About this podcast
Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.
Episodes
The newest 50 of 354 episodes
- America’s Debt Reckoning: 5 Paths Forward · 36 min · Episode 354Inflate it away? Unlikely. Growth Miracle? Don't count on it. Jack explains, with the help of budget experts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
- AI’s Big Payoff? Apollo’s Top Economist Doesn’t See It Yet. · 33 min · Episode 353A conversation with Torsten Slok about tech spending, housing, rates, and markets. Plus, Jack does some toaster math on data centers. Hosted by Simplecast, an AdsWizz company…
- Does Show Business Still Work? · 27 min · Episode 352If Netflix is suddenly flopping, what does it mean for companies trying to mimic it? Jack has thoughts. Plus, a top technology fund manager discusses AI investing. Hosted by…
- The Disruption Scorecard · 29 min · Episode 351From SpaceX to Amazon, Jack ranks corporate insurgencies using his custom Schump scale. Plus a top banking analyst talks Capital One. Hosted by Simplecast, an AdsWizz company…
- Spooky Agents, Cable’s Second Death, and Stock Picks · 34 min · Episode 350Jack dives into persistent AI and a broadband land grab, and talks stock picks with Paulina McPadden from Baillie Gifford. Hosted by Simplecast, an AdsWizz company. See…
- Buybacks, Bond Doubts, DRAM, and T-Rex · 29 min · Episode 349It’s a listener question special. Family welcome. Choo-choo! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
- Weird Ways to Predict Stock Returns · 32 min · Episode 348Award-winning economist Alex Edmans discusses his new book, The Madness of Markets. Plus, a global money manager explains where to find value. Hosted by Simplecast, an AdsWizz…
- Terminator, AI Jobs, and Financial Nudism · 35 min · Episode 347Jack shares his concerns with OpenAI’s chief economist, and adds some fig leaves to his stripped-down investing approach. Hosted by Simplecast, an AdsWizz company. See…
- No Robots Allowed · 26 min · Episode 346In this safe space for the AI-weary, Jack discusses eight companies that are growing nicely outside of tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
- Roller Coasters, REITs, and Rotten Tomatoes · 34 min · Episode 345A real estate analyst explains why he upgraded an odd operator yielding 6%. A box office expert talks IMAX and Avengers. Hosted by Simplecast, an AdsWizz company. See…
- Will Bond Vigilantes Tank the Stock Market? · 31 min · Episode 344Although 5% would be a warning, the danger zone is higher, says top Wall Street researcher Jared Woodard. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
- Oracle and Oil Refiners. Plus, Pyramid Scheme or Nah? · 26 min · Episode 343Jack answers listener questions and refutes dad joke allegations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
- Ode to BJ’s Wholesale · 29 min · Episode 342Jack is tired of living in the shadow of Costco shoppers. A top Wall Street analyst makes the case for BJ’s stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com…
- Bond Playbook. Plus, Coke’s Winning Formula. · 35 min · Episode 341Fixed income experts from Morgan Stanley and Janus Henderson discuss where to find yield. And Jack zeroes in on a no-calorie soda success. Hosted by Simplecast, an AdsWizz…
- The Everything Pill · 36 min · Episode 340The best-selling drug class in history is about to get better—and a lot bigger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our…
- Earnings Season, Time Billionaires, and Income Strategies · 31 min · Episode 339Seaport Research’s Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdancing and actuarial seconds…
- The Beef Episode, Reheated · 34 min · Episode 338Steak and burger prices have soared, yet U.S. ranchers are raising the smallest cattle herd in 75 years. Jack heads to Texas to learn why. This episode originally aired on Feb…
- Perps, Buybacks, Bond Funds, and Women's Basketball · 25 min · Episode 337Jack answers listener questions, and walks back a garbage can tip.
- Bear Flatteners and Stock Pick Rick · 28 min · Episode 336Jack answers a listener question about the state of the stock market. A top portfolio manager has four investment ideas.
- Flights and Tights: Delta CEO Ed Bastian and a Look at Lululemon. · 33 min · Episode 335A leader in air travel joins the podcast. Plus, Jefferies analyst Randal Konik discusses why a yoga wear pioneer has turned downward dog.
