Berkshire and Insurance Premium Normalization

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss why a Fed rate cut in December is starting to look unlikely. They also unpack new research about Palo Alto Networks PANW and Walmart WMT after earnings. And they cover whether Nvidia NVDA is a buy after another stunning quarter.

They take a deeper-than-usual dive into the audience mailbag, answering questions about AI and data center stocks, lithium and Albemarle ALB, and uncertainty and when to take profits. They wrap up the episode with six overvalued stocks to sell.

Episode Highlights 

00:00:00  Welcome

00:01:32   Why The Fed Won’t Cut Rates in December 

00:07:41   Is NVDA a Buy After Earnings? 

00:16:30   Audience Q&A 

00:45:42  Overvalued Stocks to Sell 
 

Read about topics from this episode. 

Read Dave’s new stock market outlook: November 2025 Stock Market Outlook: Where We See Investment Opportunities

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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