A Second Chance to Panic
Episode Date: May 2, 2025Jack gives his thoughts on the market rebound, and previews Disney earnings. Plus, Allspring Portfolio Manager Bryant VanCronkite gives us some stock...
Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.
274 episodes transcribedJack gives his thoughts on the market rebound, and previews Disney earnings. Plus, Allspring Portfolio Manager Bryant VanCronkite gives us some stock...
In this vacation non-episode, Jack talks about Lilly’s latest trial breakthrough and the mysteries of federal budget reconciliation. Learn more abou...
Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks. Learn more about your ad choices. Vis...
Jack examines the bear case on tariffs and hears from top strategists at Vanguard and real estate group Hines. Learn more about your ad choices. Vis...
The low-cost carrier is adding fees and up-charges. Is it trying to mimic Spirit or Delta? And is the industry headed into a downturn? Learn more abo...
Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Learn more about...
Plus, Bitcoin ETFs. Time for a “great loop” through some listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack walks through ways to hedge market downside from foolish to sensible. Plus, we talk to Barry Ritholtz about strategies from his new book, How Not...
A 125-year history of financial returns challenges conventional wisdom. Plus: When hedging works and when it fails with RBC's Amy Wu Silverman. Lea...
Cambria CIO Meb Faber on why ETFs might match Yale's stellar returns. Plus, from protein to pets, food companies search for growth amid shrinking "alg...
PG&E CEO Patti Poppe talks about reducing fire risk and keeping A.I. powered up. And BofA's Chris Hyzy on what investors should do now. Learn more ab...
A top chip analyst predicts a near term peak in spending on computing. Also, stocks are rocketing after split announcements. Here’s who might be next....
Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors. Learn more about your ad choices...
As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake. Refere...
Athletic Brewing founder Bill Shufelt turned non-alcoholic beer into a treat, not a sacrifice. He explains what's next. Jack previews earnings and Jac...
But trucking and rail stocks aren’t all good deals. Jonathan Chappell from Evercore ISI explains. Jack and Jackson talk inflation, the stock market, a...
Without ASML’s machines, the A.I. spending boom would fizzle. So why are its shares slumping? Learn more about your ad choices. Visit megaphone.fm/ad...
Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat. Learn more about...
Don’t say cardboard—it’s corrugated fiberboard. Jack discusses International Paper’s stock tear, plus Nike’s slump. Jackson can’t give away his clothe...
Jack struggles to make sense of Schrodinger’s Cat and QTUM’s gains. And Schwab’s Kathy Jones talks fixed income strategy. Learn more about your ad ch...