Podcast Episodes

How Low Can We Go?

Jack examines the bear case on tariffs and hears from top strategists at Vanguard and real estate group Hines. 

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Published on 4 months, 2 weeks ago

Southwest Airlines Turnaround Comes With Baggage

The low-cost carrier is adding fees and up-charges. Is it trying to mimic Spirit or Delta? And is the industry headed into a downturn?

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Published on 4 months, 3 weeks ago

Lululemon Is Stretched Thin

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share.

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Published on 5 months ago

Managed Futures, Infinite Banking, BDCs

Plus, Bitcoin ETFs. Time for a “great loop” through some listener questions.

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Published on 5 months, 1 week ago

10% Market Dip? How Not to React

Jack walks through ways to hedge market downside from foolish to sensible. Plus, we talk to Barry Ritholtz about strategies from his new book, How Not To Invest.

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Published on 5 months, 2 weeks ago

Is the S&P 500 Enough?

A 125-year history of financial returns challenges conventional wisdom. Plus: 

When hedging works and when it fails with RBC's Amy Wu Silverman.

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Published on 5 months, 3 weeks ago

Index Funds vs. Ivy League

Cambria CIO Meb Faber on why ETFs might match Yale's stellar returns. Plus, from protein to pets, food companies search for growth amid shrinking "algos."

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Published on 5 months, 4 weeks ago

Wildfires and Utility Stocks. Plus, Merrill’s Investment Chief.

PG&E CEO Patti Poppe talks about reducing fire risk and keeping A.I. powered up. And BofA's Chris Hyzy on what investors should do now.

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Published on 6 months, 1 week ago

Stock Splits + Semis

A top chip analyst predicts a near-term peak in spending on computing. Also, stocks are rocketing after split announcements. Here’s who might be next.

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Published on 6 months, 2 weeks ago

Last Call for Alcohol Stocks?

Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors.

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Published on 6 months, 3 weeks ago