Barron's Streetwise
348 episodes — Page 5 of 7
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
New Life for Nuclear
Duke Energy CEO Lynn Good talks about what's next for fission and why the company is putting its wind and solar business up for sale. Plus, Trex CEO Bryan Fairbanks shares an inside look at home improvement demand. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Problem with Verizon
A top telecom analyst explains how T-Mobile is beating Verizon at its own game. Plus, are earnings estimates safe? Learn more about your ad choices. Visit megaphone.fm/adchoices
Is the Bear Market Over?
The S&P 500 is up 10% from its low point – a top market strategist shares why it could be a mirage. Plus, recession-proof investing tips from a seasoned fund manager. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rough Ride for Railroads. Plus, Big Tech Earnings Preview
U.S. freight rails need more workers in a hurry, but there are few takers. And what investors should expect from Amazon, Apple, and others. Learn more about your ad choices. Visit megaphone.fm/adchoices
Movie Theaters, Euro/Dollar Parity, and Crypto Winter
Plus, Jack talks with UPS CEO Carol Tome. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ford and Deere’s Digital Future
Jack chats with Ford CEO Jim Farley about overtaking GM in the electric truck race. Plus, Deere CEO John May on autonomous farming and A.I. weed killers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bed, Bath, and Look Out Below. Plus, an Inflation Warning
The outlook for shopping and store stocks. And a money manager makes a contrarian case on prices. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kellogg’s Snacktivist Split
The cereal giant borrows a play from Mondelez, but investors aren’t biting. Plus, the outlook for earnings estimates. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Housing Slowdown is Here
Where prices are headed, and what to make of builder and broker stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Recession Ahead? Plus, an Obesity Breakthrough.
Why Eli Lilly and Novo Nordisk are headed for weight loss riches. And a top strategist shares moves to make now. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Trouble With Target Date Funds
A new retirement report critiques a popular strategy. Plus, chats with the CEO of Waters Corp and founder of Interactive Brokers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Snap's Worst Day Ever
Snap's warning spooks social media. Plus, Broadcom bids on VMware. And the case for small cap growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Target Tanks the Market. Plus EV Stocks.
Jack talks retail wreckage and why Buffett bought Paramount stock, not Netflix. A top car analyst explains his downgrades of Ford and GM. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bear Market Playbook
A pair of top strategists discuss what to buy now, and stay away from. Learn more about your ad choices. Visit megaphone.fm/adchoices
Does Bitcoin Belong in your 401k?
The CEO of the largest crypto fund makes the case for a Bitcoin ETF. Plus, a VanEck Portfolio manager shares why he's putting crypto in his inflation-fighting fund. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Case for FedEx Stock. Plus, Data Driven Investing.
Hear from Barron’s all-star Andrew Bary and Nick Maggiulli, author of Just Keep Buying: Proven Ways to Save Money and Build Your Wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices
Netflix & Disney: Falling Knife vs. Hot Potato
Plus, rising mortgage rates present a buying opportunity in Home Depot and Lowe's. Learn more about your ad choices. Visit megaphone.fm/adchoices
AT&T, Twitter, and Investing for Peak Inflation
Market strategists Lindsey Bell and Kristina Hooper talk portfolio positioning, and dividend fund manager Austin Graff shares stock picks. Learn more about your ad choices. Visit megaphone.fm/adchoices
JetBlue, Elon Musk, Disinflation, and Japan
A top airline analyst weighs in on dealmaking and stocks to buy, and Jack talks Twitter, Warren Buffett and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bonds Look Less Terrible
Yields on fixed income and dividend stocks have plumped up. A top strategist and money manager talk about where to find deals. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Golden Age for U.S. Oil Refiners
The key to profits in the gasoline business is natural gas, not just crude. BofA's Doug Leggate explains. And Denton Cinquegrana at OPIS talks summer pump prices. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cybersecurity Threats – and Profits – Are Ramping Up
Palo Alto Networks CEO Nikesh Arora talks Russia, artificial intelligence, and why the network security industry is poised for consolidation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bitcoin Doesn't Fix This. Plus, Pets and Profits.
Jack hears from a crypto skepti-bull, and catches up with Kristin Peck, CEO of Zoetis. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Commodities Perfect Storm. Bed Bath & Beyond Goes Meme Stock.
Nickel, wheat, and oil are spiking--but dividend stocks might be better for fighting inflation. Also, a retailer's shares go vertical, as a listener looks for baby stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
$5 Gasoline? Where Russia's War Could Take Oil
A top commodities strategist lays out the prospects for new supply--and demand destruction. And an oil CEO doubles down on his pledge to limit new drilling. Learn more about your ad choices. Visit megaphone.fm/adchoices
Home Prices Jumped 19% Last Year. The Outlook for Buyers and Builders
Jack launches a midweek edition with a look at a double-upgrade for two homebuilder stocks, plus tailwinds for home improvement chains. Learn more about your ad choices. Visit megaphone.fm/adchoices
War in Ukraine, and Investors Are Buying. Should They Be?
Jack talks with one market strategist who's worried about stagflation, and another who says that stocks tend to shake off geopolitical shocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Paramount Doubles Down On Streaming. Why Shares Tanked.
Jack talks Jackass, Yellowstone, theater windows and subscribers with Paramount CEO Bob Bakish. Plus, why so many earnings-day blowups? Learn more about your ad choices. Visit megaphone.fm/adchoices
Cleaning Up a Messy Portfolio. And, Are Analysts Helpful?
Jack answers listener questions, including ones on electric vehicles and inflation. Plus, Mette stops by. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cathie Wood Says Ark Is the New Nasdaq
The stock-picker talks about her recent declines, why she's sticking with companies like Tesla, Zoom, and Spotify, and why her rivals are overloaded on the FAANGs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Peloton, Netflix, and When to Buy Broken Growth Stocks
Jack talks with a pair of Wall Street analysts making bold calls, and hears from a tiny focus group. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Stock Market’s New Darling? An Oil Driller
Jack talks with the CEO of Devon Energy and a pair of Wall Street analysts to see if energy stocks have more upside. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Boring Stocks Are Booming. Plus, Beer.
Jack talks with a pair of top Wall Street strategists and the CEO of the world’s largest brewer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Tesla Worth $1 Trillion?
Jack examines the bull and bear arguments. And Jackson gets mud on his jeans. Learn more about your ad choices. Visit megaphone.fm/adchoices