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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
154 episodes
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
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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
S&P Back To Positive YTD | Market Outlook : Week of 05/19/25
In today's Market Outlook Podcast, Rob recaps a strong week for US equities: the S&P rose 5.5%, ending in the green YTD for the first time since February. This rise was supported by inflation figures, both CPI and PPI, coming in better than...
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7:15
Markets Surge as US & China Reach Initial Trade Deal | Market Outlook : Week of 05/12/25
In today's Market Outlook Podcast, Rob covers the breaking news from the weekend that the US and China have come to a temporary agreement on tariffs; as a result, equities rose early Monday 05/12. Elsewhere, the new GDP forecast for Q2 2025 by ...
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9:34
Markets Rise on Varied Economic Data | Market Outlook : 05/05/25
In today's Market Outlook Podcast, Rob outlines a full week of economic updates, which came in extremely mixed. One of the biggest data points was Q1 2025 GDP coming in at -0.3%, due in a large part to imports rising 40% YoY. Equity markets wor...
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11:16
Markets Rise as Tech Leads Rebound | Market Outlook : Week of 04/29/25
You can watch this weeks episode on:YouTube at https://youtu.be/zeRXBJVsO1kBuzzsprout at https://www.buzzsprout.com/2021410/episodes/17067918For more information about Zhang Financial, please visit zhangfinancial.com.Disclos...
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10:14
US Markets Lag International, but Economy Shows Resilience | Market Outlook : 04/21/25
In today's Market Outlook Podcast, Rob details another down week for US equities, with the S&P 500 falling 1.5%. Value continues to outperform growth year-to-date, and international markets continue to outperform the US. However, initial jo...
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9:18
A Volatile (But Green) Week for Markets | Market Outlook : 04/14/25
In today's Market Outlook, Rob covers another highly up-and-down week for the markets, but one that ended positively for equities. Last week alone, the S&P 500 gained 5.7% while the NASDAQ was up 7.3%. This was largely due to losses in fixe...
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11:29
The New Tariff Wave: Implications for Market and Ecomomic Outlook | April 4, 2025
You can watch this weeks episode on:YouTube at https://youtu.be/Rtfr0g8gmLUBuzzsprout at https://www.buzzsprout.com/2021410/episodes/16918266For more information about Zhang Financial, please visit zhangfinancial.com.Disclos...
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16:11
Economic Data Mixed, Yet Markets Decline | Market Outlook : Week of 03/31/25
In this week's Market Outlook Podcast, Rob outlines a solid week of economic data releases, with personal income in particular beating expectations. The markets, however, reacted poorly across the board. In particular, growth performed worse th...
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9:41
Markets Break Losing Streak as Economic Data Meets Expectations | Market Outlook : Week of 03/25/25
In this week's Market Outlook Podcast, Rob covers the lack of a "smoking gun" that would indicate a large looming recession. Additionally, US markets snapped a 4-week negative streak; however, international markets have still outperformed the U...
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12:10
Markets Fall Despite Tolerable Economic Releases | Market Outlook : Week of 03/17/25
In this week's Market Outlook Podcast, Rob outlines the past week of data releases and performance : Markets sank across the board as consumer confidence came in well below expectations. However, job openings and inflation data met or beat anti...
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8:33
Volatility Hits Markets as GDP Estimates Fall | Market Outlook : Week of 03/03/25
You can watch this weeks episode on:YouTube at https://youtu.be/JC5hVc4qm4EBuzzsprout at https://www.buzzsprout.com/2021410/episodes/16775468For more information about Zhang Financial, please visit zhangfinancial.com .Di...
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11:59
Volatility Hits Markets as GDP Estimates Fall | Market Outlook : Week of 03/03/25
In this week's Market Outlook Podcast, Rob reviews the past week of economic releases, including retail sales ex-auto and the Michigan Consumer Sentiment Index missing by a wide margin. Markets reacted negatively, and the US continues to trail ...
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9:27