Barron's Streetwise

Pensions, Naked Puts, Low-Sin Investing

26 Dec 2025

Contributed by Lukas

It’s a listener question special, and grill master Jack is ready to push the pace. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Bary’s Top Stocks for 2026

19 Dec 2025

Contributed by Lukas

The Barron’s star has a hot hand after crushing the market in 2025. Can he do it again? Learn more about your ad choices. Visit megaphone.fm/adchoi...

GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking

12 Dec 2025

Contributed by Lukas

Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel. Learn more about your ad choices. Visit megaphon...

Small Caps, Chip Wars, and the K-Shaped Economy

05 Dec 2025

Contributed by Lukas

Jack searches for new market metaphors. A Bank of Canada economist sizes up US conditions. Learn more about your ad choices. Visit megaphone.fm/adcho...

Amazon’s Rufus Sales Tactics

28 Nov 2025

Contributed by Lukas

In this half-fresh Black Friday episode, Jack talks about how Amazon is winning the shopping-bot war, and we revisit a June 27, 2025 episode on what’...

BofA’s Favorite Non-AI Stocks. Plus, Nvidia’s Penny Dividend

21 Nov 2025

Contributed by Lukas

A Wall Street researcher has 16 picks, and Jack pronounces 15 of them correctly. Also, what dinky dividends say about the market. Learn more about yo...

How Robinhood Went From Broken IPO to 1,000% Gainer

14 Nov 2025

Contributed by Lukas

Chief brokerage officer Steve Quirk talks prediction markets and tokenization, and does a convincing dial-up modem impression. Learn more about your ...

Earnings Season Was Surprisingly Surprising

07 Nov 2025

Contributed by Lukas

Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk. Learn more about your ad ch...

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

31 Oct 2025

Contributed by Lukas

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....

Why Chemical Stocks Have Tanked—and 3 to Consider

24 Oct 2025

Contributed by Lukas

BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now.  Learn mor...

Gold, Bitcoin, Dividends, A.I., Private Equity

15 Oct 2025

Contributed by Lukas

Jack answers listener questions and previews earnings season. For more on dividends, check out our episode from 2023.  Learn more about your ad cho...

Is A.I. Spending Sustainable?

10 Oct 2025

Contributed by Lukas

Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn m...

What Pfizer's New Deal Means for Healthcare

03 Oct 2025

Contributed by Lukas

BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends a...

Bull Market Health Check. Plus, Philip Morris CEO Jacek Olczak

26 Sep 2025

Contributed by Lukas

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit me...

Nuclear Power’s Bright Outlook. Plus, Quarterly Or Semiannual Reporting?

19 Sep 2025

Contributed by Lukas

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. V...

Worldcoin's 3000% Gain. Plus, Gold, Dividends and Wedgification.

12 Sep 2025

Contributed by Lukas

Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Learn more about your ad choices. Visit...

Dividends for A Pricey Market

05 Sep 2025

Contributed by Lukas

Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends.  Learn more about your ad choices. Visit megaphone.f...

Lyft’s Ride to Profit

29 Aug 2025

Contributed by Lukas

Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Learn ...

Verizon and AT&T Have Traded Places

22 Aug 2025

Contributed by Lukas

It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull.  Learn more about your ad choices. Visi...

How Low Will Mortgage Rates Go? Plus, e.l.f. Beauty

15 Aug 2025

Contributed by Lukas

A Morgan Stanley strategist discusses the outlook for home loans and the appeal of mortgage backed securities. Jack chats with e.l.f. CEO Tarang Amin ...

Can Government Data Be Trusted? Plus, Yeti and JNJ.

08 Aug 2025

Contributed by Lukas

Jack talks to a strategist about the recent jobs revisions, and looks at two stocks that took very different paths after earnings.  Learn more about...

Climbing the Wealth Ladder

01 Aug 2025

Contributed by Lukas

Jack sits down with personal finance expert Nick Maggiulli to talk strategies for building wealth at every level.  Learn more about your ad choices....

