging #BigInterview with Adrian Helfert of Westwood Group on today's show. Here's Helfert's different take on inflation:
November 4, 2025 at 10:50 PM
No, this is not your father's stock market. But is this time "different"? Or is this "the new normal"? @ChuckJaffe discusses that & more in a wide-ranging #BigInterview with Adrian Helfert of Westwood Group on today's show. Here's Helfert's different take on inflation:
Financial caregiving is a privilege, a burden, a conflict of interests and so much more, and @bethpinsker.bsky.social discusses it all in her new book, "My Mother's Money: A Guide to Financial Caregiving," out today. She talks about a lot of it on today's @MoneyLifeShow too; here's a clip:
November 4, 2025 at 7:30 PM
Financial caregiving is a privilege, a burden, a conflict of interests and so much more, and @bethpinsker.bsky.social discusses it all in her new book, "My Mother's Money: A Guide to Financial Caregiving," out today. She talks about a lot of it on today's @MoneyLifeShow too; here's a clip:
So the 10/29 episode of the show with Rob Arnott of @researchaffiliates.bsky.social still hasn't shown up on
Apple Podcasts. Neither is today's episode with Bryan Whalen of TCW. To hear those shows, please connect directly with our archive at moneylifeshow.libsyn.com. Sorry for the inconvenience.
Apple Podcasts. Neither is today's episode with Bryan Whalen of TCW. To hear those shows, please connect directly with our archive at moneylifeshow.libsyn.com. Sorry for the inconvenience.
Money Life with Chuck Jaffe
Veteran financial journalist Chuck Jaffe taps into the big thinkers, power brokers and market movers on what's happening with the market and economy, with an eye toward where, how and why to invest. P...
moneylifeshow.libsyn.com
October 30, 2025 at 3:26 PM
So the 10/29 episode of the show with Rob Arnott of @researchaffiliates.bsky.social still hasn't shown up on
Apple Podcasts. Neither is today's episode with Bryan Whalen of TCW. To hear those shows, please connect directly with our archive at moneylifeshow.libsyn.com. Sorry for the inconvenience.
Apple Podcasts. Neither is today's episode with Bryan Whalen of TCW. To hear those shows, please connect directly with our archive at moneylifeshow.libsyn.com. Sorry for the inconvenience.
Rob Arnott of @researchaffiliates.bsky.social says there's a message in the market cap of the #Mag7 stocks being bigger than the entire Chinese market (or all Europeans markets combined): "Curb your enthusiasm." A clip from a wide-ranging hashtag#BigInterview from the 10/30 edition of Money Life.
October 29, 2025 at 10:21 PM
Rob Arnott of @researchaffiliates.bsky.social says there's a message in the market cap of the #Mag7 stocks being bigger than the entire Chinese market (or all Europeans markets combined): "Curb your enthusiasm." A clip from a wide-ranging hashtag#BigInterview from the 10/30 edition of Money Life.
Andy Wells of Sanjac Alpha says the Fed is in unmapped, unplowed ground, which makes it hard to know how markets will react to further rate cuts. Here's a clip of his #BigInterview on the 10/22 show.
October 22, 2025 at 11:15 PM
Andy Wells of Sanjac Alpha says the Fed is in unmapped, unplowed ground, which makes it hard to know how markets will react to further rate cuts. Here's a clip of his #BigInterview on the 10/22 show.
