When uncertainty spikes, our ability to look out into the future shrinks.
(00:21) Emily Flippen and Matt Argersinger discuss:
- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.
- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.
- What’s behind Okta’s 25% post-earnings pop.
(19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.
(31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.
Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.
Engineers: Dan Boyd, Rick Engdahl
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