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Motley Fool Hidden Gems Investing

Best & Worst of 2022

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 16 December 2022

⏱️ 39 minutes

🧾️ Download transcript

Summary

Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's time to hand out some awards. Motley Fool Money starts now.

0:09.0

Everybody needs money. That's why they call it money.

0:22.0

I'll best see them live my free, but you can get them to the present. Be the meme from fool global headquarters.

0:31.0

This is Motley Fool Money. It's the Motley Fool Money Radio Show. I'm Chris Hell joining me in studio, senior analyst Jason Moser, Emily Flippin, and Ron Gross. Good to see you all.

0:40.0

How you doing Chris? Been a while since we've had four in this. Nice. Nice. Taken the back aways.

0:46.0

We've been in time for our year in review special. In two weeks, we're going to have our investing preview for the new year.

0:52.0

But right now we are going to tie a bow on 2022. Ron, let me start with you. What is your business slash investing headline for the year?

1:00.0

For me, Chris, it's all about the non-Irapeatin' non-transitory nature of inflation. And the interest rate increases. The Fed is undertaking to combat it.

1:11.0

This is, of course, is led to higher borrowing for all. You can see it in mortgage rates, most prominently.

1:17.0

Indication that inflation is moderating, but this week the Fed made sure everyone knew that their foot was still on the gas.

1:24.0

But perhaps not peddled to the metal because they only raised interest rates by 50 basis points this time around.

1:30.0

So here we are in this cat and mouse game. Inflation, interest rates, possible recession. So, you know, 2023 is going to be a good time.

1:38.0

The word transitory really took a beat. Emily Flippen, what about you? What's your headline for the year?

1:44.0

My headlines all about the non and I repeat non-transitory invasion of Ukraine. A little darker, but I will say.

1:53.0

I think that February invasion really set the stage for a lot of the dynamics that we saw throughout the course of 2022 with our global markets.

2:01.0

We, you know, Ron mentioned inflation, interest rates. A lot of that was catalyzed by the energy crisis caused by Russia's invasion.

2:08.0

A refugee crisis in Europe, the devaluation of the euro. And just the unpredictability that like physical violence has on the global markets and the risk tolerance of investors, this is such a protracted invasion.

2:21.0

This conflict has really lingered over the world's head for the better part of the last year and it's impacting the markets in ways that I think investors, when they started off 2022, could have never predicted.

2:30.0

Jason, what about you? Well, stop me if you've heard this one before. Stocks extend losses as recession concerns mount because I feel like I've read that headline probably 200 times a year.

2:43.0

And if not recession concern recession fears.

2:46.0

Yeah, looming.

2:47.0

And I mean, that really to me that that that has been the theme for the year is understandable. I mean, some would argue and I don't necessarily agree with it, but some would argue at least that we witnessed technically a recession earlier in the year because we did see two converse.

...

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