Podcast Episodes
Back to SearchWhy the ‘Dean of Valuation’ Just Sold His Nvidia Stock
Plus: Tesla, Citigroup, and the sports team bubble. And a listener asks about BDCs and covered calls.
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2 years, 10 months ago
Fiscal Chicken Hedging? It’s a Tender Situation
Jack looks at likely outcomes in the debt ceiling standoff. A top economist discusses whether and what to sell.
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2 years, 10 months ago
Ford CEO Takes On Tesla. Plus, Office REIT Outlook.
Top auto exec Jim Farley joins the podcast. A real estate analyst and economist discuss the future for worksites and cities.
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2 years, 10 months ago
Why Some Banks Are Buckling
A Goldman Sachs analyst discusses bank mayhem and stocks. Plus, a Princeton historian shares lessons from past financial crises.
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2 years, 10 months ago
Individual Bonds Versus Funds? Plus, More Listener Questions
We revisit a listener question special from February, 2023, with questions on passive investing, robo advisers and bond funds.
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2 years, 11 months ago
Earnings, A.I., and Where Stocks Are Cheap
Jack reviews quarterly results and hears from a top market strategist. Plus, Mario at the movies.
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2 years, 11 months ago
Let’s Talk About Talking About Inflation. Plus, Expedia Stock.
Jack hears from an online travel analyst and the author of a new book on inflation.
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2 years, 11 months ago
Oil, Gold, and Grains Are Only Getting Started, He Says
John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings.
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2 years, 11 months ago
Car Buying Dilemma, Boomer 401(k)s, and Stock Picks
Jack weighs car deals and speaks with an industry analyst. Plus, a money manager’s top picks, and a listener question answered.
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3 years ago
Walmart’s Return to Growth. Big Tobacco’s Somewhat Smokeless Future.
Jack and Jackson discuss why stocks aren’t tanking, and size up a pair of recent Wall Street upgrades.
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3 years ago