The AI Trade: Where It's Going, How to Play It

The price of gold has shot up 66% this year, and more gains seem in store. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn discuss what's behind the latest move with Aakash Doshi, global head of gold strategy for the SPDR ETF business at State Street. We'll also examine the silver market, and bring listeners up to date on noteworthy companies reporting earnings during the week. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn, and Jonathan Boyar, a principal at the Boyar Value Group, for a discussion of the stock-market outlook and compelling investments around the world. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn talk with Denny Fish, a portfolio manager on the Global Technology and Innovation Team at Janus Henderson Investors, about the best investment opportunities in the tech sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary discuss updates on Berkshire Hathaway, media mergers, investing in sports, the outlook for gold, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Blake Gwinn, head of U.S. Rates Strategy at RBC Capital Markets, writes a weekly commentary appropriately titled Ahead of the Curve. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn speak with Gwinn after the Federal Reserve's Sept. 16-17 policy meeting and rate-cut decision about the future path of interest rates, the economic outlook, the challenges facing the central bank, and the implications for investors as the labor market weakens and the Fed's dramatis personae shift. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese stocks are up sharply this year, along with stocks in other Asian emerging markets -- and the gains aren't coming only from tech. What is driving the rally, will it continue, and where should investors shop now? Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn discuss the Asia-Pacific investment landscape with Roderick Snell, an Emerging Markets & Asia (Ex Japan) fund manager at Baillie Gifford. Learn more about your ad choices. Visit megaphone.fm/adchoices

The final third of 2025 is off to a troubling start. Stocks are sliding, bond yields are rising, gold is soaring, and questions are swirling about the future of President Trump's tariff strategy and the makeup of the Federal Reserve. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn discuss the investment forecast and stocks in the news. Learn more about your ad choices. Visit megaphone.fm/adchoices

The current bull market has favored the largest of large-cap stocks. Yet, plenty of smaller companies are growing nicely, beating estimates, and shining on Main Street, even if Wall Street has overlooked their success. Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn speak with Greg Tuorto, a portfolio manager at Goldman Sachs Asset Management and head of the firm's US Small and SMID (small- and mid-cap) team, about the prospects for small-caps, and some of the best bargains in the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Economics Writer Megan Leonhardt talks with David Wessel, director of the Hutchins Center on Fiscal & Monetary Policy at the Brookings Institution, about what investors can expect from this week's annual gathering at Jackson Hole, the likely path of rate policy in the coming months, the signals he sees in the latest nomination to the Board, and what's ahead for the central bank as Chair Jerome Powell readies to give up the reins. Learn more about your ad choices. Visit megaphone.fm/adchoices

Second-quarter earnings reports confirmed that Big Tech is getting even bigger, and spending even more on AI. Barron's Senior Writer Tae Kim and Andrew Freedman, communications and software analyst at Hedgeye, unpack the implications for companies such as Alphabet, Meta, Nvidia, and Figma, in a conversation with Barron's Senior Managing Editor Lauren Rublin. Learn how AI is growing and transforming even non-tech businesses, and how investors can profit from the changes ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices