What the Iran Conflict Means for Markets

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

Silver was 2025's best-performing asset, and gold wasn't far behind. What is behind the monumental rally in precious metals, and how long can it last? John Hathaway, a veteran gold analyst and portfolio manager at Sprott Asset Management USA  joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica for a discussion of metals, miners, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a discussion with Barron's Roundtable member John W. Rogers Jr., founder, chairman, Co-CEO, and chief investment officer of Ariel Investments. John is a long-time investor in small- and mid-cap stocks, and will discuss his favorite investment ideas for 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Economics Writer Megan Leonhart speaks with James Knightley, ING’s chief international economist based in New York, about some of his bolder predictions for what lies ahead for the U.S. economy. We'll break down how employment, inflation, economic growth and rate policy will likely to unfold for investors in 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

From sweeping investment trends to the best stock-selection methods, almost nothing in the markets escapes the attention of Adam Parker, founder and CEO of Trivariate Research. Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a call in which we "ask Adam anything" about the 2026 investment outlook, the most promising stock sectors, and the risks to the bull market that keep him up at night. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a look at stocks in the news, what's ahead for the Fed, and how to prepare your portfolio for the new year. Learn more about your ad choices. Visit megaphone.fm/adchoices