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.

Fed’s Balance Sheet

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

October 31, 2025 • Liz Ann Sonders • Kathy Jones

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Jitters in the Credit Markets

Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.

October 24, 2025

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Monetary vs. Fiscal Policy

Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.

October 17, 2025

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Reliance on Alternative Data

With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?

October 10, 2025

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Corporate Credit Landscape

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

October 03, 2025

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Central Banks Face Uncertainty

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.

September 26, 2025

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Labor Markets & Rate Cut

The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.

September 19, 2025

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Public & Private Markets Converge?

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.

September 12, 2025

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Housing Market Dynamics

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.

September 05, 2025

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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.

August 29, 2025

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Muni Bond Market Update

Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.

August 22, 2025

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Inflation Edges Up

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.

August 15, 2025

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What's the Tariff End Game?

Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.

August 01, 2025

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Trends in the Credit Markets

Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.

July 25, 2025

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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

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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

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Markets and Economy

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

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Markets and Economy

'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

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Markets and Economy

Tariff-Related Impacts Continue

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

June 06, 2025

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

Understanding Muni Bonds

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

May 16, 2025

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

Market Volatility & Dividends

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

April 18, 2025

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Markets and Economy

Recent Market Volatility

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

April 09, 2025

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Markets and Economy

Labor Market & Tariffs

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

April 04, 2025

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Markets and Economy

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

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Markets and Economy

The Risk of Stagflation

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

March 21, 2025

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

Fundamental Indexing Explained

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

January 31, 2025

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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Markets and Economy

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

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk including loss of principal.

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc.

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