The Uncertainty-Fueled Market Correction

The Uncertainty-Fueled Market Correction

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss: - The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less. - The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk. - Earnings from Adobe, Vail, and Docusign. (19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks. (32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks. Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2141)

The Fed’s Inflation Conundrum & an AI Billionaire Battle Royale

The Fed’s Inflation Conundrum & an AI Billionaire Battle Royale

The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Tr...

1 Aug 202540min

Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum

Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum

The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI...

31 Jul 202517min

Coffee, Chips, and Credit Cards

Coffee, Chips, and Credit Cards

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla.  (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ...

30 Jul 202518min

A Rough Day for Dividend Knights

A Rough Day for Dividend Knights

Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone ...

29 Jul 202519min

Intel Can’t Stop Cutting

Intel Can’t Stop Cutting

The former Chip King is cutting again in hopes of finding a path to sustainable growth. Tim Beyers and Jose Najarro discuss: - Intel’s big restructuring plans.- Predictions for when Intel Foundry ma...

28 Jul 202523min

What Business School is Missing

What Business School is Missing

So what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at University of Michigan’s Ross School of Business and Sch...

27 Jul 202517min

Choosing a 529 and How Does Your 401(k) Compare

Choosing a 529 and How Does Your 401(k) Compare

529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 529s and how to choose the right plan for you. Als...

26 Jul 202524min

Meme Stocks Mania Returns & the Fantasy Stock Draft

Meme Stocks Mania Returns & the Fantasy Stock Draft

Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today. Travis Hoium, Lou Whiteman, and Emily Flippen discu...

25 Jul 202542min

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