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Barron's Streetwise

The Quality Signal That Beats the Market. Plus, Can Metals Stay Hot?

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 2 January 2026

⏱️ 31 minutes

🧾️ Download transcript

Summary

BofA’s Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

I'm ringing around everywhere. No vacuum excavators available until Tuesday. We're going to have to hand dig.

0:09.0

Mate, don't risk it. Just check VakX dispatch.

0:12.0

VakXU. It's an app. Real-time availability for local kits. I used it last week. I had a unit here in two hours.

0:19.0

Seriously? Vacuum excavator hire has never been this smooth.

0:23.4

Gain fast access to safe digging solutions at Vacex Disclatch.com.

0:30.4

Here's why this has been so attractive to so many investors in recent years.

0:34.7

Historically, investing in a basket of stocks that score well on this measure

0:39.2

has performed about 15, 16 percent total returns per year since the early 90s.

0:45.6

It's a pretty shocking margin.

0:47.3

It's massive.

0:48.5

Hello and welcome to the Barron Streetwise podcast.

0:51.4

I'm Jack Howe.

0:52.5

And the voice you just heard, that's Jared Woodard. He's the head of the

0:56.1

Research Investment Committee at B of A Securities. He's talking here about investing in quality stocks.

1:03.6

Now might be a great time to invest in quality stocks. We'll talk about why. The problem is

1:08.5

Wall Street can't seem to agree on a definition of quality.

1:13.9

There are a lot of different funds out there that call themselves quality funds and their

1:18.2

methodologies differ widely. Jared has studied the matter and found what he thinks is the best

1:23.6

way to search for quality stocks. I'll give you a hint. It rhymes with shmishmashmo.

1:29.8

It's free cash flow. We'll talk about that. And first we'll say a few words about rip-roaring

1:36.5

gains for metals in 2025. And we'll look at where we could be headed in 2006.

1:46.6

Listening in is our audio producer, Alexis Moore. Hi, Lexus.

...

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