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Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. Jason Moser and Matt Argersinger discuss the market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less, the market’s questions around Tesla’s tough start to 2025, slipping European sales, and Elon Musk, and earnings from Adobe, Vail, and Docusign. Then, 19 minutes in, macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks. Finally, 33 minutes in, Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks. Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey

And what does that mean for long-term stock investors? Asit Sharma and Ricky Mulvey discuss the tech stock sell-off, if the investing thesis for Tesla has fundamentally changed, and no more free bags on Southwest Airlines (for most fliers). Then, 19 minutes in, Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare. Companies/tickers discussed: QQQ, TSLA, LUV. Host - Ricky Mulvey; Guests - Asit Sharma, Alison Southwick, Robert Brokamp

When uncertainty spikes, our ability to look out into the future shrinks. 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, and what’s behind Okta’s 25% post-earnings pop. Then, 19 minutes in and 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'. Finally. 32 minutes in, 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

BlackRock wants to buy ports; Trump wants to buy crypto. Asit Sharma and Mary Long discuss how investors can prepare for potential “disturbance”, BlackRock’s latest acquisition, and the reasons for and against a national “strategic reserve” of cryptocurrency. Then, 15 minutes in, Ricky Mulvey and Mary go to a crypto conference in downtown Denver. Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA. Host - Mary Long; Guests - Asit Sharma, Ricky Mulvey

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? Jason Moser and Ricky Mulvey discuss the impacts of tariffs on investors and companies, if Target is a value play, and Okta’s market opportunity in security verification. Then, 17 minutes in, Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs. Companies discussed: HD, TSM, TGT, OKTA. Host - Ricky Mulvey; Guests - Jason Moser, Alison Southwick, Robert Brokamp

Technically, £100k annual earnings would meet the 'rich' definition, but many would say 'no'. Simon Lambert and Georgie Frost discuss with a psychologist how to address this vexed question. Also, following the new energy tariff changes, should you fix or not fix? And finally, Carol Knight explains why reducing the tax benefits on Cash ISAs will not make more people buy shares.

The great buildout for AI and GLP-1 drugs continues. Jason Moser and Matt Argersinger discuss how Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025, Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S., and earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/. Then, 19 minutes in, Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. Finally, 35 minutes in, Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Josh Isner

Berkshire’s cash hoard is approaching “Dr. Evil” levels. Tim Beyers and Dylan Lewis discuss Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter, Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there, and Apple’s $500Bn commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. Then, 16 minutes in, American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD. Host - Dylan Lewis; Guests - Tim Beyers, Rob Barrow, Ricky Mulvey

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. David Meier and Ricky Mulvey discuss why Microsoft and Meta rely on Arista Networks, how Arista CEO, Jayshree Ullal, is managing Wall Street expectations, and the downfall of dating app Bumble. Then, 19 minutes in, Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favour of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB. Host - Ricky Mulvey; Guests - David Meier, Anthony Schiavone

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? Jason Moser and Ricky Mulvey discuss Apple's and Meta’s robotics ambitions, earnings from payments company Adyen, and what Berkshire Hathaway is buying and selling. Then, 17 minutes in, Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace. Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ. Host - Ricky Mulvey. Guests - Jason Moser, Robert Brokamp, Alison Southwick