Show Notes
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.
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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.
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.
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.
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.
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.