Barron's Streetwise
Episodes
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...
Oil Outlook, and an Exxon Upgrade
26 Jan 2024
Contributed by Lukas
Two top energy researchers discuss why crude is likely to slip but not plunge, and how one U.S. major is growing more resilient. Learn more about you...
Disney, Harley, Whopper, Whopper
20 Jan 2024
Contributed by Lukas
Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Learn more about yo...
Airline Stocks, Bitcoin ETFs, Babies
13 Jan 2024
Contributed by Lukas
Top analyst Helane Becker of TD Cowen talks air travel. Jack covers a Deutsche Bank crypto prediction. A Mette mystery is solved. Learn more about yo...
Should You Pay Off the Mortgage Early?
05 Jan 2024
Contributed by Lukas
Plus, bond investing for small fries, the 60/40 rule, and what to do when the Buffett indicator flashes red. Learn more about your ad choices. Visit ...
Bary’s Top 10 Stocks for 2024
29 Dec 2023
Contributed by Lukas
Jack grills Barron’s colleague Andrew Bary about his top recommendations for investors in the year ahead. Learn more about your ad choices. Visit m...
Bonds, Solar, and Cheese Balls
22 Dec 2023
Contributed by Lukas
A fixed income manager gives his 2024 playbook. Jack talks First Solar and Utz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel and Amazon
15 Dec 2023
Contributed by Lukas
Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Learn more...
The Next 2 Obesity Drug Stocks? Plus, Bitcoin’s Bounce
08 Dec 2023
Contributed by Lukas
A top biotech analyst looks beyond Eli Lilly and Novo Nordisk for weight loss investments. Jack talks stocks, bonds, rates, and crypto. Learn more ab...
3 Small Cap Picks. Plus, Balancing the Magnificent 7
01 Dec 2023
Contributed by Lukas
Jack speaks with Alger fund manager Amy Zhang and answers a listener in “big tech purgatory.” Learn more about your ad choices. Visit megaphone.f...
Tractor Talk With CNH CEO Scott Wine
24 Nov 2023
Contributed by Lukas
Plus, the cheapest stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve
17 Nov 2023
Contributed by Lukas
It’s a listener question special. No big whoop. Learn more about your ad choices. Visit megaphone.fm/adchoices
3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys
10 Nov 2023
Contributed by Lukas
David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street. Learn ...
The Investing Merits of the High-Deductible Health Plan
03 Nov 2023
Contributed by Lukas
Just in time for open enrollment, Jack talks with Elizabeth O’Brien at Barron’s about HSA accounts, and why a medical plan with an ugly name is wo...
Don’t Lick That Frog—the Pull and Peril of a 17% Yield
27 Oct 2023
Contributed by Lukas
Jack discusses mortgage REITs and answers a listener question about collectibles. Learn more about your ad choices. Visit megaphone.fm/adchoices
Picking Value Stocks. Plus, Magnificent 7 Price Check
20 Oct 2023
Contributed by Lukas
Jack speaks with a top value manager and does some noodling on Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Looking for Deals in Rundown REITs
12 Oct 2023
Contributed by Lukas
Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush. Learn more about your ad choices. Visit megaphone.fm/adchoices
D.A. Davidson's Top Stocks
06 Oct 2023
Contributed by Lukas
Plus, a few words on bond yields, Hammurabi, and Buffalo Bill. Learn more about your ad choices. Visit megaphone.fm/adchoices
Savita Subramanian on Stocks. Plus, Oil and Amazon.
29 Sep 2023
Contributed by Lukas
BofA Merrill Lynch’s top stock strategist explains what to expect from here. And Jack looks at $100 crude and a tech antitrust suit. Learn more a...
Markets Look Less Weird, Thanks to Higher Rates
22 Sep 2023
Contributed by Lukas
Jack hears from stock and bond strategists and discusses high finance’s reverse naked-cowboyization. Learn more about your ad choices. Visit megaph...
Does Private Equity Beat Stocks, or Nah?
15 Sep 2023
Contributed by Lukas
Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns. Learn...
Disney, Charter, Football, Gilligan’s Island
08 Sep 2023
Contributed by Lukas
Jack and Mette discuss why a standoff over the cost of ESPN could break television. And some other stuff. Learn more about your ad choices. Visit meg...
