Episodes
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Keith Lerner from Truist on the merits of Trump trades. Plus, examining major upgrades on Peloton and Roblox.
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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.
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Episodes manquant?
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Plus, Spirit Halloween, and the most hated stocks in the S&P 500.
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Jack answers listener questions on a range of topics. Jackson gets a golf tip.
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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.
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Jack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors.
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Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight.
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Jonathan Pingle, Chief U.S. Economist at UBS, weighs in.
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Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers.
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Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger.
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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.
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Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice.
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Brian Niccol turned Chipotle around. Will it work for lattes? Morningstar’s Sean Dunlop joins the podcast.
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The longtime Fed watcher talks about the road to S&P 8000, and the outlook for the national debt.
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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.
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D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal.
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Jack tiptoes around politics and sizes up the small cap rally. Plus, is Apple really headed for an iPhone super-cycle?
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Barron’s Associate Editor Andrew Bary discusses why a new Paramount deal might irk common shareholders. Jackson interrupts Jack’s vacation.
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Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election.
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A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell.
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