Stocks to Watch: The Investment Outlook for 2...

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. Hosted by Simplecast, ...  Show more

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. ...  Show more

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ...  Show more

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ...  Show more

Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022. Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer for Equities, Anna Stupnytska, Chief Ec ...  Show more

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more