Barron's Streetwise

Listener questions addressed with humor, insights on STRIPS strategy for safe money, discussion on small cap investments, and analysis of tech stock performance for future investment decisions.

Top telecom analyst discusses AT&T's potential as a strong stock, Disney's battle against a board takeover, and the outlook for the telecom industry. The podcast also explores the financial viability of ESPN's streaming service and Disney's stock evaluation.

Bitcoin analysts share models predicting a $600,000 value for Bitcoin. Discussions include Bitcoin's evolution, comparisons to gold, absorbing monetary premium, and analyzing Bitcoin's price in relation to treasury defaults.

Schwab's Kathy Jones discusses fixed income strategy, bonds versus bond funds, and the importance of diversification. The podcast also touches on stock market trends, inflation expectations, TIPS versus nominal Treasuries, and the risks of investing in crypto. Jack adds some light-hearted banter about stocks along the way.

The podcast discusses a minimalist approach to investing and answers a listener's question about India's stock market. It explores financial nudism, investing in India, simplifying investment portfolios, the dominance of big tech, and offers diversification recommendations amidst high valuations.

Explore the potential impact of Nvidia's earnings report on the stock market and the parallels between Nvidia and Apple. Delve into the CUDA programming language and high margin revenue. Discuss Nvidia's projected growth and earnings, and the importance of supply and demand balance for the company.

A nuclear revival has sent the radioactive metal to a 16-year high–but beware lithium's example. Also, Disney, Fox, and Warner have a new streaming pitch. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Two top energy researchers discuss the outlook for oil prices, refining margins, and global natural gas prices. They explore the challenges faced by small oil and gas operators and the need for continued investment in the industry. They also mention the shift in focus from ESG and the potential consequences of global conflicts and oversupply. The speakers discuss the resilience of one U.S. major and potential obstacles for Chevron's future performance.

Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Learn more about your ad choices. Visit megaphone.fm/adchoices