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Barron's Streetwise

Did the Optimists Triumph?

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 11 July 2025

⏱️ 42 minutes

🧾️ Download transcript

Summary

Jack explores 125-years of global investment returns. Plus: When hedging works and when it doesn't.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:11.0

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0:17.0

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0:20.0

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0:23.6

Adobe Express, the quick and easy create anything app.

0:31.6

The last six months have been super interesting.

0:33.6

I feel like there is peak exuberance, U.S. elections and I can't tell you

0:39.7

how many investors just said to me, Trump is going to manage the stock market. He views the stock

0:45.5

market as a gauge of his success. And the last few weeks, days, what have you, have been a little

0:51.1

bit of a reckoning for them. Hello and welcome to the Barron's Streetwise podcast.

0:57.7

Clearly, I'm not Jack Howe, Alexis here, Streetwise producer.

1:01.9

Jack is taking a well-deserved break this week, so we're giving you a replay of one of our

1:07.2

favorite episodes from earlier this year.

1:10.2

The voice you heard up top was Amy Wu Silverman.

1:13.6

She's the head of derivative strategy at RBC Capital Markets,

1:17.0

and she's going to tell us what to consider if you're thinking about hedging the U.S. stock market.

1:21.7

Don't worry.

1:22.5

We'll hear from Jack, who shares research on over a century of global investment returns,

1:27.0

and breaks down what it all means for investing in the S&P 500.

...

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