Barron's Streetwise

Plus, Tesla earnings, European stock picks, and jellied eels. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why Calvin Klein maker PVH got the worst of an apparel stock drop. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Learn more about your ad choices. Visit megaphone.fm/adchoices

A pair of bitcoin analysts share five models for putting a price on the cryptocurrency. Learn more about your ad choices. Visit megaphone.fm/adchoices

Schwab’s Kathy Jones talks fixed income strategy. Plus, Jack jibber-jabbers a bit about stocks.  Learn more about your ad choices. Visit megaphone.fm/adchoices

A minimalist approach to investing. Plus, a listener asks about India’s soaring stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will falling lead times delight or spook investors? Also, why one analyst calls Nvidia the Apple of A.I. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Two top energy researchers discuss why crude is likely to slip but not plunge, and how one U.S. major is growing more resilient. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top analyst Helane Becker of TD Cowen talks air travel. Jack covers a Deutsche Bank crypto prediction. A Mette mystery is solved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, bond investing for small fries, the 60/40 rule, and what to do when the Buffett indicator flashes red. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack grills Barron’s colleague Andrew Bary about his top recommendations for investors in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

A fixed income manager gives his 2024 playbook. Jack talks First Solar and Utz. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Learn more about your ad choices. Visit megaphone.fm/adchoices

A top biotech analyst looks beyond Eli Lilly and Novo Nordisk for weight loss investments. Jack talks stocks, bonds, rates, and crypto. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack speaks with Alger fund manager Amy Zhang and answers a listener in “big tech purgatory.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, the cheapest stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s a listener question special. No big whoop. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack discusses mortgage REITs and answers a listener question about collectibles.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack speaks with a top value manager and does some noodling on Big Tech.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, a few words on bond yields, Hammurabi, and Buffalo Bill. Learn more about your ad choices. Visit megaphone.fm/adchoices

BofA Merrill Lynch’s top stock strategist explains what to expect from here. And Jack looks at $100 crude and a tech antitrust suit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack hears from stock and bond strategists and discusses high finance’s reverse naked-cowboyization. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack and Mette discuss why a standoff over the cost of ESPN could break television. And some other stuff. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rerun, Jack discusses investing in shares of paintings. Plus, shortcuts to telling great artists apart.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rerun, Jack breaks down the worldwide trade in plant nutrients. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack uses stock screening software and analyst research to find new kicks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack answers listener questions and weighs in on dried fruit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: obesity drugs, “undermentals,” and a hot new TikTok dance. Learn more about your ad choices. Visit megaphone.fm/adchoices

The case for pint-size companies, plus top ideas from growth and value managers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with UBS industrial analyst Chris Snyder and top fixed income strategist Kathy Jones. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, this meme stock rally doesn't look particularly meme-y.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Also, taming burrito-flation, managing digital orders, and taking a menu tip from TikTok. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, Oxy’s big bet on capturing carbon from the air. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with Eli Lilly CEO Dave Ricks. Plus, a controversial approach to selling cheaper weight loss drugs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jared Woodard of BofA Securities sees shortcomings in both stocks and bonds, and has some advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, best-selling author Scott Patterson’s new book Chaos Kings. And the triumph of Mexican beer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Citi strategist Kristen Bitterly breaks down the stock and bond markets. Jack and Mette discuss virtual dinosaurs, and what Big Data means for soup.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities. Learn more about your ad choices. Visit megaphone.fm/adchoices

A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack hears from an online travel analyst and the author of a new book on inflation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Also, meet the woman who’s launching a bank. Learn more about your ad choices. Visit megaphone.fm/adchoices

A top equity strategist sees lackluster short-term returns. And Jack gets a behind-the-scenes look at the Aflac duck. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with farmers about a runup in land prices, healthy crop margins, and the ag-tech revolution. Agco’s CEO weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top strategists from Morgan Stanley and UBS weigh in on where markets are headed, and what to do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

How “active” is passive investing? Individual bonds or funds? Hire an advisor? Titanic or Magic Mike? Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, a top economist and strategist talk about the no-landing economy, and what it means for stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plenty of companies need fixing. But the evidence suggests Wall Street isn’t particularly good at the job. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with a popular personal finance blogger and a top show business analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices

