Alphabet's Event Serves Notice To Wall St.

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 12 May 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Software, retail, restaurants, big tech, big macro, we get a pack show so strap in.
0:11.0	Motley full money starts now.
0:26.0	Everybody needs money.
0:28.1	This is why they call it money.
0:37.1	From full global headquarters, this is Motley full money.
0:40.5	It's the Motley full money radio show.
0:41.8	I'm Chris Hill joining me in studio Motley full senior analyst Matt Argusinger and Andy
0:45.8	Cross.
0:46.8	Good to see you as always gentlemen.
0:47.8	Hey Chris.
0:48.8	We got the latest headlines from Wall Street.
0:50.0	We will dip into the full mail bag and as always we get a couple of stocks on our radar.
0:54.4	But we begin with the big macro.
0:56.2	This week we got more data showing that inflation is falling but several things including and
1:01.7	especially the debate over the debt ceiling seems to be casting a shadow over investors
1:07.4	and the market.
1:08.4	Matt, it really does seem like we are almost in a holding pattern particularly when it
1:13.4	comes to the debt ceiling debate.
1:15.9	But where do you think we are now?
1:18.4	Yes.
1:19.4	I think we're always as investors looking for that next thing to worry about.
1:23.6	And so we saw the CPI data come in.
	...

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