Original Broadcast: Motley Fool Show
Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss the Fed’s rate cut, NVIDIA investment in Intel, Meta's inability to quit the metaverse, Rule Breaker investing and Google’s AI muscle. Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON). Host - Travis Hoium; Guests - Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Thought for the Week
If buyers of government bonds fear potential default, they require significantly higher yields to offset that risk. For bonds already issued, that means much lower prices — and big losses for holders, especially if the bonds are long-dated. For new bonds being issued, governments have to pay a much higher interest rate, significantly increasing their current deficit and requiring still more taxation. Governments can ask the International Monetary Fund to bail them out; if the IMF can help, it imposes stringent conditions on their economic and fiscal policies. The world has not been faced with multiple and concurrent defaults to date, and no-one knows how such a situation can be resolved.The United States, United Kingdom and France are approaching this black hole now, and need to make some urgent changes in policies to avoid it. Background music: 'Dark Alley Deals' by Aaron Kenny
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Original Broadcast: Motley Fool Show
Lower interest rates are more than a macro headline — for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors. Analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole. Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA; Host - Emily Flippen; Guests -Jason Hall, David Meier.
Guests: Jason Hall,David Meier
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Original Broadcast: Motley Fool Show
Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss the recent jobs report, what the stress test means for banks, the current state of autos, Cloudflare pushes back on AI crawlers, and stocks to celebrate financial freedom. Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM. Host - Jason Moser; Guest - Andy Cross.
Guests: Andy Cross
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On 11th June UK Chancellor Rachel Reeves presents her Spending Review against the backdrop of a gargantuan public debt liability which is costing the UK taxpayer £111 billion a year in interest. Further tax rises have been ruled out, so she needs to identify achievable, structural reductions in spending. Elon Musk thought he'd done just that as head of the U.S. Department of Government Efficiency (DOGE), but only a small fraction of his planned reductions were achieved. In the UK at least we can break away from welfare universality — but will she do it? She's tried taxation and now she has to tackle spending, but the real elephant in the room is debt: all £2.7 trillion of it. Background music: 'Dark Alley Deals' by Aaron Kenny
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When it comes to investing, it's stock markets that regularly hog the headlines but it's government bond markets that really matter. Share prices taking a prolonged tumble is one thing but if bonds take a hammering, the financial world starts to really the notice. A textbook example occurred a few weeks ago when in the aftermath of Donald Trump's introduction of US tariffs, stock markets took a dive and the President refused to budge. But when bond market ructions started to get investors and even central bankers worried, Trump appeared to take heed and introduced his 90-day pause. Georgie Frost, Tanya Jefferies and Simon Lambert discuss government bonds, the basics of how they work, why they matter and what impact they have on ordinary investors and our finances. Plus, the state pension top-up mess that refuses to go away, how to find the best SIPP to invest for retirement, and is a care annuity the answer to our care costs problems or just a treatment for the symptoms? And finally, there's been a mass stampede to Cash ISAs: what's going on — and is the tax-free saving allowance still likely to get chopped?
Guests: Tanya Jefferies
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Original Broadcast: Motley Fool Show
Fed independence brings stability, and markets love stability. Asit Sharma and Dylan Lewis discuss the Trump Administration’s focus on Fed Chair Jerome Powell, the role of an independent Federal Reserve Bank for the market and investors, and Netflix’s earnings and status as a “recession-proof” stock. Then, 16 minutes in, Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify. Companies discussed: NFLX, SHOP, AMZN. Host - Dylan Lewis; Guests - Anand Chokkavelu, Dan Caplinger, Rick Munarriz
Guests: Anand Chokkavelu,Dan Caplinger,Rick Munarriz
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Original Broadcast: Thought for the Week
Donald Trump may think he's a deal-maker, but he's more likely to turn out to be an economy-breaker, putting the U.S. dollar's role as the world's reserve currency at risk. Recession may be the least of our worries — this degree of instant aggression could well bring on a second Great Depression. So while few would disagree that U.S. needs to find a way out of its chronic trade imbalances, a transitional approach to tariffs with cross-party agreement designed to run over at least 2-3 presidential terms — thereby giving time to make the necessary changes — would have made far more sense. Background music: 'When Johnny Comes Marching Home' Cooper Cannell
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Original Broadcast: Motley Fool Show
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host - Ron Gross; Guests - Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders
Guests: Asit Sharma,Jason Moser,Andy Cross,Liz Ann Sonders
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The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. Nick Sciple and Ricky Mulvey discuss why markets are reacting so strongly to the reciprocal tariff announcements, how investors can look for opportunities, but “not be a hero” right now, and Match Group’s new artificial intelligence flirting game. Then, 17 minutes in, Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker. Companies discussed: WINA, MTCH, OTC: NTDOY. Host - Ricky Mulvey; Guests - Nick Sciple, Rick Munnariz
Guests: Nick Sciple,Rick Munnariz
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