Friday, Sep 25, 2020

Judd Peters

portfolio manager, Hotchkiss + Wiley Diversified Small Cap Value Fund

Money Life Market Call


Friday, Sep 25, 2020

Daniel Dolan

fixed-income specialist, Dolan-McEniry

The Big Interview


John Kosar

Friday, Sep 25, 2020

John Kosar

chief market strategist, Asbury Research

Technical Difficulties

Links: asburyresearch.com; www.asburyinvest.com

John Kosar

Thursday, Sep 24, 2020

Mike Caldwell

portfolio manager, Driehaus Life Sciences Fund

The Big Interview


Sarah Berger

Wednesday, Sep 23, 2020

Sarah Berger

writer, MagnifyMoney.com

The Survey Said

Follow me on Twitter: @SarahElizBerger

Links: magnifymoney.com; magnifymoney.com/blog/news/stock-market-trust/

Sarah Berger

John Blank

Wednesday, Sep 23, 2020

John Blank

chief equity strategist/chief economist, Zacks Investment Research

The Big Interview

Follow me on Twitter: @johnblank100; @ZacksResearch

Links: zacks.com

John Blank

Jeff Krumpelman

Tuesday, Sep 22, 2020

Jeff Krumpelman

chief investment strategist, Mariner Wealth Advisors

Technical Difficulties

Follow me on Twitter: @MarinerWealth

Links: marinerwealthadvisors.com

Jeff Krumpelman

Mike Liss

Tuesday, Sep 22, 2020

Mike Liss

portfolio manager, American Century Value

Money Life Market Call

Follow me on Twitter: @AmericanCentury

Links: americancentury.com

Mike Liss

Tuesday, Sep 22, 2020

Jeff Lingelhofer

co-head of investments, Thornburg Investment Management

The Big Interview


Catherine Collinson

Monday, Sep 21, 2020

Catherine Collinson

president, Transamerica Center for Retirement Studies

The Survey Said

Follow me on Twitter: @Cath_Collinson; @TCRStudies

Links: www.transamericacenter.org; https://transamericacenter.org/retirement-research/20th-annual-retirement-survey#retirees

Catherine Collinson

Ben Hunt

Monday, Sep 21, 2020

Ben Hunt

co-founder/chief investment officer, Second Foundation Partners

The Big Interview

Follow me on Twitter: @epsilontheory

Links: epsilontheory.com

Ben Hunt

James DiChiaro

Monday, Sep 21, 2020

James DiChiaro

senior portfolio manager, Insight Investment; co-manager BNY Mellon Core Plus

The Big Interview

Follow me on Twitter: @InsightinvestUS

Links: insightinvestment.com; im.bnymellon.com/us/en/intermediary/insight-core-plus/insight-core-plus.jsp

James DiChiaro

Daniel Wildermuth

Friday, Sep 18, 2020

Daniel Wildermuth

chief executive officer, Wildermuth Wealth

The NAVigator

Links: wildermuthendowmentfund.com

Daniel Wildermuth

Joe Keefe

Friday, Sep 18, 2020

Joe Keefe

president and chief executive officer, Pax World Management

The Big Interview

Follow me on Twitter: @PaxWorld

Links: www.paxworld.com; impaxam.com

Joe Keefe

Jeff Weniger

Friday, Sep 18, 2020

Jeff Weniger

director of asset allocation, WisdomTree Asset Management

The Big Interview

Follow me on Twitter: @WisdomTreeETFs: @JeffWeniger

Links: www.wisdomtree.com; https://www.wisdomtree.com/blog/author/jeff%20weniger

Jeff Weniger

Mark Hamrick

Friday, Sep 18, 2020

Mark Hamrick

senior economic analyst/Washington bureau chief, BankRate.com

The Survey Said

Follow me on Twitter: @hamrickisms

Links: bankrate.com; www.bankrate.com/investing/market-mavens-survey-july-2020/

Mark Hamrick

Abhay Deshpande

Thursday, Sep 17, 2020

Abhay Deshpande

founder/chief investment officer, Centerstone Investors

The Big Interview

Links: centerstoneinv.com

Abhay Deshpande

Eric Heyman

Thursday, Sep 17, 2020

Eric Heyman

portfolio manager, Olstein Strategic Opportunities

Money Life Market Call

Tickers Discussed :SHYF, KLIC, BIG; during "Hold It or Fold It:" CHWY, HELE, VIAC, MIK, KELYA

