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(2112)

Consumer Stocks Spotlight: Etsy, Roblox, and Reddit

Consumer Stocks Spotlight: Etsy, Roblox, and Reddit

Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results! Tim Beyers, Alicia Alfiere, and Tom King discuss: - Quarterly resul...

4 Aug 202522min

The Real Risk

The Real Risk

How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?Motley Fool analyst Buck Hartzell and contributor Rich Lume...

3 Aug 202521min

How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security

How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security

More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mi...

2 Aug 202522min

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

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