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
Jun 21, 2024 • 28min
Delta CEO Ed Bastian
Delta Airlines CEO, Ed Bastian, shares insights on the airline's successful strategies post-pandemic. Analysts discuss Best Buy's stock upgrade and caution on viewing it as an AI play too soon. Topics include Delta's service quality, strategic partnerships, and resilience in the industry.
Jun 14, 2024 • 27min
The Obesity Drug Loophole. Plus, the Outlook for Homebuilder Stocks.
A Vanguard strategist discusses the run-up in growth stocks. The podcast covers trends in the housing market, performance of homebuilder stocks, rise of stock prices in obesity medication market, AI development, value stock investment strategies, and investor behaviors. Closing remarks include worries about the video bubble and expensive Taylor Swift concert ticket prices.
Jun 7, 2024 • 28min
Broadcom Cracks the S&P Top 10. What’s Next?
Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable.
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May 31, 2024 • 31min
Home and Auto Insurance Got Wacky. What’s Next?
Exploring the impacts of extreme weather events on insurance rates, the influence of COVID-19 on the auto insurance industry, and the effects of inflation on insurance companies. Stock recommendations for insurance brokers and insights into how companies adapted during the pandemic.
May 24, 2024 • 35min
Google Arrives At An A.I. Crossroads
Exploring the impact of AI on Google search, contrasting search experience with perplexity.ai, AI's influence on revenue generation, navigating AI disruptions for Alphabet, challenges to Google's dominance in information gathering with rise of alternative tools and competitors like Microsoft and Amazon, and the shift in user engagement to platforms like Instagram and Meta.
May 17, 2024 • 28min
A.I. Power Shortage. Plus, Oil & Gas Stock Picks
Discussion on the strain Big Data will place on the electricity grid according to BofA. Insights from a top energy analyst on the challenges of upgrading infrastructure to meet rising electricity demand driven by AI. Exploration of oil and gas market dynamics, gas demand from AI data centers, and opportunities for investors in the industry.
May 10, 2024 • 31min
Why Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.
William Blair Analyst Sharon Zackfia discusses restaurants like Chipotle, Sweetgreen, and CAVA. The podcast also touches on Apple's AI advancements, including the M4 chip with a neural processing unit, and the potential impact on personal devices. Additionally, there is a humorous segment on Starbucks' stock decline and coffee ordering experiences.
May 3, 2024 • 33min
Chip Stocks and the A.I. Explosion
Semiconductor analyst Daniel Pilling discusses the impact of AI on chip demand and key stocks to watch. The podcast also covers media company drama at Paramount, ASML and Lamb Research's contributions in chip technology, NVIDIA's competitive edge in the chip market, and the complexities of TSMC being based in Taiwan.
Apr 26, 2024 • 28min
The Problem With Covered Call Writing
Exploring income strategies in the current market environment, including the complexities of covered call writing. Delving into CMOs, CLOs, and fixed income investments amidst market volatility. Discussing private credit investments and the benefits of diversified loan pools. Exploring yield opportunities and CLO investments as a method for seeking prudent yield. Highlighting the challenges of covered call writing for income generation in a low option premium market.
Apr 20, 2024 • 33min
Fuzzy Panda Attacks Globe Life
Exploring Tesla earnings and European stock picks, the podcast also uncovers fraud and ethical dilemmas in the insurance industry. Plus, jellied eels make an appearance in this intriguing episode.
