Money Life With Chuck Jaffe Daily Podcast

Charles Rotblut of the American Association of Individual Investors runs AAII's Investor Sentiment Survey and said that optimism and bullish sentiment has dropped to unusually low levels, muted by the effects of a potential trade war and threats of tariffs. Also, David Lau of DPL Financial Partners discussed annuities, David Trainer of New Constructs looked back at some of the Danger Zone's greatest hits and we rebroadcast a recent interview with David Snowball of MutualFundObserver.com

With market troubles in China, Europe and emerging markets, Martin Pring of Pring Research is avoiding banks, increasing his cash holdings and getting defensive, Mike Larson, senior analyst at Weiss Ratings echoed that sentiment during the Money Life Market Call. Trry Jones from INvestors Business Daily talked about the dangers of a rising tide of optimism, and Chuck plays the robo-call he got that purportedly was from the Internal Revenue Service, as well as his follow-up call with the bad guys behind the

Ed Shill, founder and chief investment officer at QCI Asset Management, said he is expecting 'more hand-to-hand combat when it comes to stocks' because the market is facing strong headwinds. Shill looks for 'tailwind names,' companies where solid fundamentals are matched with an industry that is poised to move forward no matter what happens with the market. Also on today's show, Matthias Kuhlmey and Matt Harris of HighTower Advisors discuss the strong dollar, Tom Lydon of ETFTrends.com has the ETF of the We

Dan Zanger of ChartPattern.com said that the market's technicals show a rising channel and the potential for a rapid plunge, which is why he is mostly in cash and expecting to stay there with the exception of some strategic buying until the market corrects itself. Also, Charles Rotblut's 'Stock of the Week' shows the importance of a sell discipline, Brandon Thurber of Regions Investment Management talks money and markets, and the Market Call revisits Michael Underhill of Capital Innovations.

Terri Spath, chief investment officer at Sierra Investment Management, said that with the stock market facing trend-less volatility, investors who have been looking for safety from the bond market have been disappointed, as bonds have proven very bit as volatile and uncomfortable as the stock market. Also, David Trainer of New Constructs goes to the Danger Zone, Mike Foy of J.D. Power and Associates discusses a survey on retirees' satisfaction, and Brandon Thurber of Regions Asset Management gives his take

David Snowball, founder of MutualFundObserver.com, said in the Market Call that most investors are afraid of investing badly so they buy funds that are 'flashy, shiny and recently excellent,' a strategy that ultimately turns out badly by leading to panic and disappointment. Buck Klintworth of Chase Investment Counsel said the market appears headed for a slowdown, Greg McBride of BankRate.com discussed how few investors know what their real retirement-savings goal is, and Tony Award-winning producer Ken Dave

Josef Schuster, founder of IPOX Schuster -- which tracks and builds indexes around the initial-public-offering market -- says that the pace and value of IPOs has picked up in 2018 and looks stronger than it has at any point throughout the current bull market. Also, Tom Lydon of ETFTrends.com discusses the future of bitcoin and blockchain in ETFs, Kathy Kristof of sidehusl.com chats about a government study that tied -- and failed -- to size up the gig economy, and Sandy Villere III of the Villere Funds is i

Charlie Bobrinskoy of Ariel Investments said in the Market Call that investors should be seeking out stocks where issues have suffered -- and may continue to lag -- due to recent bad news and events, but where the prospects for two years or longer down the line suggest that the problems are temporary and the market has overreacted to bad news. Also, Gail MarksJarvis of Reuters discusses the myth of outliving your money in retirement, Alexandra Taussig of Fidelity Investments chats about the firm's just-rele

David Goodsell of the Natixis Investment Managers' Center for Investor Insight said that financial advisers believe the long bull market has left investors unprepared for any significant change in fortunes, feeling as if they are unprepared for a downturn and ignoring risk. Worse, advisers expect clients to act emotionally when trouble returns to the market. Also, Charles Rotblut of AAII Journal has the Stock of the Week, there's a Book Interview discussing the innovation economy with William Janeway and Br

David Trainer of New Constructs said that the initial public offering for DOMO Inc., scheduled for Thursday, is tainted by bad math, insider dealing and more that is likely to hurt the company's long-term projections and limit any new-stock pop, so he put the company in the 'Danger Zone' days before it ever trades its first share. Also, Matt Schilz of CreditCards.com talked about a ew survey on topping, Aron Szapiro of Morningstar covered efforts to improve retirement-plan disclosures, and Albert Meyer of B

