Nvidia's Make-Or-Break Earnings Report
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

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
Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top biotech analyst looks beyond Eli Lilly and Novo Nordisk for weight loss investments. Jack talks stocks, bonds, rates, and crypto. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack speaks with Alger fund manager Amy Zhang and answers a listener in “big tech purgatory.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, the cheapest stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
It’s a listener question special. No big whoop. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices
Just in time for open enrollment, Jack talks with Elizabeth O’Brien at Barron’s about HSA accounts, and why a medical plan with an ugly name is worth a look. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack discusses mortgage REITs and answers a listener question about collectibles. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack speaks with a top value manager and does some noodling on Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, a few words on bond yields, Hammurabi, and Buffalo Bill. Learn more about your ad choices. Visit megaphone.fm/adchoices
BofA Merrill Lynch’s top stock strategist explains what to expect from here. And Jack looks at $100 crude and a tech antitrust suit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack hears from stock and bond strategists and discusses high finance’s reverse naked-cowboyization. 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