Art Episode Gets Better With Age
01 Sep 2023
Contributed by Lukas
In this rerun, Jack discusses investing in shares of paintings. Plus, shortcuts to telling great artists apart. Learn more about your ad choices. V...
Almost Fresh Fertilizer Episode
25 Aug 2023
Contributed by Lukas
In this rerun, Jack breaks down the worldwide trade in plant nutrients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sneaker Fashion Tips from Wall Street
18 Aug 2023
Contributed by Lukas
Jack uses stock screening software and analyst research to find new kicks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sports Betting, ETF Redemption, ‘Bips’
11 Aug 2023
Contributed by Lukas
Jack answers listener questions and weighs in on dried fruit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Medtech Stock Mystery, Treasury Downgrade, and How to Invest Now
04 Aug 2023
Contributed by Lukas
Plus: obesity drugs, “undermentals,” and a hot new TikTok dance. Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Small Cap Stock Picks
28 Jul 2023
Contributed by Lukas
The case for pint-size companies, plus top ideas from growth and value managers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Factories Are Back. Plus, Schwab’s Bond Playbook.
21 Jul 2023
Contributed by Lukas
Jack talks with UBS industrial analyst Chris Snyder and top fixed income strategist Kathy Jones. Learn more about your ad choices. Visit megaphone.fm...
General Electric CEO Larry Culp's Breakup Endgame
14 Jul 2023
Contributed by Lukas
Plus, this meme stock rally doesn't look particularly meme-y. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chipotle CEO Brian Niccol’s Plan to Double the Business. Again.
07 Jul 2023
Contributed by Lukas
Also, taming burrito-flation, managing digital orders, and taking a menu tip from TikTok. Learn more about your ad choices. Visit megaphone.fm/adchoi...
Occidental Petroleum CEO Vicki Hollub’s Oil Outlook
06 Jul 2023
Contributed by Lukas
Plus, Oxy’s big bet on capturing carbon from the air. Learn more about your ad choices. Visit megaphone.fm/adchoices
Obesity Drugs Just Got More Powerful
30 Jun 2023
Contributed by Lukas
Jack talks with Eli Lilly CEO Dave Ricks. Plus, a controversial approach to selling cheaper weight loss drugs. Learn more about your ad choices. Visi...
Strategist: Do This Instead of 60/40 Investing
23 Jun 2023
Contributed by Lukas
Jared Woodard of BofA Securities sees shortcomings in both stocks and bonds, and has some advice. Learn more about your ad choices. Visit megaphone.f...
Nasdaq CEO Adena Friedman’s Big Deal
16 Jun 2023
Contributed by Lukas
Plus, best-selling author Scott Patterson’s new book Chaos Kings. And the triumph of Mexican beer. Learn more about your ad choices. Visit megaphon...
Midcaps, AI, and Apple's New Headset
09 Jun 2023
Contributed by Lukas
Citi strategist Kristen Bitterly breaks down the stock and bond markets. Jack and Mette discuss virtual dinosaurs, and what Big Data means for soup. ...
Why the ‘Dean of Valuation’ Just Sold His Nvidia Stock
02 Jun 2023
Contributed by Lukas
Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls. Learn more about your ad choices. Visit megap...
Fiscal Chicken Hedging? It’s a Tender Situation
25 May 2023
Contributed by Lukas
Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell. Learn more about your ad choices. Vis...
Ford CEO Takes On Tesla. Plus, Office REIT Outlook.
19 May 2023
Contributed by Lukas
Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities. Learn more about your ad...
Why Some Banks Are Buckling
12 May 2023
Contributed by Lukas
A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises. Learn more about...
Individual Bonds Versus Funds? Plus, More Listener Questions
05 May 2023
Contributed by Lukas
We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds. Learn more about your ...
Earnings, A.I., and Where Stocks Are Cheap
28 Apr 2023
Contributed by Lukas
Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies. Learn more about your ad choices. Visit megaphone.f...
Let’s Talk About Talking About Inflation. Plus, Expedia Stock.
21 Apr 2023
Contributed by Lukas
Jack hears from an online travel analyst and the author of a new book on inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil, Gold, and Grains Are Only Getting Started, He Says
14 Apr 2023
Contributed by Lukas
John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings. L...
