The Uncertainty-Fueled Market Correction

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 14 March 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss: - The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less. - The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk. - Earnings from Adobe, Vail, and Docusign. (19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks. (32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks. Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The tariff tables turn.
0:06.7	This week's Motley for Money Radio show starts now.
0:27.0	The time. Everybody needs money.
0:29.3	That's why they call it money.
0:32.5	The best things in life are free,
0:36.1	but you can give them to the pros and bees.
0:41.1	From Fool Global Headquarters, this is Motley Fool Money Radio Show. It's the Motleyful Money radio show. I'm Dylan Lewis. Joining me over the Airwaves, Motleyful senior analysts,
0:44.6	Jason Moser, and Matt Argersinger. Fools, wonderful to have you both here. Yes, sir.
0:50.7	This week, we've got our take on the big macro and also some perspective from someone who specializes in working it into his investment view.
0:57.5	We've also got earnings from Adobe and, of course, stocks on our radar. Fools, this is one of those weeks where I think pretty much all investors can agree on the headline and the main story on the street.
1:09.5	S&P 500 officially entering correction territory this
1:12.2	week down 10% over the past month, the more growth-oriented NASDAQ down even more. Matt, on the one
1:18.4	hand, market is back to where it was in September of last year. On the other, we are in a very
1:23.6	different economic reality now than we were then, a lot more concerns about tariffs
1:28.4	and the global economic picture. Yes, for sure, Dylan. But can Dan first cue the applause track?
1:33.5	Because look, we're, guys, we corrected. Like you said it. The SMP5 Virgin is officially, Dylan,
1:39.7	down 10%. See, we had it wrong all along. We needed to be down 10%. That's the correct, the quote,
1:45.5	correct price. This is just me ranting. I've never liked the term correction. It feels like saying
1:50.8	the market is wrong. It was wrong and now it's correct. But let's talk about this quote
1:55.2	correction. Stock market is down 10% as you mentioned. But a few interesting statistics here.
2:00.7	This is courtesy of Bloomberg
2:01.6	research. It took only 16 trading days, guys, 16 training days for stocks to fall 10%. That,
	...

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