Podcast appearances and mentions of Kevin Gordon

In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the bond market, the influence of central banks, and the impact of policy announcements on market dynamics. They explore consumer confidence, economic indicators, and the potential effects of upcoming labor data on market trends. The discussion highlights the volatility in the markets and the importance of understanding the interplay between policy and economic conditions.You can read the article on hard data vs. soft data by Liz Ann and Kevin Gordon on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Currency trading is speculative, volatile and not suitable for all investors.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.(0525-1AMU)

Charles Schwab's Kevin Gordon says the inflation and jobs data showed no significant impact from tariffs, but that can change. He urges investors to watch the May jobs report, where he expects signs of weakening will show. Gordon argues there's been more attention than needed on the goods deficit, arguing that services are the most dominant industry when it comes to employment.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Kevin Gordon, Charles Schwab Senior Investment Strategist kicks off the show, tracking the S&P 500 ‘s first down day in the last 10 session. Morgan breaks down Palantir's quarterly numbers, plus a bull-and-bear debate on the stock with Dan Ives, Wedbush Global Head of Technology Research, and Brent Thill, Jefferies Analyst. Michael Kantrowitz, Piper Sandler Chief Investment Strategist, joins on the macro and Fed outlook, while Arjun Murti, Partner at Veriten, weighs in on the energy sector and falling oil prices. Plus, Hollywood gets caught in the crosshairs of U.S.–China trade tensions—our Julia Boorstin reports on the growing tariff risks for the entertainment industry.

Kevin Gordon talks all things technology with Dave Hatter.

Kevin Gordon talks with Co-Founder and Lead Organizer of the Cincinnati chapter of Indivisible.

Kevin talks with the Executive Director of Care Net Pregnancy Centers of Norther Kentucky Lyndi Zembrodt.

Kevin Gordon fills in for Brian Thomas on this Good Friday 2025 as he takes your calls and talks Tech Friday with Dave Hatter, talking opposing views with Ann Dickerson of the Cincinnati Chapter of Indivisible and Lyndi Zembrodt of Care Net Pregnancy Center joins to talk about the services her organization offers.

Charles Schwab's Kevin Gordon says there's still so many moving gears in the market investors need to watch. For one, if equities recover to all-time highs, he argues the S&P 493 need to pick up slack where the Mag 7 can't. Kevin later discusses what volatility the market should expect on April 2nd. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

It's the Wednesday edition of the Mid-week crisis! Dan Talks with America's Truckin' Network host Kevin Gordon, Retired Col. John Mills, DW Wilber checks in as well as Dave Hatter.

Our Eamon Javers reports on Trump's auto tariffs announcement. Kevin Gordon of Charles Schwab and Adam Crisafulli of Vital Knowledge break down the current state of the market. Kristina Partsinevelos analyzes weakness in semiconductor stocks. JPMorgan's David Kelly shares his market outlook, while Invitation Homes CEO Dallas Tanner discusses the impact of tariffs on housing and mortgage demand. Plus, Phil LeBeau reports on Hyundai's new EV plant amid growing U.S.-Korea trade tensions, and Forethought CEO Deon Nicholas talks AI advancements in customer support.

In this episode, Liz Ann Sonders and Kathy Jones discuss the recent FOMC meeting, focusing on the implications of the economic projections, the potential for stagflation, and the uncertainty surrounding current economic indicators. They delve into the Fed's quantitative tightening program and its adjustments, as well as the importance of various economic data points moving forward. The discussion highlights the challenges businesses face due to uncertainty and the need for clearer guidelines to navigate the economic landscape.Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week.You can read the article by Liz Ann and Kevin Gordon here: “A Future Uncertain: Recession Coming?”On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The Economic Policy Uncertainty Index measures newspaper coverage of policy-related economic uncertainty, the number of federal tax code provisions set to expire, and disagreement among economic forecasters. https://www.policyuncertainty.com/index.html(0325-8WUF)

