Wait and See on Rates and Tariffs
Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs.
(00:21) Tim Beyers and Bill Mann discuss:
- The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts.
- Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty.
- How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness.
(19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel.
(31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta.
Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT
Host: Dylan Lewis
Guests: Bill Mann, Tim Beyers, Jason Hall
Engineers: Dan Boyd
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