2024: Top-Heavy, AI-Fueled, Supply-Constrained
Motley Fool Money5 Heinä 2024

2024: Top-Heavy, AI-Fueled, Supply-Constrained

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates. (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik. Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Investors Get Cold Feet in a Hot Stock Market

Investors Get Cold Feet in a Hot Stock Market

Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "...

7 Marras 202542min

Unity Soars and Airlines Could Be in Trouble

Unity Soars and Airlines Could Be in Trouble

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Unity Software's strong progress toward a turnaround - Cancelled flights expected at 40 airports - Stocks on our radar Companies discussed: U,...

6 Marras 202521min

Consumer Brands Shake Things Up…With Mergers

Consumer Brands Shake Things Up…With Mergers

2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are...

5 Marras 202518min

When Rule Breakers Find Religion (or, at least profits)

When Rule Breakers Find Religion (or, at least profits)

Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippe...

4 Marras 202519min

Big Tech Earnings and Reckless Predictions

Big Tech Earnings and Reckless Predictions

Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead? Rick Munarriz, Sanmeet Deo, and Tim Beyers: - Discuss macro takeaways from last week’s...

3 Marras 202521min

Why Income Investors Should Look Beyond Index Funds

Why Income Investors Should Look Beyond Index Funds

Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why in...

2 Marras 202519min

Morgan Housel on the Forces That Drive Our Spending

Morgan Housel on the Forces That Drive Our Spending

What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor? Morgan Housel answers those questions and provides insights f...

1 Marras 202518min

Big Tech Breaks the Bank for AI

Big Tech Breaks the Bank for AI

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and...

31 Loka 202542min

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