Barron's Senior Managing Editor, Deputy Editor, and GMO's Co-Head of Asset Allocation discuss market reactions to geopolitical events, challenges of active management, financial performance of major banks, optimizing asset allocation, and insights on energy stocks and Treasuries in uncertain markets.

This discussion features Lauren R. Rublin, a Senior Managing Editor at Barron's, and Ben Levisohn, a Deputy Editor at Barron's. They dive into the implications of the Fed's recent rate cut on the markets. Expect insights into Costco's valuation challenges, Micron's upcoming earnings shift, and the potential Qualcomm-Intel merger hurdles. They also tackle market sentiment, the role of small-cap stocks, and the resilience of the housing market amidst economic uncertainties, providing a cautiously optimistic outlook for investors.

Barron's Senior Managing Editor, Senior Writer, and Baron Funds' Vice President discuss investing in real estate and REITs, exploring undervaluation of public real estate securities, navigating current economic landscape, diversified real estate fund strategies, comparing private funds with public REITs, and implications of the 2024 election on the real estate market.

Barron's Senior Managing Editor and Deputy Editor discuss Fed interest rate cuts, market responses, corporate earnings forecasts, RH's stock outlook, strategic money allocation, undervalued stocks, and US housing market trends.

Barron's senior managing editor and deputy editor discuss the impact of war in the Middle East on the oil and equities markets, outlook for Q3 earnings, and the Fed. They also analyze the surprising jobs report, effects of Exxon's bid for Pioneer, Bank of America's earnings report and bond holdings, future of electric car stocks, and implications for inflation.