CEOs and Thought Leaders

The latest interviews, profiles, and conversations with C-suite and other movers and shakers.

Filmmaker Ken Burns on 'the Most Important Revolution in History'

Ken Burns, the filmmaker behind the documentary miniseries "The American Revolution" and others, spoke to Barron's editor at large Andy Serwer.

28:45



This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J

This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J

Michael Barclay, lead manager of the Columbia Dividend Income fund, favors dividend growers over high yields.

Long Read

Jane Fraser Turned Citigroup Inside Out. Now Comes the Hard Part.

Jane Fraser Turned Citigroup Inside Out. Now Comes the Hard Part.

Under the CEO, the long-beleaguered bank is working through its 13th restructuring. Can Citi shed its longstanding reputation as the banking sector’s laggard?

Long Read

BlackRock’s Rieder Endorses Warsh and Sees More Gains for Stocks

BlackRock’s Rieder Endorses Warsh and Sees More Gains for Stocks

Rick Rieder, CIO of global fixed income at BlackRock, called presumptive Fed chair Kevin Warsh “a brilliant guy” on Barron’s Live. He’s bullish on the economy and stock market, too.

3 minute read

The Mag 7, Transports, and VIX: What the Charts Say Now

The Mag 7, Transports, and VIX: What the Charts Say Now

Katie Stockton, founder of Fairlead Strategies and a market technician, sees a mixed picture for the megacap tech stocks, but upside for the Dow transports.

Long Read

NFL Kicks Off Mega-Deal With American Express

NFL Kicks Off Mega-Deal With American Express

Amex is replacing Visa as the NFL’s official credit card partner in a seven-year deal possibly worth over $900 million.

4 minute read

Coinbase’s Top Lawyer Says Prediction Markets Aren’t Gambling—and Predicts Supreme Court Will Agree

Coinbase’s Top Lawyer Says Prediction Markets Aren’t Gambling—and Predicts Supreme Court Will Agree

The crypto exchange’s chief legal officer says prediction markets aren’t subject to state gambling regulations. He’s nearly certain the Supreme Court will eventually agree.

Long Read

He Was Warren Buffett’s Protégé. Now He’s Running Money for Jamie Dimon.

He Was Warren Buffett’s Protégé. Now He’s Running Money for Jamie Dimon.

Todd Combs left Berkshire Hathaway, where he was a top investment manager and the CEO of its Geico unit, at the end of last year. He opens up for the first time about his new role at JPMorgan Chase.

Long Read

He Founded Blackwater. Now He Is Backing the Newest Hot Drone Stock.

He Founded Blackwater. Now He Is Backing the Newest Hot Drone Stock.

Shares of the drone technology start-up Swarmer rose on Tuesday.

3 minute read

Oil Production in the Middle East Will Take Months to Come Back Even if War Ends, CEO Says

Oil Production in the Middle East Will Take Months to Come Back Even if War Ends, CEO Says

The chief of Kuwait’s major national oil company, says a rapid recovery is out of the question because so many wells have been shut.

4 minute read

The Best Stocks to Buy Now, According to Top Value Fund Managers

The Best Stocks to Buy Now, According to Top Value Fund Managers

Value fund managers argue that global energy, aerospace and other industrials look attractive.

3 minute read

Jamie Dimon Sees an End on the Horizon. But Not Yet.

Jamie Dimon Sees an End on the Horizon. But Not Yet.

After two decades, JPMorgan Chase’s CEO says he has three or four more years on the job—or maybe more. But even he’s talking about what comes next.

Long Read

Starbucks, Amgen, and CVS Help This Income Fund Shine

Starbucks, Amgen, and CVS Help This Income Fund Shine

Hilda Applbaum, co-manager of the American Funds Income Fund of America, likes to buy inexpensive, high-yielding stocks poised for an upturn. Her strategy has trounced 98% of peers.

Long Read

Scott Strazik on How GE Vernova Is Riding the AI Power Surge

Scott Strazik on How GE Vernova Is Riding the AI Power Surge

When Scott Strazik became head of General Electric’s energy business, GE Vernova, in 2021, the electricity business felt very different than it does today.

3 minute read

Cardinal Health Stock Jumps After Earnings. Its CEO Explains What Went Right.

Cardinal Health Stock Jumps After Earnings. Its CEO Explains What Went Right.

The pharmaceutical distributor and health services company raises its guidance for the second time.

3 minute read

CoreWeave’s CEO Explains Why This Is Not Your Father’s Tech Company

CoreWeave’s CEO Explains Why This Is Not Your Father’s Tech Company

CoreWeave CEO Michael Intrator is not your typical tech company executive—but then again, CoreWeave isn’t your typical tech company.

Long Read

‘All Boats Are Rising’ in Data and Memory, Says Western Digital’s CFO. Just Look at the Stocks.

‘All Boats Are Rising’ in Data and Memory, Says Western Digital’s CFO. Just Look at the Stocks.

Barron’s speaks with Western Digital’s chief financial officer after the company breezes past earnings expectations.

4 minute read

Inside the Mind of the Man Who May Lead the Trump Fed

Inside the Mind of the Man Who May Lead the Trump Fed

Kevin Warsh is among the top three contenders for the next chair. He spoke with Barron’s about rates, inflation, Powell, and more.

Long Read

Charles Schwab CEO Explains Why Investing Works—and Gambling Doesn’t

Charles Schwab CEO Explains Why Investing Works—and Gambling Doesn’t

One in six new clients are Gen Z, Rick Wurster tells At Barron’s Andy Serwer in an interview.

Long Read

Samsara Stock Soars on Earnings. Investments Made Years Ago Are Paying Off, CEO Says.

Samsara Stock Soars on Earnings. Investments Made Years Ago Are Paying Off, CEO Says.

Samsara, the “internet of things” company, posts better-than-expected earnings and revenue for the third quarter.

2 minute read

Blue Owl Is Having a Rough Year. Its Co-CEO Says Investors’ Fears Are ‘Ungrounded.’

Blue Owl Is Having a Rough Year. Its Co-CEO Says Investors’ Fears Are ‘Ungrounded.’

The firm is a leader in private credit and data-center funding, two sectors about which doubts have emerged. But Co-CEO Marc Lipschultz sees blue skies ahead.

Long Read

Bill Nygren Isn’t Worried About Market Volatility. He Likes GM, Delta, and Capital One.

Bill Nygren Isn’t Worried About Market Volatility. He Likes GM, Delta, and Capital One.

The Oakmark manager said it’s still a good time to find bargains, even in some growth stocks.

3 minute read

This REIT Yields 9% and Isn’t Worried About Zohran Mamdani

This REIT Yields 9% and Isn’t Worried About Zohran Mamdani

Rithm Capital recently announced plans to buy office Paramount Group, which has a big presence in New York and San Francisco.

4 minute read

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