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Barron's Live

Latest episodes

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May 6, 2024 • 41min

Monetary Policy, Markets, and Mayhem

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Ironsides Macroeconomics Managing Partner Barry Knapp discuss the impact of Fed policy, economic growth, and inflation on the markets, and how investors should manage through the current turbulence.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 22, 2024 • 45min

Investing in Real Estate and REITs

Barron's Senior Managing Editor, Senior Writer, and Baron Funds' Vice President discuss investing in real estate and REITs, exploring undervaluation of public real estate securities, navigating current economic landscape, diversified real estate fund strategies, comparing private funds with public REITs, and implications of the 2024 election on the real estate market.
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Apr 15, 2024 • 43min

The Ins and Outs of Asset Allocation

Barron's Senior Managing Editor, Deputy Editor, and GMO's Co-Head of Asset Allocation discuss market reactions to geopolitical events, challenges of active management, financial performance of major banks, optimizing asset allocation, and insights on energy stocks and Treasuries in uncertain markets.
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Apr 8, 2024 • 40min

What to Watch in the Markets this Week

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
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Apr 1, 2024 • 44min

Around the World with Permanent Portfolio's Michael Cuggino

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and President and Portfolio Manager of Permanent Portfolio Family of Funds Michael Cuggino discuss the outlook for financial markets, industry sectors, and individual stocks around the world. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 25, 2024 • 40min

What to Watch in the Markets this Week

Barron's Senior Managing Editor and Deputy Editor discuss Fed interest rate cuts, market responses, corporate earnings forecasts, RH's stock outlook, strategic money allocation, undervalued stocks, and US housing market trends.
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Mar 18, 2024 • 42min

Talking Markets with CIBC's David Donabedian

Discussing recent market rallies, uncertainties, and global bull market; Insights on stock market trends and Fed expectations; Micron Technology's earnings and semiconductor industry trends; Analysis of Nike and FedEx earnings reports; Balancing value and growth stocks in portfolios; Market analysis, economic trends, and differences between Canadian and US equity markets.
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Mar 11, 2024 • 43min

What to Watch in the Markets this Week

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
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Mar 4, 2024 • 43min

Talking Stocks with J. Stern & Co.'s Christopher Rossbach

Barron's senior managing editor Lauren R. Rublin, deputy editor Ben Levisohn and Christopher Rossbach, chief investment officer of J. Stern & Co. discuss the outlook for financial markets, industry sectors, and individual stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 26, 2024 • 43min

Opportunities in Healthcare Investing

Andy Acker, a portfolio manager at Janus Henderson Investors, dives into the dynamic world of healthcare investing. He explores the post-pandemic recovery of healthcare stocks, emphasizing innovation as a driver for future opportunities. Acker highlights the booming obesity market and emerging drug therapies in biotech, while also navigating the complexities of patient access and rising costs. The conversation turns to cutting-edge pneumococcal vaccine developments, showcasing leaders like Pfizer, and discusses how AI is reshaping medical investments.

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