Barron's Streetwise
309 episodes — Page 3 of 7
The Dollar Flexes Its Beach Muscles
Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bonds. And Soup.
A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Learn more about your ad choices. Visit megaphone.fm/adchoices
Delta CEO Ed Bastian
How the airline is outshining its rivals. Plus, one analyst upgrades Best Buy, but another says “too soon.” Learn more about your ad choices. Visit megaphone.fm/adchoices
The Obesity Drug Loophole. Plus, the Outlook for Homebuilder Stocks.
Also, a top Vanguard strategist discusses the run-up in growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Broadcom Cracks the S&P Top 10. What’s Next?
Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable. Learn more about your ad choices. Visit megaphone.fm/adchoices
Home and Auto Insurance Got Wacky. What’s Next?
Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Google Arrives At An A.I. Crossroads
Will smarter search make or break Alphabet? A top internet analyst weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices
A.I. Power Shortage. Plus, Oil & Gas Stock Picks
Big Data will strain the electricity grid, says BofA. And Jack talks with a top energy analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.
William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chip Stocks and the A.I. Explosion
Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Problem With Covered Call Writing
Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Fuzzy Panda Attacks Globe Life
Plus, Tesla earnings, European stock picks, and jellied eels. Learn more about your ad choices. Visit megaphone.fm/adchoices
Supervoting Shares and Bond Barbells
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
Underpants Armageddon
Why Calvin Klein maker PVH got the worst of an apparel stock drop. Learn more about your ad choices. Visit megaphone.fm/adchoices
Toyota Stock is Trouncing Tesla. Really.
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
STRIPS Strategy for Safe Money. Plus, Big Small Caps and Bear Talk
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
The Bull Case for AT&T
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
The $600,000 Case for Bitcoin
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
Bonds—Ladder or Fund? TIPS or Nah?
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
On Financial Nudism
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
Nvidia's Make-Or-Break Earnings Report
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
Is Uranium Too Hot? Plus, TV's Sporty Consortium
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
Paramount Eyes An Offer. Plus, What’s Ailing CVS?
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
Oil Outlook, and an Exxon Upgrade
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
Disney, Harley, Whopper, Whopper
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
Airline Stocks, Bitcoin ETFs, Babies
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
Should You Pay Off the Mortgage Early?
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
Bary’s Top 10 Stocks for 2024
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
Bonds, Solar, and Cheese Balls
A fixed income manager gives his 2024 playbook. Jack talks First Solar and Utz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel and Amazon
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
The Next 2 Obesity Drug Stocks? Plus, Bitcoin’s Bounce
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
3 Small Cap Picks. Plus, Balancing the Magnificent 7
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
Tractor Talk With CNH CEO Scott Wine
Plus, the cheapest stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve
It’s a listener question special. No big whoop. Learn more about your ad choices. Visit megaphone.fm/adchoices
3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys
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
The Investing Merits of the High-Deductible Health Plan
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
Don’t Lick That Frog—the Pull and Peril of a 17% Yield
Jack discusses mortgage REITs and answers a listener question about collectibles. Learn more about your ad choices. Visit megaphone.fm/adchoices
Picking Value Stocks. Plus, Magnificent 7 Price Check
Jack speaks with a top value manager and does some noodling on Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Looking for Deals in Rundown REITs
Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush. Learn more about your ad choices. Visit megaphone.fm/adchoices
D.A. Davidson's Top Stocks
Plus, a few words on bond yields, Hammurabi, and Buffalo Bill. Learn more about your ad choices. Visit megaphone.fm/adchoices
Savita Subramanian on Stocks. Plus, Oil and Amazon.
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
Markets Look Less Weird, Thanks to Higher Rates
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
Does Private Equity Beat Stocks, or Nah?
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
Disney, Charter, Football, Gilligan’s Island
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
Art Episode Gets Better With Age
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
Almost Fresh Fertilizer Episode
In this rerun, Jack breaks down the worldwide trade in plant nutrients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sneaker Fashion Tips from Wall Street
Jack uses stock screening software and analyst research to find new kicks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sports Betting, ETF Redemption, ‘Bips’
Jack answers listener questions and weighs in on dried fruit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Medtech Stock Mystery, Treasury Downgrade, and How to Invest Now
Plus: obesity drugs, “undermentals,” and a hot new TikTok dance. Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Small Cap Stock Picks
The case for pint-size companies, plus top ideas from growth and value managers. Learn more about your ad choices. Visit megaphone.fm/adchoices