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Barron's Live

Barron's Live

Hosted by Barron's Live

BusinessInterviews guests

Episodes

600

Latest episode

Oct 2026

Language

EN

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.

Listen to episodes

60 recent
October 19, 202650 min

How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky

Join Barron's Live for a deep dive into how a technology investor is assessing AI buildout concerns, competition from China and which AI heavyweights, like Nvidia, TSMC, Samsung and SK Hynix, are still undervalued. Associate Editor Reshma Kapadia speaks with Jonathan Cofsky, portfolio manager on Janus Henderson's Global Technology and Innovation Team. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 13, 202639 min

Batter Up! Investing in the Sports Boom with Gabelli Funds’ Chris Marangi

Sports is a burgeoning asset class, and there are many ways for public investors to play a winning game. Barron’s Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary speak with Christopher J. Marangi, President & Co-CIO, Value at GAMCO/Gabelli Funds, about investing in leagues, teams, venues, media, and related companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 6, 202641 min

Where Are Markets Headed? A Technical Analyst Sizes Up the Latest Turmoil

Andy Addison, proprietor of The Institutional View newsletter and research service, is a veteran technical analyst. He studies price action, moving averages, relative strength, and momentum indicators to gauge where asset prices may be headed. Barron's Senior Managing Editor Lauren R. Rublin and Investor Circle Newsletter Editor Josh Schafer speak with Andy about the global rise in bond yields and the outlook for stocks, commodities, and gold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

September 29, 202643 min

The Outlook for Energy and Natural Resources Stocks

Commodities are in the early stages of a bull market - and natural resources stocks are "massively" underowned. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Avi Salzman talk with Adam Rozencwajg, co-founder and managing partner at Goehring & Rozencwajg, about the prospects for oil, gas, copper, gold, and other natural resources, and where to invest now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

September 21, 202641 min

Inflation, Geopolitics, and the Fed: Navigating U.S. Economic Risks with PGIM

The U.S. economy is relatively stable for now. But inflation continues to be a problem and the intensifying conflict in the Middle East is a risk investors cannot ignore. Barron's Senior Economics Writer Megan Leonhardt talks with Robert Sockin, chief U.S. economist at PGIM, about what economic trends he’s watching carefully, the latest decision from the Fed and how the U.S. economy is looking ahead of the midterm elections. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

September 16, 202638 min

Ahead of the Fed: Catching Up with Vanguard's Roger Hallam

The Federal Reserve's policy committee meets on Sept. 15-16 against the backdrop of rising bond yields, a growing U.S. deficit, massive borrowing by AI-related companies, and questions about stubborn inflation. What do all of the above - and a potential interest-rate hike - mean for fixed-income investors? Barron's Senior Managing Editor Lauren R. Rublin and Investor Circle Newsletter Editor Josh Schafer will put that question, and many others, to Roger Hallam, global head of rates in Vanguard's Fixed Income Group. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

September 1, 202642 min

What’s Ahead for Interest Rates? Talking with RBC Rate Strategist Blake Gwinn

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

August 25, 202638 min

Talking Markets with Michael Cuggino

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

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.

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