Barron's Live

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.

The current bull market has favored the largest of large-cap stocks. Yet, plenty of smaller companies are growing nicely, beating estimates, and shining on Main Street, even if Wall Street has overlooked their success. Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn speak with Greg Tuorto, a portfolio manager at Goldman Sachs Asset Management and head of the firm's US Small and SMID (small- and mid-cap) team, about the prospects for small-caps, and some of the best bargains in the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Wessel, Director of the Hutchins Center at Brookings, shares his keen insights on the Federal Reserve's future directions. He discusses the upcoming Jackson Hole symposium and what it means for interest rates. Wessel navigates the complexities of potential rate cuts, the implications of the Fed's dot plot, and how political dynamics could influence upcoming appointments. He also examines the challenges of managing inflation, public trust, and the intricate balance between economic signals and Fed communication strategies.

Andrew Freedman, a communications and software analyst at Hedgeye, joins Tae Kim, a senior tech reporter at Barron's. They discuss how Big Tech is capitalizing on AI, analyzing the implications for giants like Alphabet and Nvidia. The guests explore the contrasting fortunes in the tech landscape, highlighting challenges for smaller companies like C3AI. They also dive into the IPO surge among AI startups and the strategic pivots of major firms towards AI to sustain growth. Insightful trends and investment opportunities are unveiled throughout the conversation.