Podcast Wrap-Up and Future Insights

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski review last week’s Fed decision and dot-plot update, discuss which economic and earnings reports to watch this week, and share what they learned about the consumer after digesting last week’s earnings reports from Lennar LEN, Darden DRI, and Kroger KR.

They also cover whether Meta Platforms META, Marvell Technology MVRL, or Advanced Micro Devices AMD are stocks to buy today after popping last week. And one of Dave’s stock picks this week is a Warren Buffett favorite.

Episode highlights: 

Fed Reaction & Inflation 

Stocks in the News

Should You Stick to a Market Weighting in Stocks?

Undervalued Stocks to Buy Before They Rebound

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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