Brian Stewart
๐ค SpeakerAppearances Over Time
Podcast Appearances
And then just among other notable stocks, you've got Uber, you've got Qualcomm, and then a bunch of pharmaceutical stocks are coming out, Merck, Lilly, Pfizer.
So keep an eye on those as well.
Well, I was just going to say, like, on the leisure front, too, Disney's coming up.
So if you're following up on sort of the Southwest Royal Caribbean kind of piece of the market, I think Disney and their theme parks and that kind of thing, I think would be very useful in that front.
Yeah, it's hard for me to say more than Kim would.
I would point listeners to check out that for sure.
I think the most interesting part of this is, well, for one thing, with Trump nominating his own person to succeed Powell, you're going to see the political temperature turn down a little bit.
But I do think that there's going to be concerns about the independence of the Fed in the sense that Powell was extremely, he drew a very
bright line.
He was not going to be influenced.
He was not going to be bullied.
He was going to do what he thought was right.
And I think a lot of investors and a lot of market watchers had issues with what Powell thought was right.
I think a lot of people thought he was late in the post-pandemic environments.
He let inflation get
out of control a little bit and then wasn't able to tamp it down fast enough.
And we're still sort of living with the aftermath of that.
So I think there's a lot of criticism that can be laid at Powell.
But the one thing that he was unbending about was the bright line between the Fed and the sort of political parts of the government.
And so with Warsh owing his appointment to Trump, I think it becomes clear