May 27, 202620 min
How to Think About Investing in IPOs
From why companies are staying private longer to whether most IPOs live up to the hype, Peter and Charlie answer four key questions to help guide how you think about investing in IPOs.
Episodes
73
Latest episode
May 2026
Language
EN
About the show
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.
Listen to episodes
May 6, 202624 min
What Is Gold?
You’ve likely heard that gold is an inflation hedge. Peter and Charlie unpack that narrative and the nuanced reality behind the metal's role in a portfolio.
April 16, 202621 min
5 Lessons From “Money, Simplified”
From why you should own the haystack to why you shouldn’t fear new market highs, Peter and Charlie discuss five key lessons from Peter’s recently re-released book, Money, Simplified.
April 2, 202626 min
10 Ways to Save on Your Taxes
10 Ways to Save on Your Taxes From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes.
March 19, 202627 min
The Fog of War
The Fog of War With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy.
February 26, 202632 min
The State of the Markets
Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise.
January 22, 202618 min
The Ultimate Guide to Volatility and Corrections
With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur.
January 9, 202633 min
6 Questions for 2026
From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event.
December 18, 202526 min
The Ultimate Financial Checklist for Peace of Mind
After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones.
December 4, 202526 min
7 Lessons From 2025
From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
