Episode (200)
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AI Stock Blowup and the Analyst Who Saw it Coming
Aug 30, 2024Short-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...
Value Stocks, and the Appeal of Index Dropouts
Aug 23, 2024Research 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 megapho...
New Starbucks CEO Faces Frothy Expectations
Aug 16, 2024Brian 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
Stay Bullish, Says Economist Ed Yardeni
Aug 08, 2024The 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
Does JetBlue’s Turnaround Plan Have Wings?
Aug 02, 2024The 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. Vi...
Picks, Spills, and a Dunk
Jul 26, 2024D.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
Vote No on Election Trading Tips
Jul 19, 2024Jack 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
Paramount, Skydance Agree to Merge. Cornhole Turns Pro.
Jul 12, 2024Barron’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/adchoi...
The Dollar Flexes Its Beach Muscles
Jul 05, 2024Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bonds. And Soup.
Jun 28, 2024A 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