Barron's Live

From wars and revolutions to tech advances and trade, developments that play out on the global stage reverberate in the markets, affecting stocks, bonds, currencies, commodities, and more. Matt Gertken, chief geopolitical and U.S. political strategist at BCA Research, tracks these gyrations, taking a geopolitical approach to investment recommendations. Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin talk with Matt about the investment implications of the war in Iran, the spike in energy prices, and other geopolitical events moving markets in the U.S. and abroad. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Davis, chairman of Davis Advisors, is the third-generation leader of this storied New York investment firm. Davis has succeeded in "the family business" by applying the lessons learned from his father and grandfather, and his friends Warren Buffett and Charlie Munger. He joins Barron's Editors Lauren Rublin and Andrew Bary to discuss the current market climate, precepts of value investing, and some of his favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and investment opportunities in equities and beyond. Barron's has recognized Malik for many years as one of the 100 Most Influential Women on Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks have churned through the first two months of 2026, and that was before the U.S. launched attacks on Iran. Now, investors must grapple with the future of the AI trade, tariffs, interest rates, and the uncertainty of a war in the Middle East. Barron's Senior Managing Editor Lauren R. Rublin speaks with Ben Levisohn, Barron's new editor in chief, about stocks and sectors in the news, and what to do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Emerging market stocks had a banner year in 2025, and there is no letup in sight. What's behind the strong comeback, how long can the rally last, and which markets and stocks look most attractive now? Barron's Senior Managing Editors Lauren R. Rublin and Editor in Chief Ben Levisohn interview Louis Lau, a member of the Emerging Markets Investment Committee at Brandes Investment Partners, and co-manager of the Brandes Emerging Markets Value Fund (ticker: BEMIX). Learn more about your ad choices. Visit megaphone.fm/adchoices

The market now views artificial intelligence as a disruptor, causing a massive rotation underneath the surface. Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what it means for stocks, sectors, and our favorite themes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Silver was 2025's best-performing asset, and gold wasn't far behind. What is behind the monumental rally in precious metals, and how long can it last? John Hathaway, a veteran gold analyst and portfolio manager at Sprott Asset Management USA joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica for a discussion of metals, miners, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Warren Buffett stepped down as CEO of Berkshire Hathaway at the end of 2025, a mere 95 years young, and longtime Berkshire executive Greg Abel stepped up. What does the leadership transition mean for Buffett's incomparable creation and its shares? Barron's Senior Managing Editor Lauren R. Rublin speaks with Associate Editor Andrew Bary, and Cathy Seifert, a senior vice president at CFRA Research, both of whom have followed Berkshire's evolution and the stock's performance for many years. We will also have a look at other insurance and financial stocks, and what is moving in the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a discussion with Barron's Roundtable member John W. Rogers Jr., founder, chairman, Co-CEO, and chief investment officer of Ariel Investments. John is a long-time investor in small- and mid-cap stocks, and will discuss his favorite investment ideas for 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Economics Writer Megan Leonhart speaks with James Knightley, ING’s chief international economist based in New York, about some of his bolder predictions for what lies ahead for the U.S. economy. We'll break down how employment, inflation, economic growth and rate policy will likely to unfold for investors in 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

From sweeping investment trends to the best stock-selection methods, almost nothing in the markets escapes the attention of Adam Parker, founder and CEO of Trivariate Research. Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a call in which we "ask Adam anything" about the 2026 investment outlook, the most promising stock sectors, and the risks to the bull market that keep him up at night. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a look at stocks in the news, what's ahead for the Fed, and how to prepare your portfolio for the new year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what could be in store for stocks, Tesla, the Fed, and the AI trade as the market heads into the last month of 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you can chart it, technical analyst Andrew Addision can analyze it. Andy, proprietor of The Institutional View research service, joins Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn for an in-depth technical look at stocks, bonds, commodities, volatility, and economic trends. In Andy's words, "we are at a fascinating juncture in the markets." Together, we'll learn where he thinks they are headed. Learn more about your ad choices. Visit megaphone.fm/adchoices

From rare earths to robotics, VanEck has designed ETFs and mutual funds to capitalize on compelling and contemporary investment trends. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn talk with Jan van Eck, CEO of the $161 billion-in-assets firm, about the investment outlook and the economic, technological, and social trends that are animating markets today. Plus, a look at Walmart and Target, and other stocks in the news. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn speak with Jeffrey Sherman, deputy chief investment officer at fixed-income powerhouse DoubleLine, about how to navigate a slower-growth, high-inflation world. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle reporter Josh Schaefer discuss what could be in store for stocks, Tesla, and the AI trade as the market heads into the home stretch for the year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn discuss recent investment trends, stocks in the news, the Fed's next meeting, and the market outlook through year end. Learn more about your ad choices. Visit megaphone.fm/adchoices

The price of gold has shot up 66% this year, and more gains seem in store. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn discuss what's behind the latest move with Aakash Doshi, global head of gold strategy for the SPDR ETF business at State Street. We'll also examine the silver market, and bring listeners up to date on noteworthy companies reporting earnings during the week. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn, and Jonathan Boyar, a principal at the Boyar Value Group, for a discussion of the stock-market outlook and compelling investments around the world. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn talk with Denny Fish, a portfolio manager on the Global Technology and Innovation Team at Janus Henderson Investors, about the best investment opportunities in the tech sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary discuss updates on Berkshire Hathaway, media mergers, investing in sports, the outlook for gold, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Blake Gwinn, head of U.S. Rates Strategy at RBC Capital Markets, writes a weekly commentary appropriately titled Ahead of the Curve. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn speak with Gwinn after the Federal Reserve's Sept. 16-17 policy meeting and rate-cut decision about the future path of interest rates, the economic outlook, the challenges facing the central bank, and the implications for investors as the labor market weakens and the Fed's dramatis personae shift. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese stocks are up sharply this year, along with stocks in other Asian emerging markets -- and the gains aren't coming only from tech. What is driving the rally, will it continue, and where should investors shop now? Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn discuss the Asia-Pacific investment landscape with Roderick Snell, an Emerging Markets & Asia (Ex Japan) fund manager at Baillie Gifford. Learn more about your ad choices. Visit megaphone.fm/adchoices

