Podcast
Barron's Live
Hosted by Barron's Live · EN
Join Barron’s for exclusive conversations with our journalists and expert guests. Each episode will make sense of the news, discuss market trends, and deliver actionable ideas with insights on stocks to watch, the latest in technology, and more.
37episodes
Episodes
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Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach
Yesterday00:44:55Tap to summarizeAs investors have piled into the AI trade, shares of many high-performing companies have been left on the sidelines, their shares in the bargain bin. That's where most members of the Barron's Roundtable tend to shop, including Christopher Rossbach, a managing partner and chief investment officer of J. Stern, a London-based independent asset manager, and our newest Roundtable member. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Teresa Rivas speak with Chris about the economic and market outlook, consumer spending, infrastructure investing, and his favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Why U.S. Investors Need To Watch China
1w ago00:48:49Tap to summarizeJoin Barron's Live for a deep dive into all things China—from Chinese consumers' reluctance to spend and Beijing's push for self-reliance to how AI is transforming China's economy and the challenges China's export dominance is creating for global rivals. Associate Editor Reshma Kapadia speaks with Tiffany Hsiao, a veteran Asia investor who has invested in private companies in China and now manages $1.3 billion across various strategies at Matthews Asia. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni
2w ago00:49:21Tap to summarizeDr. Ed Yardeni, president of Yardeni Research, speaks with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin about his economic and market outlook, the sectors he favors, and his early read on Kevin Warsh's leadership of the Fed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →What Shoppers Want: Talking Retail Stocks with Dana Telsey
3w ago00:45:06Tap to summarizeRetail sales are rising, but retail stocks are struggling. What gives? Join Barron's Live for a deep dive into the consumer economy and retailing business, and a discussion of retail stocks. Senior Managing Editor Lauren R. Rublin speaks with Dana Telsey, an award-winning retail analyst and founder of Telsey Advisory Group, and Senior Writer Teresa Rivas, who covers Walmart, Costco, Tapestry, and other retail industry leaders. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →The "Tampa Model" and Other Investment Insights
4w ago00:44:10Tap to summarizeThe Tampa Firefighters & Police Officers Pension Fund has outperformed the S&P 500 for more than 50 years, thanks to the investment acumen of its sole manager, the investment firm Bowen Hanes. President, CEO, and Chief Investment Officer Harold “Jay” Bowen III speaks with Barron's Senior Managing Editor Lauren Rublin and Associate Editor Andrew Bary about his thematic investment strategy and his favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Wanted: Global Companies with Transformational Growth
Jun 800:47:00Tap to summarizeScottish money manager Baillie Gifford takes a long-term approach to investing in innovative companies with enormous growth potential. Mark Urquhart, head of the firm's Long Term Global Growth strategy, speaks with Barron's Senior Managing Editor Lauren Rublin and Senior Writer Paul R. La Monica about his favorite tech stocks, investing in China, the SpaceX IPO, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Get Ready for a Red Hot IPO Summer
Jun 100:45:21Tap to summarizeSpaceX filed on May 20 for an initial public offering of stock that could value the Elon Musk-led company at more than $2 trillion. Other IPOs, Anthropic, OpenAI, DataBricks, and Stripe, could be coming soon. Barron's Senior Managing Editor Lauren R. Rublin talks with Associate Editor Al Root and Reporter Nate Wolf about the SpaceX deal, the IPO outlook, and what a flood of new issues could mean for the broader stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Making the Most of Market Dislocations
May 1800:44:29Tap to summarizeJ.P. Morgan Private Bank published its Mid-Year Outlook on May 11, focusing on the investment implications of global fragmentation, sticky inflation, and the AI supercycle. Stephen Parker, managing director and co-head of global investment strategy at the Private Bank, joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica to discuss the firm's market outlook and the report's highlights. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →A Deep Dive into Jobs
May 1100:45:19Tap to summarizeNela 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
Transcribe →The View from Omaha: An Update on Berkshire Hathaway
May 400:45:39Tap to summarizeBarron'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
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