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May 28, 2023
05/23
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jack otter: it is all about weight loss. carleton: when you look at the new drugs, primarily treat diabetes but also the effect of obesity. drugs that are coming onto the market, a lot of these drugs on the injectable form, costing patients $1000 a month. uphill form that nobody wants. jack otter: people don't want to spend $1000 a month. what are the odds insurance company's will get on? carleton: insurance companies don't want to be picking up, a spike of 50% for some employers but there are causes to obesity where estimates are annually $1600 a year. it comes to more competition in the space and maybe the cost will go down and some insurers will realize it might be worth it to pay up. jack otter: in hollywood people pay what it costs. debt ceiling doomsday is hanging over lawmakers as the default deadline moves, as the clock is ticking i will ask libby cantrell what she's watching next. paradontax blood when you brush could lead to worse over time. help stop the clock on gum disease now. parodontax toothpaste... ...is 3x
jack otter: it is all about weight loss. carleton: when you look at the new drugs, primarily treat diabetes but also the effect of obesity. drugs that are coming onto the market, a lot of these drugs on the injectable form, costing patients $1000 a month. uphill form that nobody wants. jack otter: people don't want to spend $1000 a month. what are the odds insurance company's will get on? carleton: insurance companies don't want to be picking up, a spike of 50% for some employers but there are...
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May 13, 2023
05/23
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jack otter: how does it look as a stock?far this year, nintendo is expected to release its new console switch, to give you some perspective, what i grew up within the 80s, 60 million units, the switch was released in 2017, one hundred 20 million units. lots of things with how the world has changed, huge catalyst for stocks and nintendo really realizing we can make movies off of these games and characters, we all love mario and luigi, imagine a donkey kong movie. jack otter: let's get a stock pick starting with you. al: and industrial software company that makes software for managing big pistons to designed companies. anything for school administration. the cash flow that earned them a nice multiple. it is not a cheap stunt but keeps beating earnings, the guidance has gone up. it will get an ai kicker, it will use ai to boost its business. jack otter: will your pick go to the moon? al: top golf. i will go to the dragon range. it is a contrarian pick destroyed this week down 23%. they didn't cut their guidance. i love it when
jack otter: how does it look as a stock?far this year, nintendo is expected to release its new console switch, to give you some perspective, what i grew up within the 80s, 60 million units, the switch was released in 2017, one hundred 20 million units. lots of things with how the world has changed, huge catalyst for stocks and nintendo really realizing we can make movies off of these games and characters, we all love mario and luigi, imagine a donkey kong movie. jack otter: let's get a stock...
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May 21, 2023
05/23
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jack otter: you write about renewable opportunities. the hydrogen cycle is about fuel cells, now it is about greenifying fertilizer and diesel. the inflation reduction act provides $100 billion in subsidies for making green hydrogen. put that in context, it's a really big number. you can make green hydrogen, and carbon in the air, you can make it cleanly by zapping water with electricity. i did not major in chemistry in college but you need green electricity from wind and solar. it will be a long time before it is cheap enough for. and hdr oh is down 69% since it launched two years ago. jack otter: you have a pair of stock picks. the culture wars are now with miller light. asking the right question can greatly impact your future. - are, are you qualified to do this? - what? - especially when it comes to your finances. - are you a certified financial planner™? - i'm a cfp® professional. - cfp® professionals are committed to acting in your best interest. that's why it's gotta be a cfp®. [ applause ] the day you get your clearchoice dental
jack otter: you write about renewable opportunities. the hydrogen cycle is about fuel cells, now it is about greenifying fertilizer and diesel. the inflation reduction act provides $100 billion in subsidies for making green hydrogen. put that in context, it's a really big number. you can make green hydrogen, and carbon in the air, you can make it cleanly by zapping water with electricity. i did not major in chemistry in college but you need green electricity from wind and solar. it will be a...
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May 20, 2023
05/23
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jack otter: you write about renewable opportunities. hough: the hydrogen cycle is about fuel cells, now it is about greenifying fertilizer and diesel. the inflation reduction act provides $100 billion in subsidies for making green hydrogen. put that in context, it's a really big number. you can make green hydrogen, and carbon in the air, you can make it cleanly by zapping water with electricity. i did not major in chemistry in college but you need green electricity from wind and solar. it will be a long time before it is cheap enough for. and hdr oh is down 69% since it launched two years ago. jack otter: you have a pair of stock picks. the culture wars are now with miller light. liberty mutual customizes your car insurance so you only pay for what you need. with the money we saved, we tried electric unicycles. i think i've got it! doggy-paddle! only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪ ♪ the all-new chevy colorado is made for more. bring more. ♪ do more. ♪ see more. ♪ and be more. ♪ the all-new chevy colorado.
jack otter: you write about renewable opportunities. hough: the hydrogen cycle is about fuel cells, now it is about greenifying fertilizer and diesel. the inflation reduction act provides $100 billion in subsidies for making green hydrogen. put that in context, it's a really big number. you can make green hydrogen, and carbon in the air, you can make it cleanly by zapping water with electricity. i did not major in chemistry in college but you need green electricity from wind and solar. it will...
