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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What’s a Supernova Stock? 3 Ideas For Your Watchlist

What’s a Supernova Stock? 3 Ideas For Your Watchlist

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Interview with David Gardner: Rule Breaker Investing

Interview with David Gardner: Rule Breaker Investing

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Why Investors Earn Less Than Their Funds, and the Small-Cap Surge

Why Investors Earn Less Than Their Funds, and the Small-Cap Surge

When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with M...

27 Syys 202523min

The Hidden Opportunities in AI

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Navigating the Housing Market’s Mixed Signals

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Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down in...

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Why Did DTC Retailers Fail?

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We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expecta...

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Underappreciated Rule-Breaking Small Caps

Underappreciated Rule-Breaking Small Caps

On today’s episode of Motley Fool Money, analysts Emily Flippen, Jason Hall, and Toby Bordelon spotlight three off-the-radar small caps with very different stories. The team dives into: - Why the ...

23 Syys 202527min

The Great Rule Breakers Healthcare Debate: Progyny or Hims & Hers?

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Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims & Hers. Leave a comment to get in on the debate! Alicia Alfiere, Sanmeet Deo, and Tim Be...

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