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Barron's Streetwise

Barron's Streetwise

348 episodes — Page 2 of 7

Is A.I. Spending Sustainable?

Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 10, 202533 min

What Pfizer's New Deal Means for Healthcare

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

Oct 3, 202534 min

Bull Market Health Check. Plus, Philip Morris CEO Jacek Olczak

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 26, 202534 min

Nuclear Power’s Bright Outlook. Plus, Quarterly Or Semiannual Reporting?

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 19, 202534 min

Worldcoin's 3000% Gain. Plus, Gold, Dividends and Wedgification.

Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 12, 202527 min

Dividends for A Pricey Market

Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 202534 min

Lyft’s Ride to Profit

Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 202517 min

Verizon and AT&T Have Traded Places

It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 202526 min

How Low Will Mortgage Rates Go? Plus, e.l.f. Beauty

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

Aug 15, 202529 min

Can Government Data Be Trusted? Plus, Yeti and JNJ.

Jack talks to a strategist about the recent jobs revisions, and looks at two stocks that took very different paths after earnings. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 202534 min

Climbing the Wealth Ladder

Jack sits down with personal finance expert Nick Maggiulli to talk strategies for building wealth at every level. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 202520 min

Disney's Lost Decade. What's Next?

Disney stock has slumped for the past 10 years, but most of Wall Street calls it a buy. Two bulls tell us why. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25, 202527 min

Deep Dive on Garbage

Plus, why CVS prefers the second-best weight loss drug. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 18, 202531 min

Did the Optimists Triumph?

In this rerun, Jack explores 125-years of global investment returns. Plus: When hedging works and when it doesn't. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 11, 202543 min

Roblox and Crocs. Plus, Van Eck On the Market

Jack talks fake farming and Jibbitz. And a top money manager explains how to invest now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 4, 202525 min

Can Target Turn Things Around?

Jack talks with Barclays analyst Seth Sigman and Barron’s reporter Sabrina Escobar about the once-great growth stock. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 27, 202532 min

Retirement Catch-Up, IPO Heat Check, and the Market Effects of Index Funds

Jack answers listener questions with help from Barron's colleague Elizabeth O'Brien. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 20, 202527 min

Government-Proofing Your Portfolio

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

Jun 13, 202535 min

CoreWeave's Tightrope Run

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

Jun 6, 202525 min

The Kale of Investing Is Tasting Better

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

May 30, 202527 min

The Golden Age of Income

Bonds took a hit this week. BlackRock's Russ Brownback explains why that's an opportunity, and what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 23, 202531 min

What’s Behind FICO’s Bodacious Stock Returns?

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

May 16, 202527 min

How to Invest for Tariff Purgatory

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

May 9, 202535 min

A Second Chance to Panic

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

May 2, 202522 min

New Weight Loss Pill. Plus, Congress and the Disappearing $4 Trillion.

In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 25, 202522 min

Can You Dig It?

Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 18, 202530 min

How Low Can We Go?

Jack examines the bear case on tariffs and hears from top strategists at Vanguard and real estate group Hines. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 11, 202525 min

Southwest Airlines Turnaround Comes With Baggage

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

Apr 4, 202533 min

Lululemon Is Stretched Thin

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 28, 202532 min

Managed Futures, Infinite Banking, BDCs

Plus, Bitcoin ETFs. Time for a “great loop” through some listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 21, 202531 min

10% Market Dip? How Not to React

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

Mar 14, 202541 min

Is the S&P 500 Enough?

A 125-year history of financial returns challenges conventional wisdom. Plus: When hedging works and when it fails with RBC's Amy Wu Silverman. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 7, 202543 min

Index Funds vs. Ivy League

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

Mar 1, 202531 min

Wildfires and Utility Stocks. Plus, Merrill’s Investment Chief.

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

Feb 21, 202540 min

Stock Splits + Semis

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

Feb 14, 202529 min

Last Call for Alcohol Stocks?

Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 7, 202537 min

China's AI Breakthrough Rewrites the Script

As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake. References: "Big Mayo" Ad: https://www.youtube.com/watch?v=7LfvVkI_X0w AI for Humans Podcast Apple: https://podcasts.apple.com/us/podcast/ai-for-humans-making-artificial-intelligence-fun-practical/id1682409647 Spotify: https://open.spotify.com/show/5FId0qPP5SldltQTgVFTxq?si=fc9cea6007344251 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 31, 202544 min

Taking over the Beer Aisle — Without the Buzz

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

Jan 24, 202531 min

The Freight Recovery is in Sight

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

Jan 17, 202535 min

The Dutch Company Powering the U.S. Stock Market

Without ASML’s machines, the A.I. spending boom would fizzle. So why are its shares slumping? Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 10, 202534 min

Butterbeer, Broadband, and the Box Office

Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 3, 202530 min

The Box Episode

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

Dec 27, 202428 min

Quantum Computing Stocks Are Going Nuts. Plus, the Outlook for Bonds.

Jack struggles to make sense of Schrodinger’s Cat and QTUM’s gains. And Schwab’s Kathy Jones talks fixed income strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 20, 202431 min

Andrew Bary’s Top Stock Picks

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

Dec 13, 202428 min

Ugly Turnaround Attempts

What’s holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 6, 202436 min

Tesla, Bitcoin, and the Future of Homebuilding

Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 28, 202438 min

Can Qualcomm’s A.I. Expansion Boost the Stock?

The chipmaker’s CEO, Cristiano Amon, stops by Barron’s to talk about his plans. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 22, 202429 min

Options ETFs, GameStop, Pre-Market Trading

Jack shatters his own record for answering listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 15, 202426 min

Trump’s Big Win Fueled a Market Frenzy. What Comes Next?

Keith Lerner from Truist on the merits of Trump trades. Plus, examining major upgrades on Peloton and Roblox. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 8, 202431 min

2 Surprising Stocks Up 3,000%. Plus, Mid-Cap Picks.

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

Nov 1, 202429 min