Car Buying Dilemma, Boomer 401(k)s, and Stock Picks
07 Apr 2023
Contributed by Lukas
Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered. Learn more about you...
Walmart’s Return to Growth. Big Tobacco’s Somewhat Smokeless Future.
31 Mar 2023
Contributed by Lukas
Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades. Learn more about your ad choices. Visit mega...
The Case for the S&P 600
24 Mar 2023
Contributed by Lukas
This week we revisit an episode from December, 2022. Small cap stocks have underperformed large caps over the past decade, but a top market strategist...
Bank Stocks, Anyone?
17 Mar 2023
Contributed by Lukas
Also, meet the woman who’s launching a bank. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks vs. 5% Treasurys. Plus, Insurance Optimism
10 Mar 2023
Contributed by Lukas
A top equity strategist sees lackluster short-term returns. And Jack gets a behind-the-scenes look at the Aflac duck. Learn more about your ad choice...
Welcome to Corn Country
03 Mar 2023
Contributed by Lukas
Jack talks with farmers about a runup in land prices, healthy crop margins, and the ag-tech revolution. Agco’s CEO weighs in. Learn more about your...
Grab Your Crampons—Stocks Have Entered the “Death Zone.” Plus, Dividends At a Discount.
24 Feb 2023
Contributed by Lukas
Top strategists from Morgan Stanley and UBS weigh in on where markets are headed, and what to do now. Learn more about your ad choices. Visit megapho...
Listener Questions: Index Funds, Bonds, Robo Advisors
17 Feb 2023
Contributed by Lukas
How “active” is passive investing? Individual bonds or funds? Hire an advisor? Titanic or Magic Mike? Learn more about your ad choices. Visit meg...
Don’t Settle for Less Than 4% on Cash
11 Feb 2023
Contributed by Lukas
Plus, a top economist and strategist talk about the no-landing economy, and what it means for stocks. Learn more about your ad choices. Visit megapho...
Activists, Shmactivists
04 Feb 2023
Contributed by Lukas
Plenty of companies need fixing. But the evidence suggests Wall Street isn’t particularly good at the job. Learn more about your ad choices. Visit ...
Money–With Katie. Plus, the Median TV Viewer Is Suddenly 61
28 Jan 2023
Contributed by Lukas
Jack talks with a popular personal finance blogger and a top show business analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack Does Davos
21 Jan 2023
Contributed by Lukas
Notes from a Barron’s chat with the CEOs of BorgWarner, Thermo Fisher, Blackstone, and Nasdaq. Plus fashion tips. Learn more about your ad choices....
Cocktails and Cannabis. Plus, Peltz’s Disney Slideshow.
14 Jan 2023
Contributed by Lukas
Jack talks with an alcohol and weed analyst and considers an activist’s take on the Magic Kingdom. Learn more about your ad choices. Visit megaphon...
The First $100 Billion Drug
06 Jan 2023
Contributed by Lukas
BofA analyst Geoff Meacham talks about downgrading Pfizer, upgrading Merck, and what he thinks will become the best selling medicine of all time. Lea...
The Housing Hangover
30 Dec 2022
Contributed by Lukas
Home prices rose more than 40 percent between 2020 and 2022. What’s in store for next year? We revisit an episode from June on realtor and homebuild...
ChatGPT and AI Investing
23 Dec 2022
Contributed by Lukas
We revisit Jack's conversation with former Google CEO, Eric Schmidt. Jackson writes a podcast script with the help of deep learning. Learn more about...
Andrew Bary’s Top Stocks for 2023
16 Dec 2022
Contributed by Lukas
The Barron’s associate editor beat the market by 10 percentage points last year. He's back with a fresh list of names. Learn more about your ad choi...
TikTok, T. Rowe, and Last Call for Bonds
09 Dec 2022
Contributed by Lukas
Jack speaks with fixed income and stock strategists, and falls for a video head-fake from Shaq. Learn more about your ad choices. Visit megaphone.fm/...
Small-Caps Priced for a Decade of 12 Percent Returns?
