the 20000 members have bought tickets to see both movies same day. barbie plans on seeing it in theaters. stock up this week following it all on mornings with maria, 6:00 to 9:00 a.m. here on foxbusiness and i will see you on the fox news channel sunday morning 10:00 a.m. eastern on fox news for sunday noon morning futures. i got an exclusive interview and wide-ranging interview with former president donald j trump. 10:00 a.m. that will do it for us on foxbusiness, have a great west of the weekend and i'll see you again next time. ♪ >> barron's roundtable sponsored by global x ets. ♪ ♪

>> welcome to barron's roundtable or we get behind the headlines and prepare you for the week ahead. i'm jack. ukraine seems to have massive support from nato but how long will it last? geopolitical expert even if western resolve is deep enough to keep russia in check. then it's the barron's midyear roundtable, we will tell you what stocks are top investors are buying now. later, oppenheimer double feature coming to a theater near you. this odd movie pairing is creating investment opportunities. we begin with three things investors ought to think about right now. stocks rally on cooler than expected inflation data, can the economy pull off the soft landing? big banks kick off burning seasons with strong number, more to come next week and we will tell investors what to watch. microsoft winning the case against the ftc to buy activation blizzard. will it lead to a flurry of mna? my colleagues then levinson, al

root. then, once again, a great week for stocks. what powers the bible this week? >> is the numbers we got. we had a fantastic week, s&p had the best. nasdaq the best since january. a strange we balance will happen in the nasdaq 100 where big stocks got too big so apple and big tech stocks will be knocked down and that caused them to fall but they still had a fantastic week because of inflation, inflation dropped down 3%, it's dropped from 9.1 to 3% faster than at any time since 1952. it's amazing, it means the fed will not raise rates so much and that should set the market higher. >> i like bull markets but prefer hated bull markets to this bull market starting to be recognized as such. the stock etf up 10% this week, it starts to get contrarians worried. >> the stocks whenever you see those things do well, you get frightened but this is the week

where it's more about bears saying i'm not sure i want to short these things and covering their positions anyone going out and saying i got crazy things because they are going up. >> anytime anybody throws in the towel, i get worried it could go the other way. another new dynamic, the dollar is getting crushed after years of strength, does that mean the currency markets are sniffing out this? >> is looking for the fed is going to do and will not hide as fast as you see them going to but i think it is about the idea with mimi stocks that people are less frightened and when people are framed, they by the dollar in less frightened, they sell to buy other stuff. you can buy stuff like gold, material stocks that will do well. >> the one thing that could throw a hitch, earnings have been very good and might raise the bar for others in the next few weeks.

>> we have the banks for a few banks reported friday, numbers were pretty good. stock market was muted. >> it was muted but let's focus on the positives, j.p. morgan and wells fargo benefiting immensely from net interest income. earning more on loans, so far not facing too much interest on deposits, that will probably change soon but you do see things, getting worried about economic climate coming up, some of the things that helped, not looking so good. >> when you see money flowing into the credit card balance, it's good for the banks but worries me about the health of the consumer, are people feeling stretched? >> definitely compared to where we were two years ago because the pandemic cash piles are coming down but to hear bank executives talk, they are seeing a normal credit cycle happening which is cash miles spent down, people will have credit again looking more like 2019. so far not looking like a recession type situation.

>> one more interesting dynamic, the fed is talking about things with 100 billion in assets increase loan-loss reserves. how does it go down to the investment world? >> first, that means less lending. jamie diamond on the call friday morning but perfectly where banks hold less capital and unable to lend as much, huge opportunity for your black stones apollo switch hit an all-time high because people will borrow or at least commercial companies will they will turn private equity to do it. >> al, if you are a gamer, the big news like call of duty will be available on all platforms. if you watch regulators like we are, it seems like should dial here. >> activision, microsoft wants to buy the game maker, game publisher, that deal was put on hold by the ftc and uk

authority. microsoft won its case against the ftc and court so activation blizzard went 83 to 91, the deal prices are 95 but deal activity under the biden administration is way down. the first three years or two plus years the biden administration deal activity down 30 to 60% depending if you look at the number deals or total value. this win for microsoft is a big deal. >> interest rates are part of the higher rates, meaning you don't have so much money to throw around but the broader trend is you think will see more? >> i think that's good, there's multiple things going on but now you have therapeutics deal, pfizer buying see jen, lily announced a deal today so i do think this win is a signal to

