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More Jobs for Americans, More Confusion for Investors

Motley Fool Money

Release Date: 12/02/2022

Gen Z & Millennials Are Driving AmEx Higher show art Gen Z & Millennials Are Driving AmEx Higher

Motley Fool Money

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday (11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT. Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White...

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Howard Marks on China, Risk, and Interest Rates show art Howard Marks on China, Risk, and Interest Rates

Motley Fool Money

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here:   Host: Bill Mann Guest: Howard Marks Producer:...

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Lessons from Buffett’s Investing Framework show art Lessons from Buffett’s Investing Framework

Motley Fool Money

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with...

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GDP, Tesla, FinTech, and GDP, Tesla, FinTech, and "Burrito Season"

Motley Fool Money

As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again)  - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson (19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. ...

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Netflix, Comcast, Southwest Airlines show art Netflix, Comcast, Southwest Airlines

Motley Fool Money

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock (11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.  Companies discussed: LUV, CMCSA, NFLX, WBD Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Eyes on the Cloud show art Eyes on the Cloud

Motley Fool Money

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter. Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022. Companies discussed: MSFT, GOOG, GOOGL,...

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2 Blue Chips Under Pressure show art 2 Blue Chips Under Pressure

Motley Fool Money

How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route (10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more. Looking for stocks trading at a discount? Go to to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: JNJ, MMM, BND Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert...

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Big Banks vs. Apple & PayPal show art Big Banks vs. Apple & PayPal

Motley Fool Money

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry (12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes.  Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to...

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GE’s Legacy & Lessons for Investors show art GE’s Legacy & Lessons for Investors

Motley Fool Money

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is...

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Real Estate Trends w/ Opportunity show art Real Estate Trends w/ Opportunity

Motley Fool Money

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss:  - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving  - Ways to spot a yield trap - REITs benefiting from e-commerce trends Companies/REITs discussed: ESRT,  SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR  Host: Deidre Woollard  Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick...

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More Episodes

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 trends he's watching for homebuilders and office space.

Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC

Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller
Producer: Ricky Mulvey
Engineer: Dan Boyd