Original Broadcast: Motley Fool Show
The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. Jason Moser and Emily Flippen discuss how Walmart is thriving while Target struggles with “decelerating discretionary demand”, market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one, and Snowflake’s strong report and what its new deal with Anthropic means. Then, 19 minutes in, Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. Finally, 34 minutes in, Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host - Dylan Lewis; Guests - Jason Moser, Emily Flippen, Dan Durn
Guests: Jason Moser,Emily Flippen,Dan Durn
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Original Broadcast: Motley Fool Show
Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. Seth Jayson and Dylan Lewis discuss Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter, Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry, and Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. Then, 15 minutes in, coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH. Host - Dylan Lewis; Guests - Seth Jayson, Mary Long, Asit Sharma
Guests: Seth Jayson,Mary Long,Asit Sharma
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Original Broadcast: Modern Mindset
As winter approaches and heating use increases, it's crucial to raise awareness of the dangers of carbon monoxide (CO) poisoning, otherwise known as the "silent killer". Despite the threat, almost one in three UK households still don’t have a CO detector, putting many at risk. Joining Adam Cox to discuss this is SGN’s Social Impact Programme Lead, Dan Edwards.
Guests: Dan Edwards
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Last Wednesday was World Children’s Day – a chance to not only celebrate the youngest members of our society, but also those who dedicate their lives to caring for and educating them. And with the government committing to opening 300 new nurseries in the next 12 months, the industry needs more early year educators. Could that be you? Joining Adam Cox to discuss this is Charlotte Hutchings from Busy Bees Nurseries. And she’s joined by Jazmine Waring who is an early years apprentice.
Guests: Charlotte Hutchings
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If you're a well-balanced person you might find losing weight challenging, with its rigid diets and the coercion which can come with intensive self-control. Adam Cox explains how a well-balanced person can achieve a good result with good choices, just as in other walks of life.
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Original Broadcast: The Business Of Film
James Cameron-Wilson celebrates UK box office climbing for the 5th week running. #1 is Ridley Scott's Gladiator II which, if anything, is even better than the first film, with smart storytelling and visual spectacle to take the breath away. It is incredibly violent, though, despite its 15 certificate. On Netflix, James adored French-made, Mexico-set musical Emilia Pérez which, like Gladiator, has lots of Oscar buzz. Stylised but gritty and intelligent, it's unlike anything you'll have seen for ages. In a positive week, James also raved about the 50th anniversary Blu-Ray of the British disaster-era film Juggernaut. With Richard Harris leading a great cast directed by Richard Lester, it stands up incredibly well and is a masterclass in popular entertainment with amazing extras.
Guests: James Cameron-Wilson
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell points out that supposedly risk-free 10-year gilts and corresponding instruments have risen despite interest rate cuts from central banks. At the same time, equities have been generally strong. In the US, the 10-year Treasury is now equal to the earnings yield on the S&P 500. Investors might be taking the extra risk anticipating upside potential but it could be seen as an early warning sign. In the UK, the earnings yield is double the 10-year gilt yield, making the domestic market look cheap, explaining all the takeover activity.
Guests: Russ Mould
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Original Broadcast: Gadgets and Gizmos
Steve Caplin discusses the latest tech with Simon Rose. LG improve their bendable LED screens so they can now stretch too. Scientists improve the chances of sterilising mosquitoes. Glasses for the deaf will project text onto the lenses. AI headphones can make it easier to hear in restaurants. Virgin & O2 have invented an AI granny to waste scam callers' time. Dyson have filed a patent for a robo-dog to vacuum, mow, water plants & mop. There's an eScooter which is solar powered and a hand pump to desalinate water. There's also a spurious tech limerick.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University discusses how the government wants to turn the UK into an EU-style higher-spending social democracy, not realising that the European model is falling off a cliff. With Germany in economic meltdown, he reveals that directors of German's biggest car manufacturers are considering moving the businesses abroad. He discusses the role of Physician Associates in the NHS and the problems caused by medical monopolies opposing supply-side reforms. And he assesses the Tractor Tax. While it might have the whiff of class warfare, he cannot see Labour retreating while the right is so disunited.
Guests: Professor Tim Evans
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Original Broadcast: Thought for the Week
Gordon Brown and Ruth Kelly set out a comprehensive plan to tackle child poverty with the Child Trust Fund. We've learnt a huge amount from putting it into practice over the past two decades, and we're now ready for a more focused 'Mark 2' which will embody all of the lessons learnt. But will our new Labour Government have the strategic determination to follow their example? Or will it fall to today's philanthropists, walking in the footsteps of people like Andrew Carnegie, to take up the baton? The encouragement to make significant charitable endowments remains intact in inheritance taxation arrangements, and can support 75% of the commitment necessary to deliver a new scheme. Background music: 'Generations Away' by Unicorn Heads Image source: Telegraph Newspapers
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