Money Life With Chuck Jaffe Daily Podcast

Charlie Bobrinskoy of Ariel Investments said in the Market Call that investors should be seeking out stocks where issues have suffered -- and may continue to lag -- due to recent bad news and events, but where the prospects for two years or longer down the line suggest that the problems are temporary and the market has overreacted to bad news. Also, Gail MarksJarvis of Reuters discusses the myth of outliving your money in retirement, Alexandra Taussig of Fidelity Investments chats about the firm's just-rele

David Goodsell of the Natixis Investment Managers' Center for Investor Insight said that financial advisers believe the long bull market has left investors unprepared for any significant change in fortunes, feeling as if they are unprepared for a downturn and ignoring risk. Worse, advisers expect clients to act emotionally when trouble returns to the market. Also, Charles Rotblut of AAII Journal has the Stock of the Week, there's a Book Interview discussing the innovation economy with William Janeway and Br

David Trainer of New Constructs said that the initial public offering for DOMO Inc., scheduled for Thursday, is tainted by bad math, insider dealing and more that is likely to hurt the company's long-term projections and limit any new-stock pop, so he put the company in the 'Danger Zone' days before it ever trades its first share. Also, Matt Schilz of CreditCards.com talked about a ew survey on topping, Aron Szapiro of Morningstar covered efforts to improve retirement-plan disclosures, and Albert Meyer of B

Kristina Hooper, global market strategist at Invesco, said that rate hikes domestically and around the globe are threatening to invert the yield curve, which could have broad-reaching consequences depending on how the Federal Reserve responds. Also, Vitaliy Katsenelson of Investment Management Associates discusses the reasons why he finds socially responsible investing to be financially irresponsible, Sameer Semana of the Wells Fargo Investment Institute takes a look at the market's technicals and Greg McBr

Jason Browne, chief investment strategist at FundX Investment Group said the best areas of the market to invest in right now involve growth, Internet and small-company stocks and said areas like emerging markets are currently on the outs. But while he'd be completely out of emerging markets because of recent troubles there, Matt Harris, Jimmy Hausberg and J.R. Gondeck of HighTower Advisors are all sticking with emerging markets, even as they recognize the slowdown and foresee more trouble ahead. Also, autho

Jim O'Shaughnessy, chairman and chief investment officer at O'Shaughnessy Asset Management, said the investors need to ignore the noise -- which is virtually all market news and sentiment -- and develop and stick to their own rules for how they want to invest, regardless of market conditions. Also, Ron Bundy of FTSE Russell discusses index reconstitution and how the Russell 2000 is changing this week, Christopher Barlow of BMO talks about retirement-plan participation and author Tony Plummer chats about 'Th

Jeff James, portfolio manager of the Driehaus Small Cap Growth Fund, said that small-caps are becoming increasingly attractive in current conditions, and said he expects them to outperform larger stocks for the foreseeable future. Also, Charles Rotblut of AAII Journal has his 'Stock of the Week,' Catey Hill, author of The 30-Minute Money Plan for Moms, and Chuck takes an audience question about buying securities you hear discussed on the show.

Mark Hamrick of BankRate.com discussed his site's recent survey that looked at savers' buiigest financial regrest and found that about half f all people with regrets aren't doing much to fix it. Also, author Laurence Ball dicusses his book on the Fed and Lehman Brothers about the 2008 financial crisis, David Trainer of New Constructs is in for the Danger Zone and more.

D.R. Barton Jr. of 10minutemillionaire.com said that the market's bullish run isn't going to end immediately, but there are warning signs that an investor should be watching, helping them to set the point where they will exit ahead of the steep potential draw-down that could end the uptrend. Also, Doug Roberts of Channel Capital Research discusses the Fed and its actions from this week and moving forward, Nick Clements of MagnifyMoney.com compares CD and savings rates and Chuck wraps up Morningstar week wit

Tom Stringfellow, president and chief investment officer at Frost Investment Advisory, said at the Morningstar Investment Conference that there are plenty of potential problems out there, but no timeline for when they might mushroom into real market troubles. Also, Matt Freund of Calamos Investments, Tom Lydon of ETFTrends.com, Collective Wisdom from HighTower's Global Investment Solutions -- featuring Adam Thurgood, David Bahnsen and Matt Harris -- and Stephen Mathai-Davis with the Market Call.

