Second-quarter earnings reports confirmed that Big Tech is getting even bigger, and spending even more on AI. Barron's Senior Writer Tae Kim and Andrew Freedman, communications and software analyst at Hedgeye, unpack the implications for companies such as Alphabet, Meta, Nvidia, and Figma, in a conversation with Barron's Senior Managing Editor Lauren Rublin. Learn how AI is growing and transforming even non-tech businesses, and how investors can profit from the changes ahead.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
43:08
--------
43:08
Buffett, Berkshire, Bary, and Other Investment Ideas
August is a big month for Warren Buffett and Berkshire Hathaway, the company he leads. Berkshire reports quarterly earnings on Aug. 2, and Buffett turns 95 on Aug. 30. Barron's Associate Editor Andrew Bary has covered Buffett and Berkshire for decades, and will discuss the company's earnings and outlook with Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn. He will also share updates on other companies he follows, and his favorite income ideas.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
44:22
--------
44:22
Dr. Ed Yardeni Explains the (Financial) World
There's a lot to keep track of on Wall Street this summer, from the Fed's July 29-30 policy meeting to the Aug. 1 tariff deadline to new highs for stocks and gold -- and few observers keep track like economist Ed Yardeni. From his daily (and nightly) reports and webcasts to his regular reading lists, Yardeni draws a bead on just about everything that matters, or should matter, to investors. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Yardeni, president of Yardeni Research, about the economic and interest-rate outlook, the financial markets, and his favorite investments.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
45:20
--------
45:20
Building Wealth in Wild Markets
These are strange days on Wall Street. Stocks are expensive, bond yields are elevated, Bitcoin is soaring, and the president periodically muses about firing the head of the Fed. How can investors focus on finding good values and tuning out the noise? Join Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn in a conversation with Jack Ablin, chief investment officer and founding partner of Cresset, a $65-billion-in-assets wealth manager and multifamily office.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
44:24
--------
44:24
This Investor Loves "Great American Companies"
Todd Ahlsten, chief investment officer of Parnassus Investments and lead manager of Parnassus Core Equity Investor Fund (PRBLX), has been a member of the Barron's Roundtable since 2019. In this year's Midyear Roundtable, to be published July 11, Todd pounds the table for "Great American Companies" with durable franchises and wide-moat businesses.
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Todd about his investment approach, economic outlook, and favorite stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
Ireland