Podcast Episodes
Back to SearchIran, Oil, and the Stock Market
Episode 319
With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios.
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7 months ago
The Anything-But-AI Rally. Plus, Social Security’s Countdown.
Episode 318
Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline.
Hoste…
7 months, 1 week ago
A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.
Episode 317
Jack and Jackson discuss what’s ailing software stocks, and list Wall Street picks. And a tractor executive has the latest on farm incomes and planti…
7 months, 2 weeks ago
Where's the Beef?
Episode 316
Steak prices are soaring. So why is the U.S. cattle herd the smallest in 75 years? Jack heads to Texas ranch land to find out.
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7 months, 3 weeks ago
Frothy Valuations and Fancy-Pants ETFs
Episode 315
Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grad…
8 months ago
Gold, Debasement, and Henry VIII
Episode 314
Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends.
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8 months, 1 week ago
'Sell America?' Careful There.
Episode 313
RBC’s Lori Calvasina joins to talk about what’s in store for US stocks.
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8 months, 2 weeks ago
Powell, Trump and Mortgage Rates
Episode 312
A top strategist from Barclays talks creative paths for pushing rates lower.
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8 months, 3 weeks ago
Small-Cap Earnings Could Jump 20%. Plus, a Beer Mystery.
Episode 311
Jack talks with a top BofA Securities strategist and looks into a Wall Street theory on Corona sales and immigration policy.
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8 months, 3 weeks ago
The Quality Signal That Beats the Market. Plus, Can Metals Stay Hot?
Episode 310
BofA’s Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper.
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9 months ago