Notes from a Barron’s chat with the CEOs of BorgWarner, Thermo Fisher, Blackstone, and Nasdaq. Plus fashion tips. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with an alcohol and weed analyst and considers an activist’s take on the Magic Kingdom. Learn more about your ad choices. Visit megaphone.fm/adchoices

BofA analyst Geoff Meacham talks about downgrading Pfizer, upgrading Merck, and what he thinks will become the best selling medicine of all time. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

We revisit Jack's conversation with former Google CEO, Eric Schmidt. Jackson writes a podcast script with the help of deep learning. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Barron’s associate editor beat the market by 10 percentage points last year. He's back with a fresh list of names. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack speaks with fixed income and stock strategists, and falls for a video head-fake from Shaq. Learn more about your ad choices. Visit megaphone.fm/adchoices

BofA Securities and Research Affiliates make the case. Plus, stock picks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chapek is out. Iger is back. What does it mean for the stock? Learn more about your ad choices. Visit megaphone.fm/adchoices

The Hasbro role-playing game has been an epic moneymaker. Why card values are crashing. Learn more about your ad choices. Visit megaphone.fm/adchoices

FTX becomes the latest crypto exchange to bite to dust. Plus, job cuts in tech bleed into other sectors? Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Galloway and an ARKK Invest Futurist weigh in on America’s new favorite wedge issue: Elon Musk. Learn more about your ad choices. Visit megaphone.fm/adchoices

After a crash in US listings of Chinese companies, Jack lays out the bear case, and hears from a top market researcher about the bull case. Learn more about your ad choices. Visit megaphone.fm/adchoices

A semiconductor analyst has advice on investing in the battered group, and a chip historian discusses where a U.S.-China showdown goes from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with a former Federal Reserve vice chair and a top Wall Street analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pricing and profits are riding high. The outlook for shoppers and investors. Plus, what's next for the mighty dollar. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real estate experts weigh in on mortgage rates, price trends, and home builder shares. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack reviews investing recommendations from a trio of top strategists. Learn more about your ad choices. Visit megaphone.fm/adchoices

Connected TV will tear down the walls of walled gardens like Facebook and Google, says one rising ad tech star. Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. is cashing in on urea. How long will it last? Learn more about your ad choices. Visit megaphone.fm/adchoices

In the next decade, electric vehicles will require ten times more lithium and cobalt than is currently mined. Will supplies catch up? An economics professor and a metals trader weigh in. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rebroadcast, Jack answers several listener questions on topics ranging from electric vehicle stocks to the outlook for inflation. Plus, is it time to throw in the towel on speculative tech stocks? Learn more about your ad choices. Visit megaphone.fm/adchoices

A strategist offers stock picks that can benefit from deglobalization. Plus, an analyst has investment ideas for the subscription economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duke Energy CEO Lynn Good talks about what's next for fission and why the company is putting its wind and solar business up for sale. Plus, Trex CEO Bryan Fairbanks shares an inside look at home improvement demand. Learn more about your ad choices. Visit megaphone.fm/adchoices

A top telecom analyst explains how T-Mobile is beating Verizon at its own game. Plus, are earnings estimates safe? Learn more about your ad choices. Visit megaphone.fm/adchoices

The S&P 500 is up 10% from its low point – a top market strategist shares why it could be a mirage. Plus, recession-proof investing tips from a seasoned fund manager. Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. freight rails need more workers in a hurry, but there are few takers. And what investors should expect from Amazon, Apple, and others. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, Jack talks with UPS CEO Carol Tome. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack chats with Ford CEO Jim Farley about overtaking GM in the electric truck race. Plus, Deere CEO John May on autonomous farming and A.I. weed killers. Learn more about your ad choices. Visit megaphone.fm/adchoices

The outlook for shopping and store stocks. And a money manager makes a contrarian case on prices. Learn more about your ad choices. Visit megaphone.fm/adchoices

The cereal giant borrows a play from Mondelez, but investors aren’t biting. Plus, the outlook for earnings estimates. Learn more about your ad choices. Visit megaphone.fm/adchoices

Where prices are headed, and what to make of builder and broker stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why Eli Lilly and Novo Nordisk are headed for weight loss riches. And a top strategist shares moves to make now. Learn more about your ad choices. Visit megaphone.fm/adchoices