Podcast Episodes

Netflix & Disney: Falling Knife vs. Hot Potato

Plus, rising mortgage rates present a buying opportunity in Home Depot and Lowe's.

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3 years, 11 months ago

AT&T, Twitter, and Investing for Peak Inflation

Market strategists Lindsey Bell and Kristina Hooper talk portfolio positioning, and dividend fund manager Austin Graff shares stock picks.

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3 years, 11 months ago

JetBlue, Elon Musk, Disinflation, and Japan

A top airline analyst weighs in on dealmaking and stocks to buy, and Jack talks Twitter, Warren Buffett and more.

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4 years ago

Bonds Look Less Terrible

Yields on fixed income and dividend stocks have plumped up. A top strategist and money manager talk about where to find deals.

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4 years ago

A Golden Age for U.S. Oil Refiners

The key to profits in the gasoline business is natural gas, not just crude. BofA's Doug Leggate explains. And Denton Cinquegrana at OPIS talks summer…

4 years ago

Cybersecurity Threats – and Profits – Are Ramping Up

Palo Alto Networks CEO Nikesh Arora talks Russia, artificial intelligence, and why the network security industry is poised for consolidation.

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4 years ago

Bitcoin Doesn't Fix This. Plus, Pets and Profits.

Jack hears from a crypto skepti-bull, and catches up with Kristin Peck, CEO of Zoetis.

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4 years ago

A Commodities Perfect Storm. Bed Bath & Beyond Goes Meme Stock.

Nickel, wheat, and oil are spiking--but dividend stocks might be better for fighting inflation. Also, a retailer's shares go vertical, as a listener …

4 years, 1 month ago

$5 Gasoline? Where Russia's War Could Take Oil

A top commodities strategist lays out the prospects for new supply--and demand destruction. And an oil CEO doubles down on his pledge to limit new dr…

4 years, 1 month ago

Home Prices Jumped 19% Last Year. The Outlook for Buyers and Builders

Jack launches a midweek edition with a look at a double-upgrade for two homebuilder stocks, plus tailwinds for home improvement chains.

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4 years, 1 month ago