
Barron's Streetwise
309 episodes — Page 2 of 7
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Stock Picks From T. Rowe Price
Plus, Spirit Halloween, and the most hated stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
Small Nuclear, Accredited Investors, Portfolio Marie Kondo-ing
Jack answers listener questions on a range of topics. Jackson gets a golf tip. Learn more about your ad choices. Visit megaphone.fm/adchoices
Snack Slump and Obesity Med Discounts. Plus, Merrill’s Bullish Outlook
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Should CVS Split Up? Plus, the Case for Small-Caps.
Jack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Case for Frontier Markets
Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Should Investors Worry About the U.S. National Debt?
Jonathan Pingle, Chief U.S. Economist at UBS, weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nuclear, Crypto, and the A.I. Power Shortage
Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Pot Stocks Stink
Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
AI Stock Blowup and the Analyst Who Saw it Coming
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Value Stocks, and the Appeal of Index Dropouts
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
New Starbucks CEO Faces Frothy Expectations
Brian Niccol turned Chipotle around. Will it work for lattes? Morningstar’s Sean Dunlop joins the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stay Bullish, Says Economist Ed Yardeni
The longtime Fed watcher talks about the road to S&P 8000, and the outlook for the national debt. Learn more about your ad choices. Visit megaphone.fm/adchoices
Does JetBlue’s Turnaround Plan Have Wings?
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vote No on Election Trading Tips
Jack tiptoes around politics and sizes up the small cap rally. Plus, is Apple really headed for an iPhone super-cycle? Learn more about your ad choices. Visit megaphone.fm/adchoices
Paramount, Skydance Agree to Merge. Cornhole Turns Pro.
Barron’s Associate Editor Andrew Bary discusses why a new Paramount deal might irk common shareholders. Jackson interrupts Jack’s vacation. Learn more about your ad choices. Visit megaphone.fm/adchoices