Money Life with Chuck Jaffe
Money Life with Chuck Jaffe
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T. Rowe Price's Martin: 'Contestable markets' created by AI will boost the economy
Jennifer Martin, vice president of global equities for T. Rowe Price (troweprice.com) , says that artificial intelligence is creating "contestable markets," which means that "Every company has to keep spending." That creates an economic imperative -- regardless of economic and market conditions -- that should help the stock market power through adjustments to the new administration's policies and concerning economic conditions. Martin discusses T. Rowe's 2025 Outlook (troweprice.com/en/us/insights/global-market-outlook) , and how it has changed in the two months since it was issued, but she noted that the U.S. economy is set for another year of growth, and that value plays and small-cap stocks could be strong for international markets. Todd Rosenbluth, head of research at VettaFi (vettafi.com) , looks to a long-term dividend payers for both income and growth in his ETF of the Week, and Ken Mahoney, chief executive officer at Mahoney Asset Management (mahoneygps.com) , brings his "GPS method" for picking stocks and ETFs to the Market Call, looking to ride companies and sectors where the players are beating estimates and raising their earnings guidance.
Переглядів: 29

Відео

Horizon's Ladner: 'Earnings-driven market' should post double-digit gains
Переглядів 7День тому
Scott Ladner, chief investment officer at Horizon Investments (horizoninvestments.com) , says that the stock market will need earnings growth to generate returns in 2025, but that those gains should run roughly equal to the level of earnings growth, leaving the market set up for low double-digit gains in 2025. He says that technology continues to provide a tailwind to the market, though henotes...
Sit Invest's Doty: 'The Fed's in a pickle'
Переглядів 11День тому
Bryce Doty, senior portfolio manager at Sit Investment Associates (sitinvest.com) says that "the elephant in the room" for the economy is the growing federal debt, now up to $36 trillion, which puts the Federal Reserve "in a pickle," because the debt will continue exploding if interest rates don't fall, but inflation could get out of control if the central bank cuts rates too fast. Doty sees an...
Macquarie's McCormack expects 'constructive environment,' healthy growth
Переглядів 2День тому
Daniel McCormack, head of research for Macquarie Asset Management (macquarie.com) , says that heightened volatility in 2025 should make investors want to stay nimble and flexible, but he expects reasonable growth and a healthy environment. Sharing his outlook for 2025 (macquarie.com/us/en/about/company/macquarie-asset-management/outlook.html) , McCormack says he expects China to begin "exportin...
Unlimited's Elliott: 'Curb your enthusiasm' on 2025's potential
Переглядів 6День тому
Bob Elliott, chief investment officer for the Unlimited Funds (unlimitedfunds.com) , says investors entered 2025 with "euphoric expectations," but at a time when the market was going through a tightening, which is a set-up for the market to be flat or down for a few months. He says investors should curb their enthusiasm if they expect the market to perform as well as it has in the last two year...
Carson Group's Detrick sees 2nd-half pickup leading to solid 2025 results
Переглядів 5День тому
Ryan Detrick, chief market strategist for the Carson Group (carsongroup.com) , says growing earnings and profit margins are creating a dual tailwind for the stock market, and while he cites plenty of reasons for concern - including the potential for a double-digit market decline in the first half of 2025 - he's "not scared that the bull market is over." In both his 2025 outlook (carsongroup.com...
Global X's Helfstein: 'This is not the nice rosy year we had in '24'
Переглядів 1День тому
Scott Helfstein, head of investment strategy for Global X ETFs (go.globalxetfs.com) says "Investors had better be ready for some chop" in 2024, but he thinks fundamentals are good (globalxetfs.com/global-x-2025-outlook) and expanding and the market will broaden so that the economy and market pick up in areas that have not done well of late. Those conditions may create a volatile market but shou...
SLC's Mullarkey:Amid global chaos, US markets will benefit the most
Переглядів 1День тому
Dec Mullarkey, head of investment strategy at SLC Investments (slcinvestments.com) , says that when there is a lot of uncertainty and geopolitical risk, the United States economy and markets benefit from the situation, even if the unrest is partially caused by the U.S. As a result, while many observers worry about what might change under the new Trump Administration, Mullarkey expects economic ...
Schwab's Sonders: The market, economy 'has decent legs,' but faces challenges
Переглядів 4День тому
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co. (schwab.com) , says that while the stock market has done well at the index level - where a few big names carried the benchmarks to big years - the fuller story has been told at a lower level, where the market has had more struggles and there have been rolling recessions in various areas of the economy without triggering a full...
