Barron's Streetwise

Jack Howes presents eight non-AI growth stocks as a reprieve from the tech sector, including Royal Caribbean, BioMarin, Eli Lilly, 5 Below, Smurfit…

Host Jack Howe discusses the REIT rally with KeyBanc analyst Uppal Rana, highlighting EPR Properties’ focus on experiential assets like amusement parks and theaters.

Host Jack Howe interviews Jared Woodard of Bank of America about rising bond yields and their impact on stocks.

Barron’s Jack Hough and Emily Chang answer listener questions on market valuation, oil refining, Oracle, and investment scams.

Host Jack Howe and analyst Chuck Grom discuss why BJ’s Wholesale Club trades at a significant discount to Costco despite its strong membership model.

Host Jack Howe analyzes Coca-Cola’s stock outperformance over Pepsi, citing its asset-light strategy and market share gains.

Host Jack Howe and Morgan Stanley’s Terrence Flint discuss GLP-1 drugs as a major profit driver, rivaling AI.

Host Jack Howe discusses robust Q2 earnings growth, driven largely by AI infrastructure spending, with Seaport Research strategist Jonathan Golub.

Hosted by Jackson Cantrell, this encore episode investigates the drivers behind record-high beef prices and the historic low of the U.

Host Jack Howe answers listener questions on bond funds versus individual bonds, net stock buybacks, and the national debt.

Host Jack Howe analyzes market volatility, citing Bank of America’s concerns over AI-driven earnings quality and rising interest rates.

Host Jack Howe interviews Jeffries analyst Randall Connick about Lululemon’s stock decline, citing missteps in logos and colors, while Connick recommends Yeti for its growth potential.