

Barron's Streetwise
Barron's
Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.
Episodes
Mentioned books

Aug 29, 2025 • 18min
Lyft’s Ride to Profit
David Risher, the CEO of Lyft, shares insights on the company’s turnaround and approach to profitability. He contrasts Lyft's growth with Uber's performance while emphasizing the importance of service quality and differentiation in a competitive market. Risher also discusses the challenges and potential of autonomous driving technology. Additionally, he highlights new initiatives tailored for business travelers and the elderly, showcasing Lyft's commitment to innovation and enhancing user experiences in a rapidly changing landscape.

4 snips
Aug 22, 2025 • 26min
Verizon and AT&T Have Traded Places
Verizon’s strong dividend yields and potential for a stock bounce take center stage, alongside insights from a Wall Street bull. The podcast delves into Target's earnings challenges and a notable decline in U.S. alcohol consumption. Comparisons emerge between Verizon and AT&T, highlighting AT&T's strategic realignment and successful debt reduction. The discussion also covers Verizon's strategic expansion, particularly through fiber broadband, and its evolving place in a competitive telecom market.

20 snips
Aug 15, 2025 • 29min
How Low Will Mortgage Rates Go? Plus, e.l.f. Beauty
Andrew Cizerowski, a Strategic Income Portfolio Manager at Morgan Stanley, shares insights on the future of mortgage rates and the allure of mortgage-backed securities. He discusses predicted declines in rates linked to Fed policies and their impact on home affordability. The conversation also delves into e.l.f. Beauty’s journey from budget cosmetics to innovative brand, highlighting its stock volatility and growth strategy. With a nod to consumer-driven product development, the discussions reveal how market dynamics shape both housing and beauty sectors.

11 snips
Aug 8, 2025 • 34min
Can Government Data Be Trusted? Plus, Yeti and JNJ.
Terry Wiseman, a strategist at Macquarie Group and author of a pivotal report on data integrity, dives deep into the reliability of government economic data. He discusses the recent revisions to jobs data and their implications for Federal Reserve policies. Wiseman analyzes Johnson & Johnson's market strategies amidst challenges and explores Yeti's innovative shift from coolers to drinkware. The conversation also touches on the political pressures influencing data integrity, raising questions about the trustworthiness of government reports and their impact on investor confidence.

11 snips
Aug 1, 2025 • 20min
Climbing the Wealth Ladder
Join Nick Maggiuli, COO of Ritholtz Wealth Management and author of "The Wealth Ladder," as he shares insights on wealth building strategies tailored for various financial stages. He discusses the importance of financial education and investment management, emphasizing strategic decision-making for growth. Maggiuli also explores the significance of emotional balance in investing and the pivotal transition from personal wealth to entrepreneurship. Finally, he highlights that true life satisfaction stems from relationships and fulfillment, not just financial gain.

Jul 25, 2025 • 28min
Disney's Lost Decade. What's Next?
Jason Basney, a Citibank analyst specializing in Disney, dives into the company's tumultuous decade of stock performance. He discusses the nostalgic value of Disney's theme parks and how they've played a crucial role in its resilience. The decline of ESPN and its impact on Disney's financials are also explored, alongside the struggles of their streaming services compared to competitors like Netflix. Basney shares insights on Disney's potential for growth and shifts needed within its legacy framework to ensure future success.

9 snips
Jul 18, 2025 • 31min
Deep Dive on Garbage
Trevor Romeo, a waste and recycling analyst at William Blair, dives into the lucrative world of waste management. He discusses the current market trends and how they affect investment opportunities. The conversation touches on innovative breakthroughs in obesity drugs and their economic implications. Romeo humorously tackles the concept of 'shred loss' alongside serious insights on waste management stocks. The episode highlights market dynamics, sustainability concerns, and exciting growth potential for investors in the waste space.

46 snips
Jul 11, 2025 • 43min
Did the Optimists Triumph?
Amy Wu Silverman, Head of Derivative Strategy at RBC Capital Markets, dives deep into the complexities of today's stock market dynamics. She highlights the 125-year rise of the U.S. market and discusses the challenges index investors face. The conversation moves into portfolio strategies, evaluating how traditional allocations stack up against high-risk assets like Bitcoin. Silverman also sheds light on the intricate world of equity derivatives, revealing how geopolitical uncertainties heighten the demand for effective hedging strategies.

Jul 4, 2025 • 25min
Roblox and Crocs. Plus, Van Eck On the Market
Jan Van Eck, CEO of VanEck, offers insights into the changing landscape of investments, focusing on sectors like gold and Bitcoin. The conversation explores Roblox's rising stock and its appeal to youthful audiences, including the surprising success of 'Grow a Garden.' Van Eck also contrasts the game economy with fashion trends, highlighting Crocs' recent struggles. Moreover, he discusses the significance of navigating the U.S. budget deficit and the potential of AI to reshape investment strategies, urging diversification for future stability.

9 snips
Jun 27, 2025 • 32min
Can Target Turn Things Around?
Seth Sigman, a Barclays analyst specializing in retail, joins Barron's reporter Sabrina Escobar to discuss Target's struggle to adapt in a competitive landscape. They dive into Target's evolving retail role and the challenges it faces against giants like Walmart and Amazon. The conversation highlights the importance of diversifying fulfillment methods and addresses the impact of social media on consumer behavior. Together, they analyze the factors influencing Target's stock performance and explore its potential to regain market strength.