weekend and that is why i'm wearing my father's army taxes weekend with me right now so when your father's day morning with me over the "fox news" channel on sunday 10:00 a.m. eastern live morning futures are special interviews this week in the congressman retired general and editor in chief news alex marlowe and many others this sunday life on "fox news" channel that will do it for us here in the foxbusiness network and thank you for being here and have a great father's day weekend and i'll see you again next time. >> welcome t barron's roundtable we could behind the and prepare view for the weekend and coming up, wild swings on wall street this weekend will dive into what is next with bank of america's super minion and move over mag

seven, will take up by investors are now looking to the cows but we begin with our expert panel and three thanks investors saw to be thinking about right now, on barron's roundtable my colleagues been and meghan and andrew barry and israel and iran have more than the stock market have been taking it in stride and it turned weaker into the close on friday and what you see. >> okay is interesting because even with the term lower the s&p finished down for the present invited market is dealt 0.3 percent for the week and so is almost like nothing happened this weekend so a lot happened and you know everything wasn't well oil jumped a person on friday 13 percent of the weekend the oil moves like the people start to get worried over the most part the market will react too much this is worried about inflation, earnings and real interest raids and then of those things look to be a problem and what is really caring about our things like the dow was up much

bigger loser than the other indexes and largely because people are worried that walmart is going to create a single point which will her visas business. >> these pointed out the weakness was greater got it okay. >> okay you generally have no matter the market that it will be interesting to see how this plays out in the next days and weeks and you've seen whether or not it escalates and has an impact tiktok about that will move and entirety think oil can go right now the season the 70 die and any 5-dollar-barrel range probably not a problem but there are worries that he can go as high as 130,000 j.p. morgan they say the case scenario. >> that course could translate into higher inflation had some benign readings that is been nice but of course is one of the situations that a lot of those headline but i greetings have been based on lower gas prices affect start to from is good at increasing pressure at a very bad times where expecting a terrorist to start getting. >> $103 who helped business of that but that is worst case things like the movie needs to

because there has been taxi hard iran oilfields or of saudia arabia or other oil producers. >> ives appraisal socks was not bigger, the leverage of energy stock up less than 2 percent in the oil was up about 72 pretty want to know because her neck the city, 90 spiking much from it no rate cuts or hikes i'm not sure what they're going to say so probably but i do have to watch it anyway. >> you will be watching the economic projection and isn't that exciting come on everybody can get excited about this we are going to get to echo netflix. >> it is on prime time netflix in this what we will get a lot of their updates and course their summary of economic projections including inflation unemployment and of course the rate predictions for the rest of your very hot stuff speeding. >> and you story about treasury bills in the magazine and that is like the dry toast of the investment world and i don't

think about it that much what we needed announcement will treasury bills are becoming increasingly popular place where individual investors to stash their cash bills are supersafe and government security monitoring in less than a year and exchange funds popular way to invest in t-bills you can get 4 percent yield right now in which render the money market funds in banks cds and the two of the largest of the town of in the eye chair zero — three month treasury which is ticker dob and bloomberg when we just bil suit how much more bulimic over money market treasury bill fun. >> percentage point plus to get some x benefits because the interest exempt from state and local taxes which is a plus for people in high taxes say. >> don't forget the lower fees and with your money one quarter appoint as above mine you know but meghan we have heard a lot of thousand gold and now you are watching silver and what is happening there. >> were still watching old heavy today on friday and i suspected

it will continue given the sort of place to safety but we are looking at the other glittery things as well of course jack summer looking us silver and platinum in both it actually very well of the month so far there expected of actually go pretty high so this is one of the situations where gold is doing well now everybody is looking around and say when we doing with the other semi precious metals circled the day record high over $3400 nelson putnam is funded is full pretty around $1200 down. >> unit oil only one. >> silver actually has four cases you know but in comparison to goals of semiconductors and it might has more room to grow i think mcandrew i'm going to make a big neck and neck. >> get putnam sabina bannister. >> industrial uses mechanistic use it isn't catalytic converters automobiles and also jewelry and investments to make the sounds good and thank you all in this oxide as tensions in

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>> markets reacting sharply to the latest rights between israel and iran oil prices are spiking global socks it here with market insight is bank of america security senate u.s. equity and quantitative strategy, savita subramanian and you were already best enthuse as i understand about the socks anywhere at the beginning of the year and missile strikes, cannot be adding to your enthusiasm and worry feeling out of the stock market. >> well i think is getting even more complicated and what is interesting is that i think that

the one area that we'd like to the beginning of the year continues to look attractive and that much more attractive whichp value companies like financials like energy come i think that ia great place to be in an environment where you have geopolitical strikes and you know socks are barely training about their long-term average in multiples and they are paying a very healthy dividend and healthy inflation protected dividend so i think there are spots to be within the s&p 500 but i worry that you know for the next few months and we could be a very volatile market. jack: the next few months with there's a saying have a cell may go away right in the miss the opportunity there and is a time to you know sale in june vacation in saskatoon or whatever the saying yes and try to get 4 percent afford half percent in treasuries right now should i be hiding out what you think the stock market continues to plug along sabina polo come i think the risk in treasuries is

