Podcast Episodes

Pensions, Naked Puts, Low-Sin Investing

Episode 309

It’s a listener question special, and grill master Jack is ready to push the pace.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for …

9 months, 1 week ago

View Episode

Andrew Bary’s Top Stocks for 2026

Episode 308

The Barron’s star has a hot hand after crushing the market in 2025. Can he do it again?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com…

9 months, 2 weeks ago

View Episode

GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking

Episode 307

Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel.

Hosted by Simplecast, an AdsWizz company. See pc…

9 months, 3 weeks ago

View Episode

Small Caps, Chip Wars, and the K-Shaped Economy

Episode 306

Jack searches for new market metaphors. An RBC Economist sizes up US conditions.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in…

10 months ago

View Episode

Amazon’s Rufus Sales Tactics

Episode 305

In this half-fresh Black Friday episode, Jack talks about how Amazon is winning the shopping-bot war, and we revisit a June 27, 2025 episode on what’…

10 months, 1 week ago

View Episode

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

Episode 304

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

Hosted by Simplecas…

10 months, 1 week ago

View Episode

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

Episode 303

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

Hosted by Simplecast, …

10 months, 2 weeks ago

View Episode

Earnings Season Was Surprisingly Surprising

Episode 302

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

Hosted by Simplecast, an Ad…

10 months, 4 weeks ago

View Episode

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

Episode 301

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.

…

11 months ago

View Episode

Why Chemical Stocks Have Tanked—and 3 to Consider

Episode 300

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

Hosted by Simple…

11 months, 1 week ago

View Episode