Episode (200)
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Intel and Amazon
Dec 15, 2023Jack 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
The Next 2 Obesity Drug Stocks? Plus, Bitcoin’s Bounce
Dec 08, 2023A 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
3 Small Cap Picks. Plus, Balancing the Magnificent 7
Dec 01, 2023Jack 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
Tractor Talk With CNH CEO Scott Wine
Nov 24, 2023Plus, the cheapest stocks in the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve
Nov 17, 2023It’s a listener question special. No big whoop. Learn more about your ad choices. Visit megaphone.fm/adchoices
3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys
Nov 10, 2023David 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/adc...
The Investing Merits of the High-Deductible Health Plan
Nov 03, 2023Just 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 m...
Don’t Lick That Frog—the Pull and Peril of a 17% Yield
Oct 27, 2023Jack discusses mortgage REITs and answers a listener question about collectibles. Learn more about your ad choices. Visit megaphone.fm/adchoices
Picking Value Stocks. Plus, Magnificent 7 Price Check
Oct 20, 2023Jack speaks with a top value manager and does some noodling on Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Looking for Deals in Rundown REITs
Oct 12, 2023Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush. Learn more about your ad choices. Visit megaphone.fm/adchoices