Original Broadcast: Motley Fool Show
The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss retail earnings and takeaways for investors, Opendoor’s pop, the return of SPACs, and Meta’s new AI strategy. Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE). Host - Travis Hoium; Guests - Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss Open AI CEO Sam Altman’s comments about AI bubbles, Target and Estee Lauder under new leadership, and Home Depot and Loew’s in a race to own the building products space. Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL. Host - Tyler Crowe; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: The Hypnotist
This is a metaphorical, deep hypnosis session for the UK Bank Holiday week. It uses elements of philosophy, including the quantum realm of different futures, to help you activate your most resourceful self. Relax and enjoy!
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University looks at the increasingly farcical row over cryptography. As so often, the new bill's unintended consequence could leave the UK's young people even more susceptible to malign influences. He is fascinated by Nowcast's poll putting the Conservatives behind the Greens and SNP. Could we be returning to the 19th century conservative vs liberal political picture? And despite what some commentators say, Tim believes that the UK's current financial predicament is far worse than in the 1970s and that a bond crisis could come upon us out of the blue.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron Wilson says the new #2 film Materialists with Dakota Johnson and Chris Evans is one of his favourites of the year. A fascinating insight into online dating, it's a classic romantic drama that looks sensational and boasts a great screenplay. He found #8 Together a barmy and nonsensical body horror with little to recommend it. And he thought #10 Nobody 2 with Bob Odenkirk not a patch on the first film, being a formulaic, predictable & witless John Wick knockoff. He loved Netflix's Shark Whisperer, an intriguing documentary which, unusually, puts both sides of the argument and is a visual treat.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin tells Simon Rose that scientists have worked out how to use nanoparticles to end the misery of sensitive teeth while others believe they can regenerate lost tooth enamel. Californian boffins say they can improve eyesight without laser surgery while, bizarrely, Chinese technologists think their artificial womb can give birth to a live baby. A British robot submarine is being controlled from Australia. Evri are trialling a delivery dog while farmers are boosting milk production by playing jazz to their cows.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Chloe Wong Yun Shing of Edison Group takes Simon Rose through their quarterly Consumer Watch report. The second quarter was hit by shocks like US tariffs while the labour market in the UK softened. Consumer confidence was weak here, in Europe and in North America, though 12 of the UK's 16 subsectors outperformed the market. Among undervalued companies with earnings momentum identified by Edison are Card Factory, Curry's and Trainline. The full report is on the Edison Group website.
Guests: Chloe Wong Yun Shing
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Original Broadcast: Thought for the Week
The Gordian Knot is an ancient Greek legend of an immensely complex knot ‘so tightly entangled that it was impossible to see how it was fastened’. Whoever succeeded in releasing it was destined to rule all of Asia: that task was achieved by Alexander the Great. Today’s Gordian Knots — conflict, climate change and the polarisation of wealth — are all critical to the future of humanity, but they all share a common origin: the motivations of fear and greed. We can see the solution, but do we have the determination to apply it? Background music: 'World's Sunrise' by Jimena Contreras
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Original Broadcast: This is Money
Down valuations are on the rise, so what happens if you and your mortgage lender don't agree on your new home's value? Georgie Frost, Simon Lambert and Lee Boyce talk through the home valuation process and whether it is a fair system for banks, borrowers and sellers. How much more would you be willing to pay to be in a good school's catchment area? New data suggests living near a good primary or secondary school is becoming pricier. Are you saving enough for your age? The adage is three to six months' worth of income — but for some age groups, it should be one to three years. Move over Swiftonomics, it's all about the Oasinomics - or as Lee describes it, Rkidinomics. How much have the Gallagher brothers added to the UK economy this year? And finally, supermarket self-checkout cameras — are they legal?
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Original Broadcast: Motley Fool Show
Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss inflation is a boogeyman again, UFC gets a $7.7 billion deal with Paramount, Buffett makes a big buy, and stocks on our radar. Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH). Host - Travis Hoium; Guests - Lou Whiteman, Rick Munarriz
Guests: Lou Whiteman,Rick Munarriz
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