Barron's Streetwise
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Barron's Streetwise
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14 epizod
Airplane Stocks Sold Off. Time to Land Some Deals?
Jet fuel is up 62% since the Iran war began. A TD Cowen analyst on which airlines can weather it, and a Morgan Stanley analyst on why the selloff in a...
GM, Ford, Tesla, and Robo-taxis
Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't.
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Tacos and Robots
The CEO of Yum Brands talks Taco Bell and KFC. A Barclays strategist looks at the coming humanoid economy. And Jack previews Nvidia’s big A.I. event.<...
Iran, Oil, and the Stock Market
With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios.
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The Anything-But-A.I. Rally. Plus, Social Security’s Countdown
Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline.
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A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.
Jack and Jackson discuss what’s ailing software stocks, and list Wall Street picks. And a tractor executive has the latest on farm incomes and plantin...
Where's the Beef?
Steak prices are soaring. So why is the U.S. cattle herd the smallest in 75 years? Jack heads to Texas ranch land to find out.
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'Sell America?' Careful There.
RBC’s Lori Calvasina joins to talk about what’s in store for US stocks.
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The Quality Signal That Beats the Market. Plus, Can Metals Stay Hot?
BofA’s Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper.
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GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking
Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel.
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Small Caps, Chip Wars, and the K-Shaped Economy
Jack searches for new market metaphors. An RBC Economist sizes up US conditions.
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Tesla’s Monster Musk Incentive. Plus, Deutsche Bank’s Jim Reid on Stocks
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
BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now.
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Gold, Bitcoin, Dividends, A.I., Private Equity
Jack answers listener questions and previews earnings season.
For more on dividends, check out our episode from 2023.
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