The Morning Filter
The Morning Filter
Podcast Description
Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Podcast Insights
Content Themes
The podcast centers around key financial themes such as market analysis, stock picks, research highlights, and economic indicators. Episodes often cover timely topics like inflation trends, earnings expectations from major companies like GOOGL and AMZN, and regular stock recommendations, exemplified by segments focused on upcoming earnings and tariff discussions.
Every Monday, Susan Dziubinski sits down with Morningstar chief US market strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski parse Federal Reserve chairman Jerome Powell’s post-meeting comments and discuss whether the Fed will cut interest rates again in December. They also explain why it matters that the market cap of Nvidia NVDA hit $5 trillion. They’re watching the earnings reports from Advanced Micro Devices AMD, Qualcomm QCOM, and Fortinet FTNT this week; watch to find out what to listen for.
They unpack the latest earnings reports and forecasts from tech and tech-related heavyweights Microsoft MSFT, Meta Platforms META, Alphabet GOOGL, Amazon.com AMZN and Apple AAPL and explain which of the stocks look most attractive today. They wrap up with some overvalued stocks to sell this month and an a few undervalued stocks to buy instead.
Episode Highlights
NVDA’s Latest Milestone
Earnings Watch: AMD, QCOM, More
Tech Titan Earnings: Takeaways
Stocks to Buy and Sell This Month
Read about topics from this episode.
Q4 2025 Stock Market Outlook: No Margin for Error
Got a question for Dave? Send it to [email protected].
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Dave Sekera on X: @MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
Facebook: https://www.facebook.com/MorningstarInc/
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Instagram: https://www.instagram.com/morningstar…
LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more fromSusan Dziubinski and Dave Sekera.
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Disclaimer
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