Podcast Episodes
Back to SearchBonds, Solar, and Cheese Balls
A fixed income manager gives his 2024 playbook. Jack talks First Solar and Utz.
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2 years, 3 months ago
Intel and Amazon
Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood.
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2 years, 3 months ago
The Next 2 Obesity Drug Stocks? Plus, Bitcoin’s Bounce
A top biotech analyst looks beyond Eli Lilly and Novo Nordisk for weight loss investments. Jack talks stocks, bonds, rates, and crypto.
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2 years, 4 months ago
3 Small Cap Picks. Plus, Balancing the Magnificent 7
Jack speaks with Alger fund manager Amy Zhang and answers a listener in “big tech purgatory.”
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2 years, 4 months ago
Tractor Talk With CNH CEO Scott Wine
Plus, the cheapest stocks in the S&P 500.
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2 years, 4 months ago
Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve
It’s a listener question special. No big whoop.
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2 years, 4 months ago
3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys
David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street.
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2 years, 5 months ago
The Investing Merits of the High-Deductible Health Plan
Just in time for open enrollment, Jack talks with Elizabeth O’Brien at Barron’s about HSA accounts, and why a medical plan with an ugly name is worth…
2 years, 5 months ago
Don’t Lick That Frog—the Pull and Peril of a 17% Yield
Jack discusses mortgage REITs and answers a listener question about collectibles.
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2 years, 5 months ago
Picking Value Stocks. Plus, Magnificent 7 Price Check
Jack speaks with a top value manager and does some noodling on Big Tech.
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2 years, 5 months ago