Improving Inflation, Earnings Kickoff, and "Walmart Envy"

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 14 April 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Investors cheered the steadily improving inflation story.

(0:21) Jason Moser and Matt Argersinger discuss:
- How the current macro environment is what the Fed was aiming for
- JPMorgan Chase and Wells Fargo starting earnings season in a strong way
- Boeing's latest production challenge
- Key takeaways from Andy Jassy's shareholder letter
- Warner Bros Discovery's confusing rebrand of HBO Max

(19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now."

(33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price.

The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify!
For more details go to Roundtable.Fool.com.

Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW

Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Tim Beyers
Engineer: Dan Boyd

Transcript

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0:00.0	[♪ OUTRO MUSIC PLAYING [♪
0:05.4	Earning season has arrived. Motley full money starts now.
0:09.0	[♪ OUTRO MUSIC PLAYING [♪
0:26.1	Everybody needs money. That's why they call it money.
0:30.0	[♪ OUTRO MUSIC PLAYING [♪
0:36.9	From full global headquarters, this is Motley full money.
0:40.4	It's a Motley full money radio show.
0:41.8	I'm Chris Hill joining me in studio,
0:43.4	Motley full senior analyst Jason Moser and Matt Argusinger.
0:46.9	Good to see you. It's always gentleman.
0:48.3	Hey Chris.
0:49.3	We got the latest headlines from Wall Street.
0:51.1	We will take a closer look at the business of movies
0:53.7	and as always we got a couple of stocks on our radar.
0:56.5	But we begin with the big macro.
0:58.6	The latest batch of data showed that inflation in the US
1:01.8	has hit its lowest level in almost two years.
1:05.4	The producer price index in March showed prices
1:08.6	were a half percent lower than February.
1:11.2	And the consumer price index showed
1:13.7	an increase of just 0.1 percent, Matt.
1:16.5	Investors welcomed the news.
	...

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