Barron's Live

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600

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Aug 2026

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About the show

Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its 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.

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60 recent

August 19, 202643 min

Unpacking the U.S. Bull Market and What Investors Should Do Now

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

August 12, 202632 min

A "Free Lunch" with Money Manager Bill Smead

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

August 3, 202642 min

What's Ahead for the U.S. Economy?

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

July 29, 202643 min

Surfing the AI Spending Wave with Tom Essaye

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

July 20, 202642 min

The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall

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.adswizz.com for information about our collection and use of personal data for advertising.

July 13, 202642 min

Quality Stocks on Sale: An Update from the Barron's Roundtable's Christopher Rossbach

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 Senior Managing Editor Lauren R. Rublin and Senior Writer Teresa Rivas speak with Chris about the economic and market outlook, consumer spending, infrastructure investing, and his favorite stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

July 6, 202646 min

Why U.S. Investors Need To Watch China

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 $1.3 billion across various strategies at Matthews Asia. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

June 29, 202646 min

Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni

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 advertising.

June 22, 202642 min

What Shoppers Want: Talking Retail Stocks with Dana Telsey

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

June 15, 202641 min

The "Tampa Model" and Other Investment Insights

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