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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

From wars and revolutions to tech advances and trade, developments that play out on the global stage reverberate in the markets, affecting stocks, bonds, currencies, commodities, and more. Matt Gertken, chief geopolitical and U.S. political strategist at BCA Research, tracks these gyrations, taking a geopolitical approach to investment recommendations. Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin talk with Matt about the investment implications of the war in Iran, the spike in energy prices, and other geopolitical events moving markets in the U.S. and abroad. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Davis, chairman of Davis Advisors, is the third-generation leader of this storied New York investment firm. Davis has succeeded in "the family business" by applying the lessons learned from his father and grandfather, and his friends Warren Buffett and Charlie Munger. He joins Barron's Editors Lauren Rublin and Andrew Bary to discuss the current market climate, precepts of value investing, and some of his favorite stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Stocks have churned through the first two months of 2026, and that was before the U.S. launched attacks on Iran. Now, investors must grapple with the future of the AI trade, tariffs, interest rates, and the uncertainty of a war in the Middle East. Barron's Senior Managing Editor Lauren R. Rublin speaks with Ben Levisohn, Barron's new editor in chief, about stocks and sectors in the news, and what to do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

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