When uncertainty spikes, our ability to look out into the future shrinks. (00:21) Emily Flippen and Matt Argersinger discuss:- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown. - What’s behind Okta’s 25% post-earnings pop. (19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point. (31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVEHost: Dylan LewisGuests: Emily Flippen, Matt Argersinger, Malcolm Gladwell. Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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