Podcast
Barron's Live
Hosted by Barron's Live · EN
Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.
39episodes
Episodes
Newest firstAll episodes
Surfing the AI Spending Wave with Tom Essaye
1w ago00:43:33Tap to summarizeAlmost everything in the economy and financial markets now relates in some way to explosive spending on artificial intelligence technology. Did someone say mania? Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin speak with Tom Essaye, founder and president of Sevens Report, about the implications for investors -- and how to prepare for the day when the great wave crests. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall
2w ago00:42:24Tap to summarizeA decent first half of the year for the stock market implies more gains in the second half, says Sam Stovall, chief investment strategist at CFRA Research. Stovall discusses his economic and investment outlook, and the prospects for the S&P's 11 industry sectors, with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach
3w ago00:42:10Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Why U.S. Investors Need To Watch China
Jul 600:46:04Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni
Jun 2900:46:36Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →What Shoppers Want: Talking Retail Stocks with Dana Telsey
Jun 2200:42:21Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →The "Tampa Model" and Other Investment Insights
Jun 1500:41:25Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Wanted: Global Companies with Transformational Growth
Jun 800:45:59Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Get Ready for a Red Hot IPO Summer
Jun 100:42:36Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Making the Most of Market Dislocations
May 1800:41:44Tap 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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