Resumen del episodio
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.
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.
Episodios
How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky
EscuchadoJoin 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.
Batter Up! Investing in the Sports Boom with Gabelli Funds’ Chris Marangi
EscuchadoSports 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.
Where Are Markets Headed? A Technical Analyst Sizes Up the Latest Turmoil
EscuchadoAndy 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.
The Outlook for Energy and Natural Resources Stocks
EscuchadoCommodities 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.
Inflation, Geopolitics, and the Fed: Navigating U.S. Economic Risks with PGIM
EscuchadoThe 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.