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Barron’s Streetwise
PodcastWirtschaftEnglisch

Barron’s Streetwise

NeuAmerica’s Debt Reckoning: 5 Paths Forward06.11.2026 · 36 Min.
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354
Erscheint
wöchentlich
Letzte Folge
6. Nov. 2026

Über den Podcast

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.

Folgen 354

  1. America’s Debt Reckoning: 5 Paths Forward

    36 Min.Folge 354

    Inflate it away? Unlikely. Growth Miracle? Don't count on it. Jack explains, with the help of budget experts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection …

    Shownotes

    Inflate it away? Unlikely. Growth Miracle? Don't count on it. Jack explains, with the help of budget experts.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. AI’s Big Payoff? Apollo’s Top Economist Doesn’t See It Yet.

    33 Min.Folge 353

    A conversation with Torsten Slok about tech spending, housing, rates, and markets. Plus, Jack does some toaster math on data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. Does Show Business Still Work?

    27 Min.Folge 352

    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. Hosted by Simplecast, an AdsWizz company. See …

    Shownotes

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. The Disruption Scorecard

    29 Min.Folge 351

    From SpaceX to Amazon, Jack ranks corporate insurgencies using his custom Schump scale. Plus a top banking analyst talks Capital One. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. Spooky Agents, Cable’s Second Death, and Stock Picks

    34 Min.Folge 350

    Jack dives into persistent AI and a broadband land grab, and talks stock picks with Paulina McPadden from Baillie Gifford. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. Buybacks, Bond Doubts, DRAM, and T-Rex

    29 Min.Folge 349

    It’s a listener question special. Family welcome. Choo-choo! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. Weird Ways to Predict Stock Returns

    32 Min.Folge 348

    Award-winning economist Alex Edmans discusses his new book, The Madness of Markets. Plus, a global money manager explains where to find value. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Terminator, AI Jobs, and Financial Nudism

    35 Min.Folge 347

    Jack shares his concerns with OpenAI’s chief economist, and adds some fig leaves to his stripped-down investing approach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  9. No Robots Allowed

    26 Min.Folge 346

    In this safe space for the AI-weary, Jack discusses eight companies that are growing nicely outside of tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  10. Roller Coasters, REITs, and Rotten Tomatoes

    34 Min.Folge 345

    A real estate analyst explains why he upgraded an odd operator yielding 6%. A box office expert talks IMAX and Avengers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  11. Will Bond Vigilantes Tank the Stock Market?

    31 Min.Folge 344

    Although 5% would be a warning, the danger zone is higher, says top Wall Street researcher Jared Woodard. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  12. Oracle and Oil Refiners. Plus, Pyramid Scheme or Nah?

    26 Min.Folge 343

    Jack answers listener questions and refutes dad joke allegations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  13. Ode to BJ’s Wholesale

    29 Min.Folge 342

    Jack is tired of living in the shadow of Costco shoppers. A top Wall Street analyst makes the case for BJ’s stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  14. Bond Playbook. Plus, Coke’s Winning Formula.

    35 Min.Folge 341

    Fixed income experts from Morgan Stanley and Janus Henderson discuss where to find yield. And Jack zeroes in on a no-calorie soda success. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  15. The Everything Pill

    36 Min.Folge 340

    The best-selling drug class in history is about to get better—and a lot bigger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  16. Earnings Season, Time Billionaires, and Income Strategies

    31 Min.Folge 339

    Seaport Research’s Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdancing and actuarial seconds. Hosted by Simplecast, an AdsWizz …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  17. The Beef Episode, Reheated

    34 Min.Folge 338

    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. Hosted by Simplecast …

    Shownotes

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  18. Perps, Buybacks, Bond Funds, and Women's Basketball

    25 Min.Folge 337

    Jack answers listener questions, and walks back a garbage can tip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  19. Bear Flatteners and Stock Pick Rick

    28 Min.Folge 336

    Jack answers a listener question about the state of the stock market. A top portfolio manager has four investment ideas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  20. Flights and Tights: Delta CEO Ed Bastian and a Look at Lululemon.

    33 Min.Folge 335

    A leader in air travel joins the podcast. Plus, Jefferies analyst Randal Konik discusses why a yoga wear pioneer has turned downward dog. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for …

    Shownotes

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  21. The Top CEOs of 2026. Plus, Corning's Wendell Weeks Talks A.I. and Glass.

    30 Min.Folge 334

    Jack and Barron's all-star Andrew Bary discuss more standout leaders. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  22. Revisiting the K-Shaped Economy.

    25 Min.Folge 333

    In this rerun, Jack searches for new market metaphors and a RBC Economist sizes up U.S. conditions. This episode originally aired on Dec. 5, 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com …

    Shownotes

    In this rerun, Jack searches for new market metaphors and a RBC Economist sizes up U.S. conditions. This episode originally aired on Dec. 5, 2025.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  23. Jack joins the High Miles Club. Is Autozone a buy?

    23 Min.Folge 332

    Plus a top money manager shares five healthcare stock picks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted …

    Shownotes

    Plus a top money manager shares five healthcare stock picks.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  24. Jordan, Wemby, and Why Nike’s Turnaround Hasn’t Taken Flight

    28 Min.Folge 331

    A footwear analyst, money manager, and a pair of sneakerheads weigh in. And Jack isn’t a fan of the new Flopper 3s. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

    A footwear analyst, money manager, and a pair of sneakerheads weigh in. And Jack isn’t a fan of the new Flopper 3s.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  25. The Sunny Side of the Late Early Cycle

    23 Min.Folge 330

    A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about …

    Shownotes

    A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  26. A CIO's Warning on Stocks

    30 Min.Folge 329

    Brad Conger, chief investment officer at Hirtle & Co., explains why the market looks vulnerable, and what to do about it. And Jack has thoughts on how to lord your understanding of the "equity risk premium" …

    Shownotes

    Brad Conger, chief investment officer at Hirtle & Co., explains why the market looks vulnerable, and what to do about it. And Jack has thoughts on how to lord your understanding of the "equity risk premium" over your friends.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  27. The Future of Discount Flying

    33 Min.Folge 328

    A top airline analyst discusses how traditional carriers are reshaping the skies after the Spirit Airlines collapse. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our …

    Shownotes

    A top airline analyst discusses how traditional carriers are reshaping the skies after the Spirit Airlines collapse.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  28. Blowout Earnings, Food Dividends, Psychedelic Stocks

    24 Min.Folge 327

    Jack speaks with a top Wall Street strategist about quarterly results. Plus, two industries to view cautiously. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection …

    Shownotes

    Jack speaks with a top Wall Street strategist about quarterly results. Plus, two industries to view cautiously.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  29. Space, Freedom, and Physics Envy

    23 Min.Folge 326

    Jack answers listener questions on extraterrestrial investing, tax loss harvesting, an ETF that shuns dictatorships, and whether stocks are really expensive. Hosted by Simplecast, an AdsWizz company. See …

    Shownotes

    Jack answers listener questions on extraterrestrial investing, tax loss harvesting, an ETF that shuns dictatorships, and whether stocks are really expensive.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  30. A Value Investor’s Guide to Software Stocks

    36 Min.Folge 325

    AI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company, apparently. Hosted by Simplecast, an AdsWizz company. See …

    Shownotes

    AI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company, apparently.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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