Jet fuel is up 62% since the Iran war began. A TD Cowen analyst on which airlines can weather it, and a Morgan Stanley analyst on why the selloff in aerospace suppliers is overdone.

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Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't.

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The CEO of Yum Brands talks Taco Bell and KFC. A Barclays strategist looks at the coming humanoid economy. And Jack previews Nvidia’s big A.I. event.

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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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Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline.

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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 planting tech. 

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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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Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grades three ETFs.

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Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends. 

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RBC’s Lori Calvasina joins to talk about what’s in store for US stocks.

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