Podcast Episodes

Delta CEO Ed Bastian

Episode 230

How the airline is outshining its rivals. Plus, one analyst upgrades Best Buy, but another says “too soon.”

Hosted by Simplecast, an AdsWizz company.…

2 years, 3 months ago

View Episode

The Obesity Drug Loophole. Plus, the Outlook for Homebuilder Stocks.

Episode 229

Also, a top Vanguard strategist discusses the run-up in growth stocks.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information …

2 years, 3 months ago

View Episode

Broadcom Cracks the S&P Top 10. What’s Next?

Episode 228

Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable. 

Hosted by Simplecast, an AdsWizz com…

2 years, 4 months ago

View Episode

Home and Auto Insurance Got Wacky. What’s Next?

Episode 227

Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks.

Hosted by Simplecast…

2 years, 4 months ago

View Episode

Google Arrives At An A.I. Crossroads

Episode 226

Will smarter search make or break Alphabet? A top internet analyst weighs in. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info…

2 years, 4 months ago

View Episode

A.I. Power Shortage. Plus, Oil & Gas Stock Picks

Episode 225

Big Data will strain the electricity grid, says BofA. And Jack talks with a top energy analyst.

Hosted by Simplecast, an AdsWizz company. See pcm.ads…

2 years, 4 months ago

View Episode

Why Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.

Episode 224

William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri.

Hosted by S…

2 years, 5 months ago

View Episode

Chip Stocks and the A.I. Explosion

Episode 223

Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount.

Hosted by Simplecast, an AdsWizz company. See pcm.…

2 years, 5 months ago

View Episode

The Problem With Covered Call Writing

Episode 222

Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat…

2 years, 5 months ago

View Episode

Fuzzy Panda Attacks Globe Life

Episode 221

Plus, Tesla earnings, European stock picks, and jellied eels.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our…

2 years, 5 months ago

View Episode