logo
episode-header-image
Aug 2024
32m 7s

Value Stocks, and the Appeal of Index Dr...

Barron's
About this episode
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. 
Up next
Aug 21
Oracle and Oil Refiners. Plus, Pyramid Scheme or Nah?
Jack answers listener questions and refutes dad joke allegations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
25m 39s
Aug 14
Ode to BJ’s Wholesale
Jack is tired of living in the shadow of Costco shoppers. A top Wall Street analyst makes the case for BJ’s stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
29m 18s
Aug 7
Bond Playbook. Plus, Coke’s Winning Formula.
Fixed income experts from Morgan Stanley and Janus Henderson discuss where to find yield. And Jack zeroes in on a no-calorie soda success. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
34m 31s
Recommended Episodes
Oct 2025
Small Caps Diverge As Chop Continues. AbbVie, Alphabet, GE Aerospace In Focus.
Justin Nielsen and Mike Webster analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
1h 4m
Jun 2025
Stocks Bounce Back, S&P Reaches 6,000; Shopify, Cisco, IBKR In Focus
Alissa Coram and Justin Nielsen analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
50m 25s
Jun 2025
Indexes Rise But Growth Plays Hit; Quanta Services, Exelixis, Google In Focus
Alexis Garcia and Ed Carson analyze Tuesday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
13m 35s
Aug 2025
Nasdaq Fades After Strong Start: Lam Research, Applovin, FIX In Focus
Alissa Coram and Ken Shreve analyze Thursday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
16m 35s
Nov 2015
Hot IPOs, Cold Pizza & Star Wars
Wal-Mart surprises. Jack in the Box pops. Square makes its public markets debut. And Urban Outfitters buys a pizza chain? Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks Wall Street refor ... Show More
39m 9s
Oct 2021
Big Macro, Earnings Season Previews
What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly looking more attractive? And which CEOs are under more scrutiny? Jason Moser and ... Show More
39m 10s
Oct 2024
Q3 earnings; Friday's stocks; and more
Plus - This Day in Stock Market History Learn more about your ad choices. Visit podcastchoices.com/adchoices 
5m 10s
Jan 2025
TIP688: Long-Term Market Cycles w/ Rob Arnott
On today’s episode, Clay is joined by Rob Arnott to discuss the Fundamental Index, the equity risk premium, and where Rob believes we’re at in the value cycle. Rob Arnott is the founder and chairman of the board of Research Affiliates. Rob plays an active role in the firm’s resea ... Show More
57m 42s
Nov 2024
Tuesday's market winners; Trump trade winding down?
Plus - This Day in Stock Market History Learn more about your ad choices. Visit podcastchoices.com/adchoices 
5m 43s
Oct 2023
Prof G Markets: Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown
This week on Prof G Markets, Scott shares his thoughts on which stocks and sectors could get a boost or take a hit from Ozempic’s increasing popularity. Then, Josh Brown, CEO of Ritholtz Wealth, joins the show to help break down why bond yields have surged the past few weeks. Lea ... Show More
54m 47s