
The Sunny Side of the Late Early CycleA portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI. Learn more about your ad choices. Visit megaphone.fm/adchoices
A CIO's Warning on StocksBrad Conger, chief investment officer at Hirtle & Co., explains why the market looks vulnerable, and what to do about it. And Jack has thoughts on how to lord your understanding of the "equity risk premium" over your friends. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Future of Discount FlyingA top airline analyst discusses how traditional carriers are reshaping the skies after the Spirit Airlines collapse. Learn more about your ad choices. Visit megaphone.fm/adchoices
Blowout Earnings, Food Dividends, Psychedelic StocksJack speaks with a top Wall Street strategist about quarterly results. Plus, two industries to view cautiously. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Value Investor’s Guide to Software StocksAI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company, apparently. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Cheapest Stocks in AmericaJack screens the S&P 500 for its 10 lowest P/E stocks — a group that's beaten the market by 300 points over a decade. Also: fireballs, insect dye, and Canadian Froot Loops. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Stocks are Pricier than they LookBeware 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
Airplane Stocks Sold Off. Time to Land Some Deals?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
GM, Ford, Tesla, and Robo-taxisGas 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
Tacos and RobotsThe 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
Iran, Oil, and the Stock MarketWith 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
The Anything-But-AI Rally. Plus, Social Security’s Countdown.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
A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.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
Where's the Beef?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
Frothy Valuations and Fancy-Pants ETFsListener 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