Everything at Highs: Tech, Rates, Gold and Cocoa

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 12 April 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors? (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut rates in 2024. - The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time. - Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. . (19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal. (28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang. Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got stocks, commodities and crypto rolling. What should investors make of it?
0:09.0	This week's Smotly 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
0:35.0	brothers and be the from from full global headquarters this is Motley
0:39.8	Full Money. It's the Motley Full Money radio Show. I'm Dylan Lewis. I'm Dylan.
0:43.0	Joining me in the studio, Motley Fool's senior analyst is Matt Argusinger and Emily Flippin.
0:46.2	Fools, great to have you both here.
0:47.8	Dylan.
0:48.8	Good to be here.
0:49.8	We've got a biotech company going buying, big tech at all-time highs, and of course stocks on our radar.
0:54.6	But we're going to start with FedWatch 2024. Fresh
0:57.8	CPI data out showing inflation up 3.5% over the last 12 months, up from
1:02.4	last month,
1:03.0	and the highest it has registered in six months.
1:05.9	Matt, what's the culprit here?
1:07.5	Well, Dylan, it came down to a couple of the key components,
1:10.7	energy prices and shelter costs,
1:13.2	shelter costs, i.e. rents or owner equivalent rents.
1:16.6	Shelter costs were up 0.4% for the month
1:19.2	and 5.7% from a year ago.
	...

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