The Economic Mood Brightens

The Economic Mood Brightens

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2111)

Tariffs, Social Shopping, and an EV Reset

Tariffs, Social Shopping, and an EV Reset

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The AI Infrastructure Opportunity: 3 Fools Weigh In

The AI Infrastructure Opportunity: 3 Fools Weigh In

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will pr...

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The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool....

4 Okt 202523min

Apple’s Headset Strategy & Tesla’s EV Sales Windfall

Apple’s Headset Strategy & Tesla’s EV Sales Windfall

We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before cove...

3 Okt 202542min

Open AI’s Worth Half a Trillion Dollars

Open AI’s Worth Half a Trillion Dollars

In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is ope...

2 Okt 202520min

Winners & Losers from ChatGPT’s Shopping Launch

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OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in thi...

1 Okt 202525min

Asian Food Chains Moving Stateside

Asian Food Chains Moving Stateside

American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of...

30 Sep 202526min

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