Barron's Live

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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Holly McDonald, CIO and incoming CEO of Bessemer Trust, shares her insights on the current market landscape, emphasizing a long-term bullish outlook despite recent volatility. She discusses the effects of inflation and economic uncertainty on consumer behavior, while analyzing key earnings predictions for major players like NVIDIA and Home Depot. McDonald also highlights the importance of quality growth stocks and the role of AI innovations in driving market dynamics. Moreover, she delves into investment trends and the intricate relationship between the dollar and gold.

Market resilience takes center stage as experts analyze earnings growth and deregulation amid economic upheaval. They delve into consumer behavior shifts affecting food and gambling sectors, spotlighting companies like Kraft Heinz and Coca-Cola. BP's strategic pivot under Elliott Management reveals insights into the oil market, while gold trends highlight miner performance. The conversation also tackles market volatility, inflation impacts, and potential banking stock revivals, offering a comprehensive view of the current investment landscape.

BlackRock was "pro risk" heading into 2025 - in other words, bullish about the outlook for U.S. stocks. Barron's Senior Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Gargi Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock about what's ahead for equities, fixed income, and other assets -- and how to invest via ETFs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Laura Sanicola, Barron's Senior Energy Writer, teams up with Tom Kloza, Senior Oil Analyst at OPIS, to dive into America’s energy outlook. They discuss the significant recent price fluctuations in crude oil and natural gas, questioning the notion of an energy emergency. The duo evaluates the political implications of shifting energy policies under the Biden administration and the impact of tariffs on Canadian and Mexican crude oil. They also explore opportunities within the energy sector, from nuclear advancements to the relationship between energy producers and services companies.

Senior Managing Editor Lauren R. Rublin and Senior Writer Nicholas Jasinski speak with Barron's Roundtable member David Giroux, CIO of T. Rowe Price Investment Management and manager of the five-star T. Rowe Price Capital Appreciation Fund, about the outlook for the economy and stocks, and some of Giroux's favorite investments. Learn more about your ad choices. Visit megaphone.fm/adchoices