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Artwork for On Investing

On Investing

Charles Schwab
Federal Reserve
Inflation
Tariffs
Interest Rates
Labor Market
Bond Market
Municipal Bonds
Corporate Bonds
Bond Yields
Housing Market
Consumer Spending
Investment Strategies
Investor Sentiment
Magnificent Seven
Equity Market
Artificial Intelligence
Stock Market
Market Volatility
Federal Reserve Policy
Consumer Confidence

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

PublishesWeeklyEpisodes116Founded3 years ago
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Artwork for On Investing

Latest Episodes

Liz Ann Sonders and Collin Martin discuss hotter-than-expected inflation data, with volatile energy prices playing a central role. Because the Fed can’t directly influence oil prices, inflation staying above target likely keeps policy on hold, with r... more

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Liz Ann Sonders and Collin Martin examine the market backdrop shaped by the Middle East conflict, noting that while oil price volatility has influenced inflation expectations and Treasury yields, its broader economic impact has been limited so far du... more

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The Federal Reserve faces a pivotal moment: the transition from Jerome Powell as Fed chair to Kevin Warsh, with Powell opting to remain at the Fed as a governor. Collin Martin and Liz Ann Sonders discuss what Warsh’s confirmation signals for future F... more

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In this episode, Schwab’s Chief Investment Strategist Liz Ann Sonders and Head of Fixed Income Research and Strategy Collin Martin reflect on the questions they’re hearing most from investors—dominated by geopolitical risks, rising oil prices, inflat... more

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Recent Guests

Inga Rachwald
Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management
Schwab Asset Management
Episode: Concentration Risk Meets Diversification Reality
Winnie Cisar
Global head of strategy at CreditSights
CreditSights
Episode: How Macro Forces Shape Credit Markets (With Winnie Cisar)
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)
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)
Jack Schwager
Author of Market Wizards and influential trader
Episode: Lessons Learned From Market Wizards (With Jack Schwager)
Peter Atwater
President of Financial Insights and adjunct professor
William & Mary and the University of Delaware
Episode: The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
David Beckworth
Senior Research Fellow at the Mercatus Center at George Mason University and former International Economist at the US Department of Treasury
Mercatus Center at George Mason University
Episode: The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
Pat Harker
Former President and CEO of the Federal Reserve Bank of Philadelphia, currently the Rowan Distinguished Professor at Wharton.
Wharton School of the University of Pennsylvania
Episode: The Role of the Fed in a Shifting Economy (With Pat Harker)

Hosts

Liz Ann Sonders
Chief Investment Strategist at Schwab; Co-host of On Investing
Kathy Jones
Chief Fixed Income Strategist (and host for On Investing); multiple roles at Schwab

Reviews

4.9 out of 5 stars from 476 ratings
  • Love this and still recommend but….

    I’m an avid listener and have learned a lot from listening to this podcast over the years. Liz Ann is a phenomenal educator as was Kathy Jones. That said, their newest cohost could improve his guest interviewing style. It should be less about his knowledge and more about the guest’s knowledge. Teeing up the question is good, but answering the question first then asking for your guest to agree is not so great. He clearly knows his stuff but shouldn’t be trying to prove it. I recognize it’s probab... more

    Apple Podcasts
    3
    nonameinAZ
    United States20 days ago
  • Great show

    I always learned a lot, and it always makes me think about my investing in different ways

    Apple Podcasts
    5
    Fun time to listen
    United Statesa month ago
  • Love it!

    I have been listening for a year or two and find the content insightful, helpful and concise. Happy to recommend it!!

    Apple Podcasts
    5
    Easyfeeling
    Philippines2 months ago
  • Keep up the good work

    As a retired investor, I have really found listening to this report very informative. I only wish there wasn’t a big lag from the taping to its broadcast, only because it seems that there’s so much that happens between Wednesday and Friday. I would almost rather wish that it would be taped on Friday and released on Monday, but I know that there are logistical reasons for why you do what you do. Also, I will miss Kathy a lot, but look forward to hearing what Collin has to contribute. Keep up the ... more

    Apple Podcasts
    5
    ear4g00dmusik
    United States2 months ago
  • Great Leadership

    Best of luck to Kathy! And welcome Collin! Can’t wait for the new addition to the show.

    Apple Podcasts
    5
    Herb Br00ks
    United States3 months ago

Listeners Say

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

Audience-friendly, calm, and well-informed market context.
Listeners praise clear, data-driven analysis from experienced hosts.
Guests are usually excellent and deepen understanding of markets.
Some criticisms note perceived political tilt and calls for more balanced commentary.
For many, it's their go-to source for thoughtful investing insight.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

How Macro Forces Shape Credit Markets (With Winnie Cisar)
Q: I want to focus a little bit on the macro side of the equation. What are some key macro indicators that you think are important for you when you're coming up with a corporate bond outlook or an overall credit outlook?
Winnie discusses inflation metrics (PPI, CPI), labor market signals, and how these feed into operating margins and earnings, emphasizing that the environment is dynamic and indicators matter differently over time.
How Macro Forces Shape Credit Markets (With Winnie Cisar)
Q: You've been a guest on this podcast before in the past, but how about you give us a little refresher on your background and what it is you do at CreditSights?
Winnie explains she is the global head of strategy at CreditSights, leading a team that integrates macro and micro views to produce real-time investment recommendations for clients, drawing on macro indicators and sector-specific insights.
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
Q: Why is the weekly ADP data important compared to the monthly government data?
Weekly data provide a real-time pulse, catching shifts that monthly data miss, and when benchmarked against the government data, they align closely in the longer term, offering timely insights for decision-makers.
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
Q: How does AI fit into the current labor market picture, and what shifts have you observed in occupations due to AI?
AI exposure varies by occupation; more complex jobs with older workers tend to be augmentative, while some younger, simple-task roles have seen declines. Overall, AI is reshaping tasks within occupations, not eliminating them wholesale.
Inside Today’s Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
Q: What is your current assessment of the health of the labor market right now?
The labor market is fairly solid overall, but it lacks dynamism; hiring flows are weak even as the stock of jobs is strong, with volatility concentrated in a few sectors like healthcare.

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Frequently Asked Questions About On Investing

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

This weekly market-focused show goes beyond headlines to unpack macro forces, monetary policy, and investment implications. Hosts provide data-driven perspectives on inflation, labor markets, and the Fed, complemented by guests who bring deep expertise in macroeconomics, markets, and financial strategy. The format blends strategic viewpoints with tangible takeaways for investors, often highlighting the interplay between policy, technology (notably AI), and market dynamics. It's notable for calm, clear analysis from veteran hosts, a willingness to interrogate traditional narratives, and guests who bridge research, trading, and practical investing.

Listeners likely value thoughtful, evidence-based commentary that helps navigate complex marke... 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 116 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. Inga Rachwald
2. Winnie Cisar
3. Nela Richardson
4. Jim Clark
5. Dennis DeBusschere
6. Jack Schwager
7. Peter Atwater
8. David Beckworth

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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