Why the ‘Dean of Valuation’ Just Sold His Nvidia Stock
Episode Date: June 2, 2023Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls. Learn more about your ad choices. Visit megaph...
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.
313 episodes transcribedPlus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls. Learn more about your ad choices. Visit megaph...
Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell. Learn more about your ad choices. Vis...
Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities. Learn more about your ad...
A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises. Learn more about y...
We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds. Learn more about your...
Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies. Learn more about your ad choices. Visit megaphone.f...
Jack hears from an online travel analyst and the author of a new book on inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices
John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings. L...
Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered. Learn more about your...
Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades. Learn more about your ad choices. Visit megaph...
This week we revisit an episode from December, 2022. Small cap stocks have underperformed large caps over the past decade, but a top market strategist...
Also, meet the woman who’s launching a bank. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top equity strategist sees lackluster short-term returns. And Jack gets a behind-the-scenes look at the Aflac duck. Learn more about your ad choice...
Jack talks with farmers about a runup in land prices, healthy crop margins, and the ag-tech revolution. Agco’s CEO weighs in. Learn more about your a...
Top strategists from Morgan Stanley and UBS weigh in on where markets are headed, and what to do now. Learn more about your ad choices. Visit megapho...
How “active” is passive investing? Individual bonds or funds? Hire an advisor? Titanic or Magic Mike? Learn more about your ad choices. Visit megapho...
Plus, a top economist and strategist talk about the no-landing economy, and what it means for stocks. Learn more about your ad choices. Visit megapho...
Plenty of companies need fixing. But the evidence suggests Wall Street isn’t particularly good at the job. Learn more about your ad choices. Visit me...
Jack talks with a popular personal finance blogger and a top show business analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
Notes from a Barron’s chat with the CEOs of BorgWarner, Thermo Fisher, Blackstone, and Nasdaq. Plus fashion tips. Learn more about your ad choices. V...