On today's podcast, Arizona Real Estate Mogul and Change Agent Tim McBride shares his personal journey of finding a bigger purpose beyond real estate, leaving a legacy of service. BACK STORY Originally from Vancouver, Canada, Tim McBride pursued a career in professional sports and entertainment upon earning undergraduate and graduate degrees in the field. After his sports-tech company plateaued, he found himself back in Arizona and pivoted into what has been a fruitful six-year career in real estate. Now residing in the Scottsdale area, McBride works with residential clients in Scottsdale and nearby locales. He strives to be intentional in his interactions and build real relationships with his clientele. Describing his approach as relationship-driven and impact-focused, he challenges himself daily to elevate his standard of service to clients and community. With a passion for real estate and serving his community, Tim began The Change Agent Golf Classic, a tournament benefiting The Driven Project, a nonprofit dedicated to bringing joy and strength to children battling critical illnesses.  Recently established in Scottsdale by founder Kevin Gordon, The Driven Project provides these young warriors with unforgettable “supercare therapy” experiences, giving them a chance to ride in exotic cars and escape the challenges they face - even if it's just for the day.  This uplifting experience offers a profound sense of hope, strength, and inspiration for these children and their families during an incredibly challenging time.   In addition to The Change Agent Golf Classic, Tim also heads the Homes for Good Foundation, a purpose driven movement of independent real estate professionals designed to tell a much bigger story beyond the transaction and be a catalyst for inspiration, impact and the transformation in our neighborhoods and communities. Where every real estate transaction means immediate local impact.    Website: https://timmcbriderealestate.com/ https://homesforgoodfoundation.org/ https://cbo.io/bidapp/index.php?slug=changeagent     Instagram: @timmcbride_changeagent   SUBSCRIBE TO ICONIC HOUR If you enjoyed today's podcast, I'd be so appreciative if you'd take two minutes to subscribe, rate and review ICONIC HOUR. It makes a huge difference for our growth. Thanks so much!   ICONIC LIFE MAGAZINE  Stay in touch with ICONIC LIFE magazine. We invite you to join our digital VIP list and SUBSCRIBE!   JOIN OUR ICONIC COMMUNITY Website: iconiclife.com Instagram: @iconiclifemag Facebook: Iconic Life YouTube: ICONIC LIFE   FOLLOW RENEE DEE Instagram: @iconicreneedee LinkedIn: Renee Dee   Thanks for being a part of our community to Live Beautifully. TAGS: timmcbriderealestate, timmcbridechangeagent, changeagentgolfclassic, servingthecommunity, philanthropy, homesforgoodfoundation, iconichourpodcast, iconiclife, iconic   

In this episode, Liz Ann Sonders and Kathy Jones discuss the current sentiment in the market, contrasting consumer sentiment with investor sentiment amid economic uncertainty. They explore the implications of bearish investor attitudes and the potential for a recession and reflect on the anniversary of the COVID-19 pandemic's impact on the economy. The conversation also highlights key economic indicators to watch in the coming week, including retail sales and Fed decisions.Then, Liz Ann speaks with Kevin Gordon about the overall economic landscape, focusing on recession indicators, labor market dynamics, and the recent earnings season. They explore the implications of tariff policies on business confidence and the challenges companies face in providing guidance, given the uncertainty. Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week, including the upcoming FOMC meeting.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The Economic Policy Uncertainty Index measures newspaper coverage of policy-related economic uncertainty, the number of federal tax code provisions set to expire, and disagreement among economic forecasters.  https://www.policyuncertainty.com/index.htmlISM is the Institute for Supply Management.PMI is the Purchasing Managers Index.(0325-5PME)

Barbara Doran of BD8 Capital and Schwab's Kevin Gordon join to break down the late-day slide in tech stocks, along with earnings from Autodesk, Duolingo, NetApp, Dell, HP, and Archer Aviation. Market insight from Neuberger Berman's Joseph Amato, and Synopsys CEO Sassine Ghazi talks AI demand. Later, hear from Snowflake & C3.ai CEOs, and Julia Boorstin sits down with Paris Hilton.

