PODCAST · business
Barron's Live
by Barron's Live
Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.
Episodes
-
Batter Up! Investing in the Sports Boom with Gabelli Funds’ Chris Marangi
Sports is a burgeoning asset class, and there are many ways for public investors to play a winning game. Barron’s Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary speak with Christopher J. Marangi, President & Co-CIO, Value at GAMCO/Gabelli Funds, about investing in…
more -
Where Are Markets Headed? A Technical Analyst Sizes Up the Latest Turmoil
Andy Addison, proprietor of The Institutional View newsletter and research service, is a veteran technical analyst. He studies price action, moving averages, relative strength, and momentum indicators to gauge where asset prices may be headed. Barron's Senior Managing Editor Lauren R. Rublin and...
-
The Outlook for Energy and Natural Resources Stocks
Commodities are in the early stages of a bull market - and natural resources stocks are "massively" underowned. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Avi Salzman talk with Adam Rozencwajg, co-founder and managing partner at Goehring & Rozencwajg, about the prospects…
more -
Inflation, Geopolitics, and the Fed: Navigating U.S. Economic Risks with PGIM
The U.S. economy is relatively stable for now. But inflation continues to be a problem and the intensifying conflict in the Middle East is a risk investors cannot ignore. Barron's Senior Economics Writer Megan Leonhardt talks with Robert Sockin, chief U.S. economist at PGIM, about what economic...
-
Ahead of the Fed: Catching Up with Vanguard's Roger Hallam
The Federal Reserve's policy committee meets on Sept. 15-16 against the backdrop of rising bond yields, a growing U.S. deficit, massive borrowing by AI-related companies, and questions about stubborn inflation. What do all of the above - and a potential interest-rate hike - mean for fixed-income...
-
What’s Ahead for Interest Rates? Talking with RBC Rate Strategist Blake Gwinn
Barron's Senior Managing Editor Lauren R. Rublin and Senior Markets Analysis Writer Paul R. La Monica speak with Blake Gwinn, head of US Rates Strategy at RBC Capital Markets, about the outlook for financial markets, industry sectors, and individual stocks. Hosted by Simplecast, an AdsWizz…
more -
Talking Markets with Michael Cuggino
Barron's Editor in Chief Ben Levisohn and Investor Circle Newsletter Editor Josh Schafer speak with Michael Cuggino, president and portfolio manager of Permanent Portfolio Family of Funds, about Jackson Hole, Nvidia earnings, and what's now for gold, bonds, and the stock market. Hosted by...
-
Unpacking the U.S. Bull Market and What Investors Should Do Now
Join Barron's Live for a look under the hood of the bull market in U.S. stocks and what's ahead. Associate Editor Reshma Kapadia speaks with Savita Subramanian, Bank of America's head of U.S. equity and quantitative strategy, about whether the AI-trade is losing momentum, why index funds aren't...
-
A "Free Lunch" with Money Manager Bill Smead
"Diversification is the only free lunch in investing." It's a famous quote attributed to the Nobel economist Harry Markowitz, and re-quoted - with conviction! - by Smead Capital Management's Bill Smead. Bill discusses his approach to portfolio diversification, and his favorite stocks, with…
more -
What's Ahead for the U.S. Economy?
Inflation and payroll growth trends fluctuated dramatically during the first six months of 2026, causing concerns about the direction of the U.S. economy and how the Federal Reserve will react. Barron's Senior Economics Writer Megan Leonhardt speaks with Steven Blitz, chief U.S. economist at TS...
-
Surfing the AI Spending Wave with Tom Essaye
Almost everything in the economy and financial markets now relates in some way to explosive spending on artificial intelligence technology. Did someone say mania? Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin speak with Tom Essaye, founder and president of…
more -
The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall
A decent first half of the year for the stock market implies more gains in the second half, says Sam Stovall, chief investment strategist at CFRA Research. Stovall discusses his economic and investment outlook, and the prospects for the S&P's 11 industry sectors, with Barron's Senior Managing...
-
Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach
As investors have piled into the AI trade, shares of many high-performing companies have been left on the sidelines, their shares in the bargain bin. That's where most members of the Barron's Roundtable tend to shop, including Christopher Rossbach, a managing partner and chief investment officer…
more -
Why U.S. Investors Need To Watch China
Join Barron's Live for a deep dive into all things China—from Chinese consumers' reluctance to spend and Beijing's push for self-reliance to how AI is transforming China's economy and the challenges China's export dominance is creating for global rivals. Associate Editor Reshma Kapadia speaks…
more -
Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni
Dr. Ed Yardeni, president of Yardeni Research, speaks with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin about his economic and market outlook, the sectors he favors, and his early read on Kevin Warsh's leadership of the Fed. Hosted by Simplecast, an AdsWizz...
