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 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.
Hello, and welcome to The Morning Filter. 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.
On This Week’s Episode:
What’s Next with Tariffs
Economic & Earnings Reports to Watch
New Research on NVDA, Cybersecurity Stocks, More
Oversold Stocks to Buy for Summer
Read about topics from this episode.
Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to [email protected].
What’s next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media.
Dave Sekera on X: @MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
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.
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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