Barron's Live podcast

The Great Rotation: Nvidia, Apple, and What Was Left Behind

01/07/2024

Barron's Live

0:00

42:23

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.

D'autres épisodes de "Barron's Live"

The Great Rotation: Nvidia, Apple, and What Was Left Behind
01/07/2024
42:23
Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.
The Outlook for Energy - and Energy Stocks
24/06/2024
41:42
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with OPIS’ Chief Oil Analyst Denton Cinquegrana on the outlook for energy and financial markets.
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The Fed and Fixed Income: Talking with BlackRock’s Rick Rieder
18/06/2024
41:20
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with BlackRock’s Chief Investment Officer of Global Fixed Income Rick Rieder, on the outlook for financial markets, industry sectors, and individual stocks.
The Outlook for Travel-Related Stocks
10/06/2024
43:43
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Vontobel’s Portfolio Manager Markus Hansen about promising travel-related stocks and other consumer-focused investments.
Let’s Get Technical: A Conversation with Katie Stockton
03/06/2024
41:23
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Founder and Managing Partner of Fairlead Strategies Katie Stockton on the outlook for financial markets, industry sectors, and individual stocks.
Talking Markets with Meb Faber
29/05/2024
42:32
Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Cambria Investment Management’s Chief Investment Officer Meb Faber discuss the outlook for global markets, portfolio diversification, momentum investing, and the lastest corporate earnings news.
Investment Update with RBA’s Dan Suzuki
20/05/2024
42:28
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Richard Bernstein Advisors’ Deputy Chief Investment Officer, Dan Suzuki about the outlook for financial markets, industry sectors, and individual stocks.
A Technical Look at the Markets
13/05/2024
44:34
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks with 22V Research’s Senior Managing Director, Head of Technical Strategy John Roque.
Monetary Policy, Markets, and Mayhem
06/05/2024
41:28
Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Ironsides Macroeconomics Managing Partner Barry Knapp discuss the impact of Fed policy, economic growth, and inflation on the markets, and how investors should manage through the current turbulence.
Investing in Real Estate and REITs
22/04/2024
45:19
Barron's Senior Managing Editor Lauren R. Rublin, Senior Writer Nicholas Jasinski and Baron Funds’ Vice President and Portfolio Manager Jeffrey Kolitch discuss the outlook for financial markets, industry sectors, individual stocks and investing in real estate and REITs.

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