02 Dec 2022
Contributed by Lukas
BofA Securities and Research Affiliates make the case. Plus, stock picks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Disney Swaps Bobs, Again
23 Nov 2022
Contributed by Lukas
Chapek is out. Iger is back. What does it mean for the stock? Learn more about your ad choices. Visit megaphone.fm/adchoices
Magic The Gathering’s Wild Investment Scene
19 Nov 2022
Contributed by Lukas
The Hasbro role-playing game has been an epic moneymaker. Why card values are crashing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech Layoffs and Tumbling Crypto
12 Nov 2022
Contributed by Lukas
FTX becomes the latest crypto exchange to bite to dust. Plus, job cuts in tech bleed into other sectors? Learn more about your ad choices. Visit mega...
Musk Overpaid for Twitter. What Comes Next?
05 Nov 2022
Contributed by Lukas
Scott Galloway and an ARKK Invest Futurist weigh in on America’s new favorite wedge issue: Elon Musk. Learn more about your ad choices. Visit megap...
Is China Uninvestable?
29 Oct 2022
Contributed by Lukas
After a crash in US listings of Chinese companies, Jack lays out the bear case, and hears from a top market researcher about the bull case. Learn mor...
Chip Winter or Time to Buy?
21 Oct 2022
Contributed by Lukas
A semiconductor analyst has advice on investing in the battered group, and a chip historian discusses where a U.S.-China showdown goes from here. Lea...
Will the Fed 'Break Something?' Plus, Airline Outlook
14 Oct 2022
Contributed by Lukas
Jack talks with a former Federal Reserve vice chair and a top Wall Street analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Maybe Car Companies Don't Mind Shortages
07 Oct 2022
Contributed by Lukas
Pricing and profits are riding high. The outlook for shoppers and investors. Plus, what's next for the mighty dollar. Learn more about your ad choice...
House Prices Tick Lower. Don’t Count On a Crash
01 Oct 2022
Contributed by Lukas
Real estate experts weigh in on mortgage rates, price trends, and home builder shares. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tasty Treasuries and Crashing Gold
23 Sep 2022
Contributed by Lukas
Jack reviews investing recommendations from a trio of top strategists. Learn more about your ad choices. Visit megaphone.fm/adchoices
Netflix, Disney+, and Trade Desk—How Streaming Could Upend Advertising
16 Sep 2022
Contributed by Lukas
Connected TV will tear down the walls of walled gardens like Facebook and Google, says one rising ad tech star. Learn more about your ad choices. Vis...
The Scoop on Fertilizer Stocks. Plus, Apple’s Big Watch.
09 Sep 2022
Contributed by Lukas
The U.S. is cashing in on urea. How long will it last? Learn more about your ad choices. Visit megaphone.fm/adchoices
EVs Are Booming. Are We Running out of Lithium?
02 Sep 2022
Contributed by Lukas
In the next decade, electric vehicles will require ten times more lithium and cobalt than is currently mined. Will supplies catch up? An economics pro...
Time to Sell Those Meme Stocks?
26 Aug 2022
Contributed by Lukas
In this rebroadcast, Jack answers several listener questions on topics ranging from electric vehicle stocks to the outlook for inflation. Plus, is it ...
Reshoring, Weights, and Waxing
19 Aug 2022
Contributed by Lukas
A strategist offers stock picks that can benefit from deglobalization. Plus, an analyst has investment ideas for the subscription economy. Learn more...
New Life for Nuclear
12 Aug 2022
Contributed by Lukas
Duke Energy CEO Lynn Good talks about what's next for fission and why the company is putting its wind and solar business up for sale. Plus, Trex CEO B...
The Problem with Verizon
05 Aug 2022
Contributed by Lukas
A top telecom analyst explains how T-Mobile is beating Verizon at its own game. Plus, are earnings estimates safe? Learn more about your ad choices. ...
Is the Bear Market Over?
29 Jul 2022
Contributed by Lukas
The S&P 500 is up 10% from its low point – a top market strategist shares why it could be a mirage. Plus, recession-proof investing tips from a seas...
Rough Ride for Railroads. Plus, Big Tech Earnings Preview
22 Jul 2022
Contributed by Lukas
U.S. freight rails need more workers in a hurry, but there are few takers. And what investors should expect from Amazon, Apple, and others. Learn mor...
