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.
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tons of economic news, covering everything from tariffs to inflation to jobs—and whether the Federal Reserve will cut interest rates at its September meeting.
They unpack Morningstar’s fair value increase on Nvidia’s NVDA stock after earnings, whether Marvell Technology MRVL is still a buy after issuing so-so guidance, and if it’s time to throw in the towel or back up the truck on Bath & Body Works BBWI stock. They share Morningstar’s take on stocks in the news, including whether Kraft Heinz KHC stock is a buy ahead of the company’s split and if Alphabet’s GOOGL stock still looks attractive after the company skirts a breakup in its antitrust case.
They’ll also discuss Dave’s latest stock market outlook and his stocks to buy before the next Fed meeting.
Episode highlights:
Tariffs, Inflation, Jobs & The Fed
New Research on NVDA, KHC, GOOGL, More
Updated Stock Market Outlook
Stocks to Buy Before the Fed Meeting
Read about topics from this episode.
Read Dave’s stock market outlook: Stock Market Outlook: Where We See Investing Opportunities in September
Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Read the full earnings reports for Kraft Heinz, Alphabet, Nvidia, and Marvell.
Got a question for Dave? Send it to [email protected].
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!
Disclaimer
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