Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles. 

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Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island Nuclear Generating Station.

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Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo. 

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Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%. 

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Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex. 


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In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This episode delves into how societal pressures and the pervasive influence of social media can drive us to make unnecessary purchases as we strive to maintain a certain image. 

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Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with Bob Iger. 

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Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt. 

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Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings. 

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Andrew gives an update on the market. 

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Please see disclosures:
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