Barron's Live

Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.

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22 episodes
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English

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#956
Tuesday · 38 min
Talking Markets with Michael Cuggino
Barron's Editor in Chief Ben Levisohn and Investor Circle Newsletter Editor Josh Schafer speak with Michael Cuggino, president and portfolio manager of Permanent Portfolio Family of Funds, about Jackson Hole, Nvidia earnings, and what's now for gold, bonds, and the stock market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
#955
August 19 · 43 min
Unpacking the U.S. Bull Market and What Investors Should Do Now
Join Barron's Live for a look under the hood of the bull market in U.S. stocks and what's ahead. Associate Editor Reshma Kapadia speaks with Savita Subramanian, Bank of America's head of U.S. equity and quantitative strategy, about whether the AI-trade is losing momentum, why index funds aren't offering much diversification and what an industrial revolution means for market multiples. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
#954
August 12 · 32 min
A "Free Lunch" with Money Manager Bill Smead
"Diversification is the only free lunch in investing." It's a famous quote attributed to the Nobel economist Harry Markowitz, and re-quoted - with conviction! - by Smead Capital Management's Bill Smead. Bill discusses his approach to portfolio diversification, and his favorite stocks, with Barron's Associate Editor Andrew Bary and Barron's Investor Circle Newsletter Editor Josh Schafer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
#953
August 3 · 42 min
What's Ahead for the U.S. Economy?
Inflation and payroll growth trends fluctuated dramatically during the first six months of 2026, causing concerns about the direction of the U.S. economy and how the Federal Reserve will react. Barron's Senior Economics Writer Megan Leonhardt speaks with Steven Blitz, chief U.S. economist at TS Lombard, about the economic trends expected as we enter the second half of 2026 and what investors should watch for next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
#952
July 29 · 43 min
Surfing the AI Spending Wave with Tom Essaye
Almost everything in the economy and financial markets now relates in some way to explosive spending on artificial intelligence technology. Did someone say mania? Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin speak with Tom Essaye, founder and president of Sevens Report, about the implications for investors -- and how to prepare for the day when the great wave crests. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
#951
July 20 · 42 min
The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall
A decent first half of the year for the stock market implies more gains in the second half, says Sam Stovall, chief investment strategist at CFRA Research. Stovall discusses his economic and investment outlook, and the prospects for the S&P's 11 industry sectors, with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root.
#950
July 13 · 42 min
Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach
As investors have piled into the AI trade, shares of many high-performing companies have been left on the sidelines, their shares in the bargain bin. That's where most members of the Barron's Roundtable tend to shop, including Christopher Rossbach, a managing partner and chief investment officer of J. Stern, a London-based independent asset manager, and our newest Roundtable member. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Teresa Rivas speak with Chris about the economi
#949
July 6 · 46 min
Why U.S. Investors Need To Watch China
Join Barron's Live for a deep dive into all things China—from Chinese consumers' reluctance to spend and Beijing's push for self-reliance to how AI is transforming China's economy and the challenges China's export dominance is creating for global rivals. Associate Editor Reshma Kapadia speaks with Tiffany Hsiao, a veteran Asia investor who has invested in private companies in China and now manages $1.3 billion across various strategies at Matthews Asia.
#948
June 29 · 46 min
Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni
Dr. Ed Yardeni, president of Yardeni Research, speaks with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin about his economic and market outlook, the sectors he favors, and his early read on Kevin Warsh's leadership of the Fed.
#947
June 22 · 42 min
What Shoppers Want: Talking Retail Stocks with Dana Telsey
