Barron's Live

Matt Gertken, chief geopolitical and U.S. political strategist at BCA Research, gives a concise geopolitical read on markets. He connects wars, oil shocks, and U.S.-Iran tensions to market moves. He discusses energy price paths, risks to Asian economies, China as a long-term strategic challenge, and tactical investment moves like booking cyclical gains and favoring U.S. equities.

Chris Davis, chairman of Davis Advisors and third-generation leader of the firm, shares his value-investing perspective. He discusses why value lags in growth cycles and when it rebounds. He outlines market risks from de-globalization, higher rates, and AI. He explains which banks and companies like Tyson and Tokyo Marine fit value discipline and warns about liquidity and private credit risks.

Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and investment opportunities in equities and beyond. Barron's has recognized Malik for many years as one of the 100 Most Influential Women on Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Levisohn, Barron’s editor-in-chief and market journalist, provides quick takes on oil, energy and defense stocks after U.S. strikes in Iran. He breaks down market range and dispersion, the standing of the AI trade and tech positioning, and which sectors like industrials and utilities could surprise. He also previews key earnings and what signals to watch next.

Emerging market stocks had a banner year in 2025, and there is no letup in sight. What's behind the strong comeback, how long can the rally last, and which markets and stocks look most attractive now? Barron's Senior Managing Editors Lauren R. Rublin and Editor in Chief Ben Levisohn interview Louis Lau, a member of the Emerging Markets Investment Committee at Brandes Investment Partners, and co-manager of the Brandes Emerging Markets Value Fund (ticker: BEMIX). Learn more about your ad choices. Visit megaphone.fm/adchoices

The market now views artificial intelligence as a disruptor, causing a massive rotation underneath the surface. Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what it means for stocks, sectors, and our favorite themes. Learn more about your ad choices. Visit megaphone.fm/adchoices

John Hathaway, a longtime precious-metals analyst and portfolio manager at Sprott, breaks down the drivers behind gold and silver's historic rally. He discusses central-bank buying, retail speculation and the January silver spike. He compares today’s market to past runs, weighs miners versus bullion, and offers views on copper, uranium and where to allocate in metals and miners.

Warren Buffett stepped down as CEO of Berkshire Hathaway at the end of 2025, a mere 95 years young, and longtime Berkshire executive Greg Abel stepped up. What does the leadership transition mean for Buffett's incomparable creation and its shares? Barron's Senior Managing Editor Lauren R. Rublin speaks with Associate Editor Andrew Bary, and Cathy Seifert, a senior vice president at CFRA Research, both of whom have followed Berkshire's evolution and the stock's performance for many years. We will also have a look at other insurance and financial stocks, and what is moving in the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

John W. Rogers, Jr., founder and chief investment officer of Ariel Investments, shares his insights on small- and mid-cap investing. He highlights the distortions caused by indexing and advocates for focusing on undervalued stocks. Rogers also discusses specific investment picks like Middleby and Prestige Consumer Healthcare, citing their strong management and growth potential. He predicts a market rotation where small caps may thrive, especially in 2026, and emphasizes the importance of aligning management goals with shareholder interests.