

What to Watch in the Markets this Week
Sep 23, 2024
This discussion features Lauren R. Rublin, a Senior Managing Editor at Barron's, and Ben Levisohn, a Deputy Editor at Barron's. They dive into the implications of the Fed's recent rate cut on the markets. Expect insights into Costco's valuation challenges, Micron's upcoming earnings shift, and the potential Qualcomm-Intel merger hurdles. They also tackle market sentiment, the role of small-cap stocks, and the resilience of the housing market amidst economic uncertainties, providing a cautiously optimistic outlook for investors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Market Dynamics and Investor Reactions
03:25 • 16min
Earnings Preview: Costco's Performance and Valuation Challenges
19:18 • 3min
Analyzing Micron's Upcoming Earnings and Market Challenges
22:33 • 3min
Examining the Qualcomm-Intel Takeover Possibility
25:07 • 2min
Market Insights and Listener Queries
27:02 • 15min