Retail sales are rising, but retail stocks are struggling. What gives? Join Barron's Live for a deep dive into the consumer economy and retailing business, and a discussion of retail stocks. Senior Managing Editor Lauren R. Rublin speaks with Dana Telsey, an award-winning retail analyst and founder of Telsey Advisory Group, and Senior Writer Teresa Rivas, who covers Walmart, Costco, Tapestry, and other retail industry leaders.
#946
June 15 · 41 min
The "Tampa Model" and Other Investment Insights
The Tampa Firefighters & Police Officers Pension Fund has outperformed the S&P 500 for more than 50 years, thanks to the investment acumen of its sole manager, the investment firm Bowen Hanes. President, CEO, and Chief Investment Officer Harold “Jay” Bowen III speaks with Barron's Senior Managing Editor Lauren Rublin and Associate Editor Andrew Bary about his thematic investment strategy and his favorite stocks.
#945
June 8 · 45 min
Wanted: Global Companies with Transformational Growth
Scottish money manager Baillie Gifford takes a long-term approach to investing in innovative companies with enormous growth potential. Mark Urquhart, head of the firm's Long Term Global Growth strategy, speaks with Barron's Senior Managing Editor Lauren Rublin and Senior Writer Paul R. La Monica about his favorite tech stocks, investing in China, the SpaceX IPO, and more.
#944
June 1 · 42 min
Get Ready for a Red Hot IPO Summer
SpaceX filed on May 20 for an initial public offering of stock that could value the Elon Musk-led company at more than $2 trillion. Other IPOs, Anthropic, OpenAI, DataBricks, and Stripe, could be coming soon. Barron's Senior Managing Editor Lauren R. Rublin talks with Associate Editor Al Root and Reporter Nate Wolf about the SpaceX deal, the IPO outlook, and what a flood of new issues could mean for the broader stock market.
#943
May 18 · 41 min
Making the Most of Market Dislocations
J.P. Morgan Private Bank published its Mid-Year Outlook on May 11, focusing on the investment implications of global fragmentation, sticky inflation, and the AI supercycle. Stephen Parker, managing director and co-head of global investment strategy at the Private Bank, joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica to discuss the firm's market outlook and the report's highlights.
#942
May 11 · 42 min
A Deep Dive into Jobs
Nela Richardson, chief economist at ADP, discusses the current state of the labor market, including a look at demographic changes and small business momentum, with Barron’s Senior Economic Writer Megan Leonhardt. Richardson, who is also head of the ADP Research, will talk about the latest research on what’s driving employment conditions, as well as her thoughts on how artificial intelligence could shape U.S. employment in the coming years.
#941
May 4 · 42 min
The View from Omaha: An Update on Berkshire Hathaway
Barron's Associate Editor Andrew Bary is back from Omaha after attending the Berkshire Hathaway annual meeting - the first without Warren Buffett on the stage. Senior Managing Editor Lauren R. Rublin speaks with Bary and Berkshire analyst Cathy Seifert, a senior vice president at CFRA Research, about what's ahead for this storied company and other stocks they follow.
#940
April 27 · 41 min
BlackRock's Rick Rieder on the Fed, Fixed Income, and More
Rick Rieder, chief investment officer of global fixed income at BlackRock, discusses the Federal Reserve, his bond-market outlook, and investment opportunities in fixed income with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin. Rieder leads the management team of the $17 billion-in-assets iShares Flexible Income Active ETF (ticker: BINC).
#939
April 20 · 40 min
Bull Market Still Deserves the Benefit of the Doubt
Keith Lerner, chief investment officer at Truist Advisory Services, sees a "choppy" path higher for stocks. He discusses the outlook for stocks, bonds, and gold with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root.
#938
April 13 · 41 min
An Update on Energy and Energy Stocks
Where will energy prices head now that a fragile truce has been achieved in the Iran war? Barron's Senior Managing Editor Lauren R. Rublin speaks with Senior Writer Avi Salzman and Denton Cinquegrana, chief oil analyst at OPIS, about the latest outlook for oil, gas, and energy stocks.
#937
April 6 · 43 min
A Technical Analysis of the Markets
Barron's Senior Managing Editor Lauren Rublin talks with Editor in Chief Ben Levisohn and technical analyst Katie Stockton, founder and managing partner of Fairlead Strategies, about the technical setup for stocks, bonds, commodities, currencies, and more. Learn how technical analysis can complement fundamental research and provide insights into investor behavior and market trends.

Showing 1–20 of 22 episodes