Money Life Show

Nick Venditti of @allspring says it's a "no-brainer" to move from money markets to short-term muni bonds, @JohnColeScott on closed-end funds amid war/inflation concerns, sites $AFB, $ARDC, $CSQ, $MEGI as worth a look now, plus author Lee Freeman-Shor on #StockMarketMaestros.

@AxelMerk on gold, oil prices and the Fed, Alex Morris of @fminvestllc on tokenization of ETFs (& $TBIL), @ToddRosenbluth of @Vetta_Fi makes $GLDM his #ETFoftheWeek, plus a story of a Democrat, a Republican and an unenrolled voter meeting at the gas pump ... & more!

Paul Christopher of @WFInvesting on how/why the market can push through war, so long as it's not long-lasting. @BrettArends of @MarketWatch on why oil won't breach $150/barrel, Dave Brown of Hays Staffing on how #AI is affecting both sides of the hiring dance and more!

Jeanette Garretty of @RSWealthAdvisor says war has raised recession probability to 35% (& rising the longer it's unresolved). @adamhgrimes has gotten defensive, seeing the potential for a downturn that gets 50% ugly or worse. Plus Mark Burrage of @PenFed on homebuyer woes.

Bill Davis of @StanceCap $STNCtalks market rotation in the #MoneyLifeMarketCall, @TheRealDTrain37 of @NewConstructs puts #residualvalueguarantees (which hide debt off-balance sheets for firms like $ORCL) in #TheDangerZone, + @vijay_hedges on oil, $MSFT & more in #TheWeekThatIs

Robert Gilhooly of @Aberdeen_plc makes a longshot case for how oil could hit $175/barrel, @janney_lebas expects a strong bond market to get stronger once tensions end, and Bernie Horn of @PolarisBoston $PGVFX talks value stocks in the #MoneyLifeMarketCall.

Just when it seems like it would be impossible for companies to spend more on artificial intelligence, @JayJacobsCFA of @BlackRock explains in the #BigInterview on today's @MoneyLifeShow why the AI investment cycle isn't close to peaking yet.

@JayJacobsCFA says the 2026 thematic investing outlook from @BlackRock is not disrupted at all by current events. @WadePfau on #RetirementPlanningGuidebook & sequence-of-inflation risk (your new retirement worry!), + @ToddRosenbluth of @Vetta_Fimakes $QINT his #ETFoftheWeek.

Bill Smead of @smeadcap$SMVLX expects a long-term turnaround in stocks that got all the money & led the market the last 10 years, Ed Cofrancesco of Int'l Assets Advisory on current events being a buying opp & Jennifer White of @JDPower on consumers' flagging financial health.

@kmahnhw of @hennionandwalsh tells @ChuckJaffe that he expects the bull market to overcome tensions to reach its 4th birthday (and 5th!), but he doesn't think the Fed will help it get to the party. A clip from today's #BigInterview:

@KMahnHW of @HennionandWalsh says markets will normalize (with higher volatility) once the first ships pass through the Straits of Hormuz; says the bull will roll on. Plus Peter Robbins on #TheTradersJourney, and Allison Hadley on how consumers leaning on AI while shopping.

Jim Masturzo of @RA_insightssays “Volatility is just a reaction to something new," so expect plenty of it, @vijay_hedges on early/lasting impacts of war, inflation & more; @TheRealDTrain37 of @NewConstructs puts $AFRM, $SNAP & more BACK in #TheDangerZone, sees more losses ahead

@JimWelshMacro sees a long-term secular bear-market ahead, but Iran won't trigger more than a short downturn, so troubles remain distant; Ryan MacDonald of Bluerock $BPRE on the "attractive entry point" for private real estate & @JaimeDunawayon @ListWithClever home reno survey.

Sal Gilbertie of @TeucriumETFssays you're late buying energy as a war play; expects a modest short-term pop in fertilizer (& inflation). @ToddRosenbluth of @Vetta_Fi makes $LGLV his #ETFoftheWeek. Plus Rod Yancy of Oath Money/Meaning Institute on retirees' well-being & more!

@NavellierGrowth on why he likes energy, gold and domestic markets in what he still expects to be 'a great year.' Author Kim Lankford on #Medicare101 and dealing with federal healthcare insurance & Allison Hadley on @Howdy survey on worker happiness.

@UnderstandEcono on why the economy's numbers look good, but may not work for the average American: "The average adult human being has one breast and one testicle." Seriously, check the clip, and today's #BigInterview on @MoneyLifeShow.

@Matt_Hougan says the #cryptowinter is nearing its end, technical analyst Mick Heyman calls for stocks to suffer a 10-15% #shockevent and to test $SPX6,000, but he's not expecting a long downturn, + @andreacoombes on the end of #IRSDirectFile and how taxpayers should cope.

@UnderstandEcono makes a big case for gold, @vijay_hedges says #disruption (of oil markets, software biz, etc.) is today's market buzzword, @herbgreenberg on Blue Owl/private credit woes & Kyle Guske @NewConstructs warns on tech stocks “other than the Mag 5” in #TheDangerZone.

Adam Peck of Riverwater Partners in the #MoneyLifeMarketCall talks bargains amid software's "massacre," @JohnColeScott on how software fallout is creating headlines - and bargains - in #BDCs, and Ehsan Ehsani on #FindingValueinNumbers, his timely new book on value investing.

Ed O'Gorman of River Wealth Advisors says headline risks bring opportunities to rebalance/diversify. @Retirementpedia on #RetirementRealityCheck & how modest retirement spending drops change savings trajectories, @ToddRosenbluth of @Vetta_Fi makes $CGDV#ETFoftheWeek & more!