Episodes

  • Government-Proofing Your Portfolio

    Government-Proofing Your Portfolio
    Jun 13 2025
    Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing where governments spend. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 mins
  • Coreweave's Tightrope Run

    Coreweave's Tightrope Run
    Jun 6 2025
    After a muted IPO, the A.I. stock is soaring. Coreweave co-founder Brannin McBee breaks down the business. Barron's senior writer Adam Levine shares some points to consider. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 mins
  • The Kale of Investing Is Tasting Better

    The Kale of Investing Is Tasting Better
    May 30 2025
    After decades of making sense only on paper, ex-US markets are suddenly shining. Nanette Abuhoff Jacobson from Hartford Funds says it’s just the start. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins
  • The Golden Age of Income

    The Golden Age of Income
    May 23 2025
    Bonds took a hit this week. BlackRock's Russ Brownback explains why that's an opportunity, and what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 mins
  • What’s Behind FICO’s Bodacious Stock Returns?

    What’s Behind FICO’s Bodacious Stock Returns?
    May 16 2025
    Jack looks at how the humble credit score has made investors more than 100,000%. Plus, Barron's reporter Mackenzie Tatananni answers a question about Wolfspeed. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • How to Invest for Tariff Purgatory

    How to Invest for Tariff Purgatory
    May 9 2025
    The market has bounced back from its 'Liberation Day' lows, but tariff shake-ups aren't over. What does that mean for you? Jack sits down with Bhanu Baweja, Chief Strategist at UBS Investment Bank. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    35 mins
  • A Second Chance to Panic

    A Second Chance to Panic
    May 2 2025
    Jack gives his thoughts on the market rebound, and previews Disney earnings. Plus, Allspring Portfolio Manager Bryant VanCronkhite gives us some stock picks, and explains why he's going with value over growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • New Weight Loss Pill. Plus, Congress and the Disappearing $4 Trillion.

    New Weight Loss Pill. Plus, Congress and the Disappearing $4 Trillion.
    Apr 25 2025
    In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
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