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/adchoices
Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack searches for new market metaphors. An RBC Economist sizes up US conditions. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this half-fresh Black Friday episode, Jack talks about how Amazon is winning the shopping-bot war, and we revisit a June 27, 2025 episode on what’s ailing Target. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Wall Street researcher has 16 picks, and Jack pronounces 15 of them correctly. Also, what dinky dividends say about the market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chief brokerage officer Steve Quirk talks prediction markets and tokenization, and does a convincing dial-up modem impression. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack looks at Tesla’s robo future. And a self-described inflationist discusses what two centuries of returns say about what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices
BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack answers listener questions and previews earnings season. For more on dividends, check out our episode from 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices
Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn more about your ad choices. Visit megaphone.fm/adchoices
BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Learn more about your ad choices. Visit megaphone.fm/adchoices
It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Morgan Stanley strategist discusses the outlook for home loans and the appeal of mortgage backed securities. Jack chats with e.l.f. CEO Tarang Amin and a Wall Street bull about that stock's wild ride. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks to a strategist about the recent jobs revisions, and looks at two stocks that took very different paths after earnings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bob
@24:00 you asked when "we'll" be using nuclear energy. I'm pretty sure that energy is about to be reserved for top tier customers, such as spAI data centres. The intermittent unreliable #GreenGraft energy is for the proles. I know it doesn't quite work like this, but it appears pricing and supply is about to invert with this new demand load. Used to be residential got priority, and commercial customers would volunteer to go off line, if capable in exchange for rate considerations.
Joshua Darst
The last interview of this episode was pretty poor. Nothing more than hypothetical fear-mongering about things that are not related to the topic
Bob
You can never have too many of those hydration tanks, costs be damned!
Joshua Darst
You start talking bonds and suddenly it’s time to take a nap. Always 100% stocks!
Bob
We've exported our inflation as well as our good jobs over the past 3 plus decades. Now we want it all back? Great podcast and guest.