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Barron's
Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.
The Housing Hangover
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 homebuilder stocks.
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22:2130/12/2022
ChatGPT and AI Investing
We revisit Jack's conversation with former Google CEO, Eric Schmidt. Jackson writes a podcast script with the help of deep learning.
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29:0423/12/2022
Andrew Bary’s Top Stocks for 2023
The Barron’s associate editor beat the market by 10 percentage points last year. He's back with a fresh list of names.
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19:0316/12/2022
TikTok, T. Rowe, and Last Call for Bonds
Jack speaks with fixed income and stock strategists, and falls for a video head-fake from Shaq.
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27:1609/12/2022
Small-Caps Priced for a Decade of 12 Percent Returns?
BofA Securities and Research Affiliates make the case. Plus, stock picks.
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19:4402/12/2022
Disney Swaps Bobs, Again
Chapek is out. Iger is back. What does it mean for the stock?
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23:4223/11/2022
Magic The Gathering’s Wild Investment Scene
The Hasbro role-playing game has been an epic moneymaker. Why card values are crashing.
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22:5719/11/2022
Tech Layoffs and Tumbling Crypto
FTX becomes the latest crypto exchange to bite to dust. Plus, job cuts in tech bleed into other sectors?
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24:0312/11/2022
Musk Overpaid for Twitter. What Comes Next?
Scott Galloway and an ARKK Invest Futurist weigh in on America’s new favorite wedge issue: Elon Musk.
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29:1505/11/2022
Is China Uninvestable?
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.
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22:0829/10/2022
Chip Winter or Time to Buy?
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.
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22:0121/10/2022
Will the Fed 'Break Something?' Plus, Airline Outlook
Jack talks with a former Federal Reserve vice chair and a top Wall Street analyst.
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25:3614/10/2022
Maybe Car Companies Don't Mind Shortages
Pricing and profits are riding high. The outlook for shoppers and investors. Plus, what's next for the mighty dollar.
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26:1307/10/2022
House Prices Tick Lower. Don’t Count On a Crash
Real estate experts weigh in on mortgage rates, price trends, and home builder shares.
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24:2101/10/2022
Tasty Treasuries and Crashing Gold
Jack reviews investing recommendations from a trio of top strategists.
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27:0123/09/2022
Netflix, Disney+, and Trade Desk—How Streaming Could Upend Advertising
Connected TV will tear down the walls of walled gardens like Facebook and Google, says one rising ad tech star.
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26:3616/09/2022
The Scoop on Fertilizer Stocks. Plus, Apple’s Big Watch.
The U.S. is cashing in on urea. How long will it last?
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27:3809/09/2022
EVs Are Booming. Are We Running out of Lithium?
In the next decade, electric vehicles will require ten times more lithium and cobalt than is currently mined. Will supplies catch up? An economics professor and a metals trader weigh in.
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27:2402/09/2022
Time to Sell Those Meme Stocks?
In this rebroadcast, Jack answers several listener questions on topics ranging from electric vehicle stocks to the outlook for inflation. Plus, is it time to throw in the towel on speculative tech stocks?
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23:0726/08/2022
Reshoring, Weights, and Waxing
A strategist offers stock picks that can benefit from deglobalization. Plus, an analyst has investment ideas for the subscription economy.
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25:1619/08/2022
New Life for Nuclear
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 Bryan Fairbanks shares an inside look at home improvement demand.
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25:3612/08/2022
The Problem with Verizon
A top telecom analyst explains how T-Mobile is beating Verizon at its own game. Plus, are earnings estimates safe?
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24:0205/08/2022
Is the Bear Market Over?
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 seasoned fund manager.
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18:1829/07/2022
Rough Ride for Railroads. Plus, Big Tech Earnings Preview
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.
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22:2422/07/2022
Movie Theaters, Euro/Dollar Parity, and Crypto Winter
Plus, Jack talks with UPS CEO Carol Tome.
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21:4515/07/2022
Ford and Deere’s Digital Future
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 killers.
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20:5508/07/2022
Bed, Bath, and Look Out Below. Plus, an Inflation Warning
The outlook for shopping and store stocks. And a money manager makes a contrarian case on prices.
