Barron's Streetwise

Jack answers listener questions with help from Barron's colleague Elizabeth O'Brien.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 20 June 2025

Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing where governments spend.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 13 June 2025

After a muted IPO, the A.I. stock is soaring. Coreweave co-founder Brannin McBee breaks down the business. Barron's senior writer Adam Levine shares some points to consider.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 6 June 2025

After decades of making sense only on paper, ex-US markets are suddenly shining.  Nanette Abuhoff Jacobson from Hartford Funds says it’s just the start.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 30 May 2025

Bonds took a hit this week. BlackRock's Russ Brownback explains why that's an opportunity, and what investors should do now.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 23 May 2025

Jack looks at how the humble credit score has made investors more than 100,000%. Plus, Barron's reporter Mackenzie Tatananni answers a question about Wolfspeed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 16 May 2025

The market has bounced back from its 'Liberation Day' lows, but tariff shake-ups aren't over. What does that mean for you? Jack sits down with Bhanu Baweja, Chief Strategist at UBS Investment Bank. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 9 May 2025

Jack gives his thoughts on the market rebound, and previews Disney earnings. Plus, Allspring Portfolio Manager Bryant VanCronkhite gives us some stock picks, and explains why he's going with value over growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 2 May 2025

In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 25 April 2025

Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 18 April 2025

Jack examines the bear case on tariffs and hears from top strategists at Vanguard and real estate group Hines.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 11 April 2025

The low-cost carrier is adding fees and up-charges. Is it trying to mimic Spirit or Delta? And is the industry headed into a downturn? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 4 April 2025

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 28 March 2025

Plus, Bitcoin ETFs. Time for a “great loop” through some listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 21 March 2025

Jack walks through ways to hedge market downside from foolish to sensible. Plus, we talk to Barry Ritholtz about strategies from his new book, How Not To Invest. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 14 March 2025

A 125-year history of financial returns challenges conventional wisdom. Plus:  When hedging works and when it fails with RBC's Amy Wu Silverman. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 7 March 2025

Cambria CIO Meb Faber on why ETFs might match Yale's stellar returns. Plus, from protein to pets, food companies search for growth amid shrinking "algos." Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 1 March 2025

PG&E CEO Patti Poppe talks about reducing fire risk and keeping A.I. powered up. And BofA's Chris Hyzy on what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 21 February 2025

A top chip analyst predicts a near-term peak in spending on computing. Also, stocks are rocketing after split announcements. Here’s who might be next. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 14 February 2025

Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 7 February 2025

As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 31 January 2025

Athletic Brewing founder Bill Shufelt turned non-alcoholic beer into a treat, not a sacrifice. He explains what's next. Jack previews earnings and Jackson drops a sneeze-guard bombshell. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 24 January 2025

But trucking and rail stocks aren’t all good deals. Jonathan Chappell from Evercore ISI explains. Jack and Jackson talk inflation, the stock market, and mechanical bull pricing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 17 January 2025

Without ASML’s machines, the A.I. spending boom would fizzle. So why are its shares slumping? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 10 January 2025

Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 3 January 2025

Don’t say cardboard—it’s corrugated fiberboard. Jack discusses International Paper’s stock tear, plus Nike’s slump. Jackson can’t give away his clothes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 27 December 2024

Jack struggles to make sense of Schrodinger’s Cat and QTUM’s gains. And Schwab’s Kathy Jones talks fixed income strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 20 December 2024

Oil drilling, banking, Bitcoin, and robo rides—Jack pesters his Barron’s colleague about what to watch in 2025, and leaks key details about the holiday party.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 13 December 2024

What’s holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 6 December 2024

Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 28 November 2024

The chipmaker’s CEO, Cristiano Amon, stops by Barron’s to talk about his plans. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 22 November 2024

Jack shatters his own record for answering listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 15 November 2024

Jack shatters his own record for answering listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 15 November 2024

Keith Lerner from Truist on the merits of Trump trades. Plus, examining major upgrades on Peloton and Roblox. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 8 November 2024

Jack explains how credit scoring and lumber have produced A.I.-like returns over the past decade. Amy Zhang from Alger shares up-and-coming growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 1 November 2024

Plus, Spirit Halloween, and the most hated stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 25 October 2024

Jack answers listener questions on a range of topics. Jackson gets a golf tip. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 18 October 2024

Jack weighs in on Frito-Lay’s slowdown and the closing loophole for cheap Ozempic. Also, a top Wall Street strategist says don’t be frozen by election fears.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 11 October 2024

Jack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 4 October 2024

Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 27 September 2024

Jonathan Pingle, Chief U.S. Economist at UBS, weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 20 September 2024

Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 13 September 2024

Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 6 September 2024

Short-seller Hindenburg Research brought down shares of Super Micro Computer with a scathing report. Susquehanna analyst Mehdi Hosseini discusses why he turned bearish months before. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 30 August 2024

Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 23 August 2024

Brian Niccol turned Chipotle around. Will it work for lattes? Morningstar’s Brian Dunlop joins the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 16 August 2024

The longtime Fed watcher talks about the road to S&P 8000, and the outlook for the national debt. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 8 August 2024

The airline is canceling less profitable routes and planning for more butts in fancier seats. Plus, a top dividend portfolio manager shares three favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 2 August 2024

D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 26 July 2024

Jack tiptoes around politics and sizes up the small cap rally. Plus, is Apple really headed for an iPhone super-cycle? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 19 July 2024