Barron's Streetwise

Discussion on DA Davidson's top stock picks and the impact of rising yields on the stock market. Exploring the history and implications of rising bond yields. Insights on grain trades, bison and D.A. Davidson's 'best of breed bison initiative'. Criteria for identifying outperforming stocks and the concept of 'moat'. Dominant players in growing markets and attractive investments in copper supply.

Discussion includes the expensive valuation of the S&P 500, decrease in crude oil rigs, oil prices and futures market, antitrust lawsuit against Amazon, analyzing the stock market's condition, adapting to a higher interest rate environment, and discussions on earnings outlook, consumer confidence, and job stability.

This podcast discusses the NFT craze and its impact on the stock market, the valuation of US and overseas stock markets, historic treasury yields, asset allocation, and positioning on the yield curve. It emphasizes the attractiveness of bonds and suggests buying bond index funds for potential returns.

Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns. Learn more about your ad choices. Visit megaphone.fm/adchoices

The podcast discusses the ongoing Disney-Charter carriage dispute and its potential impact on both parties. It also explores the decline of the cable business due to cord-cutting and the preference of different age groups for streaming and social media videos. The hosts also discuss Disney's dividend plan, potential concessions to Charter, and draw parallels between the transformation of the music industry and the current state of the TV business.

In this podcast, they discuss investing in shares of paintings and shortcuts to tell great artists apart. They also explore the potential returns of investing in art and introduce Masterworks, a platform for buying part ownership in fine art. The chapter highlights the importance of choosing the right artists and tracking price momentum in the art market. They compare the performance of the art market to stocks and other assets, and discuss the impact of selection bias on art indexes.

In this rerun, Jack breaks down the worldwide trade in plant nutrients. Learn more about your ad choices. Visit megaphone.fm/adchoices

The podcast covers topics such as the rising popularity of Hoka shoes and their potential investment opportunities, a review of Adidas' turnaround efforts and a personal sneaker dilemma, the endorsement value of shoes and the impact of retro franchises, and the evolution and collaborations of Adidas shoes.

Jack answers listener questions and weighs in on dried fruit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: obesity drugs, “undermentals,” and a hot new TikTok dance. Learn more about your ad choices. Visit megaphone.fm/adchoices