Podcast Episodes

Earnings Season, Time Billionaires, and Income Strategies

Episode 339

Seaport Research’s Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdanc…

2 months, 1 week ago

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The Beef Episode, Reheated

Episode 338

Steak and burger prices have soared, yet U.S. ranchers are raising the smallest cattle herd in 75 years. Jack heads to Texas to learn why. This episo…

2 months, 2 weeks ago

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Perps, Buybacks, Bond Funds, and Women's Basketball

Episode 337

Jack answers listener questions, and walks back a garbage can tip.

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2 months, 3 weeks ago

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Bear Flatteners and Stock Pick Rick

Episode 336

Jack answers a listener question about the state of the stock market. A top portfolio manager has four investment ideas.

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3 months ago

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Flights and Tights: Delta CEO Ed Bastian and a Look at Lululemon.

Episode 335

A leader in air travel joins the podcast. Plus, Jefferies analyst Randal Konik discusses why a yoga wear pioneer has turned downward dog.

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3 months, 1 week ago

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The Top CEOs of 2026. Plus, Corning's Wendell Weeks Talks A.I. and Glass.

Episode 334

Jack and Barron's all-star Andrew Bary discuss more standout leaders.

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3 months, 2 weeks ago

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Revisiting the K-Shaped Economy.

Episode 333

In this rerun, Jack searches for new market metaphors and a RBC Economist sizes up U.S. conditions. This episode originally aired on Dec. 5, 2025.

Ho…

3 months, 3 weeks ago

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Jack joins the High Miles Club. Is Autozone a buy?

Episode 332

Plus a top money manager shares five healthcare stock picks.

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3 months, 4 weeks ago

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Jordan, Wemby, and Why Nike’s Turnaround Hasn’t Taken Flight

Episode 331

A footwear analyst, money manager, and a pair of sneakerheads weigh in. And Jack isn’t a fan of the new Flopper 3s.

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4 months ago

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The Sunny Side of the Late Early Cycle

Episode 330

 A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI.

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4 months, 1 week ago

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