Links: olsteinfunds.com

Eric Heyman

Matt Schulz

Thursday, Sep 17, 2020

Matt Schulz

chief industry analyst, CompareCards.com by LendingTree

The Survey Said

Follow me on Twitter: @matthewschulz; @comparecards

Links: comparecards.com; comparecards.com/blog/best-credit-cards-to-build-credit/#study

Thursday, Sep 17, 2020

The Survey Said

Links: comparecards.com; comparecards.com/blog/best-credit-cards-to-build-credit/#study

Matt Schulz

Francisco Bido

Wednesday, Sep 16, 2020

Francisco Bido

head of quantitative research/portfolio manager, Integrated Alpha

Money Life Market Call

Links: www.fmacceleration.com

Francisco Bido

Dawn Starks

Wednesday, Sep 16, 2020

Dawn Starks

author, "Simplify Your Financial Life"

The Book Interview

Follow me on Twitter: @SimpleMoneyPro

Links: SimpleMoneyPro.com; SimplifyYourFinancialLife.com

Dawn Starks

Simeon Hyman

Wednesday, Sep 16, 2020

Simeon Hyman

global investment strategist, ProShares

The Big Interview

Follow me on Twitter: @ProSharesETF

Tickers Discussed :PAWZ

Links: ProShares.com; ProFunds.com

Simeon Hyman

Katie Stockton

Tuesday, Sep 15, 2020

Katie Stockton

founder, Fairlead Strategies

Technical Difficulties

Follow me on Twitter: @stocktonkatie

Links: fairleadstrategies.com

Katie Stockton

Rance Masheck

Tuesday, Sep 15, 2020

Rance Masheck

founder/chief executive, iVest+

The Big Interview

Follow me on Twitter: @iVestPlus

Links: www.ivestplus.com; www.marketgear.com/

Rance Masheck

Ted Rossman

Tuesday, Sep 15, 2020

Ted Rossman

industry analyst, CreditCards.com

The Survey Said

Follow me on Twitter: @tedrossman; @CreditCardscom

Links: CreditCards.com; bankrate.com/finance/credit-cards/covid-home-improvement-survey/

Ted Rossman

Leah Bennett

Tuesday, Sep 15, 2020

Leah Bennett

president, Westwood Wealth Management

Money Life Market Call

Follow me on Twitter: @leahbennett4; @Westwood_Group

Tickers Discussed :SHAK, SBUX, CERN; during "Hold It or Fold It:" TZOO, ABT, BAC, ZTS, CSCO

Links: www.westwoodgroup.com

Leah Bennett

Jacob Goldstein

Monday, Sep 14, 2020

Jacob Goldstein

author, "Money: The True Story of a Made-Up Thing"

The Book Interview

Follow me on Twitter: @jacobgoldstein

Links: hachettebookgroup.com/titles/jacob-goldstein/money/9780316417198/

Jacob Goldstein

Martin Leclerc

Monday, Sep 14, 2020

Martin Leclerc

chief investment officer and portfolio manager, Barrack Yard Advisors

Money Life Market Call

Follow me on Twitter: @BarrackYard

Links: barrackyard.com

Martin Leclerc

Marc Zeitoun

Monday, Sep 14, 2020

Marc Zeitoun

head of strategic beta and private client advisory, Columbia Threadneedle

The Survey Said

Follow me on Twitter: @CTInvest_US

Links: www.columbiathreadneedleus.com/investment-products/exchange-traded-funds/

Marc Zeitoun
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