Podcast Episodes
Back to SearchCybersecurity Threats – and Profits – Are Ramping Up
Episode 111
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, 6 months ago
Bitcoin Doesn't Fix This. Plus, Pets and Profits.
Episode 110
Jack hears from a crypto skepti-bull, and catches up with Kristin Peck, CEO of Zoetis.
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4 years, 6 months ago
A Commodities Perfect Storm. Bed Bath & Beyond Goes Meme Stock.
Episode 109
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, 6 months ago
$5 Gasoline? Where Russia's War Could Take Oil
Episode 108
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, 7 months ago
Home Prices Jumped 19% Last Year. The Outlook for Buyers and Builders
Episode 107
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, 7 months ago
War in Ukraine, and Investors Are Buying. Should They Be?
Episode 106
Jack talks with one market strategist who's worried about stagflation, and another who says that stocks tend to shake off geopolitical shocks.
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4 years, 7 months ago
Paramount Doubles Down On Streaming. Why Shares Tanked.
Episode 105
Jack talks Jackass, Yellowstone, theater windows and subscribers with Paramount CEO Bob Bakish. Plus, why so many earnings-day blowups?
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4 years, 7 months ago
Cleaning Up a Messy Portfolio. And, Are Analysts Helpful?
Episode 104
Jack answers listener questions, including ones on electric vehicles and inflation. Plus, Mette stops by.
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4 years, 7 months ago
Cathie Wood Says Ark Is the New Nasdaq
Episode 103
The stock-picker talks about her recent declines, why she's sticking with companies like Tesla, Zoom, and Spotify, and why her rivals are overloaded …
4 years, 8 months ago
Peloton, Netflix, and When to Buy Broken Growth Stocks
Episode 102
Jack talks with a pair of Wall Street analysts making bold calls, and hears from a tiny focus group.
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4 years, 8 months ago