Original Broadcast: The Financial Outlook for Personal Investors
Victoria Scholar of Interactive Investor looks at some of the recent indicators giving a guide to the state of the UK economy, including the Halifax house price index and the RICS's house price balance. She also looks at the recent retail sales numbers and KPMG's jobs market report. But the big driver of the market this week has been the hawkish testimony to Congress of Fed Chairman Jay Powell.
Guests: Victoria Scholar
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Original Broadcast: Thought for the Week
“Give your grace abundantly to our European Union Leaders, that they may lead with wisdom and insight”, prayed Archbishop John Sentamu in early 2019. But it only became possible to knock sense into Brexit negotiations with the EU once Boris, armed with his very direct slogan ‘Get Brexit Done’ and with his impressive parliamentary majority following the December 2019 general election, took the EU bull by the horns. We all knew then it couldn't be the end of the story and, sure enough, we now have the Windsor Framework: but let's give credit where credit's due. Background music: 'When Johnny Comes Marching Home' - Cooper Cannell
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Original Broadcast: This is Money
House prices fall by the largest amount since 2012, and mortgage approvals also fall for the fifth month in a row. So are we approaching a house price crash, or will there be a soft landing? Simon Lambert and Georgie Frost are joined by Helen Crane, and they also discuss energy prices and deals on offer from digital banking.
Guests: Helen Crane
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Original Broadcast: Motley Fool Show
When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. Jason Moser and Ron Gross discuss whether Costco is ready to increase membership fees, Salesforce focusing more on profitability, seeing light at the end of Okta's tunnel, how "it's all ball bearings" for C3.AI, and the latest from Target, Lowe's, Best Buy, and Zoom Video. Plus, 19 minutes in, Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. Then at 35 minutes in, Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price. Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW. Host - Chris Hill; Guests - Ron Gross, Jason Moser, Bryan Fairbanks
Guests: Ron Gross,Jason Moser,Bryan Fairbanks
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Original Broadcast: Motley Fool Show
It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. Jason Moser discusses Buffett's vigorous defense of share buyback programs, how Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks, and McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors. Plus, 15 minutes in, Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox. Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX. Host - Chris Hill; Guests - Jason Moser, Toby Bordelon, Jose Najarro
Guests: Jason Moser,Toby Bordelon,Jose Najarro
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At first sight this might appear a good episode to hear during Lent, as we deny ourselves these pleasures in anticipation of gorging on them over Easter. However it brings a rather different message — setting a longer-term perspective by looking ahead for the benefits. By denying ourselves short-term but damaging desires by focusing on long-term good outcomes, this process of investing for the future can bring real dividends in the long run.
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Original Broadcast: Modern Mindset
Adam Cox is joined by Martin Grieder, hearing and MedTech expert from Sonova, to discuss new research that suggests one in three of us between the ages of 45 & 70 struggle to hear in busy spaces. They look at why there is still such a stigma around hearing devices, and what people can do to help. All Headphones for Hearing Support | Sennheiser (sennheiser-hearing.com)
Guests: Martin Grieder
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell looks at the results of Persimmon, the latest company offering a paper yield higher than 10% that turned out to be illusory. That the share price didn't fall further on terrible results shows that the market was ahead of the game. Russ looks at the sector as a whole. Some builders are trading at a discount to book value and sentiment will turn at some stage. But housebuilders are likely to be volatile and potential investors will have to be very brave.
Guests: Russ Mould
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Original Broadcast: The Business Of Film
James Cameron-Wilson examines the UK box offie, down 40% on the week. With Ant-Man 3 still #1, the much-anticipated Cocaine Bear enters at #3. Stomach-churningly violent and unsubtle, James's verdict is, "Great trailer, shame about the movie". Romcom What's Love Got To Do With It, written by Jemima Khan and starring Lily James and Shazad Latif, is #4 and James and Simon both recommend it. It's romantic, funny and even educational. South Korean Broker is #8. On Apple TV is Sharper, with Julianne Moore in a con artist film that is entertaining but also too clever for its own good.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin delves into the latest tech, with the Chinese coming up with ways to stroke and kiss loved ones when not together. ChatGPT has been banned in China, there's a new AI app to try, an electronic bandage will dissolve after use, Metaverse property prices have gone south, there's a crowdfunded self-building igloo, the MoD is hiring sci-fi writers to predict the future of warfare, you can get a balloon ride to space for just £150,000 and the Kinks have asked Elon Musk to stop Twitter censoring the band's name.
Guests: Steve Caplin
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