On Investing

From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio.

Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.

July 18, 2025 Liz Ann Sonders • Kathy Jones

Tariffs & Deficits

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

July 11, 2025

Geopolitics & the Markets

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

June 27, 2025

'Muddiness' & Uncertainty

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.

June 13, 2025

Tariff-Related Impacts Continue

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?

June 06, 2025

Sentiment vs. Hard Data

Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

May 30, 2025

Navigating the 'Funky' Market Environment

Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.

May 23, 2025

Understanding Muni Bonds

Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

May 16, 2025

Inflation or Unemployment?

Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.

May 09, 2025

Confidence in U.S. Investability

Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

May 02, 2025

Bond Markets React to Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

April 25, 2025

Market Volatility & Dividends

Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.

April 18, 2025

Recent Market Volatility

After a turbulent few days in the market, what strategies should investors consider?

April 09, 2025

Labor Market & Tariffs

Nela Richardson of ADP Research breaks down the labor market data.

April 04, 2025

Avoiding Unforced Errors

Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.

March 28, 2025

The Risk of Stagflation

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

March 21, 2025

Is Recession on the Horizon?

Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.

March 14, 2025

Recent Questions From Investors

Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

March 07, 2025

The State of Housing Markets

Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

February 28, 2025

Do Tariffs Change Outlook?

Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.

February 21, 2025

China Enters the AI Chat

Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.

February 14, 2025

Navigating Tariffs & Inflation

Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.

February 07, 2025

Fundamental Indexing Explained

Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.

January 31, 2025

Markets React to New Admin

Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

January 24, 2025

Climate Shocks & Muni Bonds

Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.

January 17, 2025

The Resilient Economy

Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

January 10, 2025

2025 Outlook: Fixed Income

As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?

December 20, 2024

2025 Outlook: U.S. & Global

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

December 13, 2024

How Do You Build a Bond Portfolio?

Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.

December 06, 2024

Uncertainty Around Future Policy

Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

November 22, 2024

Post-Election Market Dynamics

Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.

November 08, 2024

Lessons From the Past Year

After a year of podcast episodes, Liz Ann Sonders and Kathy Jones review some memorable moments and reflect on what's changed in this unique cycle.

November 01, 2024

Bond Market Volatility

Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.

October 25, 2024

Trends in Credit Analysis

Carol Spain explains how a team of researchers evaluate different corporate bonds and make decisions in the fixed income markets.

October 18, 2024

Market Pros & Cons

Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.

October 11, 2024

Lessons from Past Fed Cycles

Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.

October 04, 2024

Employment Indicators to Watch

Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.

September 27, 2024

After the Rate Cut

Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.

September 20, 2024

Before the Rate Cut

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

September 13, 2024

Focus on Labor

Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

September 06, 2024

The Fed at Jackson Hole

Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.

August 23, 2024

Volatility & Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

August 16, 2024

A Unique Economic Cycle

Liz Ann Sonders interviews the legendary Ed Hyman about the current economic cycle and its unique characteristics.

July 26, 2024

Investment Rules to Live By

Liz Ann Sonders interviews market veteran Ned Davis about his overall strategy and the importance of understanding market psychology.

July 12, 2024

The Path to Sustainable Growth

Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.

July 05, 2024