Signal or Noise? | Podcast on Podbay

Signal or Noise?

Charlie Bilello, Peter Mallouk, Creative 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.

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.

Mar 19

27 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.

Feb 26

32 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.

Jan 22

18 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.

Jan 9

33 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.

Dec 18, 2025

26 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.

Dec 4, 2025

26 min

The Great Divergence: Consumer Gloom vs. Market Boom

In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?

Nov 21, 2025

23 min

Are We in an AI Bubble?

In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.

Nov 6, 2025

31 min

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.

Oct 23, 2025

21 min

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?

Oct 15, 2025

25 min