Barron's Streetwise

Nnamdi Ananwesi, co-manager at Ethel & Tank, a college bar in Columbus, Ohio, discusses the dramatic decline in alcohol sales among youth, attributing it to health consciousness and shifting social norms. They explore the rise of non-alcoholic drinks and the transformation of nightlife culture. Ananwesi shares insights on how the whiskey market is adjusting to new consumer attitudes, while humorously reflecting on the French paradox and changing perceptions of moderate drinking. The conversation highlights a broader trend towards health-oriented social activities over traditional partying.

Gavin Purcell, a former showrunner for The Tonight Show and host of AI for Humans, dives into the transformative effects of AI on Hollywood and beyond. He discusses how DeepSeek's innovation is reshaping the U.S. stock market and highlights the potential of AI to disrupt traditional industries. Gavin shares insights on the Democratization of tech in film and software, the evolving challenges of recognizing AI-generated videos, and the ethical concerns surrounding AI creativity versus authenticity. Prepare for a thought-provoking view on the future of media!

Bill Shufelt, founder of Athletic Brewing Company, transforms non-alcoholic beer into a flavorful choice for consumers looking for healthier options. He discusses the booming trend of non-alcoholic beers, particularly among younger drinkers, and how it shifts the beverage landscape. Shufelt shares insights on the history and innovations in the non-alcoholic market, along with future growth possibilities. The conversation also touches on fun anecdotes about culinary advancements, like the sneeze guard, weaving personal experiences into industry changes.

Jonathan Chappell, a transport analyst at Evercore ISI, shares his expertise on the freight industry's recovery from its downturn. He discusses the impact of inflation and supply chain challenges, weaving in humor about mechanical bull pricing. The conversation highlights key stock insights, including shifts in consumer behavior and the implications of trade tariffs. Chappell emphasizes the need for balanced asset allocation amidst market volatility, all while showcasing the dynamic competition between major players like UPS and FedEx.

Didier Simema, a French-born analyst at B of A Securities, dives into the pivotal role of ASML in semiconductor manufacturing. He discusses how ASML’s advanced EUV lithography machines are essential for AI developments, especially for giants like NVIDIA. Despite ASML's crucial contributions, its stock faces recent slumps, tied to changing market dynamics and geopolitical tensions. Simema also sheds light on the broader implications for the U.S. stock market and the semiconductor industry’s future amid evolving technology and geopolitical challenges.

Dive into the chaos of Comcast, dubbed America's most complicated company, as market analysts discuss its stock potential. Discover the paradox of Schrödinger's cat while exploring quantum computing's future. Laughter ensues over the musical 'Wicked' and its impact on leadership, revealing how founder CEOs may influence market success. The conversation bridges entertainment and serious finance, shedding light on the intertwining worlds of theme parks, streaming, and innovative technology.

Discover the fascinating dynamics of the corrugated fiberboard industry and how International Paper's stock is influenced by e-commerce trends. Dive into the history of packaging, the rise of a new CEO focused on European market expansion, and the competition between paper and plastic in berry packaging. Plus, explore the evolution of sneaker culture, the generational shifts in preferences, and Nike's bold new campaign that challenges its iconic brand narrative. Personal anecdotes and market insights make for an engaging discussion!

Kathy Jones, Chief Fixed Income Strategist at Schwab, brings sharp insights into the bond market's current landscape. She navigates the complexities of rising inflation and federal debt, offering tactical strategies for investors. The conversation creatively uses surfing as a metaphor for tackling market challenges. Additionally, the hosts delve into the exciting world of quantum computing, discussing its potential to revolutionize technology with applications in drug discovery and machine learning, while referencing NVIDIA's stock performance.

In this insightful discussion, Andrew Bary, an associate editor at Barron’s known for his sharp market analysis, dives into the future of stock picking. He shares cautious optimism about tech stocks like Uber Technologies and discusses Citigroup's strategic shifts. The conversation also covers the luxury market's struggles, particularly LVMH in China, and examines the fluctuating energy market with companies like Schlumberger. Bitcoin’s controversial investment dynamics are analyzed, showcasing the changing landscape of financial strategies.

Greg Kuhl, a Global Property Equities Portfolio Manager at Janus Henderson, dives into the booming market for senior housing, revealing lucrative investment opportunities in REITs as the population ages. He discusses AT&T's turnaround and newfound investor confidence amidst past mistakes. The conversation also touches on Intel's struggles in the semiconductor landscape, while shedding light on the REIT market's recovery, driven by inflation and interest rates. Kuhl outlines exciting prospects in assisted living and retail investments, emphasizing strategic management.