The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what kind of cuts investors can expect. - Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024 - Retail earnings from: Target, Lowe’s, and TJX. (19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future. (28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive. Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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“What did the council decide on item 42?” — answered with the speaker and the moment.