About this episode
(00:33) Headlines Stock market volatility Bond market jitters (12:19) Newest recommendations A crucial supplier in the semiconductor industry An advertising tech company with a volatile stock (29:11) What We Think Now TJX GE Healthcare (38:55) What We're Watching Tariff mitigation Chipotle earnings (46:07) Preview of Coming Attractions Host: Brian Stoffel Guests: Andy Cross, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan
