BofA Securities analyst Matthew DeYoe discusses his industry’s challenges and why bargain hunters should stay “downstream” for now.
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28:19
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28:19
Gold, Bitcoin, Dividends, A.I., Private Equity
Jack answers listener questions and previews earnings season.
For more on dividends, check out our episode from 2023.
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30:01
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30:01
Is A.I. Spending Sustainable?
Barclays US equities strategist Venu Krishna talks about why this isn’t a replay of the dotcom bubble, and how nervous investors can hedge.
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33:10
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33:10
What Pfizer's New Deal Means for Healthcare
BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems.
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34:27
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34:27
Bull Market Health Check. Plus, Philip Morris CEO Jacek Olczak
A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits.
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Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.
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