acquirers that it might be a little easier to get these things done. >> still to date, elon musk's purchase of twitter is the biggest acquisition, that might get dethroned although as the most overpriced deal of the decade, i think he is a solid winner. >> biggest in the biden administration for sure. biden administration said they've already lost the war in ukraine but is native doing enough to offe i'm saving with liberty mutual, mom. they customize your car insurance so you only pay for what you need. you could save $700 dollars just by switching. ooooh, let me put a reminder on my phone. on the top of the pile! oh. only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪ i'm jayson. i'm living with hiv and i'm on cabenuva. it helps keep me undetectable. for adults who are undetectable, cabenuva is the only complete,

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and g0 media founder and president ian, thank you for coming on the show. i want to start with this, ukraine joining nato. obviously security benefits for the country as a westerner, i see the appeal but from putin's perspective, doesn't it incentivize him? >> i don't know. putin said sweden and finland joined nato that they would be hell to pay. finland has already joined, several hundred miles of additional direct supporter of nato with russia, putin didn't do anything and now sweden is joining. he's not enormously credible in terms of illegal threats he continues to make but ukraine is not getting a date, not getting a timetable to join nato in part because they are fighting an active war, in part because there isn't unanimously and

nato, we have a u.s. election in 2024 with at least one of the leading candidates right now that would actively let up so for all of those reasons, the meeting was much more about what kind of ongoing multilateral commitments ukrainians can continue to get from the united states and nato allies. then forging a path to nato membership. >> that raises the question, i feel as if the u.s. some people are worried, are the europeans going to have the backbone to stick with this country especially a cold winter? europeans are looking at the u.s. saying some in the u.s. don't want to support ukraine, what you think? how much is the true allegiance to the u.s.? >> we are probably seeing peak nato support for crane right n now. i think it's going to be harder in the coming 12 months, harder for the europeans because they no longer will have the same level of fiscal ability to stay

on their budgets to pay for the ukrainians so the trade-off for what they want to spend at home and what they provide to ukraine will become more politicized and more priority. in the united states, i'm sure you seen the last several mont months, u.s. support for ukraine in terms of how much military and spending should happen has been decreasing, decreasing across the board, republicans, democrats and independents even though democrats have a higher baseline and i think it will continue, especially if this ukrainian counteroffensive continues to underperform compared to expectation so you still will see plenty of willingness to enjoy that ukraine can defend itself but is different from ukraine's ability to take all of their land, it's different from ukraine being able to construct themselves so as a new poland. i fear that's becoming a much taller ask as we head into our

election cycle. >> it's interesting. i do need to pivot to china because it's a multipolar world. president xi jinping watching everything in ukraine and met with antony blinken and janet yellen, what's your biggest take away from china right now? >> the relationship continues to have no trust between the united states and china. you mentioned yellen and antony blinken meeting but there are no direct between the u.s. and china on the security side while tensions around taiwan and south china sea surveillance cyber, all continue to grow. these are the two most powerful countries in the world so all of us should be concerned about that. having said that, i believe biden and xi jinping will be on the sidelines in san francisco in the fall and i think both of those leaders want full on the relationship, there's economic interdependence and want to ensure it doesn't break and that's why talk about de-

risking in the u.s. and not decoupling so the direction of travel and relationship is poor but so far the relationship continues to hold up relatively well. >> is there one thing you would recommend to the u.s. government to do right now, make sure we are safe and any challenges but also keep the relationship as an bad, as good as possible? >> it should be focused on competing effectively without unnecessarily containing chine chinese. i love the chips act, the fact that the united states is finally spending a lot of money on building semiconductor capacity and education and infrastructure in the united states and with allies like the netherlands and the japanese, well overdue and supported in a strong partisan fashion. i don't think export controls and investment reviews on a broad number of technologies for

the chinese, it undermines the u.s. german free market and makes the chinese feel americans are trying to contain them it is not clear americans will win that battle in five or ten years time so i focus on american upside, more for americans, lese getting out more than we need to. >> that sounds like good logic. thank you for your insight, so much to talk about. >> my pleasure. >> barron's midyear roundtable, we my relationship with my credit cards wasn't good. i got into debt in college and, no matter how much i paid, it followed me everywhere. between the high interest, the fees...i felt trapped. debt! debt! debt! debt! so i broke up with my credit card debt and consolidated it into a

