Midcaps, AI, and Apple's New Headset
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 9 June 2023
⏱️ 29 minutes
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| 0:00.0 | Join the Wall Street Journal online October 12th for WSJ Pro Sustainable Business Forum |
| 0:05.9 | and take away practical advice on how to build a sustainability strategy that's right for your business. |
| 0:11.5 | From now until September 21st, you can save 25% on your ticket by registering at WSJ.com |
| 0:18.8 | slash Sustainable Business, no code required. That's WSJ.com slash Sustainable Business. |
| 0:26.0 | So when you start to look at mid cap stocks and ones that are profitable and ones that are |
| 0:32.0 | able to withstand some of the pressures of a higher interest rate environment, |
| 0:35.6 | from a valuation perspective, they're trading at close to a 26 to 28% discount. |
| 0:42.7 | Hello and welcome to the Baron StreetWise podcast. I'm Jack Howe and the voice she just heard |
| 0:47.9 | is Kristen Bitterley. She's the head of North America investments at City Global Wealth |
| 0:53.6 | and she's cautious about the stock market in general but she likes mid caps and some other |
| 0:58.5 | things. We'll hear about it. We'll also say a few words about how much artificial intelligence |
| 1:03.6 | is worth to the stock market and the earnings potential of Apple's fancy new headset. |
| 1:10.8 | Listening in is our audio producer Meta. Hi Meta. Hi Jack. Did you see the big Apple show that |
| 1:17.2 | started off this past week, the Vision Pro headset? It's already been a big day but we do have |
| 1:29.0 | one more thing. I did. Yeah. I skipped the good part. I didn't watch the whole thing. |
| 1:34.9 | You didn't watch all two and a half? Seven hours of, yeah, okay. What did you think? Do you want |
| 1:40.9 | the new headset? I think they're beautiful. I don't think I want it. I think it's a little scary, |
| 1:48.9 | I guess, a little bit like, am I going to spend more time of my life wearing those instead of being |
| 1:56.2 | other places? Yeah, I mean, I kind of mentioned something like that in the column. Like, I already |
| 2:01.2 | wake up. I've got my phone next to me. I've got my earbuds next to me. I've got my watch next to me. |
| 2:06.9 | I'm already spending the first, you know, 30 seconds of my day strapping into my technology. Now, |
| 2:12.3 | there's a headset sitting next to me. That's basically full Robocop. I might never come back. I mean, |
... |
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