Episode (200)
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6 Small Cap Stock Picks
Jul 28, 2023The case for pint-size companies, plus top ideas from growth and value managers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Factories Are Back. Plus, Schwab’s Bond Playbook.
Jul 21, 2023Jack talks with UBS industrial analyst Chris Snyder and top fixed income strategist Kathy Jones. Learn more about your ad choices. Visit megaphone.fm/adchoices
General Electric CEO Larry Culp's Breakup Endgame
Jul 14, 2023Plus, this meme stock rally doesn't look particularly meme-y. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chipotle CEO Brian Niccol’s Plan to Double the Business. Again.
Jul 07, 2023Also, taming burrito-flation, managing digital orders, and taking a menu tip from TikTok. Learn more about your ad choices. Visit megaphone.fm/adchoices
Occidental Petroleum CEO Vicki Hollub’s Oil Outlook
Jul 06, 2023Plus, Oxy’s big bet on capturing carbon from the air. Learn more about your ad choices. Visit megaphone.fm/adchoices
Obesity Drugs Just Got More Powerful
Jun 30, 2023Jack talks with Eli Lilly CEO Dave Ricks. Plus, a controversial approach to selling cheaper weight loss drugs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Strategist: Do This Instead of 60/40 Investing
Jun 23, 2023Jared Woodard of BofA Securities sees shortcomings in both stocks and bonds, and has some advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nasdaq CEO Adena Friedman’s Big Deal
Jun 16, 2023Plus, best-selling author Scott Patterson’s new book Chaos Kings. And the triumph of Mexican beer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Midcaps, AI, and Apple's New Headset
Jun 09, 2023Citi strategist Kristen Bitterly breaks down the stock and bond markets. Jack and Mette discuss virtual dinosaurs, and what Big Data means for soup. Learn more about your ad choices. Visit megaphone...
Why the ‘Dean of Valuation’ Just Sold His Nvidia Stock
Jun 02, 2023Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls. Learn more about your ad choices. Visit megaphone.fm/adchoices