About this episode

Christopher Rossbach discusses the current market conditions and his investment strategies amidst the AI trade.

As investors have piled into the AI trade, shares of many high-performing companies have been left on the sidelines, their shares in the bargain bin. That's where most members of the Barron's Roundtable tend to shop, including Christopher Rossbach, a managing partner and chief investment officer of J. Stern, a London-based independent asset manager, and our newest Roundtable member. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Teresa Rivas speak with Chris about the economic and market outlook, consumer spending, infrastructure investing, and his favorite stocks.

People in this episode

Hosts: Lauren R. Rublin, Teresa Rivas

Guest: Christopher Rossbach

Topics covered

• AI trade
• economic outlook
• market outlook
• consumer spending
• infrastructure investing
• stock analysis

Keywords

• quality stocks
• investment
• Barron's Roundtable
• market analysis
• consumer behavior
• infrastructure

Mentioned in this episode

Organizations: J. Stern, Barron's

More episodes of Barron's Live

• The Bullish Trend Is Your Friend: Talking Stocks With Sam Stovall · July 20, 2026 · 42 min
• Why U.S. Investors Need To Watch China · July 6, 2026 · 46 min
• Will the Roaring '20s Keep Roaring? An Update from Dr. Ed Yardeni · June 29, 2026 · 47 min
• What Shoppers Want: Talking Retail Stocks with Dana Telsey · June 22, 2026 · 42 min
• The "Tampa Model" and Other Investment Insights · June 15, 2026 · 41 min

Explore listener stats, chart rankings, contacts and more on the Barron's Live podcast page.