On Investing
Surveying the Corporate Credit Landscape (With Joel Levington)
Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.
On Investing
Global Central Banks Face Uncertain Policy (With Robin Brooks)
Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.
On Investing
Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)
The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.
Every Brea(d)th You Take: Market Concentration Risks
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
On Investing
Where Do Public & Private Markets Converge? (With Steven Meier)
Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.
Bond Insights
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
On Investing
The Housing Market Remains Out of Sync
Liz Ann Sonders and Kathy Jones examine the state of the housing market in terms of real incomes, affordability, and willingness to take on debt.
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
On Investing
Rate Cut Coming? Sectors to Watch
Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.
Commentary
Inflation: The Heat Is On?
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
On Investing
Inflation Edges Up: Analyzing the Fed's Next Move
Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.
Bond Insights
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.