Big Trouble or Business as Usual?

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 9 August 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of? (00:21) Jason Moser and Emily Flippen discuss: - The market’s dip earlier this week and whether its business-as-usual or cause for concern. - Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation. - Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart (19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors. (31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot. Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Bill Mann Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got the X's is and O's on the carry trade and some big earnings movers.
0:09.1	This week's Smutley 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 pros and
0:35.8	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Radio Show. I'm Dylan Lewis, joining me over the airwaves, Motley Fool's radio show. I'm Dylan Lewis.
0:42.8	Joining me over the airwaves, Motley Fool's senior analyst, Emily Flippin and Jason
0:46.9	Moser. Fools, great to have you both here. Hey hey, good to be here.
0:51.3	We've got a breakdown on the worst day in Japan's stock market in decades, stocks on the move
0:57.2	this earning season, and of course some stocks on our radar as well.
1:01.9	Emily, Jason, I am happy to see you both survived the market sell-off
1:05.9	this week. Bit of a bumpy ride for investors the past few days. There is a market
1:11.2	sell-off? Yeah, yeah.
1:14.0	Volatile week, right?
1:16.0	I mean, bumpy, ebbs and flows.
1:18.0	Depends on when you check your brokerage account, I suppose.
1:21.0	Why don't we talk a little bit about what we saw in the market
1:23.2	over the past week? I think on last week's show when we last left you
1:27.3	listeners we were talking about some softness in the labor market that bled
1:31.8	into some concerns this week.
1:34.2	Wined up seeing Japan's most important index,
	...

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