The Morning Filter

Hello, and welcome to The Morning Filter. 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.    Key Takeaways:  On Radar: Inflation, Earnings  New Research on AMD, NVO, GOOGL, Others  Should You Overweight Stoc...

Hello, and welcome to The Morning Filter. 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. Plus, Morningstar strategist and Berkshire analyst Gregg Warren is joining the show this week to share some highlight...

Hello, and welcome to The Morning Filter. 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.   Key Takeaways: 1. On Radar: PCE & Jobs Report 2. Big Tech & Other Earnings on Tap 3. New Research on TSLA, GOOGL, M...

Hello, and welcome to The Morning Filter. 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.   Key Takeaways:  1:43 Key Earnings We’re Watching  7:49 New Research on NVDA, AMD, JNJ, More  13:50 Is the Market Un...

Hello, and welcome to The Morning Filter. 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.   Key Takeaways:  Market Recap & Valuations Today  What to Expect During Earnings Season  New Research: Cybersecurity...

Hello, and welcome to The Morning Filter. 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.   Key Takeaways:  2:15 Tariffs & The Markets 12:29 On Radar: Inflation, Bank Earnings 15:48 Is It Time to Overweight...

Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a fe...

Hello, and welcome to The Morning Filter. 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.   Key Takeaways:  Our Answers to Your Investing Questions  Companies You Want to Hear About  Explaining Morningstar’s...

Hello, and welcome to The Morning Filter. 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.   Key Takeaways:  Market Recap & AI Stock Outlook  On Radar: The Fed & Tariffs  New Research on ADBE, VZ  Stocks of t...

Hello, and welcome to The Morning Filter. 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. Key takeaways: 00:05 Tariff Uncertainty & The Market  05:43 On Radar: Inflation & Key Earnings  10:09 New Research &...

Key takeaways: 01:07 On Radar: Economic Reports & Earnings 06:46 Our Take on NVDA & AI Today 16:59 New Research: March Market Outlook 21:07 Stocks to Sell and Stocks to Buy What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investmen...

Key takeaways: 02:20 On Radar: GDP and Inflation 06:36 Our Take on NVDA Before Earnings 10:35 New research on WMT, GILD, TDD, Others 25:48 Stocks of the Week What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?re...

Hello, and welcome to The Morning Filter. 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. Key takeaways : 02:28 Tariff Talk  07:32 On Radar: Inflation & Earnings  16:02 New Research on GOOGL, AMZN, AMD, More...

Hello, and welcome to The Morning Filter. 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.   Key takeaways : 00:42 Tariffs, Inflation, The Economy & Rate Cuts  08:07 On Radar: Jobs & Earnings from GOOGL, AMZN...

Hello, and welcome to The Morning Filter. Every Monday morning, Susan Dziubinski from Morningstar talks with Morningstar Research Services’ chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead.   Key takeaways : 03:14 On Radar: Fed Meeting & Inflation  05:29 Earnings on Tap: MSFT, TS...

Welcome to The Morning Filter. 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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal d...