Barron's Streetwise - TopPodcast.com

Latest Episodes:

Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve Nov 17, 2023

Show notes

It’s a listener question special. No big whoop.

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3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys Nov 10, 2023

Show notes

David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street.

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The Investing Merits of the High-Deductible Health Plan Nov 03, 2023

Show notes

Just in time for open enrollment, Jack talks with Elizabeth O’Brien at Barron’s about HSA accounts, and why a medical plan with an ugly name is worth a look.

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Don’t Lick That Frog—the Pull and Peril of a 17% Yield Oct 27, 2023

Show notes

Jack discusses mortgage REITs and answers a listener question about collectibles.

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Picking Value Stocks. Plus, Magnificent 7 Price Check Oct 20, 2023

Show notes

Jack speaks with a top value manager and does some noodling on Big Tech.

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Looking for Deals in Rundown REITs Oct 12, 2023

Show notes

Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush.

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D.A. Davidson's Top Stocks Oct 06, 2023

Show notes

Plus, a few words on bond yields, Hammurabi, and Buffalo Bill.

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Savita Subramanian on Stocks. Plus, Oil and Amazon. Sep 29, 2023

Show notes

BofA Merrill Lynch’s top stock strategist explains what to expect from here. And Jack looks at $100 crude and a tech antitrust suit.

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Markets Look Less Weird, Thanks to Higher Rates Sep 22, 2023

Show notes

Jack hears from stock and bond strategists and discusses high finance’s reverse naked-cowboyization.

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Does Private Equity Beat Stocks, or Nah? Sep 15, 2023

Show notes

Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns.

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