Money Life with Chuck Jaffe

Tom Lydon, editor of ETFTrends.com, said that investors looking for a trend play in a market dominated by headlines of and reactions to coronavirus might consider KraneShares MSCI All China Health Care Index, making a tactical play on a defensive emerging-markets sector that balances the fundamentals of China's enormous demographics with the reactions to the news. Lydon, in describing the fund, did suggest that investors only consider it as a trend-following type of investment, and suggested that buyers might want to follow short-term moving averages to set their stops. Also on the show, author Michele Cagan discusses her new primer on debts and how to get out of them, Anuj Nayar of LendingClub.com talks about a study on the reasons why men and women keep financial secrets from their partner, and Barry James of the James Advantage Funds talks stocks in the Market Call.

Michael Power, strategist at Investec Asset Management, an international money manager, says that something doesn't look right with the American stock market back at record high levels and seemingly 'walking on air' despite the recent inversion of the yield curve and economic numbers that show slowing and increasing weakness. The U.S. market remains the world's strongest, Power said, but that difference is less pronounced, and valuations in other countries may make it so that international investments -- especially in emerging markets -- are more attractive than U.S. stocks and bonds going forward. Also on the show, Jim Ewing of HighTower Advisors discusses how current market conditions make this a particularly good time to rebalance a portfolio, Sarah Foster of Bankrate.com discusses Valentine's Day spending, and Louis Navellier of the Navellier Funds talks about growth stocks in the Market Call.

Markus Schomer, chief economist at PineBridge Investments, says he is pricing two rate cuts from the Federal Reserve into his forecasts, and note that so long as investors believe the Fed will come to their rescue and cut rates to pump up the economy, the market will keep going higher. Also on the show, Jeff Bishop of RagingBull.com says that market conditions make this a great time to be trading on dips, Ted Rossman of CreditCards.com discusses financial infidelity, and Jeff Mills of Bryn Mawr Trust talks growth stocks and asset-allocation strategies in the Market Call.

Kyle Guske, investment analyst at New Constructs, puts Transamerica Capital Growth Fund into the 'Danger Zone,' noting that the fund is buying the most high-risk, dangerous securities in its asset category. The Transamerica fund has been near the top of the charts in four of the last seven calendar years, but it also has been near the very bottom in the other three of those years; Guske said the holdings in the fund are part of the symptoms that lead to the feast-or-famine performance. Also on the show, Matt Schulz of CompareCards.com talks about Valentine's Day spending habits, Nick DiUlio of InsuranceQuotes.com discusses couples' saving money on insurance, David Stein discusses 'Money for the Rest of Us' and Chuck answers a listener question about the ways he is keeping the change this year.

Stephen Yacktman, chief investment officer at the Yacktman Funds, says in the Market Call that while the value investment style has lagged growth in recent years, that does not mean investors haven't been able to generate reasonable relative returns that live up to appropriate expectations. He did note that managers may have to look further afield to find some of those bargains and values, and noted that he is looking abroad more now as pricing abroad is more likely to meet his criteria given that domestic markets are at all-time highs. Also on the show, John Yesford of High Income Opportunities talks return of capital in The NAVigator, author Randy Charles Epping discusses 'The New World Economy,' and Kevin Davey of KJ Trading Systems gives his technical take on the market.

In the face of coronavirus, the election cycle and other volatility-generating events, Tom Lydon of ETFtrends.com made a hedge-like defensive 'anti-market' fund his pick for 'ETF of the Week.' Also on the show, author Richard Davies discusses 'Extreme Economies,' John Boroff of Fidelity talks about retirement preparedness, and Scott Klimo of Saturna Capital covers stocks in the Market Call.

Jimmy Hausberg, managing partner at The Hausberg Group in Beverly Hills, Calif., said during Collective Wisdom from HighTower Advisors that headlines like the coronavirus outbreak or even news of the presidential cycle shouldn't be ignored, but he noted that investors should use those events as a chance to review their portfolio rather than trying to capture short-term profits in ways that can derail long-term strategy. Also on the show, Carl Kaufman of the Osterweis Strategic Income Fund gives his outlook on global central banks and interest rates, Geoffrey Brown of the National Association of Personal Financial Advisors discusses the state of financial planning, and Mike Larson of Weiss Ratings discusses his 'safe money' approach to stocks in the Market Call.

Technical analyst Michael Sincere explains that the coronavirus crisis may not be a market event, but it has unleashed danger signs and triggered a weakening of the stock market that could put an end to the long-running bull market. He was clear to avoid calling for a bear market, but he said he expects a significant increase in volatility and sideways market action which will make for a 'difficult market to navigate for most people.' Also on the show, Anastasia Nesvetailova, co-author of 'Sabotage: The Hidden Nature of Finance' talks about the underlying instability of global markets, Ted Rossman discusses the recent Bankrate.com study showing that many consumers aren't getting nearly as much cash back on cash-back cards as they could, and Janet Brown of No-Load FundX talks mutual funds in the Market Call.

Veteran money manager Sam Stewart, partner at Seven Canyons Advisors, said that while the market is at record highs, valuations are bifurcated to where the popular names like the FANG stocks and many technology names are too expensive, but that other names have become attractive because they are growing at a time when the economy is slowing. Also on the show, John Kiernan of WalletHub.com talks about how many consumers fear maxing out credit cards, David Trainer of New Constructs pus another pre-IPO stock in the 'Danger Zone,' and Mike Bailey, director of research at FBB Capital Partners, does some pairs trading in the Market Call.

On a day with two Big Interview segments with top-flight market strategists, listeners may get a sense that the stock market has gotten ahead of itself with a strong January and that the rest of the year is likely to be more frustrating, volatile and sideways. But Reed Murphy of Calamos Wealth Management suggests that investors who want to get more from the market will want to step up their international investments, while Jack Ablin of Cresset Capital Management is much less optimistic about the potential of foreign investments to deliver superior returns. Also on the show, Nicholas Shaxon discusses his book on how global finance is making us all poorer, and Christian Munafo of SP Investment Management discusses one of the market's most unusual and different closed-end funds.