Barron's Live

A decent first half of the year for the stock market implies more gains in the second half, says Sam Stovall, chief investment strategist at CFRA Research. Stovall discusses his economic and investment outlook, and the prospects for the S&P's 11 industry sectors, with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As investors have piled into the AI trade, shares of many high-performing companies have been left on the sidelines, their shares in the bargain bin. That's where most members of the Barron's Roundtable tend to shop, including Christopher Rossbach, a managing partner and chief investment officer of J. Stern, a London-based independent asset manager, and our newest Roundtable member. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Teresa Rivas speak with Chris about the economic and market outlook, consumer spending, infrastructure investing, and his favorite stocks.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Barron's Live for a deep dive into all things China—from Chinese consumers' reluctance to spend and Beijing's push for self-reliance to how AI is transforming China's economy and the challenges China's export dominance is creating for global rivals. Associate Editor Reshma Kapadia speaks with Tiffany Hsiao, a veteran Asia investor who has invested in private companies in China and now manages $1.3 billion across various strategies at Matthews Asia.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Ed Yardeni, president of Yardeni Research, speaks with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin about his economic and market outlook, the sectors he favors, and his early read on Kevin Warsh's leadership of the Fed. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail sales are rising, but retail stocks are struggling. What gives? Join Barron's Live for a deep dive into the consumer economy and retailing business, and a discussion of retail stocks. Senior Managing Editor Lauren R. Rublin speaks with Dana Telsey, an award-winning retail analyst and founder of Telsey Advisory Group, and Senior Writer Teresa Rivas, who covers Walmart, Costco, Tapestry, and other retail industry leaders.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.