Podcast Episodes

BofA’s Favorite Non-AI Stocks. Plus, Nvidia’s Penny Dividend

A Wall Street researcher has 16 picks, and Jack pronounces 15 of them correctly. Also, what dinky dividends say about the market.

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4 months, 2 weeks ago

How Robinhood Went From Broken IPO to 1,000% Gainer

Chief brokerage officer Steve Quirk talks prediction markets and tokenization, and does a convincing dial-up modem impression.

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4 months, 3 weeks ago

Earnings Season Was Surprisingly Surprising

Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk.

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5 months ago

Tesla’s Monster Musk Incentive. Plus, Deutsche Bank’s Jim Reid on Stocks

Jack looks at Tesla’s robo future. And a self-described inflationist discusses what two centuries of returns say about what investors should do now.

5 months, 1 week ago

Why Chemical Stocks Have Tanked—and 3 to Consider

BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now. 

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5 months, 2 weeks ago

Gold, Bitcoin, Dividends, A.I., Private Equity

Jack answers listener questions and previews earnings season.

For more on dividends, check out our episode from 2023. 

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5 months, 3 weeks ago

Is A.I. Spending Sustainable?

Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge.

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6 months ago

What Pfizer's New Deal Means for Healthcare

BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends …

6 months, 1 week ago

Bull Market Health Check. Plus, Philip Morris CEO Jacek Olczak

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits.

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6 months, 2 weeks ago

Nuclear Power’s Bright Outlook. Plus, Quarterly Or Semiannual Reporting?

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting.

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6 months, 3 weeks ago