Barron's Live

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...

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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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...

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. Learn more about your ad...

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...

J.P. Morgan Private Bank published its Mid-Year Outlook on May 11, focusing on the investment implications of global fragmentation, sticky inflation, and the AI supercycle. Stephen Parker, managing director and co-head of global investment strategy at the Private Bank, joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica to discuss the firm's market outlook an...

Nela Richardson, chief economist at ADP, discusses the current state of the labor market, including a look at demographic changes and small business momentum, with Barron’s Senior Economic Writer Megan Leonhardt. Richardson, who is also head of the ADP Research, will talk about the latest research on what’s driving employment conditions, as well as her thoughts on how artificial intelligence could...

Barron's Associate Editor Andrew Bary is back from Omaha after attending the Berkshire Hathaway annual meeting - the first without Warren Buffett on the stage. Senior Managing Editor Lauren R. Rublin speaks with Bary and Berkshire analyst Cathy Seifert, a senior vice president at CFRA Research, about what's ahead for this storied company and other stocks they follow. Learn more about your ad choic...

Rick Rieder, chief investment officer of global fixed income at BlackRock, discusses the Federal Reserve, his bond-market outlook, and investment opportunities in fixed income with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin. Rieder leads the management team of the $17 billion-in-assets iShares Flexible Income Active ETF (ticker: BINC).  Learn more about your...

Keith Lerner, chief investment officer at Truist Advisory Services, sees a "choppy" path higher for stocks. He discusses the outlook for stocks, bonds, and gold with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root. Learn more about your ad choices. Visit megaphone.fm/adchoices

Where will energy prices head now that a fragile truce has been achieved in the Iran war? Barron's Senior Managing Editor Lauren R. Rublin speaks with Senior Writer Avi Salzman and Denton Cinquegrana, chief oil analyst at OPIS, about the latest outlook for oil, gas, and energy stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Managing Editor Lauren Rublin talks with Editor in Chief Ben Levisohn and technical analyst Katie Stockton, founder and managing partner of Fairlead Strategies, about the technical setup for stocks, bonds, commodities, currencies, and more. Learn how technical analysis can complement fundamental research and provide insights into investor behavior and market trends. Learn more abou...

From wars and revolutions to tech advances and trade, developments that play out on the global stage reverberate in the markets, affecting stocks, bonds, currencies, commodities, and more. Matt Gertken, chief geopolitical and U.S. political strategist at BCA Research, tracks these gyrations, taking a geopolitical approach to investment recommendations. Barron's Editor in Chief Ben Levisohn and Sen...

Chris Davis, chairman of Davis Advisors, is the third-generation leader of this storied New York investment firm. Davis has succeeded in "the family business" by applying the lessons learned from his father and grandfather, and his friends Warren Buffett and Charlie Munger. He joins Barron's Editors Lauren Rublin and Andrew Bary to discuss the current market climate, precepts of value investing, a...

Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and investment opportunities in equities and beyond. Barron's has recognized Malik for many years as one of the 1...

Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he s...

Stocks have churned through the first two months of 2026, and that was before the U.S. launched attacks on Iran. Now, investors must grapple with the future of the AI trade, tariffs, interest rates, and the uncertainty of a war in the Middle East. Barron's Senior Managing Editor Lauren R. Rublin speaks with Ben Levisohn, Barron's new editor in chief, about stocks and sectors in the news, and what...

Emerging market stocks had a banner year in 2025, and there is no letup in sight. What's behind the strong comeback, how long can the rally last, and which markets and stocks look most attractive now? Barron's Senior Managing Editors Lauren R. Rublin and Editor in Chief Ben Levisohn interview Louis Lau, a member of the Emerging Markets Investment Committee at Brandes Investment Partners, and co-ma...

The market now views artificial intelligence as a disruptor, causing a massive rotation underneath the surface. Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what it means for stocks, sectors, and our favorite themes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Silver was 2025's best-performing asset, and gold wasn't far behind. What is behind the monumental rally in precious metals, and how long can it last? John Hathaway, a veteran gold analyst and portfolio manager at Sprott Asset Management USA  joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica for a discussion of metals, miners, and more. Learn more about you...

Warren Buffett stepped down as CEO of Berkshire Hathaway at the end of 2025, a mere 95 years young, and longtime Berkshire executive Greg Abel stepped up. What does the leadership transition mean for Buffett's incomparable creation and its shares? Barron's Senior Managing Editor Lauren R. Rublin speaks with Associate Editor Andrew Bary, and Cathy Seifert, a senior vice president at CFRA Research,...

Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a discussion with Barron's Roundtable member John W. Rogers Jr., founder, chairman, Co-CEO, and chief investment officer of Ariel Investments. John is a long-time investor in small- and mid-cap stocks, and will discuss his favorite investment ideas for 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barron's Senior Economics Writer Megan Leonhart speaks with James Knightley, ING’s chief international economist based in New York, about some of his bolder predictions for what lies ahead for the U.S. economy. We'll break down how employment, inflation, economic growth and rate policy will likely to unfold for investors in 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

From sweeping investment trends to the best stock-selection methods, almost nothing in the markets escapes the attention of Adam Parker, founder and CEO of Trivariate Research. Join Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn for a call in which we "ask Adam anything" about the 2026 investment outlook, the most promising stock sectors, and the risks to the bull market that k...