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Barron's Streetwise

Cleaning Up a Messy Portfolio. And, Are Analysts Helpful?

Barron's Streetwise

Barron's

Business

4.71.6K Ratings

🗓️ 12 February 2022

⏱️ 21 minutes

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0

Brought to you by SuperMicro, your AI and Green Computing partner.

0:07.0

Hello, I'm Jack Howe and welcome to a special edition of the Baron StreetWise Podcast where

0:12.8

we answer the questions that you good people have been kind enough to record and send in.

0:19.3

Coming up, what to make of the car industry's soaring stock market value, plus do analysts

0:25.9

buy and sell recommendations predict where a stock is heading.

0:37.3

Listening in is our audio producer, Jackson. Hi, Jackson. Hi, Jack.

0:41.9

What is the over-under on the number of questions I'm going to get to? I know we've done listener

0:46.4

specials in the past and I think I'm averaging about three questions. I can be a bit of a

0:51.5

rambler, but I'm feeling a little pep in my step this week and I think I can do four. What do you say?

0:57.7

Based on how long it took you to ask that question, I'm going with three.

1:03.2

If you hear me going off on a tangent, you just play some gentle music in the background,

1:07.6

a little signal, maybe some wind chimes. Let me know that's time to move on.

1:11.6

Let me hear it now so that I know what to listen for.

1:18.3

Was that a recording or was that you just now? That was me.

1:21.6

It is distinctive.

1:26.7

Now, there won't be any big CEO guests on this episode, but we will be hearing from one next week.

1:32.9

And later on this episode, we'll have a quick visit from someone that many of you have been

1:36.6

asking about. Jackson, let's get to our first listener question.

1:40.1

Right. We've got David from San Antonio. San Antonio, Texas, birthplace of the puffy taco.

1:47.9

It's not soft shell, not a hard shell taco. You take corn batter that's a little bit on the

1:52.9

wetter side. You press it into a tortilla, drop it into a deep fryer. Right. David.

2:01.2

Hey, Jack, it's no secret that the market cap for electric vehicle companies has

...

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