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experts, oji barron's roundtable to see how the pics are doing, what stocks they like to come. january 6 yielded 14 and a half% return. s&p 500's tech fee will, the average stocks 4% return. then, let's start with the panel's outlook, a mixed bag. >> you have growth investors, value investors and probably everyone at the table have a lot of different views. some who are optimistic think the economy will remain strong and inflation coming down. you have others who say it's brought risk. the fed will keep raising rates and we are going to have big problems and it's the biggest risk the fed will overdo it. >> we will have to see what happens but meanwhile, there were quite a few financial pics, one that was interesting, goldman shows the obscure etf in

the industry. >> usually you've heard me recommend large banks and other financial institutions, she says etf based out of the uk, her reason is because it is purely bank stocks and some of the etf credit card companies but if you are worried about a recession, she knows banks look undervalued sure she recommends this one but what i found interesting was a lot of financial pics from our panelists and some were intercontinental change because rates go up and rates go down, you get volatility so that will be great for exchanges and also the company toast tweet have seen if you go to restaurant recently, ipad like this place from paying your check, the market now locally to 20% and much easier for restaurants to have this and huge opportunity

to see more restaurants to make it easier as well. >> it comes from snowflake lemonade school corporate nami naming. i'm sure your heart was glad to see industrial stocks. >> i scoured for industrial pics, industrials are going we well. one is the industrial economy contracting and we have trends about electrification of everything and infrastructure spending and automation so i picked three from our panelists. siemens, a european conglomer conglomerate, that's exposed to transportation, electrification. jb hunt, transportation services that are solid logistics provider that benefits from things improving and a good old-fashioned congressional, and make jet and arctic kat among other things.

>> that sounds cool. you went digging for out-of-favor names. >> first i found paramount, the stock is not done that well, 6%, had to cut dividend, probably a good thing, that will pay it down. this was a barron's stock pic a while back, it's down 12% this year. ms. played basically the covid pandemic, everybody decided they didn't need stuff anymore, they want to do things and target too much stuff on the side is made progress into the online business it will help going forward. finally, utilities, david likes one called ammon, they haven't done well generally, people have not wanted to play defense. cameron operates in missouri and illinois and solid growth and 3% dividend. >> when rates go up, utilities get hurt but long-term, you lose

a lot of confidence. target is interesting, it got hit with the bud light stuff over pride. >> the wokeness stuff very much. >> overtime i think investors will, but it will work. >> meanwhile, you have stock picks and grab your popcorn, a lot of popcorn as barbie hits the screen. five hours of fun. ♪

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last week i said with great confidence there were two types of moviegoers, those who go to

barbie and those who would go to barbenheimer. there's a big type that goes to both. >> this is the summer of bodenheimer. we have the premier july 21 and people are saying why not enjoy the fantasy? the dark history of manhattan project and leave it to you to decide which one is barbie. a lot of people are buying tickets to do both. so far, some who bought tickets, they opted to do the same for barbie. there are other ways to play, not everyone will want to spend five to six hours in a movie new york. in another thing you can do is if everyone else is doing it, why not buy shares in a company like cinemark which traits $16 apiece, recently upgraded because of it expecting to do well with the pandemic returned to the movie theater thing or

look at a company like the maker of barbie or its rival hasbro trading cheaper and has room to catch up with mattel. >> they try to schedule these things and there's no -- no one will have to choose between the two. they did but they chose both which is interesting. >> definitely a good time when you look at $85 million in the first week. >> his time for actual ideas and this week, actual ideas brought to you by the letter a. >> i will go first, i'm looking at ali baba, and one who thinks big tech with the trade 11 times, amazon trades 62, it's about one 13th market capital apple and breaking up at research, it has about 50% to gain when that happened so it looks pretty good. >> al, what are you looking at? >> i will go risk to network,

value ideas and industrial ideas and inner growth industrial. acceleration from ai and 26 times, they make the hardware and software that makes data travel fast. >> a lot of ai stocks have gone well. great ideas, check out this week's additional barron's, don't forget to follow us on twitter and that's all for us. we will see you next week on barron's roundtable. ♪ alone. >> two words -- read a book. ♪ >> happy weekend to all, focus on the program that analyzes the week that wa