On Investing

Charles Schwab

Federal Reserve

Inflation

Tariffs

Interest Rates

Labor Market

Bond Market

Municipal Bonds

Bond Yields

Corporate Bonds

Artificial Intelligence

Housing Market

Consumer Spending

Investment Strategies

Treasury Yields

Investor Sentiment

Stock Market

Magnificent Seven

Equity Market

Federal Reserve Policy

Consumer Price Index

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

511 ratings

Publishes	Weekly	Episodes	139	Founded	3 years ago
Number of Listeners		Categories	InvestingBusinessBusiness NewsNews

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Latest Episodes

The Wisdom Behind Better Investing (With Jenny Harrington & Rebecca Patterson)

Liz Ann Sonders and Collin Martin discuss a busy week for markets, including the election results, the continued evolution of the AI trade, improving market breadth, inflation risks, and the outlook for interest rates and bonds. Liz Ann highlights th... more

Today • 37 min

The Fed Holds, but the Pressure Builds

Liz Ann Sonders and Collin Martin react to the Federal Reserve’s decision to hold rates steady, which included two dissents in favor of a hike and Chair Kevin Warsh’s continued concern about inflation. While the Fed emphasized patience and the need f... more

30 Oct 2026 • 20 min • Most popular

YouTube

Can Bonds Still Do Their Job?

Liz Ann Sonders and Collin Martin examine the sharp swings in Treasury yields, what stubborn inflation could mean for Fed policy, and why bonds can still provide income and diversification even as rates remain elevated. They also dig beneath the surf... more

23 Oct 2026 • 20 min

YouTube

Who’s Financing the AI Boom? (With Bryan Whalen)

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

16 Oct 2026 • 47 min

YouTube

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Recent Guests

Bryan Whalen

Chief Investment Officer and Generalist Portfolio Manager in TCW's Fixed Income Group.

TCW

Episode: Who’s Financing the AI Boom? (With Bryan Whalen)

Nela Richardson

Chief Economist, ADP Research

ADP

Episode: What 26 Million Paychecks Reveal About the Economy (With Nela Richardson)

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)

Keith McCullough

Founder and CEO of Hedgeye Risk Management

Hedgeye Risk Management

Episode: What Happens After Peak Inflation? (With Keith McCullough)

Joe Brusuelas

Principal and Chief Economist

RSM

Episode: Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)

Cooper Howard

Colleague on fixed income research and strategy; fixed income strategist focusing on the municipal bond market

Charles Schwab

Episode: Rising Yields Highlight Muni Opportunities

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 511 ratings

Great podcast
Great weekly review of current state of equity and debt markets.
Apple Podcasts
5
tkent1234
United States2 months ago
Best investing podcast
For me the best investing podcast. Informative and helpful.
Apple Podcasts
5
Ivkaria
United States2 months 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 States3 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

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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	#152	United States/Business/Investing
Apple Podcasts	#240	United States/Business
Apple Podcasts	#180	Canada/Business/Investing
Apple Podcasts	#79	India/Business/Investing
Apple Podcasts	#88	Argentina/Business/Investing
Apple Podcasts	#90	Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Can Bonds Still Do Their Job?

Q: So what is top of mind for you, and what should our listeners be paying attention to?

Sonders highlights the upcoming Fed meeting, PCE inflation data, regional Fed surveys, durable goods, housing data, consumer confidence, trade figures, personal income and spending, and third-quarter GDP. Martin expects the Fed to hold rates at the upcoming meeting and says inflation data and the Fed chair's comments will be key.

Can Bonds Still Do Their Job?

Q: So what's been driving that? How much of it is inflation? Could it be AI related expectations for Fed policy? What do you think the drivers are?

Martin attributes the Treasury yield swings to several factors: hotter inflation data initially pushed yields higher, while concerns about AI investment and future growth contributed to a later decline.

Who’s Financing the AI Boom? (With Bryan Whalen)

Q: How do you as a manager kind of approach this? So it sounds like if you're not being compensated well enough, are you just being very selective in how you kind of view this ecosystem right now?

Whalen says TCW is roughly neutral on the broad AI ecosystem and is beginning to consider selective exposure. He finds some hyperscaler unsecured debt more attractive after increased issuance widened spreads, while remaining cautious about complex data-center financing structures.

Who’s Financing the AI Boom? (With Bryan Whalen)

Q: What kind of risk are we seeing there? And let me add one more point. A lot of times I hear about these big companies that, hey, they're big companies. They have high credit ratings. They are cash flow positive, have strong earnings. But how do you consider, say, the fundamentals of these big issuers?

Whalen distinguishes established hyperscalers with strong non-AI businesses from AI-focused companies with less-proven fundamentals. He says the main risk is that AI adoption or economics diverge from expectations, and that investors are generally not being adequately compensated for risks across the broader ecosystem.

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.

Audience Metrics

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

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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 139 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. Bryan Whalen
2. Nela Richardson
3. Eric Liu
4. Ivy Zelman
5. Jim Bullard
6. Richard Clarida
7. Keith McCullough
8. Joe Brusuelas

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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