Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, Tesla earnings, European stock picks, and jellied eels. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Calvin Klein maker PVH got the worst of an apparel stock drop. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50. Learn more about your ad choices. Visit megaphone.fm/adchoices
Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Learn more about your ad choices. Visit megaphone.fm/adchoices
A pair of bitcoin analysts share five models for putting a price on the cryptocurrency. Learn more about your ad choices. Visit megaphone.fm/adchoices
Schwab’s Kathy Jones talks fixed income strategy. Plus, Jack jibber-jabbers a bit about stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
A minimalist approach to investing. Plus, a listener asks about India’s soaring stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Will falling lead times delight or spook investors? Also, why one analyst calls Nvidia the Apple of A.I. Learn more about your ad choices. Visit megaphone.fm/adchoices
A nuclear revival has sent the radioactive metal to a 16-year high–but beware lithium's example. Also, Disney, Fox, and Warner have a new streaming pitch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Two top energy researchers discuss why crude is likely to slip but not plunge, and how one U.S. major is growing more resilient. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Top analyst Helane Becker of TD Cowen talks air travel. Jack covers a Deutsche Bank crypto prediction. A Mette mystery is solved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, bond investing for small fries, the 60/40 rule, and what to do when the Buffett indicator flashes red. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack grills Barron’s colleague Andrew Bary about his top recommendations for investors in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
A fixed income manager gives his 2024 playbook. Jack talks First Solar and Utz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Joshua Darst
The Disney fight is pretty clearly a fight over the terrible creative direction of the company over the past 10 years. Disney has been prioritizing woke messaging over quality storytelling. Abysmal box office results support this thesis.
malutty malu
💚WATCH>>ᗪOᗯᑎᒪOᗩᗪ>>LINK>👉https://co.fastmovies.org
Coco
Apollo capital, carried interest tax loophole
Joshua Darst
The level of valley girl speak on this woman is unreal. Not every sentence has to be a question!
Joshua Darst
The sound mixing is really bad for this episode