Barron's Streetwise

A real estate analyst explains why he upgraded an odd operator yielding 6%. A box office expert talks IMAX and Avengers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Although 5% would be a warning, the danger zone is higher, says top Wall Street researcher Jared Woodard. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions and refutes dad joke allegations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack is tired of living in the shadow of Costco shoppers. A top Wall Street analyst makes the case for BJ’s stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fixed income experts from Morgan Stanley and Janus Henderson discuss where to find yield. And Jack zeroes in on a no-calorie soda success. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The best-selling drug class in history is about to get better—and a lot bigger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Seaport Research’s Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdancing and actuarial seconds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steak and burger prices have soared, yet U.S. ranchers are raising the smallest cattle herd in 75 years. Jack heads to Texas to learn why. This episode originally aired on Feb. 13, 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions, and walks back a garbage can tip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers a listener question about the state of the stock market. A top portfolio manager has four investment ideas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A leader in air travel joins the podcast. Plus, Jefferies analyst Randal Konik discusses why a yoga wear pioneer has turned downward dog. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack and Barron's all-star Andrew Bary discuss more standout leaders. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this rerun, Jack searches for new market metaphors and a RBC Economist sizes up U.S. conditions. This episode originally aired on Dec. 5, 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus a top money manager shares five healthcare stock picks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A footwear analyst, money manager, and a pair of sneakerheads weigh in. And Jack isn’t a fan of the new Flopper 3s. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brad Conger, chief investment officer at Hirtle & Co., explains why the market looks vulnerable, and what to do about it. And Jack has thoughts on how to lord your understanding of the "equity risk premium" over your friends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top airline analyst discusses how traditional carriers are reshaping the skies after the Spirit Airlines collapse. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack speaks with a top Wall Street strategist about quarterly results. Plus, two industries to view cautiously. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions on extraterrestrial investing, tax loss harvesting, an ETF that shuns dictatorships, and whether stocks are really expensive. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company, apparently. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack screens the S&P 500 for its 10 lowest P/E stocks — a group that's beaten the market by 300 points over a decade. Also: fireballs, insect dye, and Canadian Froot Loops. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beware buy-the-dip-itis. If anything now is a good time to build resilience. Jack explains in this “talker” with turkeys, King Kong Bundy and Jackson on guitar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jet fuel is up 62% since the Iran war began. A TD Cowen analyst on which airlines can weather it, and a Morgan Stanley analyst on why the selloff in aerospace suppliers is overdone. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Yum Brands talks Taco Bell and KFC. A Barclays strategist looks at the coming humanoid economy. And Jack previews Nvidia’s big A.I. event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack and Jackson discuss what’s ailing software stocks, and list Wall Street picks. And a tractor executive has the latest on farm incomes and planting tech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steak prices are soaring. So why is the U.S. cattle herd the smallest in 75 years? Jack heads to Texas ranch land to find out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grades three ETFs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

RBC’s Lori Calvasina joins to talk about what’s in store for US stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top strategist from Barclays talks creative paths for pushing rates lower.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with a top BofA Securities strategist and looks into a Wall Street theory on Corona sales and immigration policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BofA’s Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a listener question special, and grill master Jack is ready to push the pace. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Barron’s star has a hot hand after crushing the market in 2025. Can he do it again? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack searches for new market metaphors. An RBC Economist sizes up US conditions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this half-fresh Black Friday episode, Jack talks about how Amazon is winning the shopping-bot war, and we revisit a June 27, 2025 episode on what’s ailing Target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Wall Street researcher has 16 picks, and Jack pronounces 15 of them correctly. Also, what dinky dividends say about the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chief brokerage officer Steve Quirk talks prediction markets and tokenization, and does a convincing dial-up modem impression. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack looks at Tesla’s robo future. And a self-described inflationist discusses what two centuries of returns say about what investors should do now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions and previews earnings season. For more on dividends, check out our episode from 2023.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Morgan Stanley strategist discusses the outlook for home loans and the appeal of mortgage backed securities. Jack chats with e.l.f. CEO Tarang Amin and a Wall Street bull about that stock's wild ride. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks to a strategist about the recent jobs revisions, and looks at two stocks that took very different paths after earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack sits down with personal finance expert Nick Maggiulli to talk strategies for building wealth at every level.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney stock has slumped for the past 10 years, but most of Wall Street calls it a buy. Two bulls tell us why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, why CVS prefers the second-best weight loss drug.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this rerun, Jack explores 125-years of global investment returns. Plus: When hedging works and when it doesn't.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks fake farming and Jibbitz. And a top money manager explains how to invest now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with Barclays analyst Seth Sigman and Barron’s reporter Sabrina Escobar about the once-great growth stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions with help from Barron's colleague Elizabeth O'Brien.