It's not a clutter problem, so much as an economic anomaly. @aleximas.bsky.social, co-author of "The Winner's Curse: Behavioral Economic Anomalies Then and Now" (co-authored by Nobel Prize winner Richard Thaler) talks about the behavioral foibles that short-circuit most of us. Here's a clip:
October 22, 2025 at 3:22 AM
It's not a clutter problem, so much as an economic anomaly. @aleximas.bsky.social, co-author of "The Winner's Curse: Behavioral Economic Anomalies Then and Now" (co-authored by Nobel Prize winner Richard Thaler) talks about the behavioral foibles that short-circuit most of us. Here's a clip:
@herbgreenberg.bsky.social says that "not normal is the new normal" for the market. He and Chuck revisit the norms and talk about what's ahead in today's #BigInterview. Here's a clip:
October 16, 2025 at 9:16 PM
@herbgreenberg.bsky.social says that "not normal is the new normal" for the market. He and Chuck revisit the norms and talk about what's ahead in today's #BigInterview. Here's a clip:
Eddie Ghabour of Key Wealth Advisors said on the 10/10 show that the market is inflating a bubble, but stay invested while it's blowing up, while cautious of the blow-off. Here's a clip:
October 12, 2025 at 6:58 PM
Eddie Ghabour of Key Wealth Advisors said on the 10/10 show that the market is inflating a bubble, but stay invested while it's blowing up, while cautious of the blow-off. Here's a clip:
Cheryl Smith of Trillium Asset Management says the market and economy are brewing "a tornado" that could hit next year. She's dancing while the music plays now, but worries in this clip from the 10/8 @MoneyLifeShow that valuations are just one part of the building storm clouds.
October 8, 2025 at 10:59 PM
Cheryl Smith of Trillium Asset Management says the market and economy are brewing "a tornado" that could hit next year. She's dancing while the music plays now, but worries in this clip from the 10/8 @MoneyLifeShow that valuations are just one part of the building storm clouds.
Joe Brusuelas of @rsmusllp.bsky.social sees inflating bubbles ending not in a crash but with a "healthy correction." So eat your vegetables, and strap in for the ride. Here's a clip from the 10/6 show:
October 7, 2025 at 11:01 PM
Joe Brusuelas of @rsmusllp.bsky.social sees inflating bubbles ending not in a crash but with a "healthy correction." So eat your vegetables, and strap in for the ride. Here's a clip from the 10/6 show:
The market can flirt with record highs and disaster at the same time, and Kristina Hooper of Man Group says valuations suggest that may be happening now. Here's a clip from her #BigInterview on the 9/30 show:
October 1, 2025 at 1:52 AM
The market can flirt with record highs and disaster at the same time, and Kristina Hooper of Man Group says valuations suggest that may be happening now. Here's a clip from her #BigInterview on the 9/30 show:
Jim Besaw of GenTrust says investors' complacency around #AI -- priced as if it's magical -- is setting them up for trouble. Here's a clip from today's #BigInterview:
September 26, 2025 at 5:54 PM
Jim Besaw of GenTrust says investors' complacency around #AI -- priced as if it's magical -- is setting them up for trouble. Here's a clip from today's #BigInterview:
We have a #QuoteoftheDay every day ... but today, something Chuck wrote about 25 years ago for @bostonglobe.com wound up as QoD on @bloomberglp.bsky.social. Now Chuck wants to know what it means when they don't quote anything he's written more recently ...
September 26, 2025 at 5:05 AM
We have a #QuoteoftheDay every day ... but today, something Chuck wrote about 25 years ago for @bostonglobe.com wound up as QoD on @bloomberglp.bsky.social. Now Chuck wants to know what it means when they don't quote anything he's written more recently ...
Edward Yardeni of @yardeniresearch.bsky.social says we are living through another "Roaring 20s," but instead of ending in a tariff-sparked depression, he thinks this decade will roll into the "Roaring '30s." Here's a clip from today's show (look for his dog Max in the background!):
September 19, 2025 at 9:14 PM
Edward Yardeni of @yardeniresearch.bsky.social says we are living through another "Roaring 20s," but instead of ending in a tariff-sparked depression, he thinks this decade will roll into the "Roaring '30s." Here's a clip from today's show (look for his dog Max in the background!):
The market is at record highs. Does that mean valuations are out of whack? Not according to Brad McMillan of Commonwealth Financial Network. Do you agree?
September 19, 2025 at 2:35 AM
The market is at record highs. Does that mean valuations are out of whack? Not according to Brad McMillan of Commonwealth Financial Network. Do you agree?