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23:4301/07/2022
Kellogg’s Snacktivist Split
The cereal giant borrows a play from Mondelez, but investors aren’t biting. Plus, the outlook for earnings estimates.
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21:2824/06/2022
The Housing Slowdown is Here
Where prices are headed, and what to make of builder and broker stocks.
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22:3617/06/2022
Recession Ahead? Plus, an Obesity Breakthrough.
Why Eli Lilly and Novo Nordisk are headed for weight loss riches. And a top strategist shares moves to make now.
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23:3110/06/2022
The Trouble With Target Date Funds
A new retirement report critiques a popular strategy. Plus, chats with the CEO of Waters Corp and founder of Interactive Brokers.
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21:4803/06/2022
Snap's Worst Day Ever
Snap's warning spooks social media. Plus, Broadcom bids on VMware. And the case for small cap growth stocks.
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24:0727/05/2022
Target Tanks the Market. Plus EV Stocks.
Jack talks retail wreckage and why Buffett bought Paramount stock, not Netflix. A top car analyst explains his downgrades of Ford and GM.
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23:5020/05/2022
Bear Market Playbook
A pair of top strategists discuss what to buy now, and stay away from.
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24:4713/05/2022
Does Bitcoin Belong in your 401k?
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-fighting fund.
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21:0506/05/2022
The Case for FedEx Stock. Plus, Data Driven Investing.
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.
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21:4429/04/2022
Netflix & Disney: Falling Knife vs. Hot Potato
Plus, rising mortgage rates present a buying opportunity in Home Depot and Lowe's.
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23:4722/04/2022
AT&T, Twitter, and Investing for Peak Inflation
Market strategists Lindsey Bell and Kristina Hooper talk portfolio positioning, and dividend fund manager Austin Graff shares stock picks.
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21:4516/04/2022
JetBlue, Elon Musk, Disinflation, and Japan
A top airline analyst weighs in on dealmaking and stocks to buy, and Jack talks Twitter, Warren Buffett and more.
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22:4908/04/2022
Bonds Look Less Terrible
Yields on fixed income and dividend stocks have plumped up. A top strategist and money manager talk about where to find deals.
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24:4202/04/2022
A Golden Age for U.S. Oil Refiners
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 summer pump prices.
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23:5325/03/2022
Cybersecurity Threats – and Profits – Are Ramping Up
Palo Alto Networks CEO Nikesh Arora talks Russia, artificial intelligence, and why the network security industry is poised for consolidation.
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22:3218/03/2022
Bitcoin Doesn't Fix This. Plus, Pets and Profits.
Jack hears from a crypto skepti-bull, and catches up with Kristin Peck, CEO of Zoetis.
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23:4511/03/2022
A Commodities Perfect Storm. Bed Bath & Beyond Goes Meme Stock.
Nickel, wheat, and oil are spiking--but dividend stocks might be better for fighting inflation. Also, a retailer's shares go vertical, as a listener looks for baby stocks.
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14:3909/03/2022
$5 Gasoline? Where Russia's War Could Take Oil
A top commodities strategist lays out the prospects for new supply--and demand destruction. And an oil CEO doubles down on his pledge to limit new drilling.
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27:4204/03/2022
Home Prices Jumped 19% Last Year. The Outlook for Buyers and Builders
Jack launches a midweek edition with a look at a double-upgrade for two homebuilder stocks, plus tailwinds for home improvement chains.
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10:2402/03/2022
War in Ukraine, and Investors Are Buying. Should They Be?
Jack talks with one market strategist who's worried about stagflation, and another who says that stocks tend to shake off geopolitical shocks.
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19:3926/02/2022
Paramount Doubles Down On Streaming. Why Shares Tanked.
Jack talks Jackass, Yellowstone, theater windows and subscribers with Paramount CEO Bob Bakish. Plus, why so many earnings-day blowups?
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26:0518/02/2022
Cleaning Up a Messy Portfolio. And, Are Analysts Helpful?
Jack answers listener questions, including ones on electric vehicles and inflation. Plus, Mette stops by.
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22:3312/02/2022
Cathie Wood Says Ark Is the New Nasdaq
The stock-picker talks about her recent declines, why she's sticking with companies like Tesla, Zoom, and Spotify, and why her rivals are overloaded on the FAANGs.
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23:5505/02/2022