Contenido proporcionado por Barron's Streetwise. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Barron's Streetwise o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Nuclear, Crypto, and the A.I. Power Shortage
Manage episode 439778523 series 2643922
Contenido proporcionado por Barron's Streetwise. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Barron's Streetwise o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
269 episodios
Manage episode 439778523 series 2643922
Contenido proporcionado por Barron's Streetwise. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Barron's Streetwise o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Stephen Byrd, the Global Head of Sustainability Research at Morgan Stanley, talks about investing in the watts needed to run tomorrow’s supercomputers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
269 episodios
Todos los episodios
×A 125-year history of financial returns challenges conventional wisdom. Plus: When hedging works and when it fails with RBC's Amy Wu Silverman. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cambria CIO Meb Faber on why ETFs might match Yale's stellar returns. Plus, from protein to pets, food companies search for growth amid shrinking "algos." Learn more about your ad choices. Visit megaphone.fm/adchoices
PG&E CEO Patti Poppe talks about reducing fire risk and keeping A.I. powered up. And BofA's Chris Hyzy on what investors should do now. Learn more about your ad choices. Visit megaphone.fm/adchoices
A top chip analyst predicts a near-term peak in spending on computing. Also, stocks are rocketing after split announcements. Here’s who might be next. Learn more about your ad choices. Visit megaphone.fm/adchoices
Beer, spirits and wine have suddenly fallen into decline, especially with young people. What it means for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
As markets react to DeepSeek's innovation, Hollywood faces its own AI revolution. Tonight Show veteran Gavin Purcell explains what's at stake. References: "Big Mayo" Ad: https://www.youtube.com/watch?v=7LfvVkI_X0w AI for Humans Podcast Apple: https://podcasts.apple.com/us/podcast/ai-for-humans-making-artificial-intelligence-fun-practical/id1682409647 Spotify: https://open.spotify.com/show/5FId0qPP5SldltQTgVFTxq?si=fc9cea6007344251 Learn more about your ad choices. Visit megaphone.fm/adchoices…
Athletic Brewing founder Bill Shufelt turned non-alcoholic beer into a treat, not a sacrifice. He explains what's next. Jack previews earnings and Jackson drops a sneeze-guard bombshell. Learn more about your ad choices. Visit megaphone.fm/adchoices
But trucking and rail stocks aren’t all good deals. Jonathan Chappell from Evercore ISI explains. Jack and Jackson talk inflation, the stock market, and mechanical bull pricing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Without ASML’s machines, the A.I. spending boom would fizzle. So why are its shares slumping? Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack calls Comcast "America's most complicated company" and looks into plans to lift the stock. Listeners explain Schrodinger's cat. Learn more about your ad choices. Visit megaphone.fm/adchoices
Don’t say cardboard—it’s corrugated fiberboard. Jack discusses International Paper’s stock tear, plus Nike’s slump. Jackson can’t give away his clothes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack struggles to make sense of Schrodinger’s Cat and QTUM’s gains. And Schwab’s Kathy Jones talks fixed income strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil drilling, banking, Bitcoin, and robo rides—Jack pesters his Barron’s colleague about what to watch in 2025, and leaks key details about the holiday party. Learn more about your ad choices. Visit megaphone.fm/adchoices
What’s holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Learn more about your ad choices. Visit megaphone.fm/adchoices
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