Barron's Streetwise
348 episodes — Page 4 of 7
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
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