Barron's Live

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. 

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.

Adam Parker, CEO of Trivariate Research and a statistics PhD holder, shares insights on the current financial market landscape. He discusses the challenges of predicting market impacts amid tariff news and bearish sentiment. The conversation dives into the implications of Federal Reserve rate cuts, offering historical perspectives. Parker also analyzes upcoming bank earnings and the automotive sector, specifically CarMax's potential amidst economic risks. He highlights a shift to lower-risk sectors like healthcare and technology while examining precious metals' market trends.

In this insightful discussion, Avi Salzman, a senior writer and energy expert at Barron's, shares his knowledge on the energy sector. He provides an analysis of the current challenges facing the stock market while highlighting the resiliency of energy stocks. Topics include the booming natural gas market, investment strategies for LNG, and the evolving landscape of renewable energy amidst regulatory hurdles. Avi also touches on the impact of environmental concerns on the sector and dives into the struggles of companies like Venture Global.

Matthew Fine, a portfolio manager at Third Avenue Management, shares his expertise on contrarian value investing with a focus on long-term strategies. He discusses how to identify undervalued stocks and navigate potential value traps while analyzing global investment landscapes. Key insights include the influence of Japan's pension system on markets and evaluations of industries such as auto, energy, and materials. Fine highlights opportunities in emerging markets, the resilience of companies like BMW, and the dynamics of copper and cement investments.

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Liz Ann Sonders, chief investment strategist at Charles Schwab, about the outlook for financial markets, industry sectors, and individual stocks. 

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Paul Malloy, head of municipal investment at Vanguard, about opportunities in the muni market. Plus, we'll discuss the latest market moves, earnings reports, and stocks in the news.

Technical analysis, or the study of price, volume, and other charts to identify trends and predict future asset-price movements, is one tool in an investor's toolbox. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn interview market technician Katie Stockton, founder and managing partner of Fairlead Strategies, about the current technical setup for stocks, bonds, gold, and other assets.