2024: Top-Heavy, AI-Fueled, Supply-Constrained

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 5 July 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates. (19:11) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik. Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's half time for 2024. We're checking in on the forces and trends shaping the
0:09.2	market so far this year. This week's Smotly Full Money Radio Show starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the prize and
0:35.6	be the free from. From Pool Global Headquarters, this is Motley Full Money.
0:40.3	It's the Motley Full Money Radio Show. I'm Dylan Lewis joining me over the airwaves.
0:43.9	Motleyful senior analysts, Matt Argusinger, and Jason Moser.
0:47.6	Fools, great to have you both here.
0:49.6	Hey, hey, Dylan.
0:51.2	We are digging into the year that has been so far in 2024.
0:55.0	It is our annual mid-year review show.
0:57.8	Got a look at what's been going on in the stock market and real estate.
1:01.0	Maybe a reckless prediction or two. and of course stocks on our radar.
1:05.6	We are going to start off with the state of the market.
1:08.2	The S&P 500 closed out the first half the year up 14%, NASDAQ composite up 18%, very strong starts, especially
1:15.8	considering how good 2023 was for investors.
1:18.8	Matt, I'm going to ask you to fill in the blank here to get us started.
1:21.2	The market in 2024 has been blank.
1:25.0	Top heavy.
1:26.0	Top heavy, Dylan.
1:28.0	That's what the market's been so far in 2024.
	...

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