{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"A Pro’s Brutal Honesty on Your Favourite Stocks","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/9ee31840\"></iframe>","width":"100%","height":180,"duration":3624,"description":"Is the market's resilience a sign of strength—or just an illusion driven by a handful of tech giants? On this episode of In the Money with Amber Kanwar, JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital Management, unpacks what’s really going on beneath the surface of the S&P 500. From interest rates and inflation to tariffs and global instability, she explains why valuations are holding up—and why it’s a time to stay invested, but stay selective.In the mailbag, Feeney breaks down whether beaten-up names like Nike (NKE), UnitedHealth (UNH), Intel (INTC), and Target (TGT) have a path to recovery—or more pain ahead. She also weighs in on how Visa (V) and Mastercard (MA) stack up against stablecoins, what Tesla’s (TSLA) robo-taxi hype means for the stock, and whether defense players like Lockheed Martin (LMT) and Kratos (KTOS) still have room to run.Plus, her Pro Picks: discount retail gem TJX Companies (TJX), under-the-radar healthcare play Quest Diagnostics (DGX), and semiconductor leader Broadcom (AVGO), which she believes is quietly outshining Nvidia.Timestamps00:00 Show intro03:20 JoAnne Feeney’s investing style 06:00 U.S. vs International stocks09:40 JoAnne thinks Powell is doing exactly what he’s doing12:50 Understanding the U.S. consumer, tariffs and price increases 16:50 What risks would make JoAnne more cautious than she is right now?19:50 How does JoAnne think about real-time indicators and rates? 23:10 ITM Mailbag: Why JoAnne does not own Nike (NKE)24:50 JoAnne’s thoughts on UnitedHealth (UNH)26:40 JoAnne’s take on Visa (V) & Mastercard (MA) and what stable coins mean for the businesses 33:30 Why JoAnne doesn’t own Tesla (TSLA)37:50 Why JoAnne likes owning defence stocks41:15 Is there any hope for Intel (INTC)?44:50 JoAnne’s thoughts on Target (TGT)48:40 JoAnne’s Pro Picks 59:30 Goodbye & coming up SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}