Barron's Live

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

James Stevenson, Executive Director of Coal, Metals & Mining at McCloskey by OPIS, dives into the dynamic world of energy commodities. He highlights record coal production in 2023, especially in the Asia Pacific, and discusses the resilience of coal amidst the transition to renewables. Listeners learn about the strategic implications of potential U.S. Steel acquisitions, the revival of nuclear energy for decarbonization, and the rising demand for copper and lithium, propelled by technology and renewable energy investments.

This discussion features Lauren R. Rublin, a Senior Managing Editor at Barron's, and Ben Levisohn, a Deputy Editor at Barron's. They dive into the implications of the Fed's recent rate cut on the markets. Expect insights into Costco's valuation challenges, Micron's upcoming earnings shift, and the potential Qualcomm-Intel merger hurdles. They also tackle market sentiment, the role of small-cap stocks, and the resilience of the housing market amidst economic uncertainties, providing a cautiously optimistic outlook for investors.

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Jim Paulsen, author of the Paulsen Perspectives newsletter on Substack about the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn, and Tom Porcelli, Chief U.S. Economist at PGIM, discuss the outlook for the economy, interest rates, and the Federal Reserve's annual economic symposium in Jackson Hole, Wyo. -- and what changes in monetary policy will mean for the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Neal Kaufman, Vice President at Baron Funds, joins to discuss the evolving landscape of healthcare investing. He delves into the defensive nature of healthcare stocks amid market volatility, highlighting the promising outlook for biotech and life sciences. The rise of GLP-1 medications is examined, revealing financial opportunities and competitive challenges. Kaufman also explores AI's revolutionary role in diagnostic imaging and robotic surgeries, and examines how upcoming elections might influence drug pricing policies and Medicare Advantage.

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root, and Senior Writer Nicholas Jasinski discuss the outlook for tech earnings, the stock market, and the Federal Reserve. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices