The Big Macro Gets Bigger

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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Episoder(2322)

Is the Data Center Investing Trend in Trouble?

Is the Data Center Investing Trend in Trouble?

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in c...

3 Sep 25min

Tesla Robotaxi Day & the Competition’s Response

Tesla Robotaxi Day & the Competition’s Response

Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced....

2 Sep 18min

Big Tech Gets the Regulatory Shakedown

Big Tech Gets the Regulatory Shakedown

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC pro...

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A $13 Billion Bet on Robots?

A $13 Billion Bet on Robots?

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its...

31 Aug 28min

Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard Innovation Labs ...

30 Aug 21min

Prepare to Pass on Your Possessions

Prepare to Pass on Your Possessions

n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planni...

29 Aug 28min

Jensen Huang's AI Capex Pulse Check

Jensen Huang's AI Capex Pulse Check

Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecu...

28 Aug 40min

NVIDIA Earnings Blow Everyone Away

NVIDIA Earnings Blow Everyone Away

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance...

27 Aug 28min

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