-
What Shoppers Want: Talking Retail Stocks with Dana Telsey
Retail sales are rising, but retail stocks are struggling. What gives? Join Barron's Live for a deep dive into the consumer economy and retailing business, and a discussion of retail stocks. Senior Managing Editor Lauren R. Rublin speaks with Dana Telsey, an award-winning retail analyst and…
more -
The "Tampa Model" and Other Investment Insights
The Tampa Firefighters & Police Officers Pension Fund has outperformed the S&P 500 for more than 50 years, thanks to the investment acumen of its sole manager, the investment firm Bowen Hanes. President, CEO, and Chief Investment Officer Harold “Jay” Bowen III speaks with Barron's Senior Managing...
-
Wanted: Global Companies with Transformational Growth
Scottish money manager Baillie Gifford takes a long-term approach to investing in innovative companies with enormous growth potential. Mark Urquhart, head of the firm's Long Term Global Growth strategy, speaks with Barron's Senior Managing Editor Lauren Rublin and Senior Writer Paul R. La Monica...
-
Get Ready for a Red Hot IPO Summer
SpaceX filed on May 20 for an initial public offering of stock that could value the Elon Musk-led company at more than $2 trillion. Other IPOs, Anthropic, OpenAI, DataBricks, and Stripe, could be coming soon. Barron's Senior Managing Editor Lauren R. Rublin talks with Associate Editor Al Root and...
-
Making the Most of Market Dislocations
J.P. Morgan Private Bank published its Mid-Year Outlook on May 11, focusing on the investment implications of global fragmentation, sticky inflation, and the AI supercycle. Stephen Parker, managing director and co-head of global investment strategy at the Private Bank, joins Barron's Senior...
-
A Deep Dive into Jobs
Nela Richardson, chief economist at ADP, discusses the current state of the labor market, including a look at demographic changes and small business momentum, with Barron’s Senior Economic Writer Megan Leonhardt. Richardson, who is also head of the ADP Research, will talk about the latest…
more -
The View from Omaha: An Update on Berkshire Hathaway
Barron's Associate Editor Andrew Bary is back from Omaha after attending the Berkshire Hathaway annual meeting - the first without Warren Buffett on the stage. Senior Managing Editor Lauren R. Rublin speaks with Bary and Berkshire analyst Cathy Seifert, a senior vice president at CFRA Research,...
-
BlackRock's Rick Rieder on the Fed, Fixed Income, and More
Rick Rieder, chief investment officer of global fixed income at BlackRock, discusses the Federal Reserve, his bond-market outlook, and investment opportunities in fixed income with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin. Rieder leads the management team…
more -
Bull Market Still Deserves the Benefit of the Doubt
Keith Lerner, chief investment officer at Truist Advisory Services, sees a "choppy" path higher for stocks. He discusses the outlook for stocks, bonds, and gold with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root. Hosted by Simplecast, an AdsWizz company. See...
-
An Update on Energy and Energy Stocks
Where will energy prices head now that a fragile truce has been achieved in the Iran war? Barron's Senior Managing Editor Lauren R. Rublin speaks with Senior Writer Avi Salzman and Denton Cinquegrana, chief oil analyst at OPIS, about the latest outlook for oil, gas, and energy stocks. Hosted by...
-
A Technical Analysis of the Markets
Barron's Senior Managing Editor Lauren Rublin talks with Editor in Chief Ben Levisohn and technical analyst Katie Stockton, founder and managing partner of Fairlead Strategies, about the technical setup for stocks, bonds, commodities, currencies, and more. Learn how technical analysis can...
-
What Geopolitics Mean for Markets: A Conversation with Matt Gertken
From wars and revolutions to tech advances and trade, developments that play out on the global stage reverberate in the markets, affecting stocks, bonds, currencies, commodities, and more. Matt Gertken, chief geopolitical and U.S. political strategist at BCA Research, tracks these gyrations…
more -
Confessions of a (Highly Successful) Value Investor
Chris Davis, chairman of Davis Advisors, is the third-generation leader of this storied New York investment firm. Davis has succeeded in "the family business" by applying the lessons learned from his father and grandfather, and his friends Warren Buffett and Charlie Munger. He joins Barron's...
-
Navigating Market Volatility with Nuveen's Saira Malik
Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and...
-
Talking Markets and More with First Eagle's Matthew McLennan
Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R....
-
What the Iran Conflict Means for Markets
Stocks have churned through the first two months of 2026, and that was before the U.S. launched attacks on Iran. Now, investors must grapple with the future of the AI trade, tariffs, interest rates, and the uncertainty of a war in the Middle East. Barron's Senior Managing Editor Lauren R. Rublin...