The final third of 2025 is off to a troubling start. Stocks are sliding, bond yields are rising, gold is soaring, and questions are swirling about the future of President Trump's tariff strategy and the makeup of the Federal Reserve. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn discuss the investment forecast and stocks in the news. Learn more about your ad choices. Visit megaphone.fm/adchoices

The current bull market has favored the largest of large-cap stocks. Yet, plenty of smaller companies are growing nicely, beating estimates, and shining on Main Street, even if Wall Street has overlooked their success. Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn speak with Greg Tuorto, a portfolio manager at Goldman Sachs Asset Management and head of the firm's US Small and SMID (small- and mid-cap) team, about the prospects for small-caps, and some of the best bargains in the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Economics Writer Megan Leonhardt talks with David Wessel, director of the Hutchins Center on Fiscal & Monetary Policy at the Brookings Institution, about what investors can expect from this week's annual gathering at Jackson Hole, the likely path of rate policy in the coming months, the signals he sees in the latest nomination to the Board, and what's ahead for the central bank as Chair Jerome Powell readies to give up the reins. Learn more about your ad choices. Visit megaphone.fm/adchoices

Second-quarter earnings reports confirmed that Big Tech is getting even bigger, and spending even more on AI. Barron's Senior Writer Tae Kim and Andrew Freedman, communications and software analyst at Hedgeye, unpack the implications for companies such as Alphabet, Meta, Nvidia, and Figma, in a conversation with Barron's Senior Managing Editor Lauren Rublin. Learn how AI is growing and transforming even non-tech businesses, and how investors can profit from the changes ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

August is a big month for Warren Buffett and Berkshire Hathaway, the company he leads. Berkshire reports quarterly earnings on Aug. 2, and Buffett turns 95 on Aug. 30. Barron's Associate Editor Andrew Bary has covered Buffett and Berkshire for decades, and will discuss the company's earnings and outlook with Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn. He will also share updates on other companies he follows, and his favorite income ideas. Learn more about your ad choices. Visit megaphone.fm/adchoices

There's a lot to keep track of on Wall Street this summer, from the Fed's July 29-30 policy meeting to the Aug. 1 tariff deadline to new highs for stocks and gold -- and few observers keep track like economist Ed Yardeni. From his daily (and nightly) reports and webcasts to his regular reading lists, Yardeni draws a bead on just about everything that matters, or should matter, to investors. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Yardeni, president of Yardeni Research, about the economic and interest-rate outlook, the financial markets, and his favorite investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

These are strange days on Wall Street. Stocks are expensive, bond yields are elevated, Bitcoin is soaring, and the president periodically muses about firing the head of the Fed. How can investors focus on finding good values and tuning out the noise? Join Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn in a conversation with Jack Ablin, chief investment officer and founding partner of Cresset, a $65-billion-in-assets wealth manager and multifamily office. Learn more about your ad choices. Visit megaphone.fm/adchoices

Todd Ahlsten, chief investment officer of Parnassus Investments and lead manager of Parnassus Core Equity Investor Fund (PRBLX), has been a member of the Barron's Roundtable since 2019. In this year's Midyear Roundtable, to be published July 11, Todd pounds the table for "Great American Companies" with durable franchises and wide-moat businesses. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Todd about his investment approach, economic outlook, and favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Bernstein, CEO and CIO of Richard Bernstein Advisors, calls this the most speculative investment climate he has ever seen in his lengthy career. The good news? As investors chase overpriced assets with negligible value, many neglected stocks are high-quality, dirt-cheap, and poised to soar. In other words, as Bernstein says, a lot of Maseratis are priced like Fords. Learn more about your ad choices. Visit megaphone.fm/adchoices

Where do markets head from here? Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn size up the outlook for stocks, bonds, energy, gold, and more. We welcome your questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

What do increased hostilities in the Middle East mean for equity and energy markets? Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn check in with Keith Lerner, co-chief investment officer at Truist Advisory Services, to discuss the markets' reaction, and the outlook from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Tom Hancock, portfolio manager at GMO, about the firm's Quality Strategy and the hallmarks of "quality" stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Michael Reid, senior U.S. economist at RBC Capital Markets discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Deputy Editor Ben Levisohn and Associate Editor Al Root are joined by MRA technical analyst John Kolovos to discuss the week's earnings, Tesla's robotaxi deadline, and what the charts say about the market right now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Christopher Rossbach, chief investment officer of J Stern & Co. discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Bary is Barron's resident "Buffettologist," writing frequently on Berkshire Hathaway and its CEO, Warren Buffett. Fresh from Berkshire's fabled annual meeting in Omaha, Neb., Andrew joins Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn to share his insights about the company's future, and other investment topics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and David Kelly, chief global strategist of J.P. Morgan Asset Management discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with John Hathaway, senior portfolio manager at Sprott Asset Management USA, about the investment appeal of gold and other precious metals. Learn more about your ad choices. Visit megaphone.fm/adchoices