Barron's Live

Barron's Senior Managing Editor Lauren R. Rublin and Investor Circle Newsletter Editor Josh Schafer speak with Jeffrey Sherman, deputy chief investment officer of DoubleLine, about the macro backdrop for bond investing, where he's finding value now, and what to expect from the Fed.

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Move over, momentum. It's time to focus on fundamentals at home and abroad. So says Richard Bernstein, global head of macro and customized investing at Janus Henderson Investors. Barron's Senior Managing Editor Lauren R. Rublin and Senior Markets Analysis Writer Paul R. La Monica speak with Bernstein, a veteran market strategist and renowned contrarian, about his take on stocks, bonds, dividends, inflation, and the Fed.

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Join Barron's Live for a deep dive into how a technology investor is assessing AI buildout concerns, competition from China and which AI heavyweights, like Nvidia, TSMC, Samsung and SK Hynix, are still undervalued. Associate Editor Reshma Kapadia speaks with Jonathan Cofsky, portfolio manager on Janus Henderson's Global Technology and Innovation Team.

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Sports is a burgeoning asset class, and there are many ways for public investors to play a winning game. Barron’s Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary speak with Christopher J. Marangi, President & Co-CIO, Value at GAMCO/Gabelli Funds, about investing in leagues, teams, venues, media, and related companies.

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Andy Addison, proprietor of The Institutional View newsletter and research service, is a veteran technical analyst. He studies price action, moving averages, relative strength, and momentum indicators to gauge where asset prices may be headed. Barron's Senior Managing Editor Lauren R. Rublin and Investor Circle Newsletter Editor Josh Schafer speak with Andy about the global rise in bond yields and the outlook for stocks, commodities, and gold.

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Commodities are in the early stages of a bull market - and natural resources stocks are "massively" underowned. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Avi Salzman talk with Adam Rozencwajg, co-founder and managing partner at Goehring & Rozencwajg, about the prospects for oil, gas, copper, gold, and other natural resources, and where to invest now.

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The U.S. economy is relatively stable for now. But inflation continues to be a problem and the intensifying conflict in the Middle East is a risk investors cannot ignore. Barron's Senior Economics Writer Megan Leonhardt talks with Robert Sockin, chief U.S. economist at PGIM, about what economic trends he’s watching carefully, the latest decision from the Fed and how the U.S. economy is looking ahead of the midterm elections.

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The Federal Reserve's policy committee meets on Sept. 15-16 against the backdrop of rising bond yields, a growing U.S. deficit, massive borrowing by AI-related companies, and questions about stubborn inflation. What do all of the above - and a potential interest-rate hike - mean for fixed-income investors? Barron's Senior Managing Editor Lauren R. Rublin and Investor Circle Newsletter Editor Josh Schafer will put that question, and many others, to Roger Hallam, global head of rates in Vanguard's Fixed Income Group.

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Barron's Senior Managing Editor Lauren R. Rublin and Senior Markets Analysis Writer Paul R. La Monica speak with Blake Gwinn, head of US Rates Strategy at RBC Capital Markets, about the outlook for financial markets, industry sectors, and individual stocks.

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Barron's Editor in Chief Ben Levisohn and Investor Circle Newsletter Editor Josh Schafer speak with Michael Cuggino, president and portfolio manager of Permanent Portfolio Family of Funds, about Jackson Hole, Nvidia earnings, and what's now for gold, bonds, and the stock market.

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Join Barron's Live for a look under the hood of the bull market in U.S. stocks and what's ahead. Associate Editor Reshma Kapadia speaks with Savita Subramanian, Bank of America's head of U.S. equity and quantitative strategy, about whether the AI-trade is losing momentum, why index funds aren't offering much diversification and what an industrial revolution means for market multiples.

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"Diversification is the only free lunch in investing." It's a famous quote attributed to the Nobel economist Harry Markowitz, and re-quoted - with conviction! - by Smead Capital Management's Bill Smead. Bill discusses his approach to portfolio diversification, and his favorite stocks, with Barron's Associate Editor Andrew Bary and Barron's Investor Circle Newsletter Editor Josh Schafer.

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Inflation and payroll growth trends fluctuated dramatically during the first six months of 2026, causing concerns about the direction of the U.S. economy and how the Federal Reserve will react. Barron's Senior Economics Writer Megan Leonhardt speaks with Steven Blitz, chief U.S. economist at TS Lombard, about the economic trends expected as we enter the second half of 2026 and what investors should watch for next.

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Almost everything in the economy and financial markets now relates in some way to explosive spending on artificial intelligence technology. Did someone say mania? Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin speak with Tom Essaye, founder and president of Sevens Report, about the implications for investors -- and how to prepare for the day when the great wave crests.

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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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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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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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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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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 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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