- The Top CEOs of 2026. Plus, Corning's Wendell Weeks Talks A.I. and Glass. · 30 min · Episode 334Jack and Barron's all-star Andrew Bary discuss more standout leaders.
- Revisiting the K-Shaped Economy. · 25 min · Episode 333In this rerun, Jack searches for new market metaphors and a RBC Economist sizes up U.S. conditions. This episode originally aired on Dec. 5, 2025.
- Jack joins the High Miles Club. Is Autozone a buy? · 23 min · Episode 332Plus a top money manager shares five healthcare stock picks.
- Jordan, Wemby, and Why Nike’s Turnaround Hasn’t Taken Flight · 28 min · Episode 331A footwear analyst, money manager, and a pair of sneakerheads weigh in. And Jack isn’t a fan of the new Flopper 3s.
- The Sunny Side of the Late Early Cycle · 23 min · Episode 330A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI.
- A CIO's Warning on Stocks · 30 min · Episode 329Brad 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…
- The Future of Discount Flying · 33 min · Episode 328A top airline analyst discusses how traditional carriers are reshaping the skies after the Spirit Airlines collapse.
- Blowout Earnings, Food Dividends, Psychedelic Stocks · 24 min · Episode 327Jack speaks with a top Wall Street strategist about quarterly results. Plus, two industries to view cautiously.
- Space, Freedom, and Physics Envy · 23 min · Episode 326Jack answers listener questions on extraterrestrial investing, tax loss harvesting, an ETF that shuns dictatorships, and whether stocks are really expensive.
- A Value Investor’s Guide to Software Stocks · 36 min · Episode 325AI 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.
- The Cheapest Stocks in America · 34 min · Episode 324Jack 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.
- Why Stocks are Pricier than they Look · 30 min · Episode 323Beware 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.
- Airplane Stocks Sold Off. Time to Land Some Deals? · 36 min · Episode 322Jet 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…
- GM, Ford, Tesla, and Robo-taxis · 36 min · Episode 321Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't.
- Tacos and Robots · 39 min · Episode 320The 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.
- Iran, Oil, and the Stock Market · 29 min · Episode 319With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios.
- The Anything-But-AI Rally. Plus, Social Security’s Countdown. · 33 min · Episode 318Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline.
- A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO. · 35 min · Episode 317Jack 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.
- Where's the Beef? · 34 min · Episode 316Steak 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.
- Frothy Valuations and Fancy-Pants ETFs · 18 min · Episode 315Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grades three ETFs.
- Gold, Debasement, and Henry VIII · 31 min · Episode 314Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends.
- 'Sell America?' Careful There. · 25 min · Episode 313RBC’s Lori Calvasina joins to talk about what’s in store for US stocks.
- Powell, Trump and Mortgage Rates · 24 min · Episode 312A top strategist from Barclays talks creative paths for pushing rates lower.
- Small-Cap Earnings Could Jump 20%. Plus, a Beer Mystery. · 25 min · Episode 311Jack talks with a top BofA Securities strategist and looks into a Wall Street theory on Corona sales and immigration policy.
- The Quality Signal That Beats the Market. Plus, Can Metals Stay Hot? · 30 min · Episode 310BofA’s Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper.
- Pensions, Naked Puts, Low-Sin Investing · 23 min · Episode 309It’s a listener question special, and grill master Jack is ready to push the pace.
- Andrew Bary’s Top Stocks for 2026 · 24 min · Episode 308The Barron’s star has a hot hand after crushing the market in 2025. Can he do it again?
- GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking · 25 min · Episode 307Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel.
- Small Caps, Chip Wars, and the K-Shaped Economy · 24 min · Episode 306Jack searches for new market metaphors. An RBC Economist sizes up US conditions.
- Amazon’s Rufus Sales Tactics · 30 min · Episode 305In this half-fresh Black Friday episode, Jack talks about how Amazon is winning the shopping-bot war, and we revisit a June 27, 2025 episode on what’s ailing Target.
