Barron's Streetwise

A CIO's Warning On Stocks

The Future of Discount Flying

The U.S. airline industry is undergoing a structural shift as major carriers move away from aggressive price-war competition toward high-margin, premium-focused business models. Following the collapse of Spirit Airlines, the industry is prioritizing loyalty programs, credit card partnerships, and premium seating to dri...

Blowout Earnings, Food Dividends, Psychedelic Stocks

Space, Freedom, and Physics Envy

A Value Investor’s Guide to Software Stocks

Software stocks face a significant valuation shift as investors move away from revenue-based metrics toward profitability and cash flow analysis. Gill Luria, an analyst at DA Davidson, explains that the market currently penalizes software companies for perceived threats from AI, despite their high margins and recurring...

The Cheapest Stocks in America

The podcast explores two main topics: the potential of Sensient Technologies (SXT) due to the shift from artificial to natural food colorings, and a screen for the ten cheapest stocks in the S&P 500 based on price-to-earnings ratios. The discussion highlights how Sensient could benefit from the increased demand for nat...

Why Stocks are Pricier than they Look

The podcast examines the U.S. stock market's valuation, suggesting it's more expensive than it appears due to factors like AI spending, high profit margins, and federal deficits. It highlights how colossal tech companies' AI investments inflate earnings for recipient companies, skewing the price-to-earnings ratio. Prof...

Airplane Stocks Sold Off. Time to Land Some Deals?

GM, Ford, Tesla, and Robotaxis

Tacos and Robots

Iran, Oil, and the Stock Market

The Anything-But-A.I. Rally. Plus, Social Security’s Countdown

A Compost Man Talks A.I. Vibe-Coding. Plus, Agco’s CEO.

Where's the Beef?

Frothy Valuations and Fancy-Pants ETFs

Gold, Debasement, and Henry VIII

“Sell America?” Careful there.

Powell, Trump and Mortgage Rates

Small Cap Earnings Could Jump 20%. Plus, a Beer Mystery.

The Quality Signal That Beats the Market. Plus, Can Metals Stay Hot?

In this Barron's Streetwise podcast episode, host Jack Howe interviews Jared Woodard, Head of the Research Investment Committee at B of A Securities, about investing in quality stocks. The discussion begins with a review of the significant gains in metals during 2025 and forecasts for 2026, highlighting factors such as...