9 Oct 2026 · 45 min
What 26 Million Paychecks Reveal About the Economy (With Nela Richardson)
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
Podcast · Business
On Investing
by Charles Schwab · English · Business
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. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Collin Martin, Head of
- New episodes
- Weekly
- Typical length
- 30 min
- Latest
- 9 Oct 2026
- Language
- English
Latest episode
Earlier episodes 29 most recent
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E132 · 2 Oct 2026 · 48 min
Why Investor Positioning Matters More Than Ever (With Eric Liu)
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
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E131 · 25 Sep 2026 · 25 min
What Record Highs Might Be Hiding
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
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E130 · 18 Sep 2026 · 22 min
What's Behind the Fed's Rate Hike?
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
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E129 · 11 Sep 2026 · 44 min
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
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E128 · 4 Sep 2026 · 29 min
Warsh's Hawkish Turn: What It May Mean for Investors
Liz Ann Sonders and Collin Martin discuss why the speed and purpose of rate hikes may matter more than any specific interest-rate level.
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E127 · 28 Aug 2026 · 24 min
The Bond Market Strikes Back
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
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E126 · 21 Aug 2026 · 38 min
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
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E125 · 14 Aug 2026 · 50 min
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
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E124 · 7 Aug 2026 · 28 min
Why Good Economic News Isn't Always Good for Markets
What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.
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E123 · 24 Jul 2026 · 26 min
AI Concentration & the Case for Rebalancing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
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E122 · 17 Jul 2026 · 21 min
A Sigh of Relief on Inflation
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
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E121 · 10 Jul 2026 · 27 min
Welcome to the Next Temperamental Era
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
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E120 · 26 Jun 2026 · 43 min
What Happens After Peak Inflation? (With Keith McCullough)
Hedgeye CEO Keith McCullough joins the show to discuss his “quads” framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
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E119 · 19 Jun 2026 · 26 min
Reading the Markets After Fed Chair Warsh’s Debut
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
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E118 · 12 Jun 2026 · 27 min
Midyear Outlook for Equities & Fixed Income
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
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E117 · 5 Jun 2026 · 18 min
IPOs in Focus as the Fed Holds the Line
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
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E116 · 29 May 2026 · 44 min
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
RSM Chief Economist Joe Brusuelas joins the show to discuss how a “split-screen” economy is being driven by inequality and asset concentration—and more.
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E115 · 22 May 2026 · 43 min
Rising Yields Highlight Muni Opportunities
Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
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E114 · 15 May 2026 · 25 min
Why Markets Are Shrugging Off Sticky Inflation
Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.
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E113 · 8 May 2026 · 42 min
Concentration Risk Meets Diversification Reality
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
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E112 · 1 May 2026 · 46 min
How Macro Forces Shape Credit Markets (With Winnie Cisar)
Winnie Cisar of CreditSights joins Collin Martin to break down today’s corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
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E111 · 24 Apr 2026 · 22 min
Debt, Deficits & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
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E110 · 17 Apr 2026 · 30 min
Why Corporate Earnings Matter for Stocks, Bonds & the Fed
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
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E109 · 10 Apr 2026 · 43 min
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
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E108 · 3 Apr 2026 · 30 min
What the Iran Conflict Could Mean for Stocks, Bonds & Inflation
What are some of the economic ripple effects stemming from the war in Iran?
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E107 · 27 Mar 2026 · 45 min
Empowering the Next Generation Through Financial Education (With Jim Clark)
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
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E106 · 20 Mar 2026 · 25 min
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
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E105 · 6 Mar 2026 · 26 min
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
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E104 · 27 Feb 2026 · 41 min
The Fed’s Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed’s balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
About 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. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Collin Martin, Head of
On Investing is a English business podcast from Charles Schwab. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
- Publisher
- Charles Schwab
- Language
- English
- Category
- Business
- New episodes
- Weekly
- Typical length
- 30 min
- Latest episode
- 9 Oct 2026
- Feed
- RSS — paste into any podcast app
- Apple Podcasts
- podcasts.apple.com/podcast/id1711806955
- Rights
- 2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.
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