The Uncertainty-Fueled Market Correction

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. (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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2147)

Irresistible Change: How to Spot Real Growth

Irresistible Change: How to Spot Real Growth

How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk ab...

22 Mar 19min

The Best Places to Retire, and Play It Safer Before Retirement

The Best Places to Retire, and Play It Safer Before Retirement

The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those...

21 Mar 23min

The Reality of Investing in 2026

The Reality of Investing in 2026

The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will h...

20 Mar 42min

Micron Revenue Smashes Expectations, but Wall Street Yawns

Micron Revenue Smashes Expectations, but Wall Street Yawns

When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll g...

19 Mar 27min

OpenAI’s Strategy Shift Ahead of IPO

OpenAI’s Strategy Shift Ahead of IPO

OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short...

18 Mar 18min

We Didn’t See That Coming from Airlines

We Didn’t See That Coming from Airlines

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increas...

17 Mar 26min

Another Day, Another Massive AI Infrastructure Deal

Another Day, Another Massive AI Infrastructure Deal

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spendin...

16 Mar 21min

David Pogue on Apple’s Suprising Past and AI Future

David Pogue on Apple’s Suprising Past and AI Future

What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, App...

15 Mar 25min

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