The Uncertainty-Fueled Market Correction
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.
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Show Notes
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less.
- The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk.
- Earnings from Adobe, Vail, and Docusign.
(19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.
(32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.
Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey
Engineers: Dan Boyd
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