Today painted a mixed Big Picture for the market. Charles Shwab's Kevin Gordon notes market breadth is holding short-term despite a majority of stocks lagging today. He also notes growth slowdown, though strong fundamentals in earnings will support stocks long-term. Joe Mazzola points to a slight pullback in the consumer but believes there's no reason to ring alarms yet.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Charles Schwab's Nathan Peterson says to keep an eye on earnings estimates. As investors juggle uncertainty around the Trump administration, he suggests earnings can be a guiding force to meter volatility. Kevin Gordon adds that disagreements around tariffs and ecodata will continue to create ripples in the market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Mega Caps dragged their heels in the dirt, according to Charles Schwab's Kevin Gordon. He says policy changes may be needed for markets to hit all-time highs again. When it comes to treasury yields, they've quietly stair-stepped lower. Collin Martin notes that CPI and PPI data coming later this week can change that.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, Kathy Jones interviews Dr. Richard Clarida, PIMCO's global economic advisor and former vice Chairman of the Board of Governors of the U.S. Federal Reserve System.Dr. Clarida is a managing director in PIMCO's New York office and teaches economics and international affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, serving as chief economic advisor to two U.S. Treasury secretaries. He and Kathy discuss the state of the economy, the way the Fed is structured, and some of the ways that central bankers communicate.Kathy Jones and Liz Ann also discuss the current state of tariffs and their impact on the bond market, the Federal Reserve's policies, and the implications for both U.S. importers and exporters. Finally, Kathy and Liz Ann look ahead to the data and economic indicators that investors should be watching next week. You can read the report Liz Ann mentions, written with Kevin Gordon, here: "Promises: Tariffs Hit Markets."And you can also check out Liz Ann's monthly Market Snapshot video. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal. Currency trading is speculative, volatile and not suitable for all investors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0225-SAEH)

We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead. F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.Walter Isaacson shares insights into Elon Musk's evolving influence in politics and business, bringing his perspective as Musk's biographer. 

In this episode, Liz Ann Sonders and Kathy Jones discuss the intersection of market analysis and political developments, particularly focusing on the implications of a second Trump term. They explore the performance of major tech stocks, the impact of regulatory changes on various sectors, and the current state of the bond market. The conversation also delves into the ongoing earnings season, highlighting the trends in corporate performance and expectations for the Federal Reserve's future actions amid economic uncertainty.Finally, Kathy and Liz Ann look ahead to the data and economic indicators that investors should be watching next week. You can read Liz Ann and Kevin Gordon's article, which she mentions, here: "A Look at Hard vs. Soft Data."On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0125-K9Z0)

Today's Charles Schwab Big Picture panel turns to the economy. Kevin Gordon notes a stronger market today when it comes to breadth but tells investors to keep an eye on incoming inflation and jobs data. Cooper Howard notes President Trump's push to curb interest rates, though the Fed's desire to remain independent will clash with those goals. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The December jobs report showed surprising strength in the labor force but consumer sentiment highlighted inflation concerns. Charles Schwab's own Kevin Gordon doesn't believe inflation reacceleration has a base case, though he warns investors of stretched valuations into 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Diving directly into the second installment of the Flywheel Miniseries, focusing on the critical topic of "Invest in People." President & COO Eric Ritchie is joined by long-time Sargent leaders Pete Parizo and Kevin Gordon from the Workforce Advancement Team in the Flywheel Studio to explore what it means to take a complete approach to employee development—not just through job-specific training but by supporting the whole person with mentorship, life skills, and financial literacy. Kevin shares a personal story of resilience and the importance of making oneself valuable, while Pete emphasizes how mentorship strengthens company culture and contributes to long-term success.If you liked this week's episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/If you have an episode suggestion, please send your idea to:sbennage@sargent.us

Happy New Year's Eve! Kevin takes your calls and covers a variety of political topics to end 2024.

Kevin Gordon fills in for Brian Thomas as he talks with former Vice Mayor of Cincinnati Chris Smitherman plus Steven Mosher of Population Research Institute joins the show to talk myths about overpopulation.

Kevin Gordon notes catalysts that can cause the market to flip from bullish to bearish but adds “good luck figuring this one out” for 2025. He also previews the risk of stagflation next year. Collin Martin covers the bond market, describing the “ebb and flow” of long-term Treasury yields in reaction to the Fed. He concludes that 2025 comes down to what the Fed moves are. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kevin is in for Brian this morning talking about the news and issues of the day. Also, Tech Friday with Dave Hatter!

Kevin is in for Brian this day after Christmas.

