Original Broadcast: Motley Fool Show
U.S. consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss — are consumers OK? Also, interest rate takes, AI this week, bargain stocks, end of an era, and stocks on our radar. Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy’s (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL). Host — Travis Hoium; Guests — Lou Whiteman, Dan Caplinger.
Guests: Lou Whiteman,Dan Caplinger
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Original Broadcast: Thought for the Week
With the summer holidays drawing to a close in the next few days, the new team at HM Treasury will be busy looking at fresh ideas for the Budget on 28th October. The challenging economic situation calls for a fresh look at some of the underlying strategies which have driven debt so high over the past half-century. The really big problem is the extent to which 'universal, free-at-the-point-use' health care has caused deep generational unfairness; that, combined with the triple lock and unfunded state pensions, place real burdens on young generations. It's time for a major change in the underlying logic. Background music: 'People Watching' by Sir Cubworth
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Original Broadcast: This is Money
The Bank of England held the base rate again on Thursday but mortgage rates have soared this week. Major lenders have made a wave of hikes and there are warnings that more are on the way, so what's going on? Is this just another temporary spike as the mortgage market throws one of the wobblies we've seen a number of times in recent years, or serious bad news with rates set to stick higher? Georgie Frost, Lee Boyce and Simon Lambert discuss interest rates, what this could cost people and what you can do if you need to re-mortgage. Plus, what does this all mean for gilts and the Budget, and did the Bank of England quietly make a decision that could make things materially better? With more investors buying gilts direct, should you take advantage of the higher rates on offer and how do you invest in UK government bonds? Or should you choose a fixed rate savings account at 5.2% instead. A This is Money reader question highlights the worst inheritance tax trap that lies at £2 million. And finally, would you do a Rokos and move to Greece — and, other than the weather, what are the attractions?
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Original Broadcast: Motley Fool Show
The U.S. government and governments all over the world have played some active role in the day-to-day decision making at businesses for years. What we haven’t seen, though, is the U.S. government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has changed under the current administration and has profound impacts on how these business work. Matt, Lou, and Tyler break down the consequences of governments shaping business decisions as an equity investor. Plus, earnings from a Hidden Gems favorite and a listener question. Tyler Crowe, Lou Whiteman, and Matt Frankel discuss Forgent Power solutions earnings and outlook, the administration's active role in business deals, and how to deal with volatility. Companies discussed: FPS, ELMT, MP, INTC, BA, EADSY. Host — Tyler Crowe; Guests — Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
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Original Broadcast: Modern Mindset
The UK is leading the world in genomic medicine, but turning complex DNA data into actual treatments has traditionally required rare specialist panels often reserved for elite private clinics. Now, a new partnership between the NHS and AI oncology pioneer Astron Health is breaking down those barriers, making world-class personalised second opinions and global clinical trial matching free to every patient the lab serves. Joining Rory McGowan to discuss this major development is Ben Whately, the Co-Founder & CEO of Astron Health.
Guests: Ben Whately
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Original Broadcast: The Hypnotist
Challenging comments regarding appearance during childhood can echo through into adulthood to the extent that they cause discomfort and even shame, affecting one's ability to dance in front of others and wear swimming costumes. Adam Cox helps with ways to become free of that sense of judgement, to 'love like you've never been hurt or dance like no-one is watching'.
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Original Broadcast: Gadgets and Gizmos
Steve Caplin is moderately impressed with Apple's new phone operating system and with Siri AI but warns of the dangers of searching for cheap iPhones. Uber is recruiting people with regional accents to train AI. The Ig Nobel Prizes have been awarded to scientists burying underpants, milking cockroaches and smelling babies. AI agents have developed a new language to speed communications amongst themselves and it is surprisingly poetical. Gatwick Airport has introduced robots to park cars, with a few caveats. There's a crowd-funded self-powered treadmill for chickens and ducks. Cyborg cockroaches will now be able to deliver injections to those trapped in disaster zones.
Guests: Steve Caplin
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Original Broadcast: The Business Of Film
James Cameron-Wilson thought the belated #1 Practical Magic 2 with Nicole Kidman and Sandra Bullock akin to a mediocre syrupy episode of the old TV show Bewitched. But he was bewitched by #3 Pressure, based on David Haig's true-life play. Andrew Scott is the Scottish weatherman advising Brendan Fraser's Eisenhower on the feasibility of landing Allied forces in France. Playing out like a courtroom thriller, James feels this brilliant film is one of the greatest portrayals of a World War 2 figure. He is full of admiration for the supernatural thriller Obsession, out on Blu-Ray. It is beautifully made and acted, with every frame used for maximum effect. The film is deeply unsettling but it works wonderfully. He is also a fan of Apple TV's buddy comedy Mayday. Set in 1987, Ryan Reynolds is an American pilot who crashes in Russia near the home of hermit Kenneth Branagh, who is the funniest he has been in ages.
Guests: James Cameron-Wilson
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Original Broadcast: Thought for the Week
The spate of warnings about the existential risks for humanity as a result of insufficiently controlled Artificial Intelligence may remind some listeners of our commentary on 6th November 2023, following the first world leaders' summit on AI at Bletchley Park. The charity Share Alliance has made significant progress since then with its research into 'Stock for Data & Creativity', and we look forward to hear how these proposals for global application and new processes of shareholder participation and oversight are seen in UK Government circles. Background music: 'Digital Solitude' by Silent Partner
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Original Broadcast: This is Money
Retiring early, making your time your own and sticking it to the man is something many of us will have dreamed of. But what would it take you to get there and how much would you need to start investing now depending on your age and when you want to kick back? Georgie Frost, Lee Boyce and Simon Lambert look at the early retirement dream. Is it realistic, what do you gain and what do you give up, and why is it vitally important for some to use an ISA as well as a pension? One thing hampering many of our saving efforts is the cost of living and now inflation warnings are coming thick and fast again. How dire are the predictions, how likely are they to come true, what does it mean for the rest of your finances — and what’s the cost of a weekly shop got to do with things? Plus, the Renters’ Rights Act is about to deliver a landlord register, but is that a good idea or more red tape? And finally, trading cards are worth big money and catching the attention at the moment, so how did Lee become an accidental collector?
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Original Broadcast: Motley Fool Show
While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the first things it announced was a major change to the iPhone, the iPhone Duo. Matt, Jon, and Tyler break down how this launch could impact the bottom line and whether this is a sign of what Apple will look like under Ternus. Plus, Chewy & Casey’s General Store earnings and what makes a good acquirer. Tyler Crowe, Jon Quast, and Matt Frankel discuss Chewy’s earnings, Casey’s General Store earnings, Apple’s new iPhone Duo and new CEO, and — new focus? Plus, is acquisition a good strategy? Companies discussed: CHWY, CASY, APPL, AJG. Host — Tyler Crowe; Guests — Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
After decades of spin-offs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialisation, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace & defense indsutry, and whether we’re on the precipice of integration. Plus, cybersecurity threats and reverse stock splits. Tyler Crowe, Lou Whiteman, and Travis Hoium discuss GE Aerospace acquires Consolidated Precision Prodcuts, the winners and losers of the deal, Boston Scientific’s cybersecurity hack fallout, will cybersecurity make these industries less appealing to investors, and when is a reverse stock split good? Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG. Host — Tyler Crowe; Guests — Travis Hoium, Lou Whiteman.
Guests: Travis Hoium,Lou Whiteman
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