Stocks for the Long Run
If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Feb 202330min
Huge Jobs Report, Triple-A Earnings
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. (0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD (19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Feb 202339min
Meta Soars
For the first time in a long time, Meta Platforms gave shareholders a reason to smile. (0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating not all semiconductor chip companies are alike (11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. Stocks discussed: META, INTC, AMD, PLNT Host: Chris Hill Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Feb 202321min
Peloton's Turning Point?
It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's 4th-quarter results - How Snapchat+ could be a potential lever for management to pull (11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today. Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR Host: Chris Hill Guest: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Feb 202323min
Record Profits? Record Profits.
The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. (0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's (10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: MCD, XOM, AAPL, MSFT, CVX Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Jan 202325min
Gen Z & Millennials Are Driving AmEx Higher
If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday (11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT. Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Jan 202323min
Howard Marks on China, Risk, and Interest Rates
If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Jan 202338min
Lessons from Buffett’s Investing Framework
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Jan 202325min
