Dry January, Big Banks, and Trouble at Disney HQ

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 13 January 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What kind of year are the big bank CEOs preparing for?
0:08.6	And what kind of effect is dry January having on restaurants?
0:12.5	Motley full money starts now.
0:23.1	Everybody needs money.
0:24.1	That's why they call it money.
0:27.1	But you can give them to the present.
0:33.9	From full global headquarters, this is Motley full money.
0:37.3	It's the Motley full money radio show.
0:38.8	I'm Chris Hill joining me, Motley full senior analyst Jason Moser and Ron Gross.
0:43.0	Good to see you.
0:44.0	As always, gentlemen.
0:45.0	Hi, you doing Chris.
0:46.0	We got the latest news from Wall Street.
0:47.7	We've got an update on the state of food and beverage with industry expert David Hankis.
0:52.7	And as always, we got a couple of stocks on our radar.
0:54.7	But we begin with the big macro.
0:57.0	The latest inflation data shows that consumer prices fell 0.1% in December.
1:02.8	That is not a big number.
1:04.4	But it's the six month in a row that CPI has fallen, putting US inflation at its lowest
1:09.9	point in more than a year, Ron.
1:12.0	Yeah, I actually like these numbers, at least in terms of what we're trying to accomplish
1:17.8	year, getting closer to the Fed's target of 2%.
	...

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