Disney's Lost Decade. What's Next?

25 Jul 2025

Contributed by Lukas

Disney stock has slumped for the past 10 years, but most of Wall Street calls it a buy. Two bulls tell us why. Learn more about your ad choices. Visi...

Deep Dive on Garbage

18 Jul 2025

Contributed by Lukas

Plus, why CVS prefers the second-best weight loss drug.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Did the Optimists Triumph?

11 Jul 2025

Contributed by Lukas

In this rerun, Jack explores 125-years of global investment returns. Plus: When hedging works and when it doesn't.  Learn more about your ad choices...

Roblox and Crocs. Plus, Van Eck On the Market

04 Jul 2025

Contributed by Lukas

Jack talks fake farming and Jibbitz. And a top money manager explains how to invest now.  Learn more about your ad choices. Visit megaphone.fm/adcho...

Can Target Turn Things Around?

27 Jun 2025

Contributed by Lukas

Jack talks with Barclays analyst Seth Sigman and Barron’s reporter Sabrina Escobar about the once-great growth stock. Learn more about your ad choi...

Retirement Catch-Up, IPO Heat Check, and the Market Effects of Index Funds

20 Jun 2025

Contributed by Lukas

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

Government-Proofing Your Portfolio

13 Jun 2025

Contributed by Lukas

Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing...

Coreweave's Tightrope Run

06 Jun 2025

Contributed by Lukas

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 s...

The Kale of Investing Is Tasting Better

30 May 2025

Contributed by Lukas

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 ...

The Golden Age of Income

23 May 2025

Contributed by Lukas

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 you...

What’s Behind FICO’s Bodacious Stock Returns?

16 May 2025

Contributed by Lukas

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 ...

How to Invest for Tariff Purgatory

09 May 2025

Contributed by Lukas

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 B...

A Second Chance to Panic

02 May 2025

Contributed by Lukas

Jack gives his thoughts on the market rebound, and previews Disney earnings. Plus, Allspring Portfolio Manager Bryant VanCronkhite gives us some stock...

New Weight Loss Pill. Plus, Congress and the Disappearing $4 Trillion.

25 Apr 2025

Contributed by Lukas

In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation.  Learn more a...

Can You Dig It?

18 Apr 2025

Contributed by Lukas

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. ...

How Low Can We Go?

11 Apr 2025

Contributed by Lukas

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. Vi...

Southwest Airlines Turnaround Comes With Baggage

04 Apr 2025

Contributed by Lukas

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 abo...

Lululemon Is Stretched Thin

28 Mar 2025

Contributed by Lukas

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Learn more about ...

Managed Futures, Infinite Banking, BDCs

21 Mar 2025

Contributed by Lukas

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

10% Market Dip? How Not to React

14 Mar 2025

Contributed by Lukas

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...

Is the S&P 500 Enough?

07 Mar 2025

Contributed by Lukas

A 125-year history of financial returns challenges conventional wisdom. Plus:  When hedging works and when it fails with RBC's Amy Wu Silverman. Le...

Index Funds vs. Ivy League

01 Mar 2025

Contributed by Lukas

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 "alg...

Wildfires and Utility Stocks. Plus, Merrill’s Investment Chief.

21 Feb 2025

Contributed by Lukas

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 ab...

Stock Splits + Semis

14 Feb 2025

Contributed by Lukas

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 nex...

Last Call for Alcohol Stocks?

07 Feb 2025

Contributed by Lukas

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

China's AI Breakthrough Rewrites the Script

31 Jan 2025

Contributed by Lukas

As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake. Refere...

Taking over the Beer Aisle — Without the Buzz

24 Jan 2025

Contributed by Lukas

Athletic Brewing founder Bill Shufelt turned non-alcoholic beer into a treat, not a sacrifice. He explains what's next. Jack previews earnings and Jac...

The Freight Recovery is in Sight

17 Jan 2025

Contributed by Lukas

But trucking and rail stocks aren’t all good deals. Jonathan Chappell from Evercore ISI explains. Jack and Jackson talk inflation, the stock market,...

