Barron's Live

John W. Rogers, Jr., founder and chief investment officer of Ariel Investments, shares his insights on small- and mid-cap investing. He highlights the distortions caused by indexing and advocates for focusing on undervalued stocks. Rogers also discusses specific investment picks like Middleby and Prestige Consumer Healthcare, citing their strong management and growth potential. He predicts a market rotation where small caps may thrive, especially in 2026, and emphasizes the importance of aligning management goals with shareholder interests.

James Knightley, Chief International Economist at ING, shares bold economic predictions, focusing on factors shaping the U.S. outlook through 2026. He anticipates growth rates of 2–2.5% and converging inflation towards 2%. Knightley discusses concerns about weak job creation and wage pressure, while emphasizing the need for better income policies for robust GDP growth. He also explores the impact of labor shortages and reshoring, highlights shifts in global trade dynamics, and warns of potential equity corrections affecting consumer spending.

Join Adam Parker, founder and CEO of Trivariate Research and former sell-side analyst, as he shares insightful market outlooks. He discusses the waning Fed support and softening AI expansion's impact on the bull market. Adam highlights key themes for 2026, like AI and healthcare, and shares strategies for managing high-risk investments. He explores opportunities outside the U.S. and emphasizes the importance of true diversification in a correlated market. Plus, insights on Micron's memory boom and Nike's inventory challenges make for a must-listen!

Discover insights on the intense takeover battle involving Warner Bros. and its impact on streaming giants. Delve into leadership changes at Berkshire Hathaway and what’s next post-Buffett. Explore the Federal Reserve's upcoming meeting and the potential rate cuts. Analyze the market outlook for 2026, with a focus on underperforming stocks and the importance of portfolio diversification. Learn about gold's potential upside and the implications of the dollar's stability amid global currency risks.

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