Episodes
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In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation.
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Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks.
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Missing episodes?
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Jack examines the bear case on tariffs and hears from top strategists at Vanguard and real estate group Hines.
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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?
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Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share.
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Plus, Bitcoin ETFs. Time for a “great loop” through some listener questions.
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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.
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A 125-year history of financial returns challenges conventional wisdom. Plus:
When hedging works and when it fails with RBC's Amy Wu Silverman.
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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."
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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.
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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.
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Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors.
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As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake.
References:
"Big Mayo" Ad: https://www.youtube.com/watch?v=7LfvVkI_X0w
AI for Humans Podcast
Apple: https://podcasts.apple.com/us/podcast/ai-for-humans-making-artificial-intelligence-fun-practical/id1682409647
Spotify: https://open.spotify.com/show/5FId0qPP5SldltQTgVFTxq?si=fc9cea6007344251
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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.
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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.
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Without ASML’s machines, the A.I. spending boom would fizzle. So why are its shares slumping?
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Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat.
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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.
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Jack struggles to make sense of Schrodinger’s Cat and QTUM’s gains. And Schwab’s Kathy Jones talks fixed income strategy.
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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.
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