Is A.I. Spending Sustainable?

BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack answers listener questions and previews earnings season. For more on dividends, check out our episode from 2023.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge. Learn more about your ad choices. Visit megaphone.fm/adchoices

BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems. Learn more about your ad choices. Visit megaphone.fm/adchoices

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit megaphone.fm/adchoices

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto treasuries are dominating. Gold is up. Jack explains why, and answers listener questions on dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the stock market too expensive? Jack compares two perspectives. Plus, the deal on dividends.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks to Lyft CEO David Risher about the company's turnaround, autonomous driving, and whether they can beat rideshare's biggest company. Learn more about your ad choices. Visit megaphone.fm/adchoices

It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull.  Learn more about your ad choices. Visit megaphone.fm/adchoices