Energy & Materials: Two Industries for 2019
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 2 January 2019
⏱️ 19 minutes
🧾️ Download transcript
Summary
Happy new year? More evidence of an economic slowdown emerges from China. Seth Jayson analyzes the current state of uncertainty in the stock market and shares why he’s taking a closer look at the energy and materials industries this year. Plus, Seth shares why Eagle Materials is on his radar, why he’s not necessarily shying away from restaurant stocks, and why household names like Alphabet, Facebook, and Home Depot look attractive.
Transcript
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| 0:00.0 | That's Wednesday, January 2nd. Welcome to the Market Foolery. I'm Chris Hill joining me in studio today. Seth Jason, happy new year. |
| 0:09.0 | Happy new, is it that already? It's happy new year. For a couple of days now. |
| 0:14.0 | All right. |
| 0:15.0 | And the market's open, unlike yesterday when the market was closed and people were recovering |
| 0:19.0 | from the night before and presumably watching a lot of college football here in America. |
| 0:22.6 | Looks hung over from the headlines I saw this morning, the market here. |
| 0:25.8 | Yeah, the market does look a little hung over. |
| 0:27.8 | I was on vacation for more than a week and I didn't read a single bit of news, no financial news, no other news. |
| 0:35.8 | Hey, guess what, the world's a lot better that way. |
| 0:38.0 | Sorry to pull you back to reality in your day job. |
| 0:41.8 | Yeah, can I just think about like where Harry Potter might have been in London and what Roman thing is underneath my feet? That's so much about that. It's a better way to live. It is. It is. But in the meantime, let's talk about what's going on with the market |
| 0:53.6 | and in wow wow listen to the enthusiasm exactly now I'm just thinking about people who have listened to this podcast for a while and maybe have said to a couple of their friends, hey, it's the start of a new year. |
| 1:11.0 | And this is the first one. |
| 1:12.0 | Start getting your finances in order. |
| 1:15.0 | Hey, here's this podcast that listen to this. |
| 1:17.0 | And this is the first episode. |
| 1:19.0 | There are at least a couple of people. |
| 1:20.0 | This is their first episode. |
| 1:21.0 | Do we have video and get the Napoleon up? |
| 1:22.8 | I'm at... Let's get to the market. Market down because there's there's very |
| 1:29.6 | little news and what news we have is not encouraging on a macro level and that is from |
| 1:36.2 | China and the the monthly report in terms of factory activity in China was not great. I mean it was factory activity in China |
... |
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