The Big Macro Gets Bigger
Motley Fool Money12 Juli 2024

The Big Macro Gets Bigger

The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending. - Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines. - A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers. (19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries. (34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab. Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

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When AI Starts Building the Game

When AI Starts Building the Game

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3 Feb 20min

Biotech Beat NVIDIA in 2025. Can It Do It Again?

Biotech Beat NVIDIA in 2025. Can It Do It Again?

Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI ...

2 Feb 24min

Interview with Droneshield CEO Oleg Vornik

Interview with Droneshield CEO Oleg Vornik

Droneshield is an Australian-based defense technology company that specializes in counter-drone technology. Motley Fool co-founder and CEO Tom Gardner and Motley Fool data engineer Beegee Alop recentl...

1 Feb 22min

Two Retirement Experts Discuss How They’ll Decide When to Retire

Two Retirement Experts Discuss How They’ll Decide When to Retire

After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with Fool contributor Dan Caplinger, both of whom are n...

31 Jan 24min

Can Elon Musk Form a Super-Company?

Can Elon Musk Form a Super-Company?

Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week’s big tech earnings and how...

30 Jan 42min

Tesla’s Daring Move

Tesla’s Daring Move

For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report loo...

29 Jan 22min

Starbucks Is Back, But Is It a Buy?

Starbucks Is Back, But Is It a Buy?

Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silver has skyrocketed in 2026 and what to expect from ...

28 Jan 21min

Owning the Operating System

Owning the Operating System

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has star...

27 Jan 22min

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