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing where governments spend.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a muted IPO, the A.I. stock is soaring. CoreWeave co-founder Brannin McBee breaks down the business. Barron's senior writer Adam Levine shares some points to consider.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After decades of making sense only on paper, ex-US markets are suddenly shining.  Nanette Abuhoff Jacobson from Hartford Funds says it’s just the start.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bonds took a hit this week. BlackRock's Russ Brownback explains why that's an opportunity, and what investors should do now.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack looks at how the humble credit score has made investors more than 100,000%. Plus, Barron's reporter Mackenzie Tatananni answers a question about Wolfspeed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market has bounced back from its 'Liberation Day' lows, but tariff shake-ups aren't over. What does that mean for you? Jack sits down with Bhanu Baweja, Chief Strategist at UBS Investment Bank. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack gives his thoughts on the market rebound, and previews Disney earnings. Plus, Allspring Portfolio Manager Bryant VanCronkhite gives us some stock picks, and explains why he's going with value over growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack examines the bear case on tariffs and hears from top strategists at Vanguard and real estate group Hines.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The low-cost carrier is adding fees and up-charges. Is it trying to mimic Spirit or Delta? And is the industry headed into a downturn? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, Bitcoin ETFs. Time for a “great loop” through some listener questions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack walks through ways to hedge market downside from foolish to sensible. Plus, we talk to Barry Ritholtz about strategies from his new book, How Not To Invest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A 125-year history of financial returns challenges conventional wisdom. Plus:  When hedging works and when it fails with RBC's Amy Wu Silverman. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cambria CIO Meb Faber on why ETFs might match Yale's stellar returns. Plus, from protein to pets, food companies search for growth amid shrinking "algos." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PG&E CEO Patti Poppe talks about reducing fire risk and keeping A.I. powered up. And BofA's Chris Hyzy on what investors should do now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top chip analyst predicts a near-term peak in spending on computing. Also, stocks are rocketing after split announcements. Here’s who might be next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Athletic Brewing founder Bill Shufelt turned non-alcoholic beer into a treat, not a sacrifice. He explains what's next. Jack previews earnings and Jackson drops a sneeze-guard bombshell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

But trucking and rail stocks aren’t all good deals. Jonathan Chappell from Evercore ISI explains. Jack and Jackson talk inflation, the stock market, and mechanical bull pricing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Without ASML’s machines, the A.I. spending boom would fizzle. So why are its shares slumping? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don’t say cardboard—it’s corrugated fiberboard. Jack discusses International Paper’s stock tear, plus Nike’s slump. Jackson can’t give away his clothes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack struggles to make sense of Schrodinger’s Cat and QTUM’s gains. And Schwab’s Kathy Jones talks fixed income strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil drilling, banking, Bitcoin, and robo rides—Jack pesters his Barron’s colleague about what to watch in 2025, and leaks key details about the holiday party.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The chipmaker’s CEO, Cristiano Amon, stops by Barron’s to talk about his plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack shatters his own record for answering listener questions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keith Lerner from Truist on the merits of Trump trades. Plus, examining major upgrades on Peloton and Roblox. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack explains how credit scoring and lumber have produced A.I.-like returns over the past decade. Amy Zhang from Alger shares up-and-coming growth stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, Spirit Halloween, and the most hated stocks in the S&P 500. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions on a range of topics. Jackson gets a golf tip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack weighs in on Frito-Lay’s slowdown and the closing loophole for cheap Ozempic. Also, a top Wall Street strategist says don’t be frozen by election fears.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jonathan Pingle, Chief U.S. Economist at UBS, weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Short-seller Hindenburg Research brought down shares of Super Micro Computer with a scathing report. Susquehanna analyst Mehdi Hosseini discusses why he turned bearish months before. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Niccol turned Chipotle around. Will it work for lattes? Morningstar’s Sean Dunlop joins the podcast. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The longtime Fed watcher talks about the road to S&P 8000, and the outlook for the national debt. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The airline is canceling less profitable routes and planning for more butts in fancier seats. Plus, a top dividend portfolio manager shares three favorite stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack tiptoes around politics and sizes up the small cap rally. Plus, is Apple really headed for an iPhone super-cycle? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barron’s Associate Editor Andrew Bary discusses why a new Paramount deal might irk common shareholders. Jackson interrupts Jack’s vacation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How the airline is outshining its rivals. Plus, one analyst upgrades Best Buy, but another says “too soon.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Also, a top Vanguard strategist discusses the run-up in growth stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will smarter search make or break Alphabet? A top internet analyst weighs in.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Data will strain the electricity grid, says BofA. And Jack talks with a top energy analyst. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, Tesla earnings, European stock picks, and jellied eels. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Calvin Klein maker PVH got the worst of an apparel stock drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A pair of bitcoin analysts share five models for putting a price on the cryptocurrency. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Schwab’s Kathy Jones talks fixed income strategy. Plus, Jack jibber-jabbers a bit about stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A minimalist approach to investing. Plus, a listener asks about India’s soaring stock market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will falling lead times delight or spook investors? Also, why one analyst calls Nvidia the Apple of A.I. