22 min listen
“Are We There Yet?”
ratings:
Length:
40 minutes
Released:
Nov 17, 2023
Format:
Podcast episode
Description
After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.
(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.
Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.
(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.
Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
Learn more about your ad choices. Visit megaphone.fm/adchoices
(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.
(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.
Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.
(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.
Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Nov 17, 2023
Format:
Podcast episode
Titles in the series (100)
Motley Fool Money: 05.08.2009: Does Uncle Sam get a passing grade on bank stress tests? Can Amazon’s new Kindle save the newspaper industry? Are McDonald’s new coffee drinks a serious threat to Starbucks? And is Marvel’s Squirrel Girl the heir apparent to Iron Man and The... by Motley Fool Money