SOTS 2nd Hour: Return of The Tariff Man, Mag-7 Now Lag-7, and Fundstrat’s Tom Lee Talks Stocks 03/11/25

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets.

Plus, Fundstrat’s Tom Lee broke down why he thinks stocks are massively oversold here, and Citi’s Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds.

Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers

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