A Second Chance to Panic

Barron's Streetwise

Barron's

Business

4.8 • 1.5K Ratings

🗓️ 2 May 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0	This podcast is brought to you by FTI Consulting.
0:03.0	How do you prove a song wasn't stolen?
0:05.0	How do you create a market out of thin air?
0:08.0	How do you get the largest technology merger over the finish line?
0:11.0	Learn more at FTI Consulting.
0:13.0	Experts with Impact.
0:15.0	I think this is an opportunity for investors to rethink about their overall positioning and use the weakness in certain categories to build better and bigger positions.
0:25.3	Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe. The voice you just heard, that's Brian Van Cronkite. He's a portfolio manager at all spring global investments. And in a moment, we'll hear about why Brian thinks the time is right for mid-cap stocks.
0:43.1	They're not really that mid, as the young people may or may not still say.
0:47.9	They're fire.
0:49.3	How am I doing here, Alexis?
0:51.2	Very close.
0:52.0	Close enough.
0:55.5	Brian particularly likes mid-cap value stocks, and he'll share with us a few of his favorites.
1:01.0	That's coming up.
1:07.7	Listening and is our audio producer, Alexis, more. Hi, Alexis. Hey, Jack. Stock market's bouncing right back. It's almost back to its, what do you call it again? The Liberation Day. It's almost back to its Liberation Day perch. That's good. Well, hallelujah. Hallelujah.
1:26.2	Earning season has been decent.
1:28.0	There have been some good tech earnings.
1:30.0	It hasn't been perfect.
1:31.1	I saw this past week that McDonald's reported its largest U.S. same store sales
1:36.5	declined since 2020.
1:38.9	I think of that as one of those economic indicators.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.