Barron's Streetwise

Bryant VanCronkite, a Portfolio Manager at Allspring Global Investments, shares invaluable insights on navigating today's turbulent market. He discusses the shift towards value stocks over growth, emphasizing strategies for investors during downturns. The conversation touches on Disney's financial hurdles, the rising costs of family trips, and its stock performance relative to competitors like Netflix. Additionally, Bryant highlights opportunities in mid-cap stocks and presents interesting stock picks while urging a reassessment of investment strategies amid economic uncertainties.

Discover the breakthrough of orforglipron, a new oral weight loss pill that's changing the game in obesity treatment. Dive into the soaring stock performance of pharmaceutical companies and the quirky ties between drug markets and federal budgeting. Unpack the growing federal debt, projected to skyrocket, and explore the implications of tax legislation like the Tax Cuts and Jobs Act. Plus, enjoy a lighter moment as personal anecdotes add humor to the serious discussion about fiscal responsibility.

Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks.  Learn more about your ad choices. Visit megaphone.fm/adchoices

David Steinbach, Global Chief Investment Officer at Hines, joins to discuss market corrections and economic uncertainties. They delve into the bear case for the S&P 500, questioning the sustainability of current valuations. Steinbach highlights how global tariff pauses might impact demand. The conversation also navigates the evolving economic landscape post-COVID, emphasizing the importance of resilient supply chains. With a touch of humor, they use skiing metaphors to illustrate the need for adaptability in the unpredictable market terrain.

Connor Cunningham, an airline analyst at Melius Research, dives into the recent shifts at Southwest Airlines. He discusses the airline’s controversial move to introduce baggage fees, signaling a significant strategic change. The conversation also touches on tariff impacts and their broader implications for the U.S. economy. Additionally, Cunningham highlights the challenges Southwest faces in the post-COVID landscape and the competitive pressures from rivals like Delta and United, urging the airline to adapt its services to maintain relevance.

Randy Konik, a stock analyst at Jefferies, shares his bearish outlook on Lululemon, revealing the brand's struggles against fierce competition and declining margins. He contrasts this with his positive stance on Nike, highlighting its strong market position. The discussion also touches on the rise of innovative food brands that are capturing consumer attention and market share, showcasing a shift in preferences towards ethical and unique products. Konik's insights provide a keen perspective on the evolving dynamics of the apparel and food industries.

Dive into the world of managed futures and discover how they can provide market-neutral strategies and risk management during volatility. Explore Bitcoin ETFs, offering casual investors easier access and lower fees. Unpack the potential of Business Development Companies and their role in diversified investment strategies. Lastly, unravel the complexities of infinite banking with whole life insurance while weighing its benefits against alternatives like term life for wealth building.

Barry Ritholtz, Chief Investment Officer of Ritholtz Wealth Management and author of 'How Not to Invest,' shares his investment expertise. He discusses effective strategies to hedge against market downturns and critiques common investment approaches. Ritholtz emphasizes the long-term benefits of stocks over other assets and warns against simplistic trading tactics. He highlights the importance of avoiding mistakes and underscores the value of diversification, patience, and human psychology in investing, all while keeping the conversation engaging with personal anecdotes.

Amy Wu Silverman, Head of Derivative Strategy at RBC Capital Markets and expert in equity derivatives, dives into the complexities of the S&P 500's historical performance. She challenges the notion of U.S. market superiority, urging investors to consider global trends. The conversation includes insights on the relevance of defensive sectors and the ongoing value versus growth debate. Additionally, Amy elucidates the intricacies of hedging strategies in today's volatile market, lending perspectives on managing investment risks effectively.

Meb Faber, CIO and founder of Cambria Investment Management, shares his insights on investment strategies. He argues that low-cost ETFs could rival the impressive returns of Yale's endowment. The conversation shifts to the food industry, tackling challenges like rising inflation and shifting consumer preferences towards health. Faber also critiques traditional investment methods and emphasizes the importance of innovative strategies for portfolio diversification. From protein trends to pet food, he navigates the evolving landscape of investment and consumer behavior.