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A nuclear revival has sent the radioactive metal to a 16-year high–but beware lithium's example. Also, Disney, Fox, and Warner have a new streaming pitch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two top energy researchers discuss why crude is likely to slip but not plunge, and how one U.S. major is growing more resilient. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top analyst Helane Becker of TD Cowen talks air travel. Jack covers a Deutsche Bank crypto prediction. A Mette mystery is solved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, bond investing for small fries, the 60/40 rule, and what to do when the Buffett indicator flashes red. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack grills Barron’s colleague Andrew Bary about his top recommendations for investors in the year ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A fixed income manager gives his 2024 playbook. Jack talks First Solar and Utz. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top biotech analyst looks beyond Eli Lilly and Novo Nordisk for weight loss investments. Jack talks stocks, bonds, rates, and crypto. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack speaks with Alger fund manager Amy Zhang and answers a listener in “big tech purgatory.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, the cheapest stocks in the S&P 500. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a listener question special. No big whoop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just in time for open enrollment, Jack talks with Elizabeth O’Brien at Barron’s about HSA accounts, and why a medical plan with an ugly name is worth a look. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack discusses mortgage REITs and answers a listener question about collectibles.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack speaks with a top value manager and does some noodling on Big Tech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, a few words on bond yields, Hammurabi, and Buffalo Bill. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BofA Merrill Lynch’s top stock strategist explains what to expect from here. And Jack looks at $100 crude and a tech antitrust suit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack hears from stock and bond strategists and discusses high finance’s reverse naked-cowboyization. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack and Mette discuss why a standoff over the cost of ESPN could break television. And some other stuff. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this rerun, Jack discusses investing in shares of paintings. Plus, shortcuts to telling great artists apart.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this rerun, Jack breaks down the worldwide trade in plant nutrients. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack uses stock screening software and analyst research to find new kicks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack answers listener questions and weighs in on dried fruit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: obesity drugs, “undermentals,” and a hot new TikTok dance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The case for pint-size companies, plus top ideas from growth and value managers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with UBS industrial analyst Chris Snyder and top fixed income strategist Kathy Jones. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, this meme stock rally doesn't look particularly meme-y.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Also, taming burrito-flation, managing digital orders, and taking a menu tip from TikTok. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, Oxy’s big bet on capturing carbon from the air. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with Eli Lilly CEO Dave Ricks. Plus, a controversial approach to selling cheaper weight loss drugs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jared Woodard of BofA Securities sees shortcomings in both stocks and bonds, and has some advice. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, best-selling author Scott Patterson’s new book Chaos Kings. And the triumph of Mexican beer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi strategist Kristen Bitterly breaks down the stock and bond markets. Jack and Mette discuss virtual dinosaurs, and what Big Data means for soup.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack hears from an online travel analyst and the author of a new book on inflation.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week we revisit an episode from December, 2022. Small cap stocks have underperformed large caps over the past decade, but a top market strategist and fund manager say the trend likely will soon reverse. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Also, meet the woman who’s launching a bank. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top equity strategist sees lackluster short-term returns. And Jack gets a behind-the-scenes look at the Aflac duck. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with farmers about a runup in land prices, healthy crop margins, and the ag-tech revolution. Agco’s CEO weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top strategists from Morgan Stanley and UBS weigh in on where markets are headed, and what to do now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How “active” is passive investing? Individual bonds or funds? Hire an advisor? Titanic or Magic Mike? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, a top economist and strategist talk about the no-landing economy, and what it means for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plenty of companies need fixing. But the evidence suggests Wall Street isn’t particularly good at the job. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with a popular personal finance blogger and a top show business analyst. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Notes from a Barron’s chat with the CEOs of BorgWarner, Thermo Fisher, Blackstone, and Nasdaq. Plus fashion tips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack talks with an alcohol and weed analyst and considers an activist’s take on the Magic Kingdom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BofA analyst Geoff Meacham talks about downgrading Pfizer, upgrading Merck, and what he thinks will become the best selling medicine of all time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Home prices rose more than 40 percent between 2020 and 2022. What’s in store for next year? We revisit an episode from June on realtor and homebuilder stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We revisit Jack's conversation with former Google CEO, Eric Schmidt. Jackson writes a podcast script with the help of deep learning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Barron’s associate editor beat the market by 10 percentage points last year. He's back with a fresh list of names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack speaks with fixed income and stock strategists, and falls for a video head-fake from Shaq. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BofA Securities and Research Affiliates make the case. Plus, stock picks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chapek is out. Iger is back. What does it mean for the stock? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Hasbro role-playing game has been an epic moneymaker. Why card values are crashing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.