Jack Bowman
Macro-focused analyst and writer (author of The Macro Obsession) who invests around macroeconomic trends and covers materials and critical minerals, with regular contributions on Seeking Alpha.
Best podcasts with Jack Bowman
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Nov 26, 2025 • 34min
Contrarian plays and real asset opportunities from next gen investors
Join analysts Julia Ostian, Jack Bowman, and Kenio Fontes as they dive into today’s market dynamics. Julia discusses broad market corrections beyond tech stocks, while Jack highlights labor trends shaping Fed expectations. Kenio advocates for contrarian investments in real assets and long-term value opportunities. The trio emphasizes the importance of risk management, including position sizing and cash allocation, while revealing their stock picks like Nvidia, Brookfield, and Exxon. Don't miss their insights on navigating the current investment landscape!
Feb 19, 2026 • 53min
This is a stock picker's market
Jack Bowman, macro analyst (The Macro Obsession) digs into rare earths, metals and resource geopolitics. Kenio Fontes, Brazil-based contrarian covering tech and retail, discusses Amazon, valuation gaps and long-term buys. Julia Ostian, tech and AI analyst, focuses on momentum, NVIDIA risks and cash-flow concerns. They debate tech earnings, chip designers vs manufacturers, rotating sectors and why it is a stock-picker’s market.
