Barron's Live

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

Barron's Senior Economics Writer Megan Leonhardt talks with Beth Ann Bovino, chief economist at U.S. Bank, about current economic conditions, the impact of shifting federal policies, the outlook for Federal Reserve rate policy, and recession risks. 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 Adam Parker, CEO and Founder of Trivariate Research, about 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 Senior Writer Avi Salzman discuss the outlook for energy prices and stocks, and other themes in energy investing. 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 Matthew Fine, portfolio manager at Third Avenue Management, about value investing, 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 speak with Liz Ann Sonders, chief investment strategist at Charles Schwab, about 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 Paul Malloy, head of municipal investment at Vanguard, about opportunities in the muni market. Plus, we'll discuss the latest market moves, earnings reports, and stocks in the news. Learn more about your ad choices. Visit megaphone.fm/adchoices

Technical analysis, or the study of price, volume, and other charts to identify trends and predict future asset-price movements, is one tool in an investor's toolbox. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn interview market technician Katie Stockton, founder and managing partner of Fairlead Strategies, about the current technical setup for stocks, bonds, gold, and other assets. 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 Holly McDonald, CIO of Bessemer Trust, about market moves, industries, stocks, and investment trends. 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 latest market moves, earnings reports, and stocks in the news. Plus, we'll host an extended Q&A with listeners. What's on your mind? Let us know when you register for this call. Learn more about your ad choices. Visit megaphone.fm/adchoices

BlackRock was "pro risk" heading into 2025 - in other words, bullish about the outlook for U.S. stocks. Barron's Senior Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Gargi Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock about what's ahead for equities, fixed income, and other assets -- and how to invest via ETFs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's deputy editor Ben Levisohn and senior energy writer Laura Sanicola speak with Tom Kloza, senior oil analyst at OPIS, about this year's outlook for the traditional energy markets and related stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Senior Managing Editor Lauren R. Rublin and Senior Writer Nicholas Jasinski speak with Barron's Roundtable member David Giroux, CIO of T. Rowe Price Investment Management and manager of the five-star T. Rowe Price Capital Appreciation Fund, about the outlook for the economy and stocks, and some of Giroux's favorite investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Deputy Editor Ben Levisohn and Jim Paulsen, author of the Paulsen Perspectives newsletter on Substack discuss the stock market's tough end to 2024 and what to expect in 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Yardeni, president of Yardeni Research, has predicted the economy will "roar" through the 2020s and perhaps into the 2030s, propelled by productivity growth. It's a bullish recipe for markets, too. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Yardeni about his Roaring 20s thesis, and his 2025 market outlook. 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 Deputy Editor Ben Levisohn and Associate Editor Al Root speak with Neil Dutta, Head of Economic Research at RenMac, about 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, Associate Editor Al Root, and Senior Writer Nicholas Jasinski discuss the Fed, payrolls and other potential pitfalls as markets head into year end. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Associate Editor Andrew Bary about 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 speak with Ryan Kelley, CIO and Portfolio Manager at Hennessy Funds/Hennessy Cornerstone Mid Cap 30 Fund about 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 speak with Joe Quinlan, Managing Director and Head of Market Strategy for the Chief Investment Office at Bank of America about 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 First Eagle portfolio manager Matt McLennan about the firm's "artisanal" approach to investing and some of McLennan's key investment ideas. Plus, a look at the latest earnings reports and economic data, and the election's potential impact on industry sectors. 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 markets and companies in the news. They will also speak with Dean Maki, Chief Economist at Point72, about his economic and interest-rate forecasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Traditional and new energy sources alike are playing starring roles in the energy transition and modernization of the grid. Therein lie opportunities for investors. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Dr. James Stevenson, Executive Director, Coal, Metals & Mining, at McCloskey by OPIS, a Dow Jones Company, about the global outlook for commodities and related stocks. 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 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 and Deputy Editor Ben Levisohn speak with Jim Paulsen, author of the Paulsen Perspectives newsletter on Substack about 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 Tom Porcelli, Chief U.S. Economist at PGIM, discuss the outlook for the economy, interest rates, and the Federal Reserve's annual economic symposium in Jackson Hole, Wyo. -- and what changes in monetary policy will mean for the markets. 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