Episodes

  • The Easy Money Has Been Made
    Sep 20 2024

    But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise.

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    37 mins
  • The #1 Way Americans Become Millionaires
    Sep 6 2024

    Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk’s insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise?

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    41 mins
  • The $35 Trillion Elephant in the Room
    Aug 16 2024

    There’s an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX.

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    37 mins
  • Embracing Panic
    Aug 7 2024

    With all that’s happening in the market, you’ll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge.

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    40 mins
  • Is Now a Good Time to Rebalance?
    Jul 19 2024

    Is Now a Good Time to Rebalance?

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    31 mins
  • 8 Cognitive Biases and How to Overcome Them
    Jul 12 2024

    Gaining an awareness of cognitive biases is just the first step. Overcoming these biases is the real challenge — don’t let them negatively impact your investment success! Join Peter Mallouk and Charlie Bilello as they explore these biases as well as their impact, why investors often fall prey to them and practical solutions for overcoming them. Additionally, learn about the latest changes in 401k savings that could affect your financial planning.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    44 mins
  • 7 Lessons From Jack Bogle
    Jun 14 2024

    Would you keep a 401k payout if you weren’t the intended beneficiary? Peter and Charlie share the story of a seven-figure signature and the lesson we can all learn from it in this episode of Signal or Noise. They also discuss seven key insights from the pioneer of index fund investing, "Saint" Jack Bogle, and provide data to help you navigate your investments during an election year.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Request your FREE Wealth Path Analysis here: https://creativeplanning.com/charlie/

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    41 mins
  • An Economic Reality Check
    Jun 3 2024

    A new survey shows many Americans aren’t feeling positive about the economy, the stock market or employment — but the data tells a different story. Join Peter and Charlie as they discuss why perception and reality aren't matching up. They also explore some recently proposed tax incentives for home buyers and the implications such policies would have on the housing market. Plus, get insights into the resurgence of meme stocks and more in this episode of Signal or Noise.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    39 mins