Celebrating the Third Year of The Morning Filter: A Deep Dive into Long-Term Investing
In this special episode of The Morning Filter, hosts Dave Sekera and Susan Dziubinski reflect on the podcast's journey over the past three years. They delve into the performance of the stocks picked in the very first episode and reveal which ones are still solid long-term investments today. The hosts also discuss a critical, often overlooked risk factor that contributed to the market's volatility last week. They welcome special guest Sarah Hansen, a renowned Fed watcher, to provide insights ahead of the Federal Reserve's meeting and share what to expect from the Fed in the coming year.
The upcoming earnings season is a big one, with several tech giants reporting: Microsoft, Meta Platforms, Apple, and Tesla are among the key players. The hosts dissect the key takeaways from major bank earnings, debate whether Netflix is a buy after its latest report, and explore the 38% fair value increase in a particular stock last week. They also address the potential implications of Berkshire Hathaway's possible sale of its Kraft Heinz stake.
Episode Highlights:
1. The Fed Meeting: What's on the Agenda?
2. Earnings Season: Key Stocks to Watch
3. Updates on Megabanks, Netflix, TSM, and Kraft Heinz
4. Weekly Stock Picks
Have a question for Dave? Email themorningfilter@morningstar.com.
Please note that closed captions are AI-generated and may contain errors. These captions are provided for convenience and accessibility purposes only and are not a verbatim transcript. An edited version will be available by the next business day.
The full transcript of this episode will be posted by the next business day. Stay tuned for in-depth insights and analysis.
