Jack Bowman

Macro-focused analyst behind the Macro Obsession coverage on Seeking Alpha, providing commentary on labor markets, monetary policy, and structural implications for markets and technology deployment.

Best podcasts with Jack Bowman

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Nov 26, 2025 • 34min

Contrarian plays and real asset opportunities from next gen investors

Join analysts Julia Ostian, Jack Bowman, and Kenio Fontes as they dive into today’s market dynamics. Julia discusses broad market corrections beyond tech stocks, while Jack highlights labor trends shaping Fed expectations. Kenio advocates for contrarian investments in real assets and long-term value opportunities. The trio emphasizes the importance of risk management, including position sizing and cash allocation, while revealing their stock picks like Nvidia, Brookfield, and Exxon. Don't miss their insights on navigating the current investment landscape!

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