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Barron's Live

Barron's Live

Barron's Live 300 Episodes Aug 19, 2026

Barron's Live is a podcast that features live conversations with Barron's journalists and guests, examining the pandemic's impact on markets, the economy, companies, and individuals. Topics include managing your money, the future of health care, what to watch in the markets, tech stocks, and more.

Episodes

Unpacking the U.S. Bull Market and What Investors Should Do Now
Unpacking the U.S. Bull Market and What Investors Should Do Now Aug 19, 2026 00:43:58 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.  Hosted by S
A "Free Lunch" with Money Manager Bill Smead
A "Free Lunch" with Money Manager Bill Smead Aug 12, 2026 00:32:23 "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. Hosted by
What's Ahead for the U.S. Economy?
What's Ahead for the U.S. Economy? Aug 3, 2026 00:42:34 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 shoul
Surfing the AI Spending Wave with Tom Essaye
Surfing the AI Spending Wave with Tom Essaye Jul 29, 2026 00:43:33 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 c
The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall
The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall Jul 20, 2026 00:42:24 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.a
Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach
Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach Jul 13, 2026 00:42:10 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 Senio
Why U.S. Investors Need To Watch China
Why U.S. Investors Need To Watch China Jul 6, 2026 00:46:04 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
Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni
Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni Jun 29, 2026 00:46:36 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 advertisi
What Shoppers Want: Talking Retail Stocks with Dana Telsey
What Shoppers Want: Talking Retail Stocks with Dana Telsey Jun 22, 2026 00:42:21 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
The "Tampa Model" and Other Investment Insights
The "Tampa Model" and Other Investment Insights Jun 15, 2026 00:41:25 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 f
Wanted: Global Companies with Transformational Growth
Wanted: Global Companies with Transformational Growth Jun 8, 2026 00:45:59 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. Hosted by Simplecast, an
Get Ready for a Red Hot IPO Summer
Get Ready for a Red Hot IPO Summer Jun 1, 2026 00:42:36 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 f

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