The market now views artificial intelligence as a disruptor, causing a massive rotation underneath the surface. Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what it means for stocks, sectors, and our favorite themes.
When
Monday, February 9, 2026 · 12:00 p.m.
Eastern Time (US & Canada) (GMT -5:00)
Presenters
Ben Levisohn
Senior Managing Editor, Barron's
Ben Levisohn is a senior managing editor at Barron's. He is a former stock trader who has covered financial markets for The Wall Street Journal, Bloomberg, and BusinessWeek.
Al Root
Associate Editor, Barron’s
Allen Root is an associate editor at Barron’s. He spent 17 years on Wall Street and joined Barron's from broker R.W Baird, where he was the industrial strategist.
Josh Schafer
Newsletter Editor, Barron's Investor Circle
I joined Barron's after nearly five years covering the markets and economy at Yahoo Finance. I enjoy writing analysis about macro narratives driving markets and how those intersect with individual stock movements. I ground my insights in data-driven reporting and often use charts to make complex stories clearer and more accessible. I’ve always been drawn to the stories behind the numbers and I’m excited to bring that passion to Barron’s Investor Circle.
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