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Buybacks, Bond Doubts, DRAM, and T-Rex

Episode 349

It’s a listener question special. Family welcome. Choo-choo!


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11 hours ago

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Weird Ways to Predict Stock Returns

Episode 348

Award-winning economist Alex Edmans discusses his new book, The Madness of Markets. Plus, a global money manager explains where to find value.


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1 week ago

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Terminator, AI Jobs, and Financial Nudism

Episode 347

Jack shares his concerns with OpenAI’s chief economist, and adds some fig leaves to his stripped-down investing approach.


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2 weeks ago

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No Robots Allowed

Episode 346

In this safe space for the AI-weary, Jack discusses eight companies that are growing nicely outside of tech.


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3 weeks ago

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Roller Coasters, REITs, and Rotten Tomatoes

Episode 345

A real estate analyst explains why he upgraded an odd operator yielding 6%. A box office expert talks IMAX and Avengers.


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4 weeks ago

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Will Bond Vigilantes Tank the Stock Market?

Episode 344

Although 5% would be a warning, the danger zone is higher, says top Wall Street researcher Jared Woodard.


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1 month ago

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Oracle and Oil Refiners. Plus, Pyramid Scheme or Nah?

Episode 343

Jack answers listener questions and refutes dad joke allegations.


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1 month, 1 week ago

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Ode to BJ’s Wholesale

Episode 342

Jack is tired of living in the shadow of Costco shoppers. A top Wall Street analyst makes the case for BJ’s stock.


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1 month, 2 weeks ago

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Bond Playbook. Plus, Coke’s Winning Formula.

Episode 341

Fixed income experts from Morgan Stanley and Janus Henderson discuss where to find yield. And Jack zeroes in on a no-calorie soda success.


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1 month, 3 weeks ago

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The Everything Pill

Episode 340

The best-selling drug class in history is about to get better—and a lot bigger.


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2 months ago

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