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An IPO, In This Environment?

Motley Fool Money

Release Date: 09/29/2022

More Jobs for Americans, More Confusion for Investors show art More Jobs for Americans, More Confusion for Investors

Motley Fool Money

If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone. (0:21) Matt Argersinger and Jason Moser discuss:  - A strong jobs report, latest housing data, and contrary indications from the retail industry - Ulta Beauty continuing a standout year - VICI Properties increasing its share of properties on the Las Vegas Strip - Signs of life from Okta - The latest from Salesforce, Five Below, and Crowdstrike (19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the...

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Battling Giants show art Battling Giants

Motley Fool Money

What's it like competing against a business that's 1,000 times bigger than your own? (0:21) Emily Flippen discusses: - Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it - Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce - Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's (12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean. Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT,...

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FTX Collapse: Lessons for Investors show art FTX Collapse: Lessons for Investors

Motley Fool Money

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX. (0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios (15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors. Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd

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Commodities...Seriously? show art Commodities...Seriously?

Motley Fool Money

With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines around strong holiday retail may be masking weakness underneath - Why stock investors may have to start paying attention to the price of copper (9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy. Stocks mentioned: ADBE Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick...

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China Protests Hit U.S. Stocks, NFL Viewing Hits New Record show art China Protests Hit U.S. Stocks, NFL Viewing Hits New Record

Motley Fool Money

Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other retailers are competing with Amazon - NFL viewing on Thanksgiving Day setting new records (9:33) Bill Mann discusses: - Rising unemployment among China's young adults - How municipalities are "drowning in debt" - The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG,...

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What Really Drives Stocks Higher? show art What Really Drives Stocks Higher?

Motley Fool Money

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:  - How growth stories can change through time.  - Sectors showing the power of compounding dividends.  - If a “Fed Put” still exists.  Members of any Motley...

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Hidden Moats show art Hidden Moats

Motley Fool Money

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages.  Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss: - What it means for a company to have a moat - Key metrics that can show whether a company has a competitive advantage - Moats in utility poles, engineering software, and gentlemen’s clubs Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF Host: Ricky Mulvey...

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4 Stocks We're Thankful For show art 4 Stocks We're Thankful For

Motley Fool Money

Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss:  - Humble Pie (aka, stocks we were wrong about)  - Stocks we're thankful for  - Turkey stocks to avoid  - Financial topics we really hope don't come up this holiday season (19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value. (37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan...

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Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions show art Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions

Motley Fool Money

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - What should be on the “Mount Rushmore of Thanksgiving Side Dishes” - Where we would go if we were in the Witness Protection program - Pro sports mascots to represent Team USA at the World Cup - Movie sequels and characters we’d like to see more of - A wedding reception that went viral Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Dan Boyd

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“$5 Billion Feels Like Overkill” show art “$5 Billion Feels Like Overkill”

Motley Fool Money

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss:  - Questions about Autodesk’s capital allocation strategy.  - Nordstrom's plans for a tough retail environment.  - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN Host: Asit Sharma Guests: Tim Beyers, Tim White Producer:...

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More Episodes

Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!

 (0:18) Dylan Lewis and Tim Beyers discuss:
 - Why Porsche is going public while other companies are holding off.
 - Down rounds in the private markets.
 - Promising results for Biogen’s Alzheimer’s treatment.

Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.

Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW

Host: Dylan Lewis
Guests: Tim Beyers, Matt Argersinger, Deidre Woolard
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks