Andrew Arons expects “3 to 4 rate cuts going into next year” and forecasts continued strength in markets. He likes megacap tech with Amazon (AMZN) one of his “favorite stocks,” but also is watching Reddit (RDDT). In retail, he likes Dick’s Sporting Goods (DKS), saying its deal for Foot Locker was “cheap” and it is “dominant” in sports apparel.

Segment originally aired on September 12, 2025.