Tesla Shareholders Are Nervous (They Should Be)
Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Des 202219min
Inflation Cooling, SBF Arrested
November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Des 202227min
London Calling Microsoft
A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Des 202226min
The ROI of Design
Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss: - Why investors should watch companies with great design thinkers - The strategy behind limited-edition releases - How wearables could change what we eat and drink Companies mentioned: PEP, MMM, AAPL Host: Ricky Mulvey Guest: Mauro Porcini Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Des 202228min
REITs, Homebuilders, and the Return of Las Vegas
You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Des 202227min
USA vs. Microsoft
It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Des 202239min
Gas, China, Food & Beverage Stocks
Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple effects (positive and negative) from lower gas prices - China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed (9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam. Stocks mentioned: BILI, JD, BYND, KO, SAM, KR Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys Host: Chris Hill Guests: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Des 202224min
Another New Trend from Robinhood?
After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same - If the new service from the still-unprofitable Robinhood will reward shareholders - A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023 (10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition. Stocks mentioned: HOOD, DAVA, WISE Holiday Music: Christmas Will Work It Out by Paola Bennet Host: Chris Hill Guests: Jason Moser, Asit Sharma, John Cottrell Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Des 202224min
