Barron's Live Bargain Hunting with Jonathan Boyar
Oct 13, 2025
In this insightful discussion, Jonathan Boyar, Principal at the Boyar Value Group and author of the 'Forgotten 40' list, shares his expertise on undervalued stocks. He explores the potential for a soft landing in the economy and the implications for the housing market. Boyar cautions against complacency in corporate credit, debates the hype around AI investments, and highlights intriguing asset plays like Madison Square Garden Sports and Atlanta Braves Holdings. He also offers tips on avoiding value traps and shares his picks for high-dividend stocks.
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Episode notes
Soft Landing Could Unlock Housing
- Jonathan Boyar thinks a soft landing is likely and interest rates are coming down.
- Lower rates could unfreeze housing and give the bull market a second leg up if inflation stays contained.
Shift Fixed Income To U.S. Treasuries
- Avoid corporate bonds now and favor U.S. government securities for fixed income allocations.
- Boyar argues corporate bonds don't adequately compensate for credit and liquidity risks today.
AI Gains Are Narrow And Risky
- Boyar warns AI enthusiasm may be pricing in instant returns that might not materialize.
- He notes equal-weight S&P is lagging cap-weighted index, creating fragility if AI leaders pull back.
