Shifting Strategies: From Speculation to Index Funds

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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