Is A.I. Spending Sustainable?
Episode Date: October 10, 2025Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn mor...
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.
297 episodes transcribedBarclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn mor...
BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends a...
A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit me...
A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. V...
Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Learn more about your ad choices. Visit...
Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends. Learn more about your ad choices. Visit megaphone.f...
Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Learn...
It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull. Learn more about your ad choices. Visit meg...
A Morgan Stanley strategist discusses the outlook for home loans and the appeal of mortgage backed securities. Jack chats with e.l.f. CEO Tarang Amin...
Jack talks to a strategist about the recent jobs revisions, and looks at two stocks that took very different paths after earnings. Learn more about...
Jack sits down with personal finance expert Nick Maggiulli to talk strategies for building wealth at every level. Learn more about your ad choices....
Disney stock has slumped for the past 10 years, but most of Wall Street calls it a buy. Two bulls tell us why. Learn more about your ad choices. Visi...
Plus, why CVS prefers the second-best weight loss drug. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack explores 125-years of global investment returns. Plus: When hedging works and when it doesn't. Learn more about your ad choices. Visit megaphon...
Jack talks fake farming and Jibbitz. And a top money manager explains how to invest now. Learn more about your ad choices. Visit megaphone.fm/adchoi...
Jack talks with Barclays analyst Seth Sigman and Barron’s reporter Sabrina Escobar about the once-great growth stock. Learn more about your ad choice...
Jack answers listener questions with help from Barron's colleague Elizabeth O'Brien. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing...
After a muted IPO, the A.I. stock is soaring. Coreweave co-founder Brannin McBee breaks down the business. Barron's senior writer Adam Levine shares s...
After decades of making sense only on paper, ex-US markets are suddenly shining. Nanette Abuhoff Jacobson from Hartford Funds says it’s just the sta...