Podcast Episodes
Back to SearchTractor Talk With CNH CEO Scott Wine
Episode 200
Plus, the cheapest stocks in the S&P 500.
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2 years, 10 months ago
Ebitda vs. Ugly. Plus, TIPS, QQQ ads, and the Innie Yield Curve
Episode 199
It’s a listener question special. No big whoop.
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2 years, 10 months ago
3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys
Episode 198
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, 11 months ago
The Investing Merits of the High-Deductible Health Plan
Episode 197
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, 11 months ago
Don’t Lick That Frog—the Pull and Peril of a 17% Yield
Episode 196
Jack discusses mortgage REITs and answers a listener question about collectibles.
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2 years, 11 months ago
Picking Value Stocks. Plus, Magnificent 7 Price Check
Episode 195
Jack speaks with a top value manager and does some noodling on Big Tech.
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2 years, 11 months ago
Looking for Deals in Rundown REITs
Episode 194
Jack talks commercial property with Richard Anderson, head of U.S. REITs at Wedbush.
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2 years, 11 months ago
D.A. Davidson's Top Stocks
Episode 193
Plus, a few words on bond yields, Hammurabi, and Buffalo Bill.
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3 years ago
Savita Subramanian on Stocks. Plus, Oil and Amazon.
Episode 192
BofA Merrill Lynch’s top stock strategist explains what to expect from here. And Jack looks at $100 crude and a tech antitrust suit.
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3 years ago
Markets Look Less Weird, Thanks to Higher Rates
Episode 191
Jack hears from stock and bond strategists and discusses high finance’s reverse naked-cowboyization.
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3 years ago