It's the second day of Money Life at Morningstar, and Chuck has another 8 interviews: Abhay Deshpande of Centerstone Investors, Rick Redding of the Index Industry Association, Ann-Laurence Roucher of Mirova, Reik Reid of Baird Equity, EJ Tateosian of Loomis Sayles, Beini Zhou of Matthews Asia, Philip Straehl of Morningstar Investment Management, and Doug Ramsey of the Leuthold Funds. Don't miss Ramsey's comparison of fishing and investing.

Chuck is in Chicago for the Morningstar Investment Conference, and today's show reflects the wide range of top investors who are at the event. And while the slate of interviews starts with Charles Rotblut of AAII Journal -- because he starts us off every Tuesday -- the rest of the show includes Sal Bruno of Index IQ, Alex Pire of Seeyond, Ned Dane of OppenheimerFunds, David Ellison of Hennessy Small-Cap Financial, Patrick Drum of Saturna Sustainable Bond, Tom Florence of 361 Capital and David Jilek of Gatew

Chris Hyzy, chief investment officer for U.S. Trust and Merrill Lynch said earnings growth and valuations are powering the market, but financial conditions are less accommodating than last year, and the result is that the market will push forward but more slowly until there is a 'next catalyst.' Hyzy expects that catalyst to be solid fundamentals rekindle big earnings advances. Also, author Brian Portnoy discusses his new book, 'The Geometry of Wealth,' Kyle Guske leads a trip to the Danger Zone, and Michae

Ryan Jacob of the Jacob Funds said that the best earnings leverage going forward and for the next few years will come from small-cap stocks; Juan Villaverde of Weiss Cryptocurrency Ratings said that even the best of the cryptocurrencies can't achieve enough stability to inspire any investor confidence as an investment, plus Terry Jones of Investor's Business Daily talks investor optimism and Rolf Agather of FTSE Russell discusses the spread of smart-bera funds and whether consumers truly need to join the mo

Robert Bacarella of the Monetta Funds said that the market isn't buying dips right now, but that the big declines people worry about aren't possible given current market conditions. Also, Tom Lydon of ETFTrends.com has the ETF of the Week, BankRate.com analyst Amanda Dixon discusses a survey on how people are using -- or not using -- their vacation time, and we rebroadcast a recent interview with Frank Holmes of U.S. Global Investors.

Russ Koesterich of Blackrock Inc., author of a new book on portfolio construction in today's markets, said that investors should expect low to mid single-digit returns for a domestic portfolio for next five to 10 years, which should force them to look at expanding their international holdings if they want better returns going forward. Also blogger Marie Franklin discussed building a small fortune by saving five-dollar bills, and Matt Harris, Adam Thurgood and David Bahnsen of HighTower Advisors gave their m

Peter Hug, director of global trade for Kitco Metals, says that gold has been holding up because of concerns over the health of the economy, global politics and more that have created enough tension to keep gold slightly above where he thinks it should be given underlying market conditions and inflation. Charles Rotblut of AAII Journal puts a closed-end fund in the Stock of the Week spotlight, and doesn't like it, and Chuck talks about the current issues surrounding legendary fund manager Bill Gross.

Marc Chaikin of Chaikin Analytics says he is waiting for second-quarter earnings -- which he expects to be 'spectacular' -- to see what he believes will be a significant breakout, as the market sees rising rates as a sign of economic strength and moves sharply upward. Also, Christine Benz discusses what she has learned in her quarter-century of working at Morningstar, David Trainer of NewConstructs.com rails against 'funky accounting' and Michael Ball of Weatehrstone Capitam Management covers funds and ETFs

Toni Turner of TrendStar Group said the market in a range for weeks right now, but suggested investors expect a sharp move next, no matter whether the markets break through resistance to reach record highs or falls through support in a leg down. Also, author Linda Yueh talked great economists, Neal Stern of AICPA discusses his group's latest survey, and Bernie Horn of Polaris Global Value fund has the Market Call.

Les Nanberg of Cornerstone Wealth Management in Boston said that trade policies, rising interest rates, tax changes and more have businesses on edge, and could lead to a slowdown in the market's gains over the rest of the year. Also, Tom Lydon of ETFTrends.com has the ETF of the Week, Dr. Billy Hensley of the National Endowment for Financial Education discusses Americans' financial fragility, Patrick Sanders of US News and World Report discusses the effect of a recent scandal on Starbucks, and author Dennis