The Big Macro Gets Bigger
Motley Fool Money12 Heinä 2024

The Big Macro Gets Bigger

The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending. - Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines. - A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers. (19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries. (34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab. Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

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What to Know About a Stock’s Workforce

What to Know About a Stock’s Workforce

The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses ...

17 Tammi 20min

Will Netflix Go All-Cash for WBD?

Will Netflix Go All-Cash for WBD?

Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We bre...

16 Tammi 42min

Bank Profits Rise Amid Credit Card Uncertainty

Bank Profits Rise Amid Credit Card Uncertainty

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Earnings from six of the largest U.S. banks - The president's proposed cap on credit card interest rates - Stocks on our radar Companies discu...

15 Tammi 22min

Google’s Hot Start to 2026

Google’s Hot Start to 2026

When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company a...

14 Tammi 23min

For Data Centers, Power is the New Real Estate (Literally)

For Data Centers, Power is the New Real Estate (Literally)

Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildou...

13 Tammi 23min

 Intel Hits a 52-Week High: Time to Buy?

Intel Hits a 52-Week High: Time to Buy?

On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns. Asit ...

12 Tammi 22min

Interview with Zack Kass: The Next Renaissance

Interview with Zack Kass: The Next Renaissance

Zach Kass is a global AI advisor and former head of go-to-market at OpenAI, where he led the teams responsible for sales, partnerships and customer success. He was at OpenAI when the company launched ...

11 Tammi 20min

Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?

Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?

The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various...

10 Tammi 24min

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