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)

"All of this has happened before."

"All of this has happened before."

If what's happening today with Apple seems familiar, it should. (0:21) Jim Gillies discusses: - Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to...

28 Sep 202221min

Mistakes? We've Made A Few

Mistakes? We've Made A Few

When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mulle...

27 Sep 202227min

Prime Day 2: E-Commerce Boogaloo

Prime Day 2: E-Commerce Boogaloo

For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it...

26 Sep 202220min

What Do Higher Interest Rates Mean for REITs?

What Do Higher Interest Rates Mean for REITs?

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest ...

25 Sep 202220min

Morgan Housel on Inflation, Incentives, and Investing through Bear Markets

Morgan Housel on Inflation, Incentives, and Investing through Bear Markets

“No one's success is proven until they've survived a calamity.” You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separa...

24 Sep 202225min

Recession Fears, House Hacking, Consumer Spending for the Holidays

Recession Fears, House Hacking, Consumer Spending for the Holidays

For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in ...

23 Sep 202239min

Are SPACs Done?

Are SPACs Done?

What does it say that no private company wants a check for $1.1 billion? (0:21) Bill Mann discusses: - The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected...

22 Sep 202223min

YouTube vs. TikTok

YouTube vs. TikTok

Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash. (0:25) Maria Gallagher discusses: - YouTube's announcement of a new revenue-sharing model for creators of sh...

21 Sep 202223min

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