Barron's Live podcast

The Great Rotation: Nvidia, Apple, and What Was Left Behind

2024-07-01

Barron's Live

0:00

42:23

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.

Fler avsnitt från "Barron's Live"

The Great Rotation: Nvidia, Apple, and What Was Left Behind
2024-07-01
42:23
Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.
The Outlook for Energy - and Energy Stocks
2024-06-24
41:42
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with OPIS’ Chief Oil Analyst Denton Cinquegrana on the outlook for energy and financial markets.
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The Fed and Fixed Income: Talking with BlackRock’s Rick Rieder
2024-06-18
41:20
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with BlackRock’s Chief Investment Officer of Global Fixed Income Rick Rieder, on the outlook for financial markets, industry sectors, and individual stocks.
The Outlook for Travel-Related Stocks
2024-06-10
43:43
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Vontobel’s Portfolio Manager Markus Hansen about promising travel-related stocks and other consumer-focused investments.
Let’s Get Technical: A Conversation with Katie Stockton
2024-06-03
41:23
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Founder and Managing Partner of Fairlead Strategies Katie Stockton on the outlook for financial markets, industry sectors, and individual stocks.
Talking Markets with Meb Faber
2024-05-29
42:32
Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Cambria Investment Management’s Chief Investment Officer Meb Faber discuss the outlook for global markets, portfolio diversification, momentum investing, and the lastest corporate earnings news.
Investment Update with RBA’s Dan Suzuki
2024-05-20
42:28
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Richard Bernstein Advisors’ Deputy Chief Investment Officer, Dan Suzuki about the outlook for financial markets, industry sectors, and individual stocks.
A Technical Look at the Markets
2024-05-13
44:34
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks with 22V Research’s Senior Managing Director, Head of Technical Strategy John Roque.
Monetary Policy, Markets, and Mayhem
2024-05-06
41:28
Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Ironsides Macroeconomics Managing Partner Barry Knapp discuss the impact of Fed policy, economic growth, and inflation on the markets, and how investors should manage through the current turbulence.
Investing in Real Estate and REITs
2024-04-22
45:19
Barron's Senior Managing Editor Lauren R. Rublin, Senior Writer Nicholas Jasinski and Baron Funds’ Vice President and Portfolio Manager Jeffrey Kolitch discuss the outlook for financial markets, industry sectors, individual stocks and investing in real estate and REITs.

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