Barron's Live

What do increased hostilities in the Middle East mean for equity and energy markets? Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn check in with Keith Lerner, co-chief investment officer at Truist Advisory Services, to discuss the markets' reaction, and the outlook from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Hancock, a portfolio manager at GMO and head of the Focus Equity team, dives into the nuances of quality investing. He discusses key traits that define quality stocks and the importance of balancing quality with valuation in a volatile market. Hancock analyzes technology investments, including the Magnificent Seven and NVIDIA's status as a leader. The conversation also explores current challenges in the housing market, the pharmaceutical industry, and the strategic outlook for companies like Alphabet, all while underscoring the significance of long-term investment strategies.

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Michael Reid, senior U.S. economist at RBC Capital Markets discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

John Kolovos, Chief Technical Analyst at Macro Risk Advisors, joins Al Root, Associate Editor at Barron's, for an insightful discussion on market trends and technical analysis. They dive into the implications of recent earnings reports and Tesla's ambitious robotaxi timeline. Kolovos shares a bullish outlook amidst market volatility and highlights how AI is reshaping the tech landscape. The duo also analyzes the competitive landscape of NIO in China's EV market and explores market strategies amidst changing economic indicators.

Ben Levisohn, Deputy Editor at Barron's, brings keen insights into the current financial landscape. He discusses the recent downgrade of the U.S. credit rating and its market implications. The conversation shifts to retail stocks, dissecting a major company's earnings challenges and recovery potential. Levisohn also analyzes Snowflake and Intuit's earnings prospects, highlighting volatility and optimism. Additionally, he touches on international investment opportunities, urging investors to diversify beyond U.S. stocks.

Christopher Rossbach, Chief Investment Officer of J Stern & Co., shares his insights on current financial markets. He discusses the implications of the recent U.S.-China tariff agreement and its boost on stock prices. Rossbach also dives into the impact of shipping trends on corporate earnings and the upcoming holiday season. He highlights key earnings forecasts for major companies like Cisco and Alibaba while reflecting on Warren Buffett's legacy. Plus, there's a look at the booming artificial intelligence sector and the shifting dynamics of European defense spending.

In this engaging discussion, Andrew Bary, Barron's "Buffettologist" and expert on Berkshire Hathaway, shares insights following the company’s annual meeting. He delves into Warren Buffett's surprising retirement announcement and the transition to Greg Abel as CEO. The conversation touches on strong corporate earnings, particularly within the tech sector, while addressing the challenges facing companies like Supermicro. Bary also discusses market volatility and the shifting dynamics in the automotive industry, providing a nuanced look at the future of investments.

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and David Kelly, chief global strategist of J.P. Morgan Asset Management discuss the outlook for financial markets, industry sectors, and individual stocks.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this discussion, John Hathaway, a Senior Portfolio Manager at Sprott Asset Management USA and a precious metals expert, shares insights on the recent surge in gold prices. He explores China's strategic gold purchases influenced by cultural factors and skepticism towards banks. Hathaway highlights the undervaluation of gold mining stocks and the dynamics of silver and other precious metals. He provides strategies for retail investors and emphasizes the increasing appeal of gold amidst economic uncertainties and declining trust in traditional assets.

Beth Ann Bovino, Chief Economist at U.S. Bank and former Chief North American Economist at S&P Global Ratings, shares her insights on the current state of the U.S. economy. She discusses the potential impacts of tariff changes on inflation and consumer behavior, while offering a cautious outlook due to recession risks in 2025. The conversation also touches on homebuying challenges amid high mortgage rates, and the Federal Reserve's balancing act between curbing inflation and supporting job growth. Unique economic indicators, like the 'tooth fairy index,' add a playful twist to their analysis.