
Hosted by Barron's Live · EN

Nela Richardson, chief economist at ADP, discusses the current state of the labor market, including a look at demographic changes and small business momentum, with Barron’s Senior Economic Writer Megan Leonhardt. Richardson, who is also head of the ADP Research, will talk about the latest research on what’s driving employment conditions, as well as her thoughts on how artificial intelligence could shape U.S. employment in the coming years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Associate Editor Andrew Bary is back from Omaha after attending the Berkshire Hathaway annual meeting - the first without Warren Buffett on the stage. Senior Managing Editor Lauren R. Rublin speaks with Bary and Berkshire analyst Cathy Seifert, a senior vice president at CFRA Research, about what's ahead for this storied company and other stocks they follow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Rieder, chief investment officer of global fixed income at BlackRock, discusses the Federal Reserve, his bond-market outlook, and investment opportunities in fixed income with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin. Rieder leads the management team of the $17 billion-in-assets iShares Flexible Income Active ETF (ticker: BINC). Learn more about your ad choices. Visit megaphone.fm/adchoices

Keith Lerner, chief investment officer at Truist Advisory Services, sees a "choppy" path higher for stocks. He discusses the outlook for stocks, bonds, and gold with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root. Learn more about your ad choices. Visit megaphone.fm/adchoices

Where will energy prices head now that a fragile truce has been achieved in the Iran war? Barron's Senior Managing Editor Lauren R. Rublin speaks with Senior Writer Avi Salzman and Denton Cinquegrana, chief oil analyst at OPIS, about the latest outlook for oil, gas, and energy stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren Rublin talks with Editor in Chief Ben Levisohn and technical analyst Katie Stockton, founder and managing partner of Fairlead Strategies, about the technical setup for stocks, bonds, commodities, currencies, and more. Learn how technical analysis can complement fundamental research and provide insights into investor behavior and market trends. Learn more about your ad choices. Visit megaphone.fm/adchoices

From wars and revolutions to tech advances and trade, developments that play out on the global stage reverberate in the markets, affecting stocks, bonds, currencies, commodities, and more. Matt Gertken, chief geopolitical and U.S. political strategist at BCA Research, tracks these gyrations, taking a geopolitical approach to investment recommendations. Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin talk with Matt about the investment implications of the war in Iran, the spike in energy prices, and other geopolitical events moving markets in the U.S. and abroad. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Davis, chairman of Davis Advisors, is the third-generation leader of this storied New York investment firm. Davis has succeeded in "the family business" by applying the lessons learned from his father and grandfather, and his friends Warren Buffett and Charlie Munger. He joins Barron's Editors Lauren Rublin and Andrew Bary to discuss the current market climate, precepts of value investing, and some of his favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and investment opportunities in equities and beyond. Barron's has recognized Malik for many years as one of the 100 Most Influential Women on Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices