Barron's Live

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

Blake Gwinn, head of U.S. Rates Strategy at RBC Capital Markets, discusses the Federal Reserve's recent rate cuts and the economic landscape. He provides insights into the market's reaction to Fed decisions and assesses the challenges ahead, including the state of the labor market. Gwinn emphasizes that while hiring has slowed, he's optimistic about avoiding a recession due to healthy balance sheets. He also explores inflation dynamics, Fed independence risks, and implications for mortgage rates, diving into the intricacies of macroeconomic indicators.

Roderick Snell, an Emerging Markets & Asia fund manager at Baillie Gifford, shares his expertise on the surge of Chinese stocks along with other Asian markets. He dives into what’s fueling this rally, touching on the appeal of various sectors. Snell highlights Vietnam's reform-driven potential and contrasts it with high valuations in India. The conversation also navigates anticipated Federal Reserve decisions and their possible market impacts, alongside insights into major Chinese tech companies like Tencent and Alibaba, as well as the evolving electric vehicle landscape in China.

Ben Levisohn, Senior Managing Editor at Barron's, shares his expertise on current market trends and investment forecasts. He discusses troubling market conditions for late 2025, including falling stocks and rising bond yields. The conversation highlights consumer spending, tech stock skepticism, and the role of AI in future growth. They dive into the implications of President Trump's tariff policies and Federal Reserve dynamics, while examining the importance of gold as a safe haven investment amidst economic uncertainty.