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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
166 episodes
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
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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
Powell Speech Buoys Markets | Market Outlook : 08/25/25
In this week's Zhang Financial Market Outlook Podcast, Rob covers the market's upswing on Friday 08/22 after Federal Reserve Chair Jerome Powell seemed to indicate a forthcoming interest rate cut in September. The positivity brought the S&P...
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9:13
Market Outlook | Stocks React to Inflationary Data: Week of 08/18/25
In this week's Zhang Financial Market Outlook Podcast, Rob breaks down a packed week of key inflationary data and economic releases. While inflation readings were mixed, consumer confidence came in slightly lower than expectations, hinting at p...
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8:12
Strong Earnings Lift Markets | Market Outlook : Week of 08/11/25
In this week's Zhang Financial Market Outlook Podcast, Rob outlines a week that released little economic data but contained robust corporate earnings. 90% of S&P 500 companies have now reported Q2 earnings, with 81% of them exceeding revenu...
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8:44
Friday Labor Numbers Spook Markets | Market Outlook : Week of 08/04/25
In this week's Zhang Financial Market Outlook Podcast, Rob covers last week's release of market data : Despite Q2 GDP growing by 3%, new nonfarm payrolls and revised figures for previous months dragged markets down on Friday. Elsewhere, the Fed...
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10:10
S&P 500 Rises as Earnings Loom | Market Outlook : Week of 07/21/25
In this week's Zhang Financial Market Outlook Podcast, Rob outlines a positive week for markets overall, led by inflation data coming in better than expected. The S&P 500 climbed 0.6% and is now up 7.8% YTD. These returns will be tested thi...
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11:59
Markets Calm Ahead of Busy Week | Market Outlook : Week of 07/15/25
In this week's Zhang Financial Market Outlook Podcast, Rob covers a quieter week in the markets, with the S&P 500 and ex-US Developed Index down 0.3% and 0.2%, respectively. This week, data on inflation, initial jobless claims, and consumer...
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8:09
Markets Close Q2 On High, and Trump Signs Tax Bill | Market Outlook : Week of 07/07/25
In this week's Zhang Financial Market Outlook Podcast, Rob details the favorable economic data that came out last week, leading US equities to rise 1.75%. Additionally, President Trump signed the 'Big Beautiful Bill' on Friday, solidifying a nu...
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11:40
Both Equities and Fixed Income Rise | Market Outlook : Week of 07/01/25
In this week's Zhang Financial Market Outlook Podcast, Rob covers a strong week for both stocks and bonds, with the S&P 500 advancing 3.5%, led by growth stocks. Developed international markets rose 2.9%, and the Bloomberg Aggregate Bond In...
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8:48
US Flat While International Sinks | Market Outlook : Week of 06/23/25
In this week's Zhang Financial Market Outlook Podcast, Rob expounds on the events of last week, as retail sales slightly missed targets, and initial jobless claims came in as expected. The Federal Reserve held interest rates steady again and cu...
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8:53
Israel and Iran Drag On Returns | Market Outlook : Week of 06/16/25
In this week's Market Outlook Podcast, Rob covers an overall positive week of economic indicators; however, markets were slightly down for the week as conflicts escalated between Israel and Iran Disclosures:These materials have ...
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10:13
Markets Rebound Despite Mixed Figures | Market Outlook : Week of 06/09/25
In this week's Market Outlook Podcast, Rob recaps the slightly negative economic data that came out of the US last week. However, markets were still positive, with the S&P 500 gaining 1.6%, now up 2.6% YTD. However, Ex-US indices are over 1...
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8:58
Economic Recap: Where Are We, and Where Are We Going
In this week's Market Outlook podcast, Rob takes a step back and reviews the US economy as a whole, detailing both positive and negative attributes prevalent at this time.Disclosures:These materials have been designed for general inf...
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11:12
Markets Waver as Tariff Threat Resurfaces | Market Outlook : Week of 05/27/25
Despite an initial recovery, US equities sank on the potential of a 50% tariff on the EU; the S&P ended down 2.68% for the week. Looking forward, the Atlanta Federal Reserve is forecasting 2.4% GDP growth in Q2, and no rate cuts are expecte...
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9:09