The Freight Recovery is in Sight
Episode Date: January 17, 2025But trucking and rail stocks aren’t all good deals. Jonathan Chappell from Evercore ISI explains. Jack and Jackson talk inflation, the stock market, a...
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.
279 episodes transcribedBut 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...
Oil drilling, banking, Bitcoin, and robo rides—Jack pesters his Barron’s colleague about what to watch in 2025, and leaks key details about the holida...
What’s holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choi...
Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Learn more about your ad choice...
The chipmaker’s CEO, Cristiano Amon, stops by Barron’s to talk about his plans. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack shatters his own record for answering listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Keith Lerner from Truist on the merits of Trump trades. Plus, examining major upgrades on Peloton and Roblox. Learn more about your ad choices. Visit...
Jack explains how credit scoring and lumber have produced A.I.-like returns over the past decade. Amy Zhang from Alger shares up-and-coming growth sto...
Plus, Spirit Halloween, and the most hated stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack answers listener questions on a range of topics. Jackson gets a golf tip. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack weighs in on Frito-Lay’s slowdown and the closing loophole for cheap Ozempic. Also, a top Wall Street strategist says don’t be frozen by election...
Jack 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...