The Dutch Company Powering the U.S. Stock Market

10 Jan 2025

Contributed by Lukas

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/...

Butterbeer, Broadband, and the Box Office

03 Jan 2025

Contributed by Lukas

Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat. Learn more about...

The Box Episode

27 Dec 2024

Contributed by Lukas

Don’t say cardboard—it’s corrugated fiberboard. Jack discusses International Paper’s stock tear, plus Nike’s slump. Jackson can’t give awa...

Quantum Computing Stocks Are Going Nuts. Plus, the Outlook for Bonds.

20 Dec 2024

Contributed by Lukas

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...

Andrew Bary’s Top Stock Picks

13 Dec 2024

Contributed by Lukas

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 ho...

Ugly Turnaround Attempts

06 Dec 2024

Contributed by Lukas

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 ch...

Tesla, Bitcoin, and the Future of Homebuilding

28 Nov 2024

Contributed by Lukas

Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Learn more about your ad choice...

Can Qualcomm’s A.I. Expansion Boost the Stock?

22 Nov 2024

Contributed by Lukas

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

Options ETFs, GameStop, Pre-Market Trading

15 Nov 2024

Contributed by Lukas

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

Trump’s Big Win Fueled a Market Frenzy. What Comes Next?

08 Nov 2024

Contributed by Lukas

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...

2 Surprising Stocks Up 3,000%. Plus, Mid-Cap Picks.

01 Nov 2024

Contributed by Lukas

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 sto...

Stock Picks From T. Rowe Price

25 Oct 2024

Contributed by Lukas

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

Small Nuclear, Accredited Investors, Portfolio Marie Kondo-ing

18 Oct 2024

Contributed by Lukas

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

Snack Slump and Obesity Med Discounts. Plus, Merrill’s Bullish Outlook

11 Oct 2024

Contributed by Lukas

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 elec...

Should CVS Split Up? Plus, the Case for Small-Caps.

04 Oct 2024

Contributed by Lukas

Jack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors. Learn more about you...

The Case for Frontier Markets

27 Sep 2024

Contributed by Lukas

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

Should Investors Worry About the U.S. National Debt?

20 Sep 2024

Contributed by Lukas

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

Nuclear, Crypto, and the A.I. Power Shortage

13 Sep 2024

Contributed by Lukas

Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercompute...

Why Pot Stocks Stink

06 Sep 2024

Contributed by Lukas

Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about y...

AI Stock Blowup and the Analyst Who Saw it Coming

30 Aug 2024

Contributed by Lukas

Short-seller Hindenburg Research brought down shares of Super Micro Computer with a scathing report. Susquehanna analyst Mehdi Hosseini discusses why ...

Value Stocks, and the Appeal of Index Dropouts

23 Aug 2024

Contributed by Lukas

Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice...

New Starbucks CEO Faces Frothy Expectations

16 Aug 2024

Contributed by Lukas

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

Stay Bullish, Says Economist Ed Yardeni

08 Aug 2024

Contributed by Lukas

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.f...

Does JetBlue’s Turnaround Plan Have Wings?

02 Aug 2024

Contributed by Lukas

The airline is canceling less profitable routes and planning for more butts in fancier seats. Plus, a top dividend portfolio manager shares three favo...

Picks, Spills, and a Dunk

26 Jul 2024

Contributed by Lukas

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...

Vote No on Election Trading Tips

19 Jul 2024

Contributed by Lukas

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 choic...

Paramount, Skydance Agree to Merge. Cornhole Turns Pro.

12 Jul 2024

Contributed by Lukas

Barron’s Associate Editor Andrew Bary discusses why a new Paramount deal might irk common shareholders. Jackson interrupts Jack’s vacation. Learn...

The Dollar Flexes Its Beach Muscles

05 Jul 2024

Contributed by Lukas

Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Learn more about your ad choices. Visit megaphone....

Bonds. And Soup.

28 Jun 2024

Contributed by Lukas

A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Learn more about yo...

