Episode (200)
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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 17, 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
Lyft’s Ride to Profit
Aug 29, 2025Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Learn more about your ad choices. Visit megaphone.fm/adc...
Verizon and AT&T Have Traded Places
Aug 22, 2025It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull. Learn more about your ad choices. Visit megaphone.fm/adchoices