00:00 Speaker A I’m just curious, you know, broadly, how valuations look across your coverage universe. 00:08 Jason No, you know, looking out valuations, I think continue to be attractive. You’re at…
Year: 2025
Why investors may be underestimating Trump’s tariffs
00:00 Speaker A You seem to think investors are still uh underestimating the the extent of these tariffs. 00:08 Speaker B Well, it’s interesting when we have policy experts on our live…
Why fundamentals matter more than market trends
00:00 Speaker A With that in mind, what do you think the theme that will play out as we’re kind of previewing the next earning season here? What do you think the…
Deflation and a slowing consumer
Retailers are facing a quandary — many categories are seeing deflation, which means they have to sell more to show profits, while the consumer is slowing their spending. National Retail Federation executive…
Bitcoin May be on 25% of S&P 500 Firms’ Balance Sheets by 2030: Architect Partners
Bitcoin is making its way from trading desks to corporate treasuries, and by the end of the decade, it could be standard practice, according to one analyst. “Across all the different strategies…
One big problem with Trump’s tariff plans
00:00 Speaker A you know, we talk about these tariffs, Michael. And it’s important just to always mention what, what’s what seems to be Trump’s policy goal here, which is to encourage…