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 tariff and economic news and preview bank earnings. They also discuss what to watch for when Johnson & Johnson JNJ reports this week, whether Constellation Brands STZ remains a stock to buy after earnings, and if former stock pick Fluor FLR is still attractive after its recent price gains.
Plus, they review Dave’s Q3 2025 Stock Market Outlook and reveal which of Morningstar analysts’ top picks for the quarter he likes best.
Episode highlights:
Tariffs & Jobs & Inflation, Oh My!
Bank Earnings Preview
3Q 2025 Stock Market Outlook
Great Stocks Getting Overlooked Today
Read about topics from this episode.
Read Dave’s 3Q Stock Market Outlook: https://www.morningstar.com/markets/q3-2025-stock-market-outlook-after-rally-whats-still-undervalued
See all of Morningstar’s analyst picks for 3Q 2025: https://www.morningstar.com/stocks/33-undervalued-stocks-2
Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks
Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back https://www.morningstar.com/stocks/here-are-sectors-industries-that-are-vulnerable-if-reciprocal-tariffs-come-back
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 from Susan and Dave:
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Dave Sekera https://www.morningstar.com/people/david-sekera
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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