The Election, The Fed, and What’s Next

The Election, The Fed, and What’s Next

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2136)

Who in Big Tech Is Ready for Agentic AI?

Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and...

11 Mar 19min

Exciting (But Crowded) Opportunities

Exciting (But Crowded) Opportunities

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space invest...

10 Mar 24min

Surging Oil Prices Spark Market Jitters

Surging Oil Prices Spark Market Jitters

The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team ...

9 Mar 20min

A New Kind of Intelligence

A New Kind of Intelligence

What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new bo...

8 Mar 24min

How Much Should You Have in the Stock Market?

How Much Should You Have in the Stock Market?

One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of...

7 Mar 21min

What We’re Doing (or Not Doing) as the Market Drops

What We’re Doing (or Not Doing) as the Market Drops

The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we dee...

6 Mar 42min

Broadcom’s CEO said What?

Broadcom’s CEO said What?

Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings ...

5 Mar 23min

Does Apple Have a New Hit On Its Hands?

Does Apple Have a New Hit On Its Hands?

Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families....

4 Mar 20min

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