Zhang Financial Podcast
Every week, Charles Zhang (the #1 ranked independent advisor in the nation*), Lynn Chen-Zhang (CEO of Zhang Financial, one of nation’s Top Ranked Registered Investment Advisors**), and members of the Zhang Financial team will guide you through the weekly market outlook, interview the brightest minds in finance and wealth management, and provide insights into all aspects of financial success. Tune into each episode to unpack valuable insight into the financial planning world from the perspective of the finance industry’s leading figures. For more information, please visit ZhangFinancial.com*As reported in Barron’s March 12, 2021. Based on assets under management, revenue generated for advisors' firms and other factors.**FA's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2021.
Episodes
179 episodes
Economic Data Mixed as Middle East War Continues | Market Outlook : 03/16/26
In this week's Zhang Financial market outlook, Rob outlines a week of mixed economic data. Initial jobless claims came in slightly better than expected, but Q4 GDP was revised down from 1.4% to 0.7%. Markets fell, largely driven by the ongoing ...
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7:29
Markets Fall Amid War Escalation | Market Outlook : 03/09/26
In this week's Zhang Financial market outlook, Rob covers the prior week's economic and geopolitical news. Inflation expectations climbed as oil prices rose in response to the US and Israel attacking Iran. The conflict also dampened markets : t...
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11:35
International Outperformance Continues | Market Outlook : 03/03/26
In this week's Zhang Financial market outlook, Rob recaps a week of tame stock market activity, with the S&P rising 0.4%. The Magnificent 7 continue to underperform the broader market, and international equities have persisted in topping th...
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7:58
Markets Rebound Amid Rocky Announcements | Market Outlook : 02/23/26
In this week's Zhang Financial market Outlook, Rob recaps a week of economic announcements that started off strong but struggled near the end of the week. Q4 GDP growth was released at 1.4%, well below the Atlanta Federal Reserve estimate of 4....
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8:53
Markets Broaden as Sentiment Ticks Up | Market Outlook : 02/09/26
In this week's Zhang Financial Market Outlook, Rob covers a week of mostly positive economic news, aside from labor markets. Initial jobless claims came in worse than expected. Despite that, consumer sentiment beat expectations and the ISM Manu...
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9:07
Stocks Flat But Precious Metals Dive | Market Outlook : 02/02/26
In this week's Zhang Financial Market Outlook, Rob reviews the past week of economic data, which was dominated by the US Federal Reserve. The Fed kept interest rates steady, which was largely expected, but their Q4 GDP estimate was revised down...
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8:56
Inflation Data Positive as Market Broadens | Market Outlook : 01/20/26
In this week's Zhang Financial Market Outlook, Rob covers the inflation data and initial jobless claims that beat expectations, as well as the Atlanta Federal Reserve upping their Q4 GDP estimate from 5.1% to 5.3%. While the S&P 500 finishe...
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7:43
Bad News is Good News | Market Outlook : 01/12/26
In this week's Zhang Financial Market Outlook, Rob recaps a week that contained mixed economic data, but the market reacted favorably. Any information coming in below expectations fueled predictions that the Federal Reserve will cut rates multi...
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7:45
Markets Finish Positive in 2025 | Market Outlook : 01/05/26
In this week's Zhang Financial Market Outlook, Rob covers a week of light economic data amid the holidays. The S&P 500 finished 2025 up 17.9%, while developed International markets finished the year up 31.9%. Looking ahead, there is an 18% ...
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9:52
Q3 GDP Tops 4% | Market Outlook : 12/29/25
In the latest Zhang Financial Market Outlook, Rob recaps the Q3 GDP release : the US economy grew +4.3%, beating a consensus estimate of 3.3%. Markets reacted positively, with the S&P climbing 1.4% last week, now up 19.2% YTD. Though strong...
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8:38
Mixed Economic Data, Q3 GDP Release Ahead | Market Outlook : 12/22/25
In this week's Zhang Financial Market Outlook, Rob details a week containing economic data from recent months as Government data begins to flow again. The unemployment rate rose, but inflation came in much better than expected. Q3 GDP will be r...