manifold and so if you think about where the leverage in the united states resides, it is not sitting on corporate balance sheets are not even sitting on consumer balance sheets and it is really firmly on government balance sheets. we really do not have a great solution for how addressing the deficit that you think u.s. is starting to look more volatile from policy prospective. and i think what is strange to me is a market strategist is i follow the u.s. and i never had to think about a country risk premium for. and now all of a sudden, he feels like there is a very real reason to worry about sovereign credit versus buyer cycles see what were the stocks oversee stocks are suddenly outperforming and diversifying overseas it was like to eat your vegetables and i don't want to go into say the suddenly more appealing to us here in my.

>> and i think that the u.s. for the most part is an index looks higher-quality than other equity benchmarks and some for example look at various factors like financial leverage, he was companies have largely paid down there and they learned during the financial crisis, that leverages evil floating rate risk is evil and so they really walked in very solid gallon she said there's a decent chunk of the s&p 500 that is sitting at net cash versus debt so i think it was in the u.s. has really become higher-quality at a corporate level of me think about consumers, the consumer continues to spread no matter how much we think that they are going to roll over had collapse. think is a function of just jobs being still pretty healthy and have a tight labor market may be is getting a bit looser but we have tighter immigration and we have demographics all fighting against the labor pool.

one thing that i realized with u.s. consumers is that we do not stop spending until we lose our jobs. we don't really care about savings raids or you know the cost of capitol elsewhere how much it cost to borrow, we spent until we lose our source of income this will work watching to make sure this consumer story goes on. >> is not be laughing about the lack of savings benchmark you are right and let me come back to what you said about large-cap value stocks all of the cameras in artificial intelligence at the gobs of money being spent right now so i would investors prefer value stocks here to growth stocks just that they are cheap. >> welcome thinks about several stocks have high expectations in effect if you look at ellis investments for long-term growth for the bank visit make seven for these are companies that are forecast to grow over the next five years and even faster thany have grown over their entire lifespan so, i think that this

is just an unrealistic expectation these are companies and have to spend on them and they have to remain competitive because china has really been camping up there a.i. focus. we look at the mega- cap tech companies of the hyper skill are some of the winds are fueling this calf cycle, these are companies where they do not spend money, they really in the penalty box because are considered to be you know expo goddess competitive event risking obsolescence bring labs season early season, i thought of the hyper skill are guided down on cap back some of the underperform but if they guided up, the outperformed as i was in b, the free cash flow that is not necessarily great and fun event the cost of capitol is rising. jack: i learned a lot speaking with you and thank you so much savita subramanian, is a nice to see you and is a hard click in artificial intelligence suing rebels is better living websites high and dry, more on that next.

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>> 's even artificial intelligence is stealing the spotlight and isn't summaries are now transforming the way we search the internet and is reducing web traffic companies across the globe and tech editor alex is taking a closer look at this state of online people ande joins the panel and alex, i keep hearing the googling is for all people and it cannot be true because i google and i'm young and spry when we mean when they say a.i. is disrupting the internet. >> jack okay the perfect example of google, really anybody is googled recently has noticed that the blue are just there were near sizing is to be and

i'm saving up half the searches i do now targeting a.i. overviews on the top there video quick summaries and giving you the answer without ever clicking a think at that reason google is doing that is because they are little by little losing out to a.i. players like chat gdp and endorsed article perfects perplexity want to get the game as i what we do not want to lose this business and traffic in a time so going to give you your own answer in our certain a problem as for everybody else because if you don't get a blue link you're not thinking out not clicking on recently depriving the internet of the lifeblood the internet which is google search. jack: it sounds like a good thing for the user if you don't have to click and go around and get misaligned by we thought it would be about this but does not have answers one of the just give you the answers and so is a good thing and what are the specific types to get hurt. >> i think we could debate that this is the question about a, how the quality is the answer you're getting and if it's me and overall journal is here and i think that i would rather be

able to do the research myself rather than rely upon the algorithm to do it for me of a largely was my adult so i always been rough clicking on his legs in terms of desert, anybody really runs a business on the that these days you know .com website it's going to get hurt because the entire internet was built on search traffic and coming from google that disappears, we are talking it out half of the traffic to some websites if you get 6363 percent of its traffic. >> i think is really an interesting conversation and i'm curious though, this is something that you are expecting to be a problem long term and out of the company's going to actually adapt in this new paradigm. >> some companies are better off than others already the companies that are app driven and get much less of their traffic on the web and from google are better off and so that is like uber, and we are research shows about 13 percent of traffic comes from google search and air b&b is another one that is lower in the same

