Chuck & Michael Talk Investing

Episode 26 – You’ve Been Lied to About Target Date Funds

Let's explore the hidden sophistication in your retirement plan's "simplest" option. Chuck and Michael welcome special guest Andrew Jacobs van Merlen, Portfolio Manager for T. Rowe Price Target Date Strategies, for a conversation about the evolution of the $5.2 trillion target date retirement fund industry.

Episode 25 – Iran, AI, and the Dollar: What is Driving Emerging Markets?

Chuck and Michael host Richard Thies from Driehaus Capital Management. Together they explore the forces shaping emerging‑market (EM) performance, including Iran, the value of the dollar, and AI. Let's explore.

Episode 24 – AI Speculation: Bubble or Boom?

Chuck and Michael delve into the intriguing world of market bubbles, exploring the signs, the psychological factors at play, and the lessons learned from past market dynamics. Are we in an AI bubble today, and what does that mean for investors?

Episode 23 – Gold Rush 2.0: Commodity Supercycle?

Chuck and Michael are joined by special guest Wasif Latif, Co-Founder, President & CIO of Sarmaya Partners. Chuck, Michael and Wasif discuss the current trends in commodities and how commodities move in supercycles. They explore investment strategies in commodities, focusing on gold markets, which coincidentally hit a record high the day they recorded this podcast.

Episode 22 – Jobs Crisis: Navigating Economic Slowdown

In this episode, Michael Smith and Chuck Osborne delve into the pressing issue of job creation amidst an economic slowdown. They discuss the recent job reports, highlighting the challenges of not meeting the historical benchmark of 200,000 jobs per month. The conversation explores the impact of immigration changes, tariffs, and the broader economic implications. Tune...