Investors vs. Inflation

Investors vs. Inflation

Despite increased fears about inflation the S&P 500 hits a new all-time high. Chewy, RH, and Marvell Technology all post better 1st-quarter results than Wall Street was expecting. Dave & Buster’s pops. Casey’s General Stores drops. Monday.com makes its public debut. Stitch Fix shows encouraging growth as it gets ready for a new CEO. Jason Moser and Ron Gross analyze those stories and share why Masimo and Accenture are on their radar. Plus, best-selling author and Nobel Prize-winner Daniel Kahneman shares insights from his new book, Noise: A Flaw in Human Judgment. Interested in getting stock research delivered right to your email? Get 50% off Stock Advisor just by going to http://RadarStocks.fool.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2103)

Big Merger, Big Banks, Lessons from the NYSE Floor

Big Merger, Big Banks, Lessons from the NYSE Floor

Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest...

14 Okt 202239min

Horror Movie-nomics

Horror Movie-nomics

Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches ...

13 Okt 202222min

Defensive Stocks FTW

Defensive Stocks FTW

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are ...

12 Okt 202222min

E-Commerce Overreached. Now What?

E-Commerce Overreached. Now What?

It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway. (0:21) Bill Mann  discusses: - Why the investments Amazon and Shop...

11 Okt 202225min

Calm Before The Storm

Calm Before The Storm

It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being...

10 Okt 202224min

Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT

Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT

You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis RE...

9 Okt 202228min

Semiconductors 101

Semiconductors 101

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rot...

8 Okt 202224min

More Rate Hikes Coming

More Rate Hikes Coming

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD war...

7 Okt 202239min

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