In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski preview the SpaceX IPO with Morningstar analyst Nic Owens. They discuss the company’s economic moat rating, forecasts for revenue and margins, and why SpaceX is worth less than half its IPO target. They also cover what this week’s inflation reports could mean for the Fed meeting later this month and whether Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look attractive after earnings. Tune in to find out if Berkshire Hathaway BRK.B is still a buy after its purchase of Taylor Morrison and its additional investment in Alphabet GOOGL. They close the episode with five stocks to buy to rebalance a barbell portfolio. Episode Highlights 00:00:00 Welcome 00:02:23 What this week’s inflation reports could mean for next week’s Fed meeting 00:06:02 Why long-term investors should sit out the SpaceX IPO 00:28:08 Do Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look like good investments after earnings? 00:34:56 What to make of Berkshire Hathaway’s BRK.B shopping spree 00:37:57 Stocks to buy to rebalance ahead of the market’s next big shift Read about topics from this episode. Register for the Morningstar Investment Conference: https://www.morningstar.com/business/events/morningstar-investment-conference Dave’s New US Stock Market Outlook: https://www.morningstar.com/markets/us-stock-market-outlook-its-time-reallocate-growth-value SpaceX: What Investors Need to Know About Its Enormous Upcoming IPO: https://www.morningstar.com/stocks/spacex-what-investors-need-know-about-its-enormous-upcoming-ipo Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income