Kristina Hooper, global market strategist at Invesco, said that rate hikes domestically and around the globe are threatening to invert the yield curve, which could have broad-reaching consequences depending on how the Federal Reserve responds. Also, Vitaliy Katsenelson of Investment Management Associates discusses the reasons why he finds socially responsible investing to be financially irresponsible, Sameer Semana of the Wells Fargo Investment Institute takes a look at the market's technicals and Greg McBr

Jason Browne, chief investment strategist at FundX Investment Group said the best areas of the market to invest in right now involve growth, Internet and small-company stocks and said areas like emerging markets are currently on the outs. But while he'd be completely out of emerging markets because of recent troubles there, Matt Harris, Jimmy Hausberg and J.R. Gondeck of HighTower Advisors are all sticking with emerging markets, even as they recognize the slowdown and foresee more trouble ahead. Also, autho

Jim O'Shaughnessy, chairman and chief investment officer at O'Shaughnessy Asset Management, said the investors need to ignore the noise -- which is virtually all market news and sentiment -- and develop and stick to their own rules for how they want to invest, regardless of market conditions. Also, Ron Bundy of FTSE Russell discusses index reconstitution and how the Russell 2000 is changing this week, Christopher Barlow of BMO talks about retirement-plan participation and author Tony Plummer chats about 'Th

Jeff James, portfolio manager of the Driehaus Small Cap Growth Fund, said that small-caps are becoming increasingly attractive in current conditions, and said he expects them to outperform larger stocks for the foreseeable future. Also, Charles Rotblut of AAII Journal has his 'Stock of the Week,' Catey Hill, author of The 30-Minute Money Plan for Moms, and Chuck takes an audience question about buying securities you hear discussed on the show.

Mark Hamrick of BankRate.com discussed his site's recent survey that looked at savers' buiigest financial regrest and found that about half f all people with regrets aren't doing much to fix it. Also, author Laurence Ball dicusses his book on the Fed and Lehman Brothers about the 2008 financial crisis, David Trainer of New Constructs is in for the Danger Zone and more.

D.R. Barton Jr. of 10minutemillionaire.com said that the market's bullish run isn't going to end immediately, but there are warning signs that an investor should be watching, helping them to set the point where they will exit ahead of the steep potential draw-down that could end the uptrend. Also, Doug Roberts of Channel Capital Research discusses the Fed and its actions from this week and moving forward, Nick Clements of MagnifyMoney.com compares CD and savings rates and Chuck wraps up Morningstar week wit

Tom Stringfellow, president and chief investment officer at Frost Investment Advisory, said at the Morningstar Investment Conference that there are plenty of potential problems out there, but no timeline for when they might mushroom into real market troubles. Also, Matt Freund of Calamos Investments, Tom Lydon of ETFTrends.com, Collective Wisdom from HighTower's Global Investment Solutions -- featuring Adam Thurgood, David Bahnsen and Matt Harris -- and Stephen Mathai-Davis with the Market Call.

It's the second day of Money Life at Morningstar, and Chuck has another 8 interviews: Abhay Deshpande of Centerstone Investors, Rick Redding of the Index Industry Association, Ann-Laurence Roucher of Mirova, Reik Reid of Baird Equity, EJ Tateosian of Loomis Sayles, Beini Zhou of Matthews Asia, Philip Straehl of Morningstar Investment Management, and Doug Ramsey of the Leuthold Funds. Don't miss Ramsey's comparison of fishing and investing.

Chuck is in Chicago for the Morningstar Investment Conference, and today's show reflects the wide range of top investors who are at the event. And while the slate of interviews starts with Charles Rotblut of AAII Journal -- because he starts us off every Tuesday -- the rest of the show includes Sal Bruno of Index IQ, Alex Pire of Seeyond, Ned Dane of OppenheimerFunds, David Ellison of Hennessy Small-Cap Financial, Patrick Drum of Saturna Sustainable Bond, Tom Florence of 361 Capital and David Jilek of Gatew

Chris Hyzy, chief investment officer for U.S. Trust and Merrill Lynch said earnings growth and valuations are powering the market, but financial conditions are less accommodating than last year, and the result is that the market will push forward but more slowly until there is a 'next catalyst.' Hyzy expects that catalyst to be solid fundamentals rekindle big earnings advances. Also, author Brian Portnoy discusses his new book, 'The Geometry of Wealth,' Kyle Guske leads a trip to the Danger Zone, and Michae