Delta CEO Ed Bastian

21 Jun 2024

Contributed by Lukas

How the airline is outshining its rivals. Plus, one analyst upgrades Best Buy, but another says “too soon.” Learn more about your ad choices. Vis...

The Obesity Drug Loophole. Plus, the Outlook for Homebuilder Stocks.

14 Jun 2024

Contributed by Lukas

Also, a top Vanguard strategist discusses the run-up in growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Broadcom Cracks the S&P Top 10. What’s Next?

07 Jun 2024

Contributed by Lukas

Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable.  Learn more about your ad choices. V...

Home and Auto Insurance Got Wacky. What’s Next?

31 May 2024

Contributed by Lukas

Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks. Learn more about you...

Google Arrives At An A.I. Crossroads

24 May 2024

Contributed by Lukas

Will smarter search make or break Alphabet? A top internet analyst weighs in.  Learn more about your ad choices. Visit megaphone.fm/adchoices

A.I. Power Shortage. Plus, Oil & Gas Stock Picks

17 May 2024

Contributed by Lukas

Big Data will strain the electricity grid, says BofA. And Jack talks with a top energy analyst. Learn more about your ad choices. Visit megaphone.fm/...

Why Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.

10 May 2024

Contributed by Lukas

William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri. Learn more ...

Chip Stocks and the A.I. Explosion

03 May 2024

Contributed by Lukas

Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Learn more about your ad choices. Visit megaphone....

The Problem With Covered Call Writing

26 Apr 2024

Contributed by Lukas

Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fuzzy Panda Attacks Globe Life

20 Apr 2024

Contributed by Lukas

Plus, Tesla earnings, European stock picks, and jellied eels. Learn more about your ad choices. Visit megaphone.fm/adchoices

Supervoting Shares and Bond Barbells

12 Apr 2024

Contributed by Lukas

In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage. Learn more about your ad choices. Vi...

Underpants Armageddon

05 Apr 2024

Contributed by Lukas

Why Calvin Klein maker PVH got the worst of an apparel stock drop. Learn more about your ad choices. Visit megaphone.fm/adchoices

Toyota Stock is Trouncing Tesla. Really.

29 Mar 2024

Contributed by Lukas

Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids. Learn more about your ad choices. Visit ...

STRIPS Strategy for Safe Money. Plus, Big Small Caps and Bear Talk

22 Mar 2024

Contributed by Lukas

Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50. Learn more about your ad choices. Visit me...

The Bull Case for AT&T

15 Mar 2024

Contributed by Lukas

Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Learn more about ...

The $600,000 Case for Bitcoin

08 Mar 2024

Contributed by Lukas

A pair of bitcoin analysts share five models for putting a price on the cryptocurrency. Learn more about your ad choices. Visit megaphone.fm/adchoice...

Bonds—Ladder or Fund? TIPS or Nah?

01 Mar 2024

Contributed by Lukas

Schwab’s Kathy Jones talks fixed income strategy. Plus, Jack jibber-jabbers a bit about stocks.  Learn more about your ad choices. Visit megaphone...

On Financial Nudism

23 Feb 2024

Contributed by Lukas

A minimalist approach to investing. Plus, a listener asks about India’s soaring stock market. Learn more about your ad choices. Visit megaphone.fm/...

Nvidia's Make-Or-Break Earnings Report

16 Feb 2024

Contributed by Lukas

Will falling lead times delight or spook investors? Also, why one analyst calls Nvidia the Apple of A.I. Learn more about your ad choices. Visit mega...

Is Uranium Too Hot? Plus, TV's Sporty Consortium

09 Feb 2024

Contributed by Lukas

A nuclear revival has sent the radioactive metal to a 16-year high–but beware lithium's example. Also, Disney, Fox, and Warner have a new streaming ...

Paramount Eyes An Offer. Plus, What’s Ailing CVS?

02 Feb 2024

Contributed by Lukas

Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts.  Learn more about your ad choices. Visit megaphone.fm/ad...