Charles Schwab's Kevin Gordon phones in to provide context to the recent selling action seen in the markets and highlights the importance of quality in equities. In terms of volatility, he sees some continuation and fluctuation but not to the extent of last Wednesday or Friday's whipsaw moves. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

 In the first interview we talked to James Hatem. Talking to James was like talking with someone we've known forever. He told us about learning guitar at the age of 11, his Billy Joel obsession, and how listening to music can be practice too!  In the second part of the interview, we talk with Kevin Gordon about his health scare that almost stopped his album “ The In Between “ (released September 13, 2024) from being released, his poetry background, and some great advice for new artists.   Check them out here:  James Hatem  Website: Jameshatem.com  Facebook: James Hatem  IG: Jameshatemmusic  TikTok: Jameshatemmusic  YouTube: James Hatem    Kevin Gordon:  Website: https://kg.kevingordon.net/  Instagram :KevinGordon  YouTube: Kevingordonmusic  BandCamp: Kevingordon  

After you listenFollow the hosts on social media:Kathy Jones on X and LinkedIn.Liz Ann Sonders on X and LinkedIn.After another year of the bull market, what's in store for stocks in 2025? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year.First, Liz Ann Sonders, Schwab's chief investment strategist, speaks with senior investment strategist Kevin Gordon. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover tariffs, immigration, and potential policy changes, among other topics. Uncertainty remains a major theme.Next, Kathy Jones, Schwab's chief fixed income strategist interviews Jeffrey Kleintop—Schwab's chief global investment strategist. He analyzes and explains what 2025 might hold for the global economy and markets.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Digital currencies such as bitcoin are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1224-BM0F)

After another year of the bull market, what's in store for stocks in 2025? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year.First, Liz Ann Sonders, Schwab's chief investment strategist, speaks with senior investment strategist Kevin Gordon. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover tariffs, immigration, and potential policy changes, among other topics. Uncertainty remains a major theme.Next, Kathy Jones, Schwab's chief fixed income strategist interviews Jeffrey Kleintop—Schwab's chief global investment strategist. He analyzes and explains what 2025 might hold for the global economy and markets.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Digital currencies such as bitcoin are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.(1224-B47R)

Brian is off and Kevin is in talking about the issues of the day

Is inflation out of the bag again? Charles Schwab's Kevin Gordon weighs if inflation pressures ahead will come from policy under a Trump 2.0 administration, or reignite from pressures already known. He takes an in-depth look into the trigger that could signal economic impact. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kevin Gordon says the dip in the Russell 2000 (RUT) is due to higher yields, but believes breadth improved "quite dramatically" for the index. On the macro side, Jeffrey Kleintop looks into inflation trends following the latest CPI report. He points to a rising U.S. Dollar as a defensive play against potential tariffs under a Trump administration. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kevin Gordon fills in for Brian as he takes your calls, talks with former Cincinnati Mayor Ken Blackwell, former Vice Mayor of Cincinnati Christopher Smitherman and of course Money Monday with Brian James.

What could the election's result mean for this bull run? Our all-star panel of New York Life Investments' Lauren Goodwin, iCapital's Anastasia Amoroso and Charles Schwab's Kevin Gordon reveal what they think is next for stocks. Plus, Glen Kacher from Light Street Capital tells us where he sees the mega-caps headed as we look toward the end of the year. 

Kevin Gordon and Joe Mazzola join today's Charles Schwab Big Picture panel to look into the current market breadth. Kevin notes that Nvidia (NVDA) will need other strong tech names to bolster the sector if it continues to lead, while Joe says to keep an eye on industrials and materials. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the bond market and the bull market in equities. They explore the volatility in bond yields, the significance of credit spreads, and the importance of employment and inflation data.This week, Kathy speaks with Carol Spain, managing director and head of credit research for Schwab Asset Management. Kathy and Carol delve into the intricacies of credit analysis, exploring Carol's unique career path, the role of credit analysts, and the current conditions in the credit market. They discuss the dynamics between credit research and portfolio management, the trends in credit spreads, and the factors influencing corporate credit quality. The conversation highlights the importance of understanding both macroeconomic conditions and issuer-specific factors in credit analysis, while also addressing the outlook for credit opportunities and potential risks in the market.Lastly, Kathy and Liz Ann review the schedule for next week's economic data and indicators—and tell you which ones really matter.Read the article by Liz Ann Sonders and Kevin Gordon on the bull market, "Is the Two-Year-Old Bull Market 2 Legit 2 Quit?"On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.ISM is the Institute for Supply Management.  https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/JOLTS is the Job Opening and Labor Turnover Survey.(1024-ZTAY)

Technology has been a clear leader in the markets for months, but Kevin Gordon says that story may be shifting. As for the economy, Collin Martin turns to Crude Oil and Yields to determine if warning signs are on the horizon. Kevin and Collin join today's Charles Schwab's Big Picture panel to discuss rotation's role economic changes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Does a slower Fed mean smaller gains for stocks? Ed Yardeni of Yardeni Research, Newedge's Cameron Dawson and Virtus' Joe Terranova debate where they stand. Plus, T. Rowe Price's Sebastein Page tells us why he is looking for opportunities to take on more risk right now. And, Charles Schwab's Liz Ann Sonders and Kevin Gordon reveal how they are positioning into year-end.