-
What's Ahead for Emerging Markets?
Emerging market stocks had a banner year in 2025, and there is no letup in sight. What's behind the strong comeback, how long can the rally last, and which markets and stocks look most attractive now? Barron's Senior Managing Editors Lauren R. Rublin and Editor in Chief Ben Levisohn interview…
more -
The Great Reversal
The market now views artificial intelligence as a disruptor, causing a massive rotation underneath the surface. Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what it means for stocks, sectors, and our favorite themes....
-
Thar She Golds! Sizing Up Precious Metals' Historic Run
Silver was 2025's best-performing asset, and gold wasn't far behind. What is behind the monumental rally in precious metals, and how long can it last? John Hathaway, a veteran gold analyst and portfolio manager at Sprott Asset Management USA joins Barron's Senior Managing Editor Lauren R. Rublin...
-
Berkshire After Buffett: What's Ahead for a Historic Company
Warren Buffett stepped down as CEO of Berkshire Hathaway at the end of 2025, a mere 95 years young, and longtime Berkshire executive Greg Abel stepped up. What does the leadership transition mean for Buffett's incomparable creation and its shares? Barron's Senior Managing Editor Lauren R. Rublin...
-
Talking Stocks with John W. Rogers, Jr.
Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a discussion with Barron's Roundtable member John W. Rogers Jr., founder, chairman, Co-CEO, and chief investment officer of Ariel Investments. John is a long-time investor in small- and mid-cap stocks, and will discuss…
more -
The Year Ahead: Making Sense of the Economic Outlook
Barron's Senior Economics Writer Megan Leonhart speaks with James Knightley, ING’s chief international economist based in New York, about some of his bolder predictions for what lies ahead for the U.S. economy. We'll break down how employment, inflation, economic growth and rate policy will…
more -
Talking Markets with Adam Parker
From sweeping investment trends to the best stock-selection methods, almost nothing in the markets escapes the attention of Adam Parker, founder and CEO of Trivariate Research. Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a call in which we "ask Adam anything" about...
-
Getting Ready for 2026
Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a look at stocks in the news, what's ahead for the Fed, and how to prepare your portfolio for the new year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
-
Heading Into the Homestretch
Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what could be in store for stocks, Tesla, the Fed, and the AI trade as the market heads into the last month of 2025. Hosted by Simplecast, an AdsWizz company. See...
-
A Market Technician Sizes Up Stocks and More
If you can chart it, technical analyst Andrew Addision can analyze it. Andy, proprietor of The Institutional View research service, joins Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn for an in-depth technical look at stocks, bonds, commodities, volatility, and economic trends.…
more -
Talking Markets with Jan van Eck
From rare earths to robotics, VanEck has designed ETFs and mutual funds to capitalize on compelling and contemporary investment trends. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn talk with Jan van Eck, CEO of the $161 billion-in-assets firm, about the investment outlook and…
more -
The Game Is Bonds. How DoubleLine Plays It
Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn speak with Jeffrey Sherman, deputy chief investment officer at fixed-income powerhouse DoubleLine, about how to navigate a slower-growth, high-inflation world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
-
Two Months to Go
Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle reporter Josh Schaefer discuss what could be in store for stocks, Tesla, and the AI trade as the market heads into the home stretch for the year. Hosted by Simplecast, an AdsWizz company. See...
-
Making Sense of the Market
Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn discuss recent investment trends, stocks in the news, the Fed's next meeting, and the market outlook through year end. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
-
Why Gold Is on a Tear -- and How to Play It
The price of gold has shot up 66% this year, and more gains seem in store. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn discuss what's behind the latest move with Aakash Doshi, global head of gold strategy for the SPDR ETF business at State Street. We'll also examine the silver...
-
Bargain Hunting with Jonathan Boyar
Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn, and Jonathan Boyar, a principal at the Boyar Value Group, for a discussion of the stock-market outlook and compelling investments around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
more -
The AI Trade: Where It's Going, How to Play It
Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn talk with Denny Fish, a portfolio manager on the Global Technology and Innovation Team at Janus Henderson Investors, about the best investment opportunities in the tech sector. Hosted by Simplecast, an AdsWizz company. See...
-
Follow the Money: Catching Up with Barron's Andrew Bary
Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary discuss updates on Berkshire Hathaway, media mergers, investing in sports, the outlook for gold, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use…
more -
The Fed at the Crossroads
Blake Gwinn, head of U.S. Rates Strategy at RBC Capital Markets, writes a weekly commentary appropriately titled Ahead of the Curve. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn speak with Gwinn after the Federal Reserve's Sept. 16-17 policy meeting and rate-cut decision about...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.
HOSTED BY
Barron's Live
CATEGORIES
Loading similar podcasts...