Barron's Streetwise
309 episodes — Page 4 of 7
Factories Are Back. Plus, Schwab’s Bond Playbook.
Jack talks with UBS industrial analyst Chris Snyder and top fixed income strategist Kathy Jones. Learn more about your ad choices. Visit megaphone.fm/adchoices
General Electric CEO Larry Culp's Breakup Endgame
Plus, this meme stock rally doesn't look particularly meme-y. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chipotle CEO Brian Niccol’s Plan to Double the Business. Again.
Also, taming burrito-flation, managing digital orders, and taking a menu tip from TikTok. Learn more about your ad choices. Visit megaphone.fm/adchoices
Occidental Petroleum CEO Vicki Hollub’s Oil Outlook
Plus, Oxy’s big bet on capturing carbon from the air. Learn more about your ad choices. Visit megaphone.fm/adchoices
Obesity Drugs Just Got More Powerful
Jack talks with Eli Lilly CEO Dave Ricks. Plus, a controversial approach to selling cheaper weight loss drugs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Strategist: Do This Instead of 60/40 Investing
Jared Woodard of BofA Securities sees shortcomings in both stocks and bonds, and has some advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nasdaq CEO Adena Friedman’s Big Deal
Plus, best-selling author Scott Patterson’s new book Chaos Kings. And the triumph of Mexican beer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Midcaps, AI, and Apple's New Headset
Citi strategist Kristen Bitterly breaks down the stock and bond markets. Jack and Mette discuss virtual dinosaurs, and what Big Data means for soup. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why the ‘Dean of Valuation’ Just Sold His Nvidia Stock
Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls. Learn more about your ad choices. Visit megaphone.fm/adchoices
Fiscal Chicken Hedging? It’s a Tender Situation
Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ford CEO Takes On Tesla. Plus, Office REIT Outlook.
Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Some Banks Are Buckling
A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises. Learn more about your ad choices. Visit megaphone.fm/adchoices
Individual Bonds Versus Funds? Plus, More Listener Questions
We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds. Learn more about your ad choices. Visit megaphone.fm/adchoices
Earnings, A.I., and Where Stocks Are Cheap
Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Let’s Talk About Talking About Inflation. Plus, Expedia Stock.
Jack hears from an online travel analyst and the author of a new book on inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil, Gold, and Grains Are Only Getting Started, He Says
John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Car Buying Dilemma, Boomer 401(k)s, and Stock Picks
Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered. Learn more about your ad choices. Visit megaphone.fm/adchoices
Walmart’s Return to Growth. Big Tobacco’s Somewhat Smokeless Future.
Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Case for the S&P 600
This week we revisit an episode from December, 2022. Small cap stocks have underperformed large caps over the past decade, but a top market strategist and fund manager say the trend likely will soon reverse. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bank Stocks, Anyone?
Also, meet the woman who’s launching a bank. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks vs. 5% Treasurys. Plus, Insurance Optimism
A top equity strategist sees lackluster short-term returns. And Jack gets a behind-the-scenes look at the Aflac duck. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Corn Country
Jack talks with farmers about a runup in land prices, healthy crop margins, and the ag-tech revolution. Agco’s CEO weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices
Grab Your Crampons—Stocks Have Entered the “Death Zone.” Plus, Dividends At a Discount.
Top strategists from Morgan Stanley and UBS weigh in on where markets are headed, and what to do now. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listener Questions: Index Funds, Bonds, Robo Advisors
How “active” is passive investing? Individual bonds or funds? Hire an advisor? Titanic or Magic Mike? Learn more about your ad choices. Visit megaphone.fm/adchoices
Don’t Settle for Less Than 4% on Cash
Plus, a top economist and strategist talk about the no-landing economy, and what it means for stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Activists, Shmactivists
Plenty of companies need fixing. But the evidence suggests Wall Street isn’t particularly good at the job. Learn more about your ad choices. Visit megaphone.fm/adchoices
Money–With Katie. Plus, the Median TV Viewer Is Suddenly 61
Jack talks with a popular personal finance blogger and a top show business analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack Does Davos
Notes from a Barron’s chat with the CEOs of BorgWarner, Thermo Fisher, Blackstone, and Nasdaq. Plus fashion tips. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cocktails and Cannabis. Plus, Peltz’s Disney Slideshow.
