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Artwork for On Investing

On Investing

Charles Schwab
Federal Reserve
Inflation
Tariffs
Interest Rates
Labor Market
Bond Market
Municipal Bonds
Bond Yields
Corporate Bonds
Housing Market
Consumer Spending
Investment Strategies
Investor Sentiment
Artificial Intelligence
Stock Market
Magnificent Seven
Equity Market
Treasury Yields
Consumer Price Index
S&P 500

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 Fixed Income Research, On Investing is a weekly update featuring a variety of Schwab experts and sp... more

PublishesWeeklyEpisodes136Founded3 years ago
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Artwork for On Investing

Latest Episodes

Liz Ann Sonders and Collin Martin open with the latest inflation data, where a hotter-than-expected core CPI reading raises questions about the Federal Reserve’s next moves. They discuss the broadening of inflation pressures, the jump in Treasury yie... more

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This week’s episode connects two of the biggest themes driving markets today: rising bond yields and a rapidly evolving labor market.

Collin Martin and Liz Ann Sonders discuss why higher Treasury yields matter far beyond the bond market. They explai... more

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This week’s episode explores the growing tension between resilient economic growth, cooling inflation data, and rising interest rates. Liz Ann Sonders and Collin Martin discuss the recent flattening of the Treasury yield curve, the latest inflation a... more

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This episode focuses on what rising interest rates are really signaling, why stock market strength may be masking weakness beneath the surface, and how investors should think about bond allocations in a higher-for-longer rate environment.

Liz Ann So... more

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Recent Guests

Eric Liu
Co-founder and head of equities at Vanda
Vanda Analytics
Episode: Why Investor Positioning Matters More Than Ever (With Eric Liu)
Ivy Zelman
Executive vice president and co-founder of Zelman & Associates, housing research expert
Zelman & Associates
Episode: The Housing Market's Demographic Reckoning (With Ivy Zelman)
Jim Bullard
Former CEO/President of the Federal Reserve Bank of St. Louis; academic economist and macro policy scholar
Federal Reserve Bank of St. Louis; Purdue University
Episode: Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Richard Clarida
Dr. Richard Clarida, managing director at PIMCO and former Vice Chairman of the Federal Reserve
PIMCO
Episode: The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Inga Rachwald
Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management
Schwab Asset Management
Episode: Concentration Risk Meets Diversification Reality
Nela Richardson
Chief Economist and ESG Officer for ADP; leads ADP Research
ADP
Episode: Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
Jim Clark
CEO, Boys & Girls Clubs of America
Boys & Girls Clubs of America
Episode: Empowering the Next Generation Through Financial Education (With Jim Clark)
Claudia Sahm
Chief Economist for New Century Advisors; former Fed economist; regular media guest
New Century Advisors
Episode: The Fed’s Balancing Act for 2026 (With Claudia Sahm)
Dennis DeBusschere
President and Chief Market Strategist of 22V Research
22V Research
Episode: Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere)

Hosts

Liz Ann Sonders
Host of On Investing; Chief Investment Strategist, Schwab
Collin Martin
Co-host of On Investing; Head of Fixed Income Research

Reviews

4.8 out of 5 stars from 502 ratings
  • Great podcast

    Great weekly review of current state of equity and debt markets.

    Apple Podcasts
    5
    tkent1234
    United States25 days ago
  • Best investing podcast

    For me the best investing podcast. Informative and helpful.

    Apple Podcasts
    5
    Ivkaria
    United Statesa month ago
  • Out of date

    Repeat old theories that have been discredited

    Apple Podcasts
    1
    DoTheMath45
    United States2 months ago
  • Just great

    Perfect length, great neutral source of information

    Apple Podcasts
    5
    HDA2929
    United States2 months ago
  • Great podcast on investing

    I like this podcast because of the insights they deliver on the direction the market is headed. Being a long term investor, I’m interested in long term trends, not the latest market developments.

    Apple Podcasts
    5
    PeteyTunesLive
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listener reviews emphasize clear, data-driven analysis with balanced commentary from hosts.
Some listeners want smoother questioning style and less on-air showcasing of knowledge.
Guests are typically excellent, bringing deep macro or credit-market expertise.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#87
United States/Business/Investing
Apple Podcasts
#233
United States/Business
Apple Podcasts
#243
Germany/Business/Investing
Apple Podcasts
#24
Brazil/Business/Investing
Apple Podcasts
#26
Russia/Business/Investing
Apple Podcasts
#41
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Housing Market's Demographic Reckoning (With Ivy Zelman)
Q: What are the impediments to additional housing supply in this environment?
The main obstacles are high lot and development costs, regulatory and environmental hurdles in blue states, land price pressures, and labor shortages, which together limit new construction despite some pockets of incremental supply.
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Q: When you look at the housing market, what does it say to you about where we are in the economic cycle?
Ivy Zelman emphasizes that housing is currently in a slow grind with regional bifurcation: Sun Belt overbuilding contrasts with tighter coastal markets, and ongoing supply constraints temper declines while demand drivers evolve.
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Q: How do you view the AI disruption in macro terms and what would you need to see before you believe it materially affects inflation and growth?
Bullard compares AI to a general purpose technology that will permeate the economy over time, expecting winners and losers but ultimately broad adoption, with macro effects evolving as the technology matures and business models emerge.
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Q: Jim, what data do you think is most important? And do you think market watchers and Fed watchers are aligned in the thinking around what data matters most?
Bullard says labor market, growth, productivity, AI effects, and inflation data all matter, and believes watchers are broadly aligned; forward guidance is less emphasized, with emphasis on the underlying parameters of policy rather than short-term data surprises.
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Q: What lessons from the pandemic era are relevant for policy makers and investors going forward?
Clarida emphasizes that the Fed's response—unconventional tools and liquidity support—proved effective but also highlighted the costs of forward guidance and the need for a balanced, robust framework to right-size the balance sheet and use QE prudently in crises.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About On Investing

What is On Investing about and what kind of topics does it cover?

This show delivers data-driven market commentary with a steady emphasis on macro policy, inflation dynamics, and the interplays between bonds, equities, and artificial intelligence-driven shifts. Episodes frequently feature senior economists, portfolio strategists, and external experts who unpack Fed policy, yield trajectories, and macro-risk factors, then translate those ideas into practical portfolio guidance for retail and advisor audiences. Notable strengths include clear explanations of complex concepts (like regime shifts and quad frameworks) and a balanced, non-hyperbolic delivery from trusted Schwab hosts, often complemented by expert guests from federal reserve, investment banks, and asset-management firms. This combination tends t... more

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Which podcasts are similar to On Investing?

These podcasts share a similar audience with On Investing:

1. WashingtonWise
2. Schwab Market Update Audio
3. Financial Decoder
4. Investing Insights
5. The Long View

How many episodes of On Investing are there?

On Investing launched 3 years ago and published 136 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on On Investing?

Recent guests on On Investing include:

1. Eric Liu
2. Ivy Zelman
3. Jim Bullard
4. Richard Clarida
5. Inga Rachwald
6. Nela Richardson
7. Jim Clark
8. Claudia Sahm

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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