Barron's Streetwise

Schwab's Kathy Jones discusses fixed income strategy, bonds versus bond funds, and the importance of diversification. The podcast also touches on stock market trends, inflation expectations, TIPS versus nominal Treasuries, and the risks of investing in crypto. Jack adds some light-hearted banter about stocks along the way.

The podcast discusses a minimalist approach to investing and answers a listener's question about India's stock market. It explores financial nudism, investing in India, simplifying investment portfolios, the dominance of big tech, and offers diversification recommendations amidst high valuations.

Explore the potential impact of Nvidia's earnings report on the stock market and the parallels between Nvidia and Apple. Delve into the CUDA programming language and high margin revenue. Discuss Nvidia's projected growth and earnings, and the importance of supply and demand balance for the company.

A nuclear revival has sent the radioactive metal to a 16-year high–but beware lithium's example. Also, Disney, Fox, and Warner have a new streaming pitch. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Two top energy researchers discuss the outlook for oil prices, refining margins, and global natural gas prices. They explore the challenges faced by small oil and gas operators and the need for continued investment in the industry. They also mention the shift in focus from ESG and the potential consequences of global conflicts and oversupply. The speakers discuss the resilience of one U.S. major and potential obstacles for Chevron's future performance.

Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top analyst discusses air travel. Deutsche Bank crypto prediction. Mette mystery solved. Bitcoin ETFs potential impact on price. Investigating Boeing 737 MAX-9 grounding. Analyzing airline stocks and international travel. Current state of airline traffic and expected growth.

Plus, bond investing for small fries, the 60/40 rule, and what to do when the Buffett indicator flashes red. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Bary shares his top stock picks for 2024, discussing the state of the stock market, tech stocks, and the potential impact of the Fed cutting rates. They also discuss successful stocks from last year, including Home Builder tote brothers. Top picks for the year ahead include Alibaba, Alphabet, Barric Gold, and Berkshire Hathaway. The chapter also touches on declining COVID vaccine sales, Chevron's performance as an energy company, the ownership structure of Madison Square Garden sports, and stocks with high dividend yields.