Why Stocks are Pricier than they Look

Beware buy-the-dip-itis. If anything now is a good time to build resilience. Jack explains in this “talker” with turkeys, King Kong Bundy and Jackson on guitar. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

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

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

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

Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends.  Learn more about your ad choices. Visit megaphone.fm/adchoices