Chuck Jaffe

Day 3 at #SchwabIMPACT: Michael Mack of @vcmtweets on free cash-flow identifying AI plays, Som Priestley of @troweprice $TGPIX & Laurence Russian of ABS Global $IPOSX on pre-IPO investing, Adam Gebler of @FTSERussell on #directindexing & @btreichelesq on prepping 4 a bear-market

Day 2 of coverage from #SchwabIMPACT: Collin Martin of @charleschwab on bond markets & inflation, Brent Leadbetter of @Vetta_Fi, Chris Ainsworth of Pave Finance, David Lau of DPL Fin'l on annuities & John Belton of @InvestGabelli $GGRW on "investing in a monothematic world."

First show filled with interviews from #SchwabIMPACT features @LizAnnSonders of @CharlesSchwab, Charles Champagne of @AllianzGI_US on #bufferETFs, Derrick Irwin of @Allspring on emerging markets, Trey Prescott of Advisory Services Network & Gabe Deiderich of @rwbaird on bonds.

Patrick O’Hare of @briefingcom worries about the market's response to good-not-great earnings, Kendall Dilley of Vineyard Global Advisors sees a post-midterm rally that may not carry far into '27, and Chip Lupo on @WalletHub survey on Halloween spending and financial fears.

Adam Rozencwajg of @Go_Rozen says crude oil's about to get really ugly, even as energy moves into a protracted bull market recovering from the Iran war. Steve Baffico of Bluerock $BPRE on private real estate + the fund's massive discount. Plus @elonmusk's gift of $SPCX shares!

Kristy Akullian of @iShares says it's good for equities if higher growth levels push rates higher, but urges diversification and caution, @TheRealDTrain37 @NewConstructs puts $SPX in #TheDangerZone & @vijay_hedges on $TSLA-$SPCX, the play he considers "A.I. insurance" & more!

Ryan Dykmans of Dunham says investors should prepare for the harsh downturn the market is building to, @mnkahn of @LowryResearch says the correction is here now, and the question is when it ends, & @JohnColeScott on a rough Q3 - but a big opportunity now - in closed-end funds.

Michael Kelly of @MetlifeInvMgmt on how A.I. is a "narrow boom" that will roll through concerns and roadblocks for years as it broadens. Deana Healy on @ameriprise survey of widowed Americans, showing they're financially confident; plus, how to come up with $5k semi-fast.

Bryant VanCronkhite of @allspring on how AI plays out by cap size & how the Fed will alter inflation targets, @BethKobliner on revising #GetaFinancialLife and how #frictionlessfinance leads to struggling 20- & 30-somethings. Plus Yelena Maleyev on the latest @nabe_econ survey!

Marta Norton of @empowertoday expects markets to "normalize" but to climb into '27 at a slower pace, @vijay_hedges on the bull market's birthday, inflation and the importance of 2027 to the long-term picture, plus @TheRealDTrain37 @NewConstructs put $COHR in #TheDangerZone.

Jordan Rizzuto of GammaRoad $GMMA says sentiment is acting like the market's sold off, so it may be building the next leg up, @firstgenliving on her book "Always Have Enough: How to Build Wealth When You Don't Come from Money," & @StanAnnuityMan answers more listener questions.

Steve Rick of @TruStage says economic growth (but "nothing great") will set up a modest year for '27, @sarmayakar24 of $LENS talks a commodities super-cycle in the #MoneyLifeMarketCall, plus an unconventional answer to a listener conflicted on when to collect #SocialSecurity.

Steve Cucchiaro of @3edgeam says this market is overextended and about to turn on diehard #buyandhold investors, @JohnColeScott on whether its worth it to buy Anthropic pre-IPO using closed & funds, and Jeff Auxier of $AUXFX talks value investing in the #MoneyLifeMarketCall.

Kristian Kerr of @LPL on why the longer oil prices stay elevated - even if not to scary levels - the harder it is for the market to ignore, @aniketcfra on #ETFs in the #MoneyLifeMarketCall & Dan Goldie on #TheRetirementAnswer "The 6 Key Decisions Every Retiree Needs to Make."

John Kosar of Asbury Research says if the big gorilla stocks tank, the whole market topples like a Jenga tower, Josh Wein of @hennessyfunds on why rate hikes may not turn out as expected & Jeff Muhlenkamp of $MUHLX on gold, value investing and more in the #MoneyLifeMarketCall.

Jonathan Treussard of Treussard Capital says the market is ‘playing chicken’ with long bond rates about to pass 5%, @axios co-founder Roy Schwartz discusses #Simplify, his new book on "doing 50% more with 50% less," plus @StanAnnuityMan returns to answer your annuity questions!

Jeff Mortimer of Elyxium Wealth says to climb the worry wall during the current 'mid-cycle bull market;' @vijay_hedges on putting the brakes on the AI revolution & more, plus @TheRealDTrain37 @NewConstructs says in #TheDangerZone that if you buy $KLAR now, you'll pay big later.

Jack Janasiewicz of Natixis on how a slowing economy can withstand 5% Treasury rates, higher oil prices without recession, Nicholas Epley on his book, #ALittleMoreSocial and creating happiness/connection + Mike Dickson of Horizon Investments on stocks in the #MoneyLifeMarketCall

@StanAnnuityMan says life-expectancy tables (not yet impacted by #AI) make annuities a bargain; @vijay_hedges on the bond sell-off & copper spike being bigger opportunities than worries, & Cary Sinnett on @AICPA survey showing how Americans fit pets into/around financial plans.

Tim Knight @SlopeofHope expects gold "to kick the socks off equities for a long time to come," @JohnColeScott on how software problems for #BDCs were overblown, creating buying opps now & Greg Halter of @carnegieinvest on buying #compounders in the #MoneyLifeMarketCall.