thing goes for door dash and so those ernie good place for the problem is your traditional websites read it gets 50 percent of its traffic from google not great. >> and are there any companies that are well-positioned sort of outside of that app paradigm and i am thinking out like an nvidia the semi conductors and things like that. >> and some semi conductors are probably getting out of the software world is a different business but certainly anybody that is driving a.i. the data centers now are in a great position nvidia's a good one. jack: i wrote it about bronco weekend is like my best talk ever and don't look at who the just located his son well soon equity think about the impact of google search because there's a lot of concern on wall street about the financial impact of all of this on top of that which you google's parent to act as a topic for you bring about about this been ben levisohn. >> will the editor of those stories and you know alice big

believer in the stocks because of his trade is in great detail turning to steve is tha mag sevn solo the disruptions were there with you have a search business of this other stuff that you have the a.i. things that it is doing and you have way ♪ ♪ youtube save a lot of things that he can do a lot of leverage to all and may be they break up and they that and bob valley maybes being trapped by conglomerate or maybe the government forces them to see it visit google has a lot of friends here and if your traditional website, that this build the business of getting google search you do not have enough room and that's a problem. >> will google's for search business is under siege and it could be very hard for the stock to work no matter what happens. >> using percent i spoke with this millionaire tech cofounder and he said these mountains the action button on his phone and that's the safety orange on my phone any's mapping that chat gdp and because assert a doctor would like to see a star trek filed a redo percentage of the their.

>> when you know, i still use google and do not love the a.i. bought not be the first to admit is a journalist. >> andrew bary are you going. >> all of the times you come will i mostly googling but even if i'm doing 20 percent of my time attempting to be the problem for google is used to be 100 so that is for everyone else that is an issue. jack: ben levisohn what is it. >> i'm using it about half of the time i'm google have the time a gemini and love gemini for things are getting a workout routines ready go july instead of having to go to thousand psi. >> her instagram and i do most of my shopping and instagram and it seems like it's going to be well projected in this new paradigm smith think you all andrew bary and megan leonhardt has ideas but ben levisohn says move over traditional stocks in this time to invest in cows, (vo) sail through the heart of historic cities and unforgettable scenery with viking. unpack once and get closer to iconic landmarks,

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jack: all right ben levisohn ike fangs of the pigs, knowing going to tell us about the cows, and doing need to three they get this to open some dairy farmer gloves to capitalize on this strategy to know but wall street loves executives because we the brics emerging markets brazil and russia india china worked well until they did not don't think invest in russia anymore we have the pigs just post to avoid those were the portable ir italy and greece and spain is te worst country in europe another actually doing pretty well and we have the things start off as facebook and amazon netflix google and then we swapped out netflix we put nvidia in any's public public and the just went to the mag seven now we have the

cow there retail socks information on costco o'reilly automotive walmart and i think the costco and walmart probably don't need an introduction o'reilly automotive they do other parts and they are a fantastic stock ended they performed pretty much as well is walmart and costco and the biggest problem with the socks though, is that they are expensive and walmart is at 35 times in o'reilly is at a little under 30 times and costco 54 times and so these are not cheap stocks and involvement quite a bit. jack: in their big retailers and is not as jazzy as like the things used to be ready think of the bunch, get your attention. >> will costco's very rich stockings public on earnings to double-digit rate of 50 plus times earnings has got a bit of a halo effect my late charlie munger warren buffett and powell on the board a big fan of it yes. jack: and andrew bary hanging on the cows.

>> ballpark will be golden right now this is their it really shined as we into the tariff issues. >> as going to say the regular index fund and probably stay with michalski. >> it was known cows talk picked. >> okay well i really think that sherwin-williams deserves a look and some socks where it has had a week city did actually downgraded from by two neutral but now is the time ashley according to my family recent was actually seniors think they did is a strong contender is obviously custom headwinds with the housing market if it home improvement is a big factor people want to put money into their home equity now and this be honest about a symbols are going to go to sherwin-williams. >> is cheap and makes a look a lot better and andrew bary we've got. >> billionaire big fan of warren buffett he was to create his own many hathaway any fraud to control the company called howard hughes, and it was turning to have many hathaway stocks are around 70 right now and looks inexpensive and get

biden big discounted whatever many thought. at 100 c1 will you getting many by it anybody faith in his ability to pick a good investment. >> will yes you basically getting his expertise and plus a real estate asset which could be valuable. jack: ben levisohn andrew bary and megan leonhardt to read more go to barron's roundtable no follow hundred forget to follows on next with the latest barron's roundtable updates and see you next week on barron's roundtable and all of the fathers out there from which you have and wishing you a happy father >> new york city, this is wall street. >> heavy we can all look into the program, that is the week that was hubs position you've the week ahead and i am maria bartiromo tensions are rising as israel operation rising lion penalty day attack