Barron's Streetwise

Barron's
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Nov 24, 2023 • 33min

Tractor Talk With CNH CEO Scott Wine

Plus, the cheapest stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 17, 2023 • 32min

Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve

It’s a listener question special. No big whoop. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 10, 2023 • 33min

3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys

David Herro shares stock picks in European equities. Investment opportunity in Hasbro and Magic the Gathering. Europe's strategies for energy crisis mitigation. European companies' shareholder-friendly attitude. Analysis of cheap valuation of European banks. Bayer's acquisition, liability, and success.
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Nov 3, 2023 • 29min

The Investing Merits of the High-Deductible Health Plan

Exploring the advantages of high deductible health plans and health savings accounts as an investment opportunity, including retirement savings potential. Debate on emergency funds strategy, risks and benefits of investing in T-bills. Discussion on minimum deductible, employer offerings, tax breaks and investment opportunities with high deductible health plans. Comparison between traditional PPO plans and high deductible health plans, highlighting the benefits of the latter. Explanation of tax advantages of health savings accounts and prioritizing contributions.
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Oct 27, 2023 • 31min

Don’t Lick That Frog—the Pull and Peril of a 17% Yield

This podcast discusses the risks of high-dividend yield stocks, such as Eastman Kodak, and the benefits and risks of investing in mortgage REITs. It also explores investing in collectibles vs. buying businesses, understanding inflation and predicting swings in supply and demand, and factors affecting returns on collectibles.
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9 snips
Oct 20, 2023 • 37min

Picking Value Stocks. Plus, Magnificent 7 Price Check

Learn about identifying and buying quality companies, comparing treasury yield with S&P 500 earnings yield, the political influence on Tesla's customer base, potential impact of politics on Tesla's growth, identifying value stocks and predicting a regime change, and buying and selling stocks at a fund.
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Oct 12, 2023 • 31min

Looking for Deals in Rundown REITs

Richard Anderson, Head of U.S. REITs at Wedbush, discusses the poor performance of REITs this year and potential recovery next year. They analyze upcoming earnings reports, predict earnings growth for the sector, and discuss potential catalysts for positive attention. They also highlight favorite REIT stocks and correlation with interest rates.
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Oct 6, 2023 • 25min

D.A. Davidson's Top Stocks

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.
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Sep 29, 2023 • 32min

Savita Subramanian on Stocks. Plus, Oil and Amazon.

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.
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Sep 22, 2023 • 24min

Markets Look Less Weird, Thanks to Higher Rates

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.

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