Barron's Streetwise

A conversation with Torsten Slok about tech spending, housing, rates, and markets. Plus, Jack does some toaster math on data centers.

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If Netflix is suddenly flopping, what does it mean for companies trying to mimic it? Jack has thoughts. Plus, a top technology fund manager discusses AI investing.

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From SpaceX to Amazon, Jack ranks corporate insurgencies using his custom Schump scale. Plus a top banking analyst talks Capital One.

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Jack dives into persistent AI and a broadband land grab, and talks stock picks with Paulina McPadden from Baillie Gifford.

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It’s a listener question special. Family welcome. Choo-choo!

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Award-winning economist Alex Edmans discusses his new book, The Madness of Markets. Plus, a global money manager explains where to find value.

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Jack shares his concerns with OpenAI’s chief economist, and adds some fig leaves to his stripped-down investing approach.

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In this safe space for the AI-weary, Jack discusses eight companies that are growing nicely outside of tech.

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A real estate analyst explains why he upgraded an odd operator yielding 6%. A box office expert talks IMAX and Avengers.

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Although 5% would be a warning, the danger zone is higher, says top Wall Street researcher Jared Woodard.

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Jack answers listener questions and refutes dad joke allegations.

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Jack is tired of living in the shadow of Costco shoppers. A top Wall Street analyst makes the case for BJ’s stock.

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Fixed income experts from Morgan Stanley and Janus Henderson discuss where to find yield. And Jack zeroes in on a no-calorie soda success.

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The best-selling drug class in history is about to get better—and a lot bigger.

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Seaport Research’s Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdancing and actuarial seconds.

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Steak and burger prices have soared, yet U.S. ranchers are raising the smallest cattle herd in 75 years. Jack heads to Texas to learn why. This episode originally aired on Feb. 13, 2026.

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Jack answers listener questions, and walks back a garbage can tip.

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Jack answers a listener question about the state of the stock market. A top portfolio manager has four investment ideas.

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A leader in air travel joins the podcast. Plus, Jefferies analyst Randal Konik discusses why a yoga wear pioneer has turned downward dog.

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Jack and Barron's all-star Andrew Bary discuss more standout leaders.

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