Should CVS Split Up? Plus, the Case for Small-Caps.
Episode Date: October 4, 2024Jack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors. Learn more about your...
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.
264 episodes transcribedJack diagnoses the druggist’s poor performance. And Marlena Lee from Dimensional Fund Advisors has advice for index investors. Learn more about your...
Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jonathan Pingle, Chief U.S. Economist at UBS, weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers...
Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about y...
Short-seller Hindenburg Research brought down shares of Super Micro Computer with a scathing report. Susquehanna analyst Mehdi Hosseini discusses why...
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice...
Brian Niccol turned Chipotle around. Will it work for lattes? Morningstar’s Sean Dunlop joins the podcast. Learn more about your ad choices. Visit me...
The longtime Fed watcher talks about the road to S&P 8000, and the outlook for the national debt. Learn more about your ad choices. Visit megaphone.f...
The airline is canceling less profitable routes and planning for more butts in fancier seats. Plus, a top dividend portfolio manager shares three favo...
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Learn more about your ad choices...
Jack tiptoes around politics and sizes up the small cap rally. Plus, is Apple really headed for an iPhone super-cycle? Learn more about your ad choic...
Barron’s Associate Editor Andrew Bary discusses why a new Paramount deal might irk common shareholders. Jackson interrupts Jack’s vacation. Learn mor...
Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Learn more about your ad choices. Visit megaphone....
A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Learn more about yo...
How the airline is outshining its rivals. Plus, one analyst upgrades Best Buy, but another says “too soon.” Learn more about your ad choices. Visit m...
Also, a top Vanguard strategist discusses the run-up in growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable. Learn more about your ad choices. Vi...
Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks. Learn more about you...
Will smarter search make or break Alphabet? A top internet analyst weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices