Inflation, Retail, Housing, and Alternative Assets

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 10 June 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss:

- DocuSign's 25% drop

- Target's bold moves

- Stitch Fix continuing to struggle

- Vail Resorts benefitting from relaxed Covid restrictions

- The latest from Campbell Soup, Netflix, Amazon, and more.

(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.

(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.

Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB

Host: Chris Hill

Guests: Emily Flippen, Ron Gross, Matt Argersinger

Engineers: Steve Broido, Rick Engdahl

Transcript

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0:00.0	What's an investor to do when inflation's at a 40-year high?
0:07.8	We'll get into that next.
0:09.6	Motley full money starts now.
0:12.9	Everybody needs money.
0:21.2	That's why they call it money.
0:23.2	From full global headquarters, this is Motley full money.
0:33.8	It's a Motley full money radio show.
0:35.1	I'm Chris Hell and I'm joined by Motley full senior analyst Emily Flippin and Ron
0:38.8	Gross.
0:39.8	Good to see you both.
0:40.8	How you doing Chris?
0:41.8	We got the latest headlines from Wall Street.
0:43.9	We'll get an update on housing and real estate from Matt Argersinger and as always we got a
0:47.9	couple of stocks on our radar.
0:49.9	We begin with the big macro.
0:52.6	Inflation hit a 40-year high on Friday as the Consumer Price Index report showed prices
0:58.2	rising 8.6% year over year.
1:02.2	The reaction from investors was swift with the Dow Nasdaq and S&P 500 all falling to end
1:09.2	the week down each around 5%.
1:13.0	Ron for consumers were seeing higher prices on groceries and gas.
1:18.5	What does this mean for investors?
1:20.7	Boy my screen is filled with red today.
	...

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