Podcast Episodes
Back to SearchWhy Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.
William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri.
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1 year, 11 months ago
Chip Stocks and the A.I. Explosion
Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount.
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1 year, 11 months ago
The Problem With Covered Call Writing
Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies.
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1 year, 11 months ago
Fuzzy Panda Attacks Globe Life
Plus, Tesla earnings, European stock picks, and jellied eels.
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1 year, 11 months ago
Supervoting Shares and Bond Barbells
In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage.
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1 year, 11 months ago
Underpants Armageddon
Why Calvin Klein maker PVH got the worst of an apparel stock drop.
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2 years ago
Toyota Stock is Trouncing Tesla. Really.
Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids.
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2 years ago
STRIPS Strategy for Safe Money. Plus, Big Small Caps and Bear Talk
Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50.
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2 years ago
The Bull Case for AT&T
Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck.
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2 years ago
The $600,000 Case for Bitcoin
A pair of bitcoin analysts share five models for putting a price on the cryptocurrency.
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2 years, 1 month ago