Barron's Live

Епизоде

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  Ahead of the Fed: Catching Up with Vanguard's Roger Hallam 16.09.2026 38мин
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  What’s Ahead for Interest Rates? Talking with RBC Rate Strategist Blake Gwinn 01.09.2026 42мин
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  Talking Markets with Michael Cuggino 25.08.2026 38мин
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  Unpacking the U.S. Bull Market and What Investors Should Do Now 19.08.2026 43мин
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  A "Free Lunch" with Money Manager Bill Smead 12.08.2026 32мин
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  What's Ahead for the U.S. Economy? 03.08.2026 42мин
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  Surfing the AI Spending Wave with Tom Essaye 29.07.2026 43мин
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  The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall 20.07.2026 42мин

  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. 
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  Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach 13.07.2026 42мин

  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.
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  Why U.S. Investors Need To Watch China 06.07.2026 46мин

  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.
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  Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni 29.06.2026 46мин

  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. 
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  What Shoppers Want: Talking Retail Stocks with Dana Telsey 22.06.2026 42мин

  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.
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  The "Tampa Model" and Other Investment Insights 15.06.2026 41мин

  The Tampa Firefighters & Police Officers Pension Fund has outperformed the S&P 500 for more than 50 years, thanks to the investment acumen of its sole manager, the investment firm Bowen Hanes. President, CEO, and Chief Investment Officer Harold “Jay” Bowen III speaks with Barron's Senior Managing Editor Lauren Rublin and Associate Editor Andrew Bary about his thematic investment strategy and his favorite stocks. 
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  Wanted: Global Companies with Transformational Growth 08.06.2026 45мин

  Scottish money manager Baillie Gifford takes a long-term approach to investing in innovative companies with enormous growth potential. Mark Urquhart, head of the firm's Long Term Global Growth strategy, speaks with Barron's Senior Managing Editor Lauren Rublin and Senior Writer Paul R. La Monica about his favorite tech stocks, investing in China, the SpaceX IPO, and more.
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  Get Ready for a Red Hot IPO Summer 01.06.2026 42мин

  SpaceX filed on May 20 for an initial public offering of stock that could value the Elon Musk-led company at more than $2 trillion. Other IPOs, Anthropic, OpenAI, DataBricks, and Stripe, could be coming soon. Barron's Senior Managing Editor Lauren R. Rublin talks with Associate Editor Al Root and Reporter Nate Wolf about the SpaceX deal, the IPO outlook, and what a flood of new issues could mean for the broader stock market.
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  Making the Most of Market Dislocations 18.05.2026 41мин

  J.P. Morgan Private Bank published its Mid-Year Outlook on May 11, focusing on the investment implications of global fragmentation, sticky inflation, and the AI supercycle. Stephen Parker, managing director and co-head of global investment strategy at the Private Bank, joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica to discuss the firm's market outlook and the report's highlights.
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  A Deep Dive into Jobs 11.05.2026 42мин

  Nela Richardson, chief economist at ADP, discusses the current state of the labor market, including a look at demographic changes and small business momentum, with Barron’s Senior Economic Writer Megan Leonhardt. Richardson, who is also head of the ADP Research, will talk about the latest research on what’s driving employment conditions, as well as her thoughts on how artificial intelligence could shape U.S. employment in the coming years.
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  The View from Omaha: An Update on Berkshire Hathaway 04.05.2026 42мин

  Barron's Associate Editor Andrew Bary is back from Omaha after attending the Berkshire Hathaway annual meeting - the first without Warren Buffett on the stage. Senior Managing Editor Lauren R. Rublin speaks with Bary and Berkshire analyst Cathy Seifert, a senior vice president at CFRA Research, about what's ahead for this storied company and other stocks they follow.
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  BlackRock's Rick Rieder on the Fed, Fixed Income, and More 27.04.2026 41мин

  Rick Rieder, chief investment officer of global fixed income at BlackRock, discusses the Federal Reserve, his bond-market outlook, and investment opportunities in fixed income with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin. Rieder leads the management team of the $17 billion-in-assets iShares Flexible Income Active ETF (ticker: BINC). 
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  Bull Market Still Deserves the Benefit of the Doubt 20.04.2026 40мин

  Keith Lerner, chief investment officer at Truist Advisory Services, sees a "choppy" path higher for stocks. He discusses the outlook for stocks, bonds, and gold with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root.