Episode (200)
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Earnings Season Was Surprisingly Surprising
Nov 07, 2025Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla’s Monster Musk Incentive. Plus, Deutsche Bank’s Jim Reid on Stocks
Oct 31, 2025Jack looks at Tesla’s robo future. And a self-described inflationist discusses what two centuries of returns say about what investors should do now. Learn more about your ad choices. Visit megaphone....
Why Chemical Stocks Have Tanked—and 3 to Consider
Oct 24, 2025BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now. Learn more about your ad choices. Visit megaphone.fm/adchoices
Gold, Bitcoin, Dividends, A.I., Private Equity
Oct 15, 2025Jack answers listener questions and previews earnings season. For more on dividends, check out our episode from 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is A.I. Spending Sustainable?
Oct 10, 2025Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn more about your ad choices. Visit megaphone.fm/adchoi...
What Pfizer's New Deal Means for Healthcare
Oct 03, 2025BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems. Learn more about your ad cho...
Bull Market Health Check. Plus, Philip Morris CEO Jacek Olczak
Sep 26, 2025A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nuclear Power’s Bright Outlook. Plus, Quarterly Or Semiannual Reporting?
Sep 19, 2025A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Worldcoin's 3000% Gain. Plus, Gold, Dividends and Wedgification.
Sep 12, 2025Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dividends for A Pricey Market
Sep 05, 2025Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices