Small Caps, Chip Wars, and the K-Shaped Economy

The Barron’s star has a hot hand after crushing the market in 2025. Can he do it again? Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks turbines with a top industrials analyst, and storms Hollywood with a DIY Avengers sequel. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack searches for new market metaphors. An RBC Economist sizes up US conditions. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this half-fresh Black Friday episode, Jack talks about how Amazon is winning the shopping-bot war, and we revisit a June 27, 2025 episode on what’s ailing Target. Learn more about your ad choices. Visit megaphone.fm/adchoices

A Wall Street researcher has 16 picks, and Jack pronounces 15 of them correctly. Also, what dinky dividends say about the market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chief brokerage officer Steve Quirk talks prediction markets and tokenization, and does a convincing dial-up modem impression. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack looks at Tesla’s robo future. And a self-described inflationist discusses what two centuries of returns say about what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices

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