Original Broadcast: Motley Fool Show
We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! Bill Mann and Jason Moser discuss the data points that capture how 2023 has felt for investors, companies, and homeowners, why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General, and the IPO and product launch that were totally forgotten this year. Then, 19 minutes in, Dave Meier – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024. Finally, 34 minutes in, Jason and Bill break down two stocks on their radar: Okta and Crispr. Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard
Guests: Bill Mann,Jason Moser,Dave Meyer,Deidre Woollard
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If you’re an entertainment company in need of some money, then Netflix would like a word. Ricky Mulvey and Nick Sciple discuss Occidental Petroleum’s acquisition of private energy producer, CrownRock, Disney licensing shows out of its walled garden, why Netflix is can afford to be a buyer right now, and Google’s antitrust loss against Epic Games. Plus, 14 minutes in, Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA. Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL. Hosts - Ricky Mulvey, Robert Brokamp; Guests - Nick Sciple, Mark Kantrowitz
Guests: Nick Sciple,Mark Kantrowitz
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Social anxiety and judgement of other people often go hand in glove, but both are debilitating: at an individual level, at a community level and, it has be said, at a national level. This episode steers people towards respect for others, recognising their value and building positive and empowering relationships — a key part of the Christmas message.
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Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group discusses his model portfolio The Illuminator which, sticking to certain parameters, has outperformed the FTSE 100 Index over 8 times since it started in 2008. He explains how it works, what's in it and reveals that, from January, it will be freely available to all. He also discusses an insightful interview with Polar Capital Technology Trust's Alastair Unwin. It reveals that the trust has pivoted to a 75% investment in AI and associated companies. Just 25 minutes long, investors can see it here: https://www.edisongroup.com/edison-tv/delving-into-ai-with-polar-capitals-alastair-unwin/33029/
Guests: Neil Shah
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Original Broadcast: The Business Of Film
James Cameron-Wilson celebrates UK box office +43% WoW and +173% YoY. It's the prequel Wonka that's responsible which, while a little woke and lightening Roald Dahl's dark world, is nonetheless great fun, somewhat in the moud of Mary Poppins. While Timothy Chalamet doesn't have the requisite magic, Hugh Grant excels. The music (there should be more) and dialogue is delicious and the young audience when James saw it forgot all about toilet breaks. James also saw Leave The World Behind on Netflix. Starring Julia Roberts, against type, it's an often implausible, but hugely enjoyable, Hitchcockian thriller taking its audience on a roller-coaster ride with comic underpinning.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin delves into the latest AI developments. Google's Gemini AI can work with text, audio, images, video or even hand-drawn pictures. The forthcoming TV news Channel1 has AI presenters and reporters and will use "trusted news sources". Steve demonstrated how it translates on the fly. Amazon, meanwhile is to invest $4bn in a startup to generate a chatbot called "Claude". Most impressive – and potentially scary – is BrainGPT which converts thoughts into text. There's a crowdfunded e-scooter which folds down to the size of a briefcase while a Dutch shipbuilder has come up with an e-vessel to support offshore wind farms that can recharge from the turbines it is servicing.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian discusses Rishi Sunak and the Rwanda Bill, which led to Robert Jenrick's resignation. With the Tory party once more engaged in ferocious in-fighting, are the Prime Minister's days numbered? Discussing the clampdown on legal migration, with a net 750,000 migrants last year, Mike wondered if our politicians, on all sides, are in tune with the public, especially in the Red Wall areas. Discussing why we are so bad at forward planning in the UK, Mike felt that Keir Starmer, if he is to become PM, needs a plan to show how people's lives will be improved.
Guests: Mike Indian
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Original Broadcast: Thought for the Week
On 22nd May, following a Public Accounts Committee hearing in Westminster, our commentary was entitled 'Don’t waste the Child Trust Fund harvest!' It's now over three months since the oldest recipient of these accounts turned 21: with the percentage of unclaimed adult-owned accounts still over 40%, it's time to take action. So please register to join us on Tuesday 5th March at Church House, Westminster, for a major half-day event sponsored by NatWest and The Tracing Group calling for priority action to reach over one million young adults whose accounts, worth over £2 billion in total, are lying dormant because their young adult owners don't know anything about them. Background music: 'Everything Has a Beginning' by Joel Cummins. Register for 5/3/24 at www.sharefound.org/CTFconference
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Original Broadcast: This is Money
Georgie Frost, Simon Lambert and Helen Crane ask: do we have a mortgage price war on our hands — the cheapest market rate is now just 4.29%? Meanwhile the gold price is at a record high, and the oil price has fallen to its lowest for the past five months.
Guests: Helen Crane
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Original Broadcast: Motley Fool Show
Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT? Ron Gross and Andy Cross discuss new jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update, and Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter. Then, 19 minutes in, journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy. Finally, 33 minutes in, Ron and Andy break down two stocks on their radar: Target and MongoDB. Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT. Host - Dylan Lewis; Guests - Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard
Guests: Andy Cross,Ron Gross,Bethany McLean,Deidre Woollard
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