A Value Investor’s Guide to Software Stocks
Episode Date: April 17, 2026AI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company...
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.
324 episodes transcribedAI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company...
Jack screens the S&P 500 for its 10 lowest P/E stocks — a group that's beaten the market by 300 points over a decade. Also: fireballs, insect dye, and...
Beware buy-the-dip-itis. If anything now is a good time to build resilience. Jack explains in this “talker” with turkeys, King Kong Bundy and Jackson...
Jet fuel is up 62% since the Iran war began. A TD Cowen analyst on which airlines can weather it, and a Morgan Stanley analyst on why the selloff in a...
Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't. Learn more about your ad choices. Visit...
The CEO of Yum Brands talks Taco Bell and KFC. A Barclays strategist looks at the coming humanoid economy. And Jack previews Nvidia’s big A.I. event....
With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios. Learn more about your...
Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline. Learn...
Jack and Jackson discuss what’s ailing software stocks, and list Wall Street picks. And a tractor executive has the latest on farm incomes and plantin...
Steak prices are soaring. So why is the U.S. cattle herd the smallest in 75 years? Jack heads to Texas ranch land to find out. Learn more about your...
Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grade...
Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends. Learn more about your ad choices. Visit megaphone.fm/adchoi...
RBC’s Lori Calvasina joins to talk about what’s in store for US stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top strategist from Barclays talks creative paths for pushing rates lower. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks with a top BofA Securities strategist and looks into a Wall Street theory on Corona sales and immigration policy. Learn more about your ad...
BofA’s Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper. Learn more about your ad choices. Visit mega...
It’s a listener question special, and grill master Jack is ready to push the pace. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Barron’s star has a hot hand after crushing the market in 2025. Can he do it again? Learn more about your ad choices. Visit megaphone.fm/adchoice...
Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel. Learn more about your ad choices. Visit megaphon...
Jack searches for new market metaphors. An RBC Economist sizes up US conditions. Learn more about your ad choices. Visit megaphone.fm/adchoices