Barron's Live

Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what could be in store for stocks, Tesla, the Fed, and the AI trade as the market heads into the last month of 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this engaging discussion, Andy Addison, a seasoned technical analyst and the mind behind The Institutional View newsletter, delves into the current market landscape. He shares insights on cautious optimism for the S&P, the hidden strengths in smaller stocks, and a bullish outlook for gold and silver. Andy evaluates NVIDIA's support levels and offers strategies for managing Alphabet gains. Plus, he highlights emerging markets' potential and the importance of key crude oil support levels. Don't miss his predictions on where the markets may head next!

Jan van Eck, CEO of VanEck and ETF innovator, discusses the prevailing market trends influencing investments. He shares insights on the cautious optimism for 2026, contrasting government deficits and stimulus impacts on growth. Delving into sectors, he highlights the semiconductor shortage driven by AI demand and the long-term potential of India's market. Jan also addresses gold's rally amid de-dollarization and assesses large players like NVIDIA in shifting tech landscapes, while exploring nuclear energy's role in future demand.

Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine, shares insights on navigating the current bond market amid high inflation and slower growth. He discusses the implications of the government shutdown on economic visibility and the mixed signals from the labor market affecting Treasury yields. Sherman emphasizes the importance of alternative data and outlines his portfolio strategies, recommending mid-quality credit and short-duration TIPS while cautioning against high-risk junk. He also explores future market reactions to Fed policies.

Josh Schaefer is a reporter and editor for Barron's Investor Circle, specializing in stock picks and market insights, while Al Root serves as an associate editor, offering valuable market analysis. They dive into intriguing discussions about the implications of big tech earnings and AI spending. The duo assesses Powell's influence on rate expectations and debates the risks of a narrow market rally. They also explore earnings trends, future stock performances for notable companies like Palantir and Uber, and whether gold remains a solid investment choice amidst ongoing market fluctuations.

Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn discuss recent investment trends, stocks in the news, the Fed's next meeting, and the market outlook through year end. Learn more about your ad choices. Visit megaphone.fm/adchoices

The price of gold has shot up 66% this year, and more gains seem in store. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn discuss what's behind the latest move with Aakash Doshi, global head of gold strategy for the SPDR ETF business at State Street. We'll also examine the silver market, and bring listeners up to date on noteworthy companies reporting earnings during the week. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this insightful discussion, Jonathan Boyar, Principal at the Boyar Value Group and author of the 'Forgotten 40' list, shares his expertise on undervalued stocks. He explores the potential for a soft landing in the economy and the implications for the housing market. Boyar cautions against complacency in corporate credit, debates the hype around AI investments, and highlights intriguing asset plays like Madison Square Garden Sports and Atlanta Braves Holdings. He also offers tips on avoiding value traps and shares his picks for high-dividend stocks.

Denny Fish, Portfolio Manager at Janus Henderson Investors and an expert in tech and AI, shares insights on navigating the AI investment landscape. He discusses the implications of the OpenAI-AMD deal and compares current market dynamics to the 1990s tech bubble, asserting that valuations are still reasonable. Denny recommends a strategy for retail investors focused on enablers, enhancers, and end users of AI. He also touches on the challenges faced by major companies in the current market and discusses the future of quantum computing.

Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary discuss updates on Berkshire Hathaway, media mergers, investing in sports, the outlook for gold, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices