Yes, the stock market has backed off from highs, but Bill Smead of Smead Capital Management makes the case in the #MoneyLifeMarketCall from 3/11 that it's not cheap yet, and that its future growth potential may be muted. 2h

Just when it seems like it would be impossible for companies to spend more on artificial intelligence, @jayjacobscfa.bsky.social of BlackRock explains in today's #BigInterview why the AI investment cycle isn't close to peaking yet.

Kevin Mahn of Hennion & Walsh makes a strong case for the bull market to overcome the tension and reach a 4th birthday (and a 5th), but doesn't expect much help from the Fed to get there. A clip from today's #BigInterview:

Numbers suggest this economy is good for "average people," but here's @yaruss.bsky.social noting that "the average adult human being has one breast and one testicle." He talks about who the economy IS working for in today's #BigInterview.

John Kosar of Asbury Research says the market may be ready to roll over. Here's why, in a clip from today's show:

How does a deep value manager invest in A.I., where valuations may be disconnected from reality? Chuck asked Michael Campagna, senior investment analyst at Moerus Capital Mgmt in today's #MoneyLifeMarketCall. Here's his answer:

Everyone's trying to figure out how the Supreme Court's tariff decision will impact consumers and the economy. @durlauf.bsky.social of @harrispolicy.bsky.social at the University of Chicago will discuss it on the Monday 2/23 show. But here's a sneak preview ...

@gregdaco.bsky.social of EY is increasingly concerned about polarization in this economy and how it could create fragility and risk in an economy that has blown through several shocks. A compelling #BigInterview on the 2/19 show.

@ryandetrick.bsky.social of Carson Group talked in the #BigItnerview on the 2/18 show about why it's now more important than ever to "diversify your diversifiers."

What happens to market rallies when the Fed cuts rates at market highs? A lesson in history and technicals from @ryandetrick.bsky.social of Carson Group in this clip from the 2/18 show:

If you haven't been saving for retirement or college in times of real market turmoil, Jonathan Treussard of Treussard Capital Management is worried how you will respond when you experience real trouble for the first time.

Amanda Agati, chief investment officer PNC Asset Management says that if you can pay attention to only one metric this year, make it earnings growth. In this clip from the 2/11 #BigInterview, she explains just how good she thinks earnings will be.

@jackablin.bsky.social of @cressetcapital.com in this clip says gold is priced as if inflation will be at 10% sometime next year. He doesn't think inflation will get there, so gold has gone way too far (like, anything beyond $2500 might be too far). Wow.

Terri Spath of Zuma Wealth says the scary stuff with the market now may be exactly what makes 2026 turn out to be strong. She explains in this clip from the 2/9 show:

Chuck talked on the show about his research into the curse on companies that buy Super Bowl ads within 7 years of their IPO; here, via @thestreetnews.bsky.social are the 6 stocks in the jinx zone after Super Bowl LX: thestreet.com/investing/super-bowl-commercial-curse-sends-warning-on-six-stocks

For your consideration on Super Bowl Sunday: If you want a sure thing on prop bets, bet against any company that buys Super Bowl ads within 7 years of its IPO. It's a real thing; details are in this piece host Chuck Jaffe wrote for @thestreetnews.bsky.social: www.thestreet.com/investing/fo...

Scott Ladner of Horizon Investments said on the 1/28 show that too many investors pay attention only to IF a company is investing in artificial intelligence, rather than WHY they are doing it. Here's a clip:

It's always good to hear from the guys on the other side of your trade. Here is Chuck's writeup via @thestreetnews.bsky.social of his chat this week with bear-fund manager Brad Lamensdorf of #$HDGE: www.thestreet.com/investing/ve...

Peter Chiappinelli of Ballentine Partners says he's sleeps better the more he hears people worrying about a stock market bubble. Don't miss his explanation for why -- and of "reverse shoeshine boy crazy" -- in this clip from the 1/21 show.

David Snowball of MutualFundObserver.com loves high-quality active managers, but he loves them the most when they aren't all that active. He explains in this clip from the #MoneyLifeMarketCall on the 1/8 show:

@lizannsonders.bsky.social of Charles Schwab says the market may not have been as strong in 2025 as most people's take from the numbers suggested. That may help set up what's next. Here's a clip from her #BigInterview from the 1/8 show:

@lizannsonders.bsky.social of Charles Schwab says the market may not have been as strong in 2025 as most people's take from the numbers suggested. That may help set up what's next. Here's a clip from her #BigInterview from the 1/8 show:

A little humbug for your holiday? Maybe ... @stevesosnick.bsky.social of @ibkr-official.bsky.social says investors may be Scrooged when the market loses ground next year. Not a big drop, but a setback. Find out why he's running against the herd; here's a clip (and #HappyHolidays)!

What's the diff between a radial tire & a 30% up year for the stock market? @stovallcfra.bsky.social said on the 12/15 show that "One's a great year, the other just a Goodyear." He doesn't think the wheels are falling off the market now; here's his forecast for '26, via @thestreetnews.bsky.social:

Jeffrey Bierman of Genesis Cog & TheoTrade says Santa's gonna be too busy visiting homes to hit Wall Street this year. He still thinks 2026 will be up, however; a writeup of his recent chat on @MoneyLifeShow via @thestreetnews.bsky.social: thestreet.com/investing/analyst-says-forget-santa-this-year

The holidays are a time when we cover outlooks for the year ahead, but a lot of the discussions this year have been about the potential for #AI to be inflating a bubble. Here's a write-up Chuck did on some of those discussions for @thestreetnews.bsky.social: www.thestreet.com/investing/an...

Ben McMillan of IDX Advisors said on a recent show that gold's rally doesn't just have room to run, it has room to fly. A write-up from that conversation, via @thestreetnews.bsky.social: www.thestreet.com/investing/an...

Brent Schutte of @Northwestern Mutual Wealth Mgmt says the economic cycle is nearing its end, with no certainty of a second wind. His advice in today's #BigInterview gets back to basics. In this clip, he talks about what could go wrong in '26.

Fritz Foltz of @3edgeam.bsky.social says Fritz Folts says that valuations are at levels reminiscent of scary times, but says it may take a policy mistake or worse to make them a real horror. Here's a clip:

Chuck's grandson Declan seems concerned that Jeffrey Bierman said on the 12/16 show that Santa Claus might not be here to rally this year, but he is a big fan of the "doing nothing," that Bierman describes in this video. Check it out!

@stovallcfra.bsky.social says "Bull markets don't die of old age, they die of fright, and what they're most afraid of is recession." He doesn't see that for 2026, when he expects a volatile but profitable year ahead for stocks. Here's a clip of the 12/15 #BigInterview:

Joel Litman of Altimetry says that his methods show that valuations aren't nearly as bad as most experts make them out to be. In this clip from today's show, he says we're in "a screaming bull market" that, akin to 1996, has room to run for years.

You think inflation is bad now? As fans of some baseball teams say -- and Steve Rick, chief economist at TruStage says in the #BigInterview on today's @MoneyLifeShow -- "Wait 'til next year." Here's why he says inflation will spike:

Indrani De of FTSE Russell says valuations & currency fluctuations are creating lasting tailwinds to propel international markets forward in 2026. She adds that correlations are changing, meaning investors will get additional benefits from diversification in the year ahead. Here's a preview:

To win the books up for grabs in this week's contest, guess how many pennies are in Chuck's stuffed ninja pig bank. Send your guess (+ name/address) to [email protected] by 5 p.m. ET on 12/9 to enter. For full details, listen near the end of today's show!

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:

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.

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:

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!

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.

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:

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.

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.