Movie Theaters, Euro/Dollar Parity, and Crypto Winter
15 Jul 2022
Contributed by Lukas
Plus, Jack talks with UPS CEO Carol Tome. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ford and Deere’s Digital Future
08 Jul 2022
Contributed by Lukas
Jack chats with Ford CEO Jim Farley about overtaking GM in the electric truck race. Plus, Deere CEO John May on autonomous farming and A.I. weed kille...
Bed, Bath, and Look Out Below. Plus, an Inflation Warning
01 Jul 2022
Contributed by Lukas
The outlook for shopping and store stocks. And a money manager makes a contrarian case on prices. Learn more about your ad choices. Visit megaphone.f...
Kellogg’s Snacktivist Split
24 Jun 2022
Contributed by Lukas
The cereal giant borrows a play from Mondelez, but investors aren’t biting. Plus, the outlook for earnings estimates. Learn more about your ad choi...
The Housing Slowdown is Here
17 Jun 2022
Contributed by Lukas
Where prices are headed, and what to make of builder and broker stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Recession Ahead? Plus, an Obesity Breakthrough.
10 Jun 2022
Contributed by Lukas
Why Eli Lilly and Novo Nordisk are headed for weight loss riches. And a top strategist shares moves to make now. Learn more about your ad choices. Vis...
The Trouble With Target Date Funds
03 Jun 2022
Contributed by Lukas
A new retirement report critiques a popular strategy. Plus, chats with the CEO of Waters Corp and founder of Interactive Brokers. Learn more about yo...
Snap's Worst Day Ever
27 May 2022
Contributed by Lukas
Snap's warning spooks social media. Plus, Broadcom bids on VMware. And the case for small cap growth stocks. Learn more about your ad choices. Visit ...
Target Tanks the Market. Plus EV Stocks.
20 May 2022
Contributed by Lukas
Jack talks retail wreckage and why Buffett bought Paramount stock, not Netflix. A top car analyst explains his downgrades of Ford and GM. Learn more ...
Bear Market Playbook
13 May 2022
Contributed by Lukas
A pair of top strategists discuss what to buy now, and stay away from. Learn more about your ad choices. Visit megaphone.fm/adchoices
Does Bitcoin Belong in your 401k?
06 May 2022
Contributed by Lukas
The CEO of the largest crypto fund makes the case for a Bitcoin ETF. Plus, a VanEck Portfolio manager shares why he's putting crypto in his inflation-...
The Case for FedEx Stock. Plus, Data Driven Investing.
29 Apr 2022
Contributed by Lukas
Hear from Barron’s all-star Andrew Bary and Nick Maggiulli, author of Just Keep Buying: Proven Ways to Save Money and Build Your Wealth. Learn more...
Netflix & Disney: Falling Knife vs. Hot Potato
22 Apr 2022
Contributed by Lukas
Plus, rising mortgage rates present a buying opportunity in Home Depot and Lowe's. Learn more about your ad choices. Visit megaphone.fm/adchoices
AT&T, Twitter, and Investing for Peak Inflation
16 Apr 2022
Contributed by Lukas
Market strategists Lindsey Bell and Kristina Hooper talk portfolio positioning, and dividend fund manager Austin Graff shares stock picks. Learn more...
JetBlue, Elon Musk, Disinflation, and Japan
08 Apr 2022
Contributed by Lukas
A top airline analyst weighs in on dealmaking and stocks to buy, and Jack talks Twitter, Warren Buffett and more. Learn more about your ad choices. ...
Bonds Look Less Terrible
02 Apr 2022
Contributed by Lukas
Yields on fixed income and dividend stocks have plumped up. A top strategist and money manager talk about where to find deals. Learn more about your...
A Golden Age for U.S. Oil Refiners
25 Mar 2022
Contributed by Lukas
The key to profits in the gasoline business is natural gas, not just crude. BofA's Doug Leggate explains. And Denton Cinquegrana at OPIS talks summe...
Cybersecurity Threats – and Profits – Are Ramping Up
18 Mar 2022
Contributed by Lukas
Palo Alto Networks CEO Nikesh Arora talks Russia, artificial intelligence, and why the network security industry is poised for consolidation. Learn m...