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A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI.
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Brad Conger, chief investment officer at Hirtle & Co., explains why the market looks vulnerable, and what to do about it. And Jack has thoughts on how to lord your understanding of the "equity risk premium" over your friends.
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A top airline analyst discusses how traditional carriers are reshaping the skies after the Spirit Airlines collapse.
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Jack speaks with a top Wall Street strategist about quarterly results. Plus, two industries to view cautiously.
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Jack answers listener questions on extraterrestrial investing, tax loss harvesting, an ETF that shuns dictatorships, and whether stocks are really expensive.
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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jack answers listener questions on extraterrestrial investing, tax loss harvesting, an ETF that shuns dictatorships, and whether stocks are really expensive.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company, apparently.
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Jack screens the S&P 500 for its 10 lowest P/E stocks — a group that's beaten the market by 300 points over a decade. Also: fireballs, insect dye, and Canadian Froot Loops.
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Beware buy-the-dip-itis. If anything now is a good time to build resilience. Jack explains in this “talker” with turkeys, King Kong Bundy and Jackson on guitar.
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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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