Original Broadcast: Motley Fool Show
Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss the macro landscape for advertisers, podcasting’s shift to video, the real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT. Host - Ricky Mulvey; Guests - Dylan Lewis, Mary Long
Guests: Dylan Lewis,Mary Long
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Original Broadcast: Motley Fool Show
The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. Jason Moser and Matt Argersinger discuss what Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive, earnings updates from Home Depot, Walmart, and Brinker, and Warren Buffett’s latest buys — Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean. Then, 31 minutes in, Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue. Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger
Guests: Jason Moser,Matt Argersinger
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Original Broadcast: Motley Fool Show
Here’s why investors could win. Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, 14 minutes in, Jason Hall and Ricky Mulvey check in on some solar power stocks. Companies discussed: GOOG, GOOGL, K, ENPH, SEDG. Host - Mary Long; Guests - Tim Beyers, Jason Hall, Ricky Mulvey
Guests: Tim Beyers,Jason Hall,Ricky Mulvey
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Original Broadcast: Thought for the Week
While Hargreaves Lansdowne accepts an outcome driven by Private Equity, Abrdn attempts to shrug off the high price it paid for buying its retail investment platform from Private Equity. The short-term and intensely finance-based motivation of that sector achieves a real contrast between its entry and exit pricing, notwithstanding the damage it does to public markets. That short-term focus has also denied a strategic transition to global retail investment platforms capable of supporting widespread global stock ownership in the years ahead; although the parochial nature of investment regulation and antiquated technology also conspire against making that transition. Employee share ownership has made that change, and its workplace solutions could set the template for individual stock ownership across the world. Background music: 'Everything Has a Beginning' by Joel Cummins
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Original Broadcast: Motley Fool Show
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of? Jason Moser and Emily Flippen discuss the market’s dip earlier this week and whether its business-as-usual or cause for concern, anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation, and earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart. Then, 19 minutes in, Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors. Finally, 32 minutes in, Jason and Emily break down two stocks on their radar: Roku and Home Depot. Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD. Host - Dylan Lewis; Guests - Emily Flippen, Jason Moser, Bill Mann
Guests: Emily Flippen,Jason Moser,Bill Mann
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Original Broadcast: Motley Fool Show
Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. Jim Gillies and Ricky Mulvey discuss being a buyer of stocks when others are forced to sell, signs that the economy is fraying, and reasons not to panic, and Celsius’s quarter. Plus, 18 minutes in, Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security. Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY. Got a question for the show? Email us at [email protected]. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp
Guests: Jim Gillies,Alison Southwick,Robert Brokamp
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Original Broadcast: Motley Fool Show
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. Ron Gross and Matt Argersinger discuss why recent job numbers dramatically boosted the likelihood of a rate cut in 2024, Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders, why Apple and Meta are holding up well during a tough earnings season for big tech, and Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI. . Then, 32 minutes in, Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre. Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI. Host - Dylan Lewis; Guests - Ron Gross, Matt Argersinger
Guests: Ron Gross,Matt Argersinger
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Original Broadcast: Motley Fool Show
Eaters and investors are both happy to see the $5 value meal on the menu. Asit Sharma and Dylan Lewis discuss 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors, and McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon. Then, 18 minutes in, CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers. Companies discussed: LINE, COLD, MCD, PCG. Host - Dylan Lewis; Guests - Asit Sharma, Ricky Mulvey, Patti Poppe
Guests: Asit Sharma,Rickey Mulvey,Patti Poppe
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Original Broadcast: Motley Fool Show
We talk through the estimated $5Bn in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30Bn shaved off the company’s market cap. Jason Moser and Matt Argersinger discuss the impact of the global IT outage, where it will show up financially and how Crowdstrike responded, why the market is down on Tesla’s profitability, and how Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS. Then, 19 minutes in, Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space. Finally, 31 minutes in, Jason and Matt break down two stocks on their radar: Twilio and Coupang. Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG. Host - Dylan Lewis; Guests - Matt Argersinger, Jason Moser, David Gardner, Emily Flippen
Guests: Matt Argersinger,Jason Moser,David Gardner,Emily Flippen
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Original Broadcast: Motley Fool Show
Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest: this show is a cut of that conversation. They discuss how a deluge of economic information has changed investing, what’s happening beneath the surface of broad market indexes, and the Magnificent Seven and the best performers in the S&P 500. Companies mentioned: SCHW, GE, NVDA. Host - Bill Mann; Guest - Liz Ann Sonders
Guests: Liz Ann Sonders
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