Does Private Equity Beat Stocks, or Nah?
Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack hears from researchers, industry founders, a pension manager, and a co-author of one of two recent pirate-themed private equity takedowns. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack and Mette discuss why a standoff over the cost of ESPN could break television. And some other stuff. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this rerun, Jack discusses investing in shares of paintings. Plus, shortcuts to telling great artists apart. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this rerun, Jack breaks down the worldwide trade in plant nutrients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack uses stock screening software and analyst research to find new kicks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack answers listener questions and weighs in on dried fruit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: obesity drugs, “undermentals,” and a hot new TikTok dance. Learn more about your ad choices. Visit megaphone.fm/adchoices
The case for pint-size companies, plus top ideas from growth and value managers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks with UBS industrial analyst Chris Snyder and top fixed income strategist Kathy Jones. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, this meme stock rally doesn't look particularly meme-y. Learn more about your ad choices. Visit megaphone.fm/adchoices
Also, taming burrito-flation, managing digital orders, and taking a menu tip from TikTok. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, Oxy’s big bet on capturing carbon from the air. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks with Eli Lilly CEO Dave Ricks. Plus, a controversial approach to selling cheaper weight loss drugs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jared Woodard of BofA Securities sees shortcomings in both stocks and bonds, and has some advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, best-selling author Scott Patterson’s new book Chaos Kings. And the triumph of Mexican beer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Citi strategist Kristen Bitterly breaks down the stock and bond markets. Jack and Mette discuss virtual dinosaurs, and what Big Data means for soup. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell. Learn more about your ad choices. Visit megaphone.fm/adchoices
Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises. Learn more about your ad choices. Visit megaphone.fm/adchoices
We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack hears from an online travel analyst and the author of a new book on inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices
John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we revisit an episode from December, 2022. Small cap stocks have underperformed large caps over the past decade, but a top market strategist and fund manager say the trend likely will soon reverse. Learn more about your ad choices. Visit megaphone.fm/adchoices
Also, meet the woman who’s launching a bank. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top equity strategist sees lackluster short-term returns. And Jack gets a behind-the-scenes look at the Aflac duck. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks with farmers about a runup in land prices, healthy crop margins, and the ag-tech revolution. Agco’s CEO weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices