2024: Top-Heavy, AI-Fueled, Supply-Constrained

2024: Top-Heavy, AI-Fueled, Supply-Constrained

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates. (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik. Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2037)

Motley Fool Money: 10 29 2010

Motley Fool Money: 10 29 2010

Who is Todd Combs and what does Warren Buffett see in him? Has Microsoft regained its mojo? And will Kimberly-Clark revolutionize your bathroom? On this week's show, we'll answer those questions, talk about some of the week's big stock market movers, and talk about the business of the mid-term elections with CNBC's John Harwood. Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Okt 201039min

Motley Fool Money: 10 22 2010

Motley Fool Money: 10 22 2010

China raises interest rates. Steve Jobs raises the stakes. And Chipotle serves up yummy earnings. On this week's show, we'll talk about those stories, talk tech with Washington Post columnist Rob Pegoraro, and share some stocks on our radar. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Okt 201039min

Motley Fool Money: 10 15 2010

Motley Fool Money: 10 15 2010

Google reports big earnings. Microsoft introduces new phone software. Fed Chief Bernanke says the economy is growing too slowly. And Starbucks says its employees are moving too fast. On this week's "Motley Fool Money", we'll tackle those stories, share some stocks on our radar, and talk vertical farming with Columbia University Professor Dickson Despommier. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Okt 201039min

Motley Fool Money: 10.08.2010

Motley Fool Money: 10.08.2010

On this week's Motley Fool Money, we share some of our favorite recent interviews. Michael Lewis talks about The Big Short. Alice Schroeder talks Snowball: Warren Buffett and the Business of Life. Matt Ridley makes the case for rational optimism. And Dave Barry talks about the business of humor writing. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Okt 201039min

Motley Fool Money: 10.01.2010

Motley Fool Money: 10.01.2010

The stock market records its best September performance in more than seventy years. AIG announces a plan to repay the U.S. government. Fisher Price announces a massive recall. And Johnson & Johnson admits to lapses in its recall. On this week's show, we'll tackle those stories and talk with filmmaker Charles Ferguson about his new documentary, Inside Job. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Okt 201039min

Motley Fool Money: 09.24.2010

Motley Fool Money: 09.24.2010

Warren Buffett says the recession isn't over.  Microsoft hikes its dividend. Blockbuster files for bankruptcy.  And Wall Street: Money Never Sleeps debuts at the box office.  On this week's show, we'll tackle those stories, share some stocks on our radar, and talk with Corporate Library co-founder and film critic Nell Minow.   Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Sep 201039min

Motley Fool Money: 09.17.2010

Motley Fool Money: 09.17.2010

Warren Buffett reassures investors and Research in Motion surprises investors.  On this week's show, we talk about some of the week's top business stories, share some stocks on our radar, and talk trash with CNBC host Carl Quintanilla.  Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Sep 201039min

Motley Fool Money: 09.10.2010

Motley Fool Money: 09.10.2010

Can Google Instant find success? What do Apple's new apps guidelines mean for investors? Can money buy happiness? On this week's show, we tackle those questions and talk with CNBC anchor Maria Bartiromo about her new book, The Weekend That Changed Wall Street.  Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Sep 201039min

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