Barron's Live

In this engaging conversation, Jim Paulsen, author of the Paulsen Perspectives newsletter and former Chief Investment Strategist at the Leuthold Group, shares his insights on the turbulent stock market. He discusses the significance of January's performance as an indicator for the year ahead and analyzes the bullish trends in tech stocks amidst ongoing innovation. Paulsen also critiques China's post-pandemic economic landscape, compares it to Japan's past problems, and offers advice on navigating current market dynamics, including strategies for precious metals and small-cap stocks.

Ed Yardeni, president of Yardeni Research, shares his bullish outlook for the economy and stock market, predicting a Roaring 2020s driven by productivity. He discusses the impact of the Federal Reserve's policies and highlights the 'Magnificent Seven' companies. Yardeni also analyzes corporate earnings expectations, the challenges for retailers, and the importance of agility in response to market changes. Additionally, he explores cryptocurrency as a speculative bubble and assesses the future of REITs and utilities amid evolving economic conditions.

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 Deputy Editor Ben Levisohn and Associate Editor Al Root speak with Neil Dutta, Head of Economic Research at RenMac, about the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root, and Senior Writer Nicholas Jasinski discuss the Fed, payrolls and other potential pitfalls as markets head into year end. 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 Associate Editor Andrew Bary 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 speak with Ryan Kelley, CIO and Portfolio Manager at Hennessy Funds/Hennessy Cornerstone Mid Cap 30 Fund 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 speak with Joe Quinlan, Managing Director and Head of Market Strategy for the Chief Investment Office at Bank of America 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 First Eagle portfolio manager Matt McLennan about the firm's "artisanal" approach to investing and some of McLennan's key investment ideas. Plus, a look at the latest earnings reports and economic data, and the election's potential impact on industry sectors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dean Maki, Chief Economist at Point72, shares his keen insights on the current economic landscape marked by GDP estimates and the jobs report. He discusses the balance between U.S. economic stability and recession risks, emphasizing the resilience of private sector hiring. The conversation pivots to tech earnings and the impact of AI, alongside corporate challenges facing giants like McDonald's and Starbucks. Maki also delves into fiscal policies under potential new administrations and their effects on inflation and growth, providing a thoughtful look at the uncertain future.