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(2113)

Breaking Up is Hard to Do: It's Not Me, It's You

Breaking Up is Hard to Do: It's Not Me, It's You

Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why Novo Nordisk is parting ways with Hims & Hers. - Wa...

24 Jun 202517min

Tesla’s Key Robotaxi Rollout

Tesla’s Key Robotaxi Rollout

FICO turns to BNPL data and Fiserv embraces a new stablecoin. Andy Cross, Jason Hall, and Matt Frankel discuss: - FICO to include BNPL data - The importance of Tesla’s robotaxi - Tesla’s advanta...

23 Jun 202525min

Seth Godin on AI, Branding, and Attention

Seth Godin on AI, Branding, and Attention

Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined ch...

21 Jun 202556min

Economy is Solid. Economy is Uncertain.

Economy is Solid. Economy is Uncertain.

Households and businesses are feeling more uncertain about the future, but the labor market is strong. (00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss: ...

20 Jun 202542min

Albertson’s Carries Baggage

Albertson’s Carries Baggage

The grocer is in a pickle. Can a longtime employee and new CEO turn it around? (00:21) David Meier and Mary Long discuss: - The macro factors influencing Powell’s interest rate decision. - Andy J...

18 Jun 202516min

Opportunities in Housing and a Solar Scare

Opportunities in Housing and a Solar Scare

Solar stocks take a tumble. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Why solar stocks are falling today. - Lennar earnings. - How to think of your house: asset vs. inves...

17 Jun 202520min

Big Retail, Stablecoins and Dividends, Oh My!

Big Retail, Stablecoins and Dividends, Oh My!

Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walmart and Amazon are considering launching their own...

16 Jun 202518min

Howard Marks, The State of the Market

Howard Marks, The State of the Market

Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about: - H...

15 Jun 20251h 4min

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