2021 Preview

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flippin ...  Show more

A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and h ...  Show more

As the markets bounce back following one of the worst opening days in years, Scott Wapner and the Investment Committee debate the best places to make money in 2021. Plus, we go over some of Jim Cramer’s top picks of the new year and we hit some Unusual Activity with Jon Najari ...

If you thought that 2020 was a difficult year, some experts are saying that 2021 will get worse before it gets better. From his perspective from the core of the financial system, today’s guest shares his economic predictions for 2021 and how the left is in what he calls the “hope ...  Show more

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and the economy in the year ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u ...  Show more

Barron's senior managing editor Lauren R. Rublin, senior writer Nicholas Jasinski and Barry Bannister, managing director and chief equity strategist at Stifel discuss the outlook for the 2024 market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab ...  Show more