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9:02
Fed Delivers Third Rate Cut | Market Outlook : 12/15/25
In this week's Zhang Financial Market Outlook, Rob outlines a week that, while not containing much economic news, saw an expected interest rate cut of 0.25% by the Federal Reserve. However, the decision to cut rates was not unanimous, with vari...
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10:02
Fed Third Rate Cut Expected | Market Outlook : 12/08/25
In this week's Zhang Financial Market Outlook, Rob covers a week that showed positive signs, both in economic data and in market performance. Initial jobless claims as well as consumer sentiment came in better than expected, and markets are pri...
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8:17
Markets Surge Amid Encouraging Data | Market Outlook : 12/01/25
In this week's Zhang Financial Market Outlook, Rob reviews a week of mostly positive data, with initial jobless claims coming in much better than expected as well as an 87% probability of a third rate cut by the Federal Reserve. Markets reacted...
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8:47
Markets Fall Despite Earnings and Fed Commentary | Market Outlook : 11/24/25
In this week's Zhang Financial Market Outlook, Rob covers the previous week's economic activity as well as how markets reacted. Odds of an interest rate cut in December climbed from 42% to 76% after commentary by a Federal Reserve official. Nvi...
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9:10
Government Reopens, Data to Resume | Market Outlook : 11/17/25
In this week's Zhang Financial Market Outlook, Rob shares the latest from around the economy as the US Federal Government shutdown has officially ended. Q3 GDP forecasts remain strong at +4.0%, but the odds of another rate cut by the Federal Re...
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6:32
Markets Fall as Government Shutdown Continues | Market Outlook : 11/10/25
In this week's Zhang Financial Market Outlook, Rob outlines last week's economic figures still being reported, despite the ongoing US Government shutdown. Employment change data courtesy of ADP came in below expectations but was still positive,...
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10:01
Federal Reserve Cuts Interest Rates | Market Outlook: 11/3/25
In this week's Zhang Financial Market Outlook, Rob covers a mixed week of market returns, with the Federal Reserve cutting interest rates by 25 basis points, and the US Federal Government remaining shutdown. One more rate cut by the Fed in 2025...
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9:16
A One Big Beautiful Whodunit | Zhang Financial Podcast 10.29.2025
This week on the Zhang Financial Podcast, Eric Bird, Vice President of Tax, is giving you a “clue” to the One Big Beautiful Bill. In this episode, Eric walks through six key “suspects” that could help you save money along with a...
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14:52
Outlook Positive Despite Government Shutdown | Market Outlook : 10/20/25
In this week's Zhang Financial Market Outlook, Rob covers an overall positive week despite the ongoing shutdown at the US Federal Government (and subsequent lack of data). The Atlanta Federal Reserve raised their Q3 GDP estimate to +3.9%, and t...
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6:31
Mixed Signals & More Volatility | Market Outlook : 10/13/25
In this week's Zhang Financial Market Outlook, Rob details a week that contained mix signals. The US Government shutdown continues, employment data from ADP shows a slowing labor market, and consumer sentiment was down slightly. However, GDP ap...
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7:28
Markets Shrug Off Government Shutdown | Market Outlook : 10/06/25
In this week's Zhang Financial Market Outlook, Rob outlines a week of incomplete data, as the US Federal Government Shutdown has pressed pause on some stats being released. Despite the shutdown and cooling labor markets, equities rose in the US...
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7:24
Equities Rise as Fed Cuts Rates | Market Outlook : 09/22/25
In this week's Zhang Financial Market Outlook podcast, Rob details a week of positive economic data, with retail sales and initial jobless claims coming in better than expected. The big event of the week was the Federal Reserve meeting, in whic...
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9:34
Economic Data Mixed As Fed Meets This Week | Market Outlook : 09/15/25
In this week's Zhang Financial Market Outlook podcast, Rob covers a mixed bag of economic data from last week : PPI and core PPI were favorable, yet initial jobless claims came in above expectations. Additionally, an incongruence exists between...
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10:07
Markets Quiet Ahead of September Fed Meeting | Market Outlook : 09/02/25
In this week's Zhang Financial Market Outlook Podcast, Rob recaps a relatively stable week of market movement in the US, while international markets dipped slightly. Pricing reflects a 90% probability of an interest rate cut in September by the...
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8:43