Barron's Live

Todd Ahlsten, chief investment officer of Parnassus Investments and lead manager of Parnassus Core Equity Investor Fund (PRBLX), has been a member of the Barron's Roundtable since 2019. In this year's Midyear Roundtable, to be published July 11, Todd pounds the table for "Great American Companies" with durable franchises and wide-moat businesses. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Todd about his investment approach, economic outlook, and favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Bernstein, CEO and CIO of Richard Bernstein Advisors, shares his insights as a seasoned Wall Street observer. He emphasizes the current market as the most speculative he’s seen, with overpriced assets masking high-quality, undervalued stocks that are primed for growth. Bernstein advocates a shift towards quality, dividend-paying stocks over high-volatility trading. He also discusses the impact of technology on economic growth, urging investors to consider diversification and explore non-US market opportunities.

Where do markets head from here? Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn size up the outlook for stocks, bonds, energy, gold, and more. We welcome your questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.