Episode (200)
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Airplane Stocks Sold Off. Time to Land Some Deals?
Mar 27, 2026Jet fuel is up 62% since the Iran war began. A TD Cowen analyst on which airlines can weather it, and a Morgan Stanley analyst on why the selloff in aerospace suppliers is overdone. Learn more about ...
GM, Ford, Tesla, and Robo-taxis
Mar 20, 2026Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tacos and Robots
Mar 13, 2026The CEO of Yum Brands talks Taco Bell and KFC. A Barclays strategist looks at the coming humanoid economy. And Jack previews Nvidia’s big A.I. event. Learn more about your ad choices. Visit megaphone...
Iran, Oil, and the Stock Market
Mar 07, 2026With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Anything-But-AI Rally. Plus, Social Security’s Countdown.
Feb 27, 2026Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline. Learn more about your ad choices. Visit megaphone.fm/ad...
A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.
Feb 20, 2026Jack and Jackson discuss what’s ailing software stocks, and list Wall Street picks. And a tractor executive has the latest on farm incomes and planting tech. Learn more about your ad choices. Visit ...
Where's the Beef?
Feb 13, 2026Steak prices are soaring. So why is the U.S. cattle herd the smallest in 75 years? Jack heads to Texas ranch land to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices
Frothy Valuations and Fancy-Pants ETFs
Feb 06, 2026Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grades three ETFs. Learn more about your ad choices. V...
Gold, Debasement, and Henry VIII
Jan 30, 2026Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices
'Sell America?' Careful There.
Jan 23, 2026RBC’s Lori Calvasina joins to talk about what’s in store for US stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices