Rates Going Down, Cava Keeps Climbing
The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what...
23 Elo 202440min
Can Zoom be More than Zoom?
Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. (00:21) Jason Moser and Dylan Lewis discuss: - Whether AI a...
22 Elo 202420min
One Lifetime of Ads = $22,000
Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss: - The macro landscape...
20 Elo 202421min
The Silicon, Software, and Systems
AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race. (00:21) Asit Sharma and Dylan Lewis discuss: - Why AMD is spending $4.9B on...
19 Elo 202419min
Meet the Fool: Bill Mann
To get outsized returns, it can pay to find a pond where fewer people are fishing. Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, a...
18 Elo 202423min
Dividends = Discipline
Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom. Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Divid...
17 Elo 202425min
The Market's Coiled Spring
The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the mark...
16 Elo 202439min
Walmart Wins Bargain Games
The world’s largest retailer is crushing the market. (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the ...
15 Elo 202430min
