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(2116)

Netflix Rising, WWE Preparing

Netflix Rising, WWE Preparing

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected ...

19 Okt 202228min

Activist Investors Shake the Tree

Activist Investors Shake the Tree

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power. (0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's rece...

18 Okt 202228min

The War on Checks

The War on Checks

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to ...

17 Okt 202222min

Opportunities in Sustainable Investing

Opportunities in Sustainable Investing

More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing?  Bruce Usher is a professor at Columbia Business School and the author of “Investing in...

16 Okt 202221min

Meet the Dividend Knights

Meet the Dividend Knights

You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market. Ricky Mulvey caught u...

15 Okt 202224min

Big Merger, Big Banks, Lessons from the NYSE Floor

Big Merger, Big Banks, Lessons from the NYSE Floor

Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest...

14 Okt 202239min

Horror Movie-nomics

Horror Movie-nomics

Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches ...

13 Okt 202222min

Defensive Stocks FTW

Defensive Stocks FTW

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are ...

12 Okt 202222min

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