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May 20, 2023
05/23
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jack otter: you write about renewable opportunities. le is about fuel cells, now it is about greenifying fertilizer and diesel. the inflation reduction act provides $100 billion in subsidies for making green hydrogen. put that in context, it's a really big number. you can make green hydrogen, and carbon in the air, you can make it cleanly by zapping water with electricity. i did not major in chemistry in college but you need green electricity from wind and solar. it will be a long time before it is cheap enough for. and hdr oh is down 69% since it launched two years ago. jack otter: you have a pair of stock picks. the culture wars are now with miller light. i got into debt in college, and no matter how much i paid, it followed me everywhere. so i consolidated it into a low-rate personal loan from sofi. get a personal loan with low low fixed rates, and borrow up to $100k. sofi get your money right. trying vapes to quit smoking might feel like progress, but with 3x more nicotine than a pack of cigarettes - vapes increase cravings - trappin
jack otter: you write about renewable opportunities. le is about fuel cells, now it is about greenifying fertilizer and diesel. the inflation reduction act provides $100 billion in subsidies for making green hydrogen. put that in context, it's a really big number. you can make green hydrogen, and carbon in the air, you can make it cleanly by zapping water with electricity. i did not major in chemistry in college but you need green electricity from wind and solar. it will be a long time before...
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jack otter: eli lilly stock is rich at this point. jacob: not that it can't go up from here. 44 times earnings even adjusted for the earnings growth, it looks pretty rich. if you get upside surprises in terms of market share and fda getting approval quickly, the stock will do well but is a parabolic rise so any bad news will knock them down. jack: let's pivot to ai. i've been a skeptic on a lot of tech trends, 3d printing, wearables, the meta verse but this one could be a case where the hype doesn't even match the reality. this is pretty serious. kirstin: if anything this week proved your point. we saw the ai threat move out of the pure tech companies. interesting to see what happened to online twitter company that is seeing, losing some customers, instead of coming to us they are going to chat gpt for tutoring. the market did not like that at all. stock fell 50%. the contagion went to the rest of the education network, pearson's stock got hit, the language learning apps solder stock fall. jack: maybe it's doing your homework for you.
jack otter: eli lilly stock is rich at this point. jacob: not that it can't go up from here. 44 times earnings even adjusted for the earnings growth, it looks pretty rich. if you get upside surprises in terms of market share and fda getting approval quickly, the stock will do well but is a parabolic rise so any bad news will knock them down. jack: let's pivot to ai. i've been a skeptic on a lot of tech trends, 3d printing, wearables, the meta verse but this one could be a case where the hype...
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May 13, 2023
05/23
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jack otter: value and price are two things. check out this we kept addition of barron.com and follow us on twitter, barron online and that is a us, have a happy mother's day weekend and see you next week on "barron's roundtable". ♪ thank you both for joining us. jackie: thank you, guys. >> from the fox studios in new york city, this is maria bartiromo's "wall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. a surge of illegal migrants coming across the border as title 42 comes to an end. house republicans trying to stem the tide, passing a bill to boost border security as a federal judge strikes a blow to a key part of the biden plan. tennessee senator marsha blackburn will join me shortly. plus, inflation still stubbornly high for consumers. former dallas federal reserve president robert kaplan on where the economy is headed from here. and then you can add another name to the long list of people fleeing california. w
jack otter: value and price are two things. check out this we kept addition of barron.com and follow us on twitter, barron online and that is a us, have a happy mother's day weekend and see you next week on "barron's roundtable". ♪ thank you both for joining us. jackie: thank you, guys. >> from the fox studios in new york city, this is maria bartiromo's "wall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps...
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May 27, 2023
05/23
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jack otter: to read more read this week's addition of barron.com. that is offer us on this memorial day weekend, we thank the brave military. when women who have served to protect and defend this nation and we will see you next week on "barron's roundtable". york city, this is maria bartiromo's "wall street." maria: happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. putting a halt to the number one killer of americans aged 18-45, house majority leader steve scalise on a new fentanyl bill that just passed the house. plus, he'll also respond to new details on the weaponization going on at the irs, concerns over the strength of our economy. john lonski is here with his take. the threat from china, startling developments this week raising concerns about an invasion of taiwan sooner rather than later. senator and former u.s. ambassador to japan bill hagerty responds. but first, a drug epidemic responsible for killing more than 100,000 americans last year, the house
jack otter: to read more read this week's addition of barron.com. that is offer us on this memorial day weekend, we thank the brave military. when women who have served to protect and defend this nation and we will see you next week on "barron's roundtable". york city, this is maria bartiromo's "wall street." maria: happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. putting a halt to...
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May 20, 2023
05/23
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jack otter: it helps make computer chips. put a good business. thanks. to read more check out this week's addition of barron.com. that energy story is interesting. follow us on twitter, barron online. see you next week on "barron's roundtable". sean left. ♪ >> from the fox studios in new york city, this is maria bartiromo's "wall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. a high stakes meeting of the world's most advanced democracies underway on china's doorstep. president biden and other g7 leaders in japan this weekend hammering out ways to counter china's economic coercion. the minister of the chinese embassy in japan, meanwhile, saying, quote: stop interfering in china's internal affairs. stop suppressing china's economy and trade. stop hyping the china threat and stop making these summit and relate bilateral and multilateral activities a political performance of anti-china and containment. all of this as china is simultaneously holdi
jack otter: it helps make computer chips. put a good business. thanks. to read more check out this week's addition of barron.com. that energy story is interesting. follow us on twitter, barron online. see you next week on "barron's roundtable". sean left. ♪ >> from the fox studios in new york city, this is maria bartiromo's "wall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead....