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Barron's Streetwise

Tesla’s Monster Musk Incentive. Plus, Deutsche Bank’s Jim Reid on Stocks

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 31 October 2025

⏱️ 25 minutes

🧾️ Download transcript

Summary

Jack looks at Tesla’s robo future. And a self-described inflationist discusses what two centuries of returns say about what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Boardrooms love buzzwords.

0:02.0

AI, climate, resilience.

0:03.8

But what do they actually mean for CFOs and execs trying to survive the next earnings call?

0:08.3

That's where the pre-read comes in.

0:09.9

Real experts and real talk.

0:11.7

Subscribe to the pre-read, presented by Workieva.

0:15.4

It is tempting to kind of hide away in cash, but I think you have to respect the kind of history of financial markets and respect

0:24.0

the kind of history of intervention to believe that you probably do have to kind of

0:28.4

close your eyes and invest in assets that probably protect you from inflation, really.

0:35.2

Hello and welcome to the Barron Streetwise podcast.

0:38.1

I'm Jack Howe, and the voice you just heard, that's Jim Reed.

0:41.9

He's the global head of macro and thematic investing at the Deutsche Bank Research Institute,

0:47.8

and he's talking about long-term investing.

0:49.5

In fact, he just published a study titled The Ultimate Guide.

0:55.6

Probably put some echo on a title like this.

0:58.4

The Ultimate Guide to Long-Term Investing.

1:01.6

That sounds like something that could help.

1:03.5

In a moment, we'll hear from Jim about what hundreds of years of returns for stocks and bonds

1:09.2

tell him about what's next for investors now.

1:12.6

Before that, I'll say a few words about Tesla and Elon Musk and his trillion-dollar incentive

1:18.9

package that comes up for a vote in the week ahead. Spoiler alert, it's going to pass.

1:34.7

Listening in is our audio producer, Alexis Moore.

...

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