Please stay tuned for important disclosure information at the conclusion of this episode.

Hello and welcome to the Morning Filter podcast.

I'm Susan Jubinsky with Morning Star.

Every Monday before market open, I sit down with Morningstar chief U.S. market strategy Dave Sikara to talk about what investors should have on their radars for the week,

some new Morning Star research, and a few stock ideas. So today on the morning filter,

we are celebrating our three-year anniversary of the podcast. So on today's episode, we'll be

taking a look back at Dave's very first stock picks from our first show to see how they've done since then and find

out whether any of them are still attractive today. And we're also welcoming a special guest

to talk about the Fed in 2026. And we'll, of course, preview the earnings of some big companies

reporting this week. All right, Dave, good morning and happy anniversary to you.

You know, it's amazing just how quickly time flies. I can't believe we've been doing this for

three years already. I know. It's quite something. And we want to thank our audience for being

along with us for the ride. And of course, our video producer, Scott Halver, who's also been with us

for three years on Monday morning.

So we appreciate him as well.

All right.

So, Dave, a couple weeks ago on the podcast, you said that you expected 2026 to be even more volatile than 2025.

And that sure was the case this past week.

Stocks fell 2% on Tuesday and then revived finishing the week down just

a little bit. So was the volatility we saw last week all about Greenland and tariff threats

or what other factors might have been in play? Well, you know, actually before we get into that,

I also just want to call out Miami University's college basketball team, waiting to see the college rankings come out this morning.

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