On The Big Picture, Charles Schwab's Kevin Gordon highlights upcoming earnings trends and themes to look for. He explains why revenue will play a key role in 4Q 2024 and into 2025, and why revenue growth is important across the market instead of select sectors. As the SPX taps on a new all-time high, he examines small cap growth by breaking down the RUT. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Geopolitical tensions sparked abroad, but Kevin Gordon says a port strike in the U.S. can create long-term issues for payrolls and GDP. Meanwhile, Cooper Howard points to today's JOLTS and ISM reports to highlight the importance of ecodata down the pipeline. Today's Charles Schwab panel paints the bigger picture based off today's headlines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Kathy and Liz Ann follow up on the release of last week's unemployment numbers and the reaction of the stock market to the jobs report. The expectation is still for a 25-basis-point cut at next week's Fed meeting. The conversation also touches on the un-inversion of the yield curve and its implications for the bond market. This week, Kevin Gordon joins the podcast to discuss equities and sector views. Kevin is a director and senior investment strategist and serves as Liz Ann Sonders' research associate. Kevin and Liz Ann discuss the recent changes in Schwab's sector ratings and the focus on factors rather than sectors. They also talk about the leadership shifts in the market, particularly in the Magnificent Seven stocks. They touch on the importance of diversification and the performance of different sectors. They then delve into the upcoming Fed rate cuts and the historical market behavior during fast-cutting cycles versus slow-cutting cycles. Lastly, Kathy and Liz Ann look ahead to next week's FOMC meeting and the other economic data on the horizon. Key economic data to watch for next week includes retail sales, industrial production, housing market indicators, and the Leading Economic Index.You can keep up with Schwab Sector Views here and also read the report that Kevin and Liz Ann discuss here: "It's Time … For a Fed Pivot."On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.  All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.  Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The NAHB/Wells Fargo Housing Market Index (HMI) is designed to gauge and track the pulse of the single-family housing market. https://www.nahb.org/news-and-economics/housing-economics/indices/housing-market-index(0924-SFF0)

Show Notes:X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwabhttps://x.com/KevRGordon/status/1828042176057811051X Post from Liz Young, Head of Investment Strategy at SoFihttps://x.com/LizThomasStrat/status/1828098863108128812Research from 8/17/24https://x.com/FactSet/status/1824935004943556922https://x.com/FactSet/status/1824920409105457362

New highs may be back on the table with the major averages notching their best weekly gains for 2024. Charles Schwab's Kevin Gordon, Payne Capital Management's Courtney Garcia, and Steve Liesman set investors up for a big week ahead culminating in Fed Chair Jerome Powell's all-important speech at Jackson Hole. Plus, Morgan Stanley's Erik Woodring makes the case for more Apple upside. And, noted value investor Scott Black cracks open his playbook to share his top picks.

When it comes to cutting interest rates, the Federal Reserve seems determined to stick with its plan to take it slowly and let the data guide their decisions. But what data are they looking at, and what is it telling them? And what cues does the data have for investors? On this episode, host Mike Townsend and Kevin Gordon, director and senior investment strategist with the Schwab Center for Financial Research, sort through inflation numbers, consumer confidence data, the latest jobs report, and more to explain what's important to the Fed. Kevin also looks back at the markets' strong first half of the year and what the underlying data may signal for the second half of 2024. And he provides his perspective on why investors feel anxious about the market even amidst strong performance.Mike also provides the latest from Washington, including a Supreme Court decision that could have far-reaching implications for companies and the markets and a setback for bipartisan privacy legislation. And Mike shares insights on the process should a presidential nominee choose not to run.WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.If you enjoy the show, please leave a ★★★★★ rating or review on Apple PodcastsIMPORTANT DISCLOSURESThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions. Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Schwab does not recommend the use of technical analysis as a sole means of investment research.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see Schwab.com/IndexDefinitions.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0724-CGWU