Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 13, 2024•34 min
Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 06, 2024•28 min
Short-seller Hindenburg Research brought down shares of Super Micro Computer with a scathing report. Susquehanna analyst Mehdi Hosseini discusses why he turned bearish months before. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 30, 2024•30 min
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 23, 2024•35 min
Brian Niccol turned Chipotle around. Will it work for lattes? Morningstar’s Sean Dunlop joins the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 16, 2024•28 min
The longtime Fed watcher talks about the road to S&P 8000, and the outlook for the national debt. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 08, 2024•28 min
The airline is canceling less profitable routes and planning for more butts in fancier seats. Plus, a top dividend portfolio manager shares three favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 02, 2024•32 min
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 26, 2024•29 min
Jack tiptoes around politics and sizes up the small cap rally. Plus, is Apple really headed for an iPhone super-cycle? Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 19, 2024•25 min
Barron’s Associate Editor Andrew Bary discusses why a new Paramount deal might irk common shareholders. Jackson interrupts Jack’s vacation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 12, 2024•17 min
Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 05, 2024•32 min
A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 28, 2024•30 min
How the airline is outshining its rivals. Plus, one analyst upgrades Best Buy, but another says “too soon.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 21, 2024•28 min
Also, a top Vanguard strategist discusses the run-up in growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 14, 2024•27 min
Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 07, 2024•28 min
Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 31, 2024•31 min
Will smarter search make or break Alphabet? A top internet analyst weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 24, 2024•35 min
Big Data will strain the electricity grid, says BofA. And Jack talks with a top energy analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 17, 2024•28 min
William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 10, 2024•31 min
Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 03, 2024•33 min
Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 26, 2024•28 min
Plus, Tesla earnings, European stock picks, and jellied eels. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 20, 2024•33 min
In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 12, 2024•29 min
Why Calvin Klein maker PVH got the worst of an apparel stock drop. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 05, 2024•25 min
Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 29, 2024•33 min
Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 22, 2024•32 min
Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 15, 2024•33 min
A pair of bitcoin analysts share five models for putting a price on the cryptocurrency. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 08, 2024•33 min
Schwab’s Kathy Jones talks fixed income strategy. Plus, Jack jibber-jabbers a bit about stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 01, 2024•29 min
A minimalist approach to investing. Plus, a listener asks about India’s soaring stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 23, 2024•31 min