Jack talks with an alcohol and weed analyst and considers an activist’s take on the Magic Kingdom. Learn more about your ad choices. Visit megaphone.fm/adchoices
The First $100 Billion Drug
BofA analyst Geoff Meacham talks about downgrading Pfizer, upgrading Merck, and what he thinks will become the best selling medicine of all time. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Housing Hangover
Home prices rose more than 40 percent between 2020 and 2022. What’s in store for next year? We revisit an episode from June on realtor and homebuilder stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
ChatGPT and AI Investing
We revisit Jack's conversation with former Google CEO, Eric Schmidt. Jackson writes a podcast script with the help of deep learning. Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew Bary’s Top Stocks for 2023
The Barron’s associate editor beat the market by 10 percentage points last year. He's back with a fresh list of names. Learn more about your ad choices. Visit megaphone.fm/adchoices
TikTok, T. Rowe, and Last Call for Bonds
Jack speaks with fixed income and stock strategists, and falls for a video head-fake from Shaq. Learn more about your ad choices. Visit megaphone.fm/adchoices
Small-Caps Priced for a Decade of 12 Percent Returns?
BofA Securities and Research Affiliates make the case. Plus, stock picks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Disney Swaps Bobs, Again
Chapek is out. Iger is back. What does it mean for the stock? Learn more about your ad choices. Visit megaphone.fm/adchoices
Magic The Gathering’s Wild Investment Scene
The Hasbro role-playing game has been an epic moneymaker. Why card values are crashing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech Layoffs and Tumbling Crypto
FTX becomes the latest crypto exchange to bite to dust. Plus, job cuts in tech bleed into other sectors? Learn more about your ad choices. Visit megaphone.fm/adchoices
Musk Overpaid for Twitter. What Comes Next?
Scott Galloway and an ARKK Invest Futurist weigh in on America’s new favorite wedge issue: Elon Musk. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is China Uninvestable?
After a crash in US listings of Chinese companies, Jack lays out the bear case, and hears from a top market researcher about the bull case. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chip Winter or Time to Buy?
A semiconductor analyst has advice on investing in the battered group, and a chip historian discusses where a U.S.-China showdown goes from here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Will the Fed 'Break Something?' Plus, Airline Outlook
Jack talks with a former Federal Reserve vice chair and a top Wall Street analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Maybe Car Companies Don't Mind Shortages
Pricing and profits are riding high. The outlook for shoppers and investors. Plus, what's next for the mighty dollar. Learn more about your ad choices. Visit megaphone.fm/adchoices
House Prices Tick Lower. Don’t Count On a Crash
Real estate experts weigh in on mortgage rates, price trends, and home builder shares. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tasty Treasuries and Crashing Gold
Jack reviews investing recommendations from a trio of top strategists. Learn more about your ad choices. Visit megaphone.fm/adchoices
Netflix, Disney+, and Trade Desk—How Streaming Could Upend Advertising
Connected TV will tear down the walls of walled gardens like Facebook and Google, says one rising ad tech star. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Scoop on Fertilizer Stocks. Plus, Apple’s Big Watch.
The U.S. is cashing in on urea. How long will it last? Learn more about your ad choices. Visit megaphone.fm/adchoices
EVs Are Booming. Are We Running out of Lithium?
In the next decade, electric vehicles will require ten times more lithium and cobalt than is currently mined. Will supplies catch up? An economics professor and a metals trader weigh in. Learn more about your ad choices. Visit megaphone.fm/adchoices
Time to Sell Those Meme Stocks?
In this rebroadcast, Jack answers several listener questions on topics ranging from electric vehicle stocks to the outlook for inflation. Plus, is it time to throw in the towel on speculative tech stocks? Learn more about your ad choices. Visit megaphone.fm/adchoices
Reshoring, Weights, and Waxing
A strategist offers stock picks that can benefit from deglobalization. Plus, an analyst has investment ideas for the subscription economy. Learn more about your ad choices. Visit megaphone.fm/adchoices