Rob Arnott sees 'opportunity-rich market' but not for mainstream stocks, bonds
Переглядів 19День тому
Rob Arnott, chairman and founder of Research Affiliates (affiliates.com) , says that current markets resemble the dot-com markets in the narrative that everything is about to change due to technological advancements, but he notes that the dominant tech players from the year 2000 failed to beat the Standard & Poor's 500 index over the long-term future. He says that could happen again today with ...
Crossmark's Doll says economic expectations for '25 are 'too ebullient'
День тому
Bob Doll, chief investment officer at Crossmark Global Investments (crossmarkglobal.com) , foresees some slowdown in consumer activity this year - with middle-income consumers beginning to struggle - and he says that will lead to a sluggish economy with higher unemployment. He expects inflation to remain sticky, which will push the Federal Reserve to make fewer rate cuts - he says it's possible...
iShares' Akullian: Earnings, not the Fed, will key the market in '25
День тому
Kristy Akullian, head of iShares Investment Strategy (iShares.com) for the Americas at BlackRock, says that "the most important thing we're watching is earnings" as an indicator for the year ahead, noting that in 2024 more of the performance came from earnings growth than from multiple expansion, particularly for the parts of the market like large-cap growth companies that had a banner year. Wh...
Money LIfe Podcast Promo for January 7, 2025
Переглядів 428 днів тому
On today's Money Life with Chuck Jaffe...
Annex Wealth's Jacobsen:'time to play catch up as the market broadens out'
28 днів тому
Brian Jacobsen, chief economist at Annex Wealth Management (annexwealth.com) , says that 2025 is likely to see the leaders from the last few years move sideways while the rest of the market "can get some more traction and play a little catch-up." He notes that if the market broadens out and those other companies see earnings growth, it can keep the bull market rolling and offset a slowdown in r...
Crossmark's Doll on what went right - for him and the market - in 2024
Переглядів 1728 днів тому
Bob Doll, chief investment officer at Crossmark Global Investments (crossmarkglobal.com) , says that 2024 proved most pundits wrong, as they forecast years that were much more modest than the 25 percent that the stock market gained, with more economic struggles and more interest rate cuts from the Federal Reserve. His forecasts (crossmarkglobal.com/wp-content/uploads/Dolls-Deliberations-10-Pred...
CFRA's Stovall: Buckle up if you want to be there when the 2025 gains show up
Переглядів 928 днів тому
CFRA's Stovall: Buckle up if you want to be there when the 2025 gains show up
StratFi's Lee on 2025: 'The trend is your friend til it bends or ends'
Переглядів 128 днів тому
StratFi's Lee on 2025: 'The trend is your friend til it bends or ends'
Plan, resolve or target your way to improved finances in 2025
Переглядів 128 днів тому
Plan, resolve or target your way to improved finances in 2025
Bitwise's Hougan: Crypto has grown up in '24 and is poised for much more
Переглядів 328 днів тому
Bitwise's Hougan: Crypto has grown up in '24 and is poised for much more
Average Americans are wasting $100 per month on food that spoils and rots
28 днів тому
Average Americans are wasting $100 per month on food that spoils and rots
Elliott Wave's Gilburt sees' the market "in the final throes" of a bull market
Переглядів 9928 днів тому
Elliott Wave's Gilburt sees' the market "in the final throes" of a bull market
PNC's Agati: Expect a solid market, but no 'sugar high' in '25
Переглядів 128 днів тому
PNC's Agati: Expect a solid market, but no 'sugar high' in '25
Baird's Stanek says slower rate cuts won't derail the markets
Переглядів 128 днів тому
Baird's Stanek says slower rate cuts won't derail the markets
U.S. Global's Holmes sees capital formation being unleashed, and pushing market higher
Переглядів 228 днів тому
U.S. Global's Holmes sees capital formation being unleashed, and pushing market higher
NW Mutual's Schutte: Diversification isn't dead, and '25 will prove it
Переглядів 228 днів тому
NW Mutual's Schutte: Diversification isn't dead, and '25 will prove it
Cresset's Ablin: Valuations say 'Sell,' but momentum says 'Buy'
28 днів тому
Cresset's Ablin: Valuations say 'Sell,' but momentum says 'Buy'
Minutes apart, experts hate and love on Robinhood stock
28 днів тому
Minutes apart, experts hate and love on Robinhood stock
Technical analyst Heyman sees no warning signs of a terrible market
Переглядів 128 днів тому
Technical analyst Heyman sees no warning signs of a terrible market
CoreValues Alpha's Harburg: China is a great hedge against US market highs
28 днів тому
CoreValues Alpha's Harburg: China is a great hedge against US market highs
Bond legend Fuss on the Fed's stuck landing, rate confusion and much more
Переглядів 228 днів тому
Bond legend Fuss on the Fed's stuck landing, rate confusion and much more