Description

(00:33) Headlines

• Stock market volatility 
• Bond market jitters  

(12:19) Newest recommendations

• A crucial supplier in the semiconductor industry
• An advertising tech company with a volatile stock 

(29:11) What We Think Now

• TJX
• GE Healthcare 

(38:55) What We're Watching

• Tariff mitigation
• Chipotle earnings

(46:07) Preview of Coming Attractions

Host: Brian Stoffel
Guests: Andy Cross, Asit Sharma
Producer: Mac Greer
Engineer: Austin Morgan