Signal or Noise?

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Signal or Noise?

Charlie Bilello, Peter Mallouk, Creative Planning

61 episodes

1 week ago

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.

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Self-Improvement,

News Commentary

All content for Signal or Noise? is the property of Charlie Bilello, Peter Mallouk, Creative Planning and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Self-Improvement,

News Commentary

Episodes (20/61)

Signal or Noise?

10 Charts Every Investor Should Frame

Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand.

1 week ago

21 minutes 9 seconds

Signal or Noise?

5 Things That Should Be Required Learning in High School

From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise?

3 weeks ago

25 minutes 34 seconds

Signal or Noise?

How to Invest Cash on the Sidelines

With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash.

1 month ago

35 minutes 55 seconds

Signal or Noise?

Rate Cuts, Recessions and Risks

After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?

1 month ago

30 minutes 37 seconds

Signal or Noise?

How to Make Housing Affordable Again

With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event.

2 months ago

28 minutes 7 seconds

Signal or Noise?

Is This as Good as it Gets?

With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared.

2 months ago

36 minutes 34 seconds

Signal or Noise?

Triumph of the Optimists

Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs.

3 months ago

28 minutes 58 seconds

Signal or Noise?

10 Lessons for Living

Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

4 months ago

32 minutes 49 seconds

Signal or Noise?

10 Lessons From Jonathan Clements

Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

4 months ago

57 minutes 23 seconds

Signal or Noise?

On this episode, Charlie and Peter examine how the bill recently passed by the House could further impact the national deficit and why addressing spending patterns is crucial for long-term fiscal health.

5 months ago

26 minutes 37 seconds

Signal or Noise?

The End of an Era

With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

5 months ago

29 minutes 24 seconds

Signal or Noise?

How to Invest During a Recession

With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

6 months ago

27 minutes 41 seconds

Signal or Noise?

What Matters in the Long Run

Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio.

6 months ago

33 minutes 52 seconds

Signal or Noise?

How to Invest During a Bear Market

Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities.

6 months ago

32 minutes 38 seconds

Signal or Noise?

The Tariff Tantrum and 3 Possible Outcomes

As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

7 months ago

39 minutes 58 seconds

Signal or Noise?

A Checklist for Corrections

As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction.

7 months ago

31 minutes 36 seconds

Signal or Noise?

The Price of Admission

On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility.

8 months ago

25 minutes 50 seconds

Signal or Noise?

5 Questions on DOGE

On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy.

8 months ago

28 minutes 53 seconds

Signal or Noise?

Investing Lessons From the Great Peter Lynch

When it comes to investing, it’s not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise?

9 months ago

30 minutes 23 seconds

Signal or Noise?

5 Lessons Every Investor Should Know

On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise?

9 months ago

34 minutes 54 seconds