Closing Bell
Retail Check In, Consumer Strength, and a Bet on UNH’s Comeback 05/26/25
May 16, 2025
In this lively discussion, Keith Lerner, Co-Chief Investment Officer at Truist Wealth, and Mike Santoli, Senior Markets Commentator, dive into the resilient consumer landscape and retail earnings amidst macroeconomic shifts. They explore how retail investors are bravely buying the dip despite stock fluctuations. The conversation highlights the potential comeback of UnitedHealth, amidst chatter about legislative implications on estate taxes and insights into the booming tech sector driven by AI.
43:31
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AI Summary
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Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Retail investors are significantly impacting market dynamics by increasingly 'buying the dip', leading to historical highs in participation and returns.
- The podcast discusses the potential shifts in government spending policies that could stimulate economic growth and alter market conditions.
Deep dives
Peak Efficiency in Work Environments
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