On Investing
Episodes
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Lizanne Saunders celebrates her 40th year on Wall Street, sharing lessons on humility and market cycles from her new article.
Warsh's Hawkish Turn: What It May Mean for Investors
Colin Martin and Lizanne Saunders analyze Fed Chair Powell’s hawkish Jackson Hole speech, which increased expectations for a near-term rate hike due to persistent inflation.
The Bond Market Strikes Back
Lizanne Saunders and Colin Martin analyze persistent inflation driven by AI spending and tariffs, alongside Treasury Secretary Bessent’s bond buybacks aimed at curbing yields.
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Hosts Colin Martin and Lizanne Saunders analyze rising global bond yields, attributing the surge to Fed policy uncertainty and fiscal concerns rather than inflation expectations.
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Hosts Lizanne Saunders and Colin Martin discuss strong Q2 earnings driven by AI spending and the risks of concentrated growth.
Why Good Economic News Isn't Always Good for Markets
Colin Martin and Kevin Gordon discuss the paradox of strong economic data potentially triggering Fed rate hikes, analyzing recent FOMC dissents and Chair Powell’s communication style.