The Election, The Fed, and What’s Next

The Election, The Fed, and What’s Next

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2111)

Big Tech’s $650 Billion Bet on AI

Big Tech’s $650 Billion Bet on AI

What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so ...

6 Feb 42min

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chines...

5 Feb 22min

Disney Has Its CEO

Disney Has Its CEO

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover C...

4 Feb 18min

When AI Starts Building the Game

When AI Starts Building the Game

Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined b...

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

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
uppgang-och-fall
rss-borsens-finest
avanzapodden
bathina-en-podcast
svd-tech-brief
fill-or-kill
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
lastbilspodden
rss-dagen-med-di
rss-den-nya-ekonomin
borsmorgon
dynastin
kapitalet-en-podd-om-ekonomi
market-makers