Airplane Stocks Sold Off. Time to Land Some Deals?

27/3/2026

Barron's Streetwise

0:00

37:29

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

Altri episodi di "Barron's Streetwise"

Airplane Stocks Sold Off. Time to Land Some Deals?
3 giorni fa
37:29
Jet 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 overdone. Learn more about your ad choices. Visit megaphone.fm/adchoices
GM, Ford, Tesla, and Robo-taxis
20/3/2026
35:40
Gas prices are rising and auto stocks are sliding. Dan Levy from Barclays sizes up who wins and who doesn't. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Tacos and Robots
13/3/2026
41:00
The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Iran, Oil, and the Stock Market
7/3/2026
32:08
With the Strait of Hormuz effectively closed, Brent crude recently hit 90 a barrel. A Middle East expert talks exit scenarios. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Anything-But-AI Rally. Plus, Social Security’s Countdown.
27/2/2026
34:26
Value, dividends, and overseas stocks are suddenly working. And a Deutsche Bank economist explains why 2032 is the next national debt deadline. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.
20/2/2026
36:41
Jack 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Where's the Beef?
13/2/2026
36:17
Steak 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Frothy Valuations and Fancy-Pants ETFs
6/2/2026
19:31
Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grades three ETFs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Gold, Debasement, and Henry VIII
30/1/2026
33:08
Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices
'Sell America?' Careful There.
23/1/2026
27:58
RBC’s Lori Calvasina joins to talk about what’s in store for US stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Airplane Stocks Sold Off. Time to Land Some Deals?

Barron's Streetwise

Altri episodi di "Barron's Streetwise"

Airplane Stocks Sold Off. Time to Land Some Deals?

GM, Ford, Tesla, and Robo-taxis

Tacos and Robots

Iran, Oil, and the Stock Market

The Anything-But-AI Rally. Plus, Social Security’s Countdown.

A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.

Where's the Beef?

Frothy Valuations and Fancy-Pants ETFs

Gold, Debasement, and Henry VIII

'Sell America?' Careful There.