HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales decline. Jon, Matt, and Tyler break down why the Chinese market has been such a challenge for so many companies, who could be the next company to experience this, and how investors can navigate this trend. Plus, the unconventional winners & losers of the S&P 500 and listener questions.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- S&P 500’s (volatile) winners and losers in 2026 so far
- The unexpected winners and losers
- The changing Chinese market
- Could Apple and memory be the next China market victims?
- Mailbag: Navigating fair values for stocks
Companies discussed: CASY, TSCO, GLW, FICO, NKE, LVMH, AAPL, SBUX, DECK, CAT, MSFT,
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Bart Shannon

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