Ariel's John Rogers: Market Trends, Oracle, and Hot Stock Picks

Is the market overheating? Find out what Ariel Investments co-CEO John Rogers thinks about tech stocks, Oracle's surprising surge, and the potential impact of interest rate cuts and tariff reversals. Plus, Rogers reveals his top stock picks: Madison Square Garden Entertainment and Prestige Consumer Healthcare, highlighting their hidden value and growth potential. Don't miss his insights on the economy's surprising resilience and where smart money is headed. Hosted on Acast. See acast.com/privacy for more information.