Episodes

  • The Case for Frontier Markets

    The Case for Frontier Markets
    Sep 27 2024
    Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 mins
  • Should Investors Worry About the U.S. National Debt?

    Should Investors Worry About the U.S. National Debt?
    Sep 20 2024
    Jonathan Pingle, Chief U.S. Economist at UBS, weighs in. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins
  • Nuclear, Crypto, and the A.I. Power Shortage

    Nuclear, Crypto, and the A.I. Power Shortage
    Sep 13 2024
    Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 mins
  • Why Pot Stocks Stink

    Why Pot Stocks Stink
    Sep 6 2024
    Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • AI Stock Blowup and the Analyst Who Saw it Coming

    AI Stock Blowup and the Analyst Who Saw it Coming
    Aug 30 2024
    Short-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 your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Value Stocks, and the Appeal of Index Dropouts

    Value Stocks, and the Appeal of Index Dropouts
    Aug 23 2024
    Research 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 megaphone.fm/adchoices
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    35 mins
  • New Starbucks CEO Faces Frothy Expectations

    New Starbucks CEO Faces Frothy Expectations
    Aug 16 2024
    Brian 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
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    28 mins
  • Stay Bullish, Says Economist Ed Yardeni

    Stay Bullish, Says Economist Ed Yardeni
    Aug 8 2024
    The 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
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    28 mins