There's a value approach to Barron's annual list, and we've got some thoughts.
(0:21) Jason Moser discusses:
- The case for traditional value stocks like Bank of America and Berkshire-Hathaway
- Inclusion of Big Tech companies like Alphabet and Amazon
- Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports
(12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead.
Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL
Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings
Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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