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Motley Fool Hidden Gems Investing

Big Tech Returns and Big Game Surprises

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 1 February 2019

⏱️ 39 minutes

🧾️ Download transcript

Summary

Amazon fails to impress Wall Street. Microsoft reports some cloudy returns. And Facebook connects. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest from Apple, eBay, MasterCard, PayPal, Tesla, and Visa. Plus, Wall Street Journal editor Nat Ives talks about the business of Super Bowl marketing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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

0:07.0

From full global headquarters, this is Motley Pull Money.

0:19.0

It's the Motley Pull Money Radio Show. I'm Chris Hill joining me in studio,

0:22.0

Senior Analyst Jason Moser, Andy Cross, and Ron Gross. Good to see you as

0:26.0

always gentlemen. We've got earnings from some of the biggest companies out there.

0:30.0

We will dig into the business of Supervall ads and as always we'll give you an

0:33.0

inside look at the stocks on our radar. But we begin this week with the big macro.

0:37.0

On Friday, the Commerce Department reported 304 sales and jobs added in January

0:43.0

on Wednesday, Ron. Fed Chief Jerome Powell said the federal reserve was taking

0:47.0

a patient approach to raising rates this year. So you tell me which one is a

0:52.0

bigger deal for investors? Well, I tell you Chris, it's all related.

0:56.0

But the statements in action by the Fed are much more important.

0:59.0

Not only does it look like they've adopted a neutral stance with respect to

1:03.0

rising interest rates, but it looks like actually there's a slight bias in the

1:08.0

futures market to a rate cut. Don't hang your hat on it however. But listen,

1:13.0

when you get low interest rates, solid GDP, low unemployment, end-time inflation

1:19.0

all at the same time, you take it and you run with it because it doesn't happen all the time.

1:23.0

Yeah, you kind of figure we may have to revisit at least thesis or two on the banking side

1:28.0

because we've been talking a lot about how the interest rate environment we've been

1:34.0

expecting would potentially offer these banks a bit more of an opportunity at

1:38.0

profitability. But if rates are going to hang where they are or perhaps even go down,

1:42.0

which I'm amazing to think about still, that made delay a little bit of what these

...

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