The Morning Filter

Hosted by David Sekera & Susan Dziubinski · 1 decoded episode · newest Oct 5, 2026

Every Monday, Susan Dziubinski sits down with Morningstar chief US market strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.

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Episodes 1

Oct 5, 2026 · 54 minMorningstar flags October risks and favors defensive valueThe episode weighs stretched valuations, rising yields, and economic uncertainty against a concentrated set of stocks Morningstar considers attractive.