Episodios

  • Why Stocks are Pricier than they Look

    Why Stocks are Pricier than they Look
    Apr 3 2026
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    32 m
  • Airplane Stocks Sold Off. Time to Land Some Deals?

    Airplane Stocks Sold Off. Time to Land Some Deals?
    Mar 27 2026
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    37 m
  • GM, Ford, Tesla, and Robo-taxis

    GM, Ford, Tesla, and Robo-taxis
    Mar 20 2026
    Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    36 m
  • Tacos and Robots

    Tacos and Robots
    Mar 13 2026
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    41 m
  • Iran, Oil, and the Stock Market

    Iran, Oil, and the Stock Market
    Mar 7 2026
    With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    32 m
  • The Anything-But-A.I. Rally. Plus, Social Security’s Countdown

    The Anything-But-A.I. Rally. Plus, Social Security’s Countdown
    Feb 27 2026
    Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    34 m
  • A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.

    A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.
    Feb 20 2026
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    37 m
  • Where's the Beef?

    Where's the Beef?
    Feb 13 2026
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    36 m