Same Data, Different Conclusions

Same Data, Different Conclusions

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2112)

Berkshire Hathaway Meeting Preview

Berkshire Hathaway Meeting Preview

Investing’s biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss:  - Johnson & Johnson’s spin-off of its consumer health company, Kenvue.  - If Darden Restaurants is getting a...

3 Mai 202323min

The "New Normal" in Silicon Valley

The "New Normal" in Silicon Valley

As loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration...

2 Mai 202324min

Another Bank Seized & Sold

Another Bank Seized & Sold

Three of the four largest bank failures in U.S. history have happened in the past two months. (00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase...

1 Mai 202325min

Private Equity’s Opaque World

Private Equity’s Opaque World

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecuto...

30 Apr 202328min

Investing Lessons from “Succession”

Investing Lessons from “Succession”

You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool sen...

29 Apr 202329min

Big Tech, Big Payments, Big Burrito

Big Tech, Big Payments, Big Burrito

A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alp...

28 Apr 202339min

Meta's Big Pop, Google's New Threat

Meta's Big Pop, Google's New Threat

For the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs divis...

27 Apr 202321min

Microsoft-Activision Deal Blocked. Now What?

Microsoft-Activision Deal Blocked. Now What?

How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 bill...

26 Apr 202327min

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