“Are We There Yet?”

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 17 November 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	What's Warren Buffett buying or selling?
0:07.0	Motley Full Money starts now. So, 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 pros and
0:35.4	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Fool Radio Show. I'm Dylan Lewis.
0:42.7	Joining me in the studio, Motley Fool's senior analyst,
0:44.9	Matt Argersinger, and Jason Moser.
0:46.7	Gentlemen, great to have you both here.
0:48.2	Hey, Ellen.
0:49.4	We've got a look at what Warren Buffett's been up to,
0:51.6	the complicated world of carbon credits and of course stocks on our
0:55.1	radar but we are kicking off today looking at the big macro. Matt this week we got some new
1:00.5	CPU data what did it say P. I think it said some things Dylan that I think put the market in a pretty good mood.
1:08.0	You know, it was, if you look at the C. P.I. Data unchanged month-to-month and up only 3.2% year over year.
1:15.0	A lot of that has to do with fuel prices coming down.
1:17.2	If you strip out fuel, strip out food, those volatile parts of the index.
1:22.4	The month, month change was 0.2%, the annual change was 4%.
1:26.5	That 4% annual change was the lowest in two years.
1:29.9	Going back to even before the Fed started raising rates, by the way. And if you step back and
1:34.2	look at the beginning of this year coming in, the CPI was 6.4% in January and so now that's
	...

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