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Motley Fool Hidden Gems Investing

Inflation, Retail, Restaurants, and 401K Insights

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 10 December 2021

⏱️ 39 minutes

🧾️ Download transcript

Summary

The US inflation rate rises to a 39-year high. Pet supply retailer Chewy tumbles on earnings. Costco rises on big 1st-quarter results. CVS hits an all-time high after its investor day presentation. Motley Fool analysts Emily Flippen and Ron Gross discuss those stories and weigh in on the latest from Lululemon Athletica, Rent the Runway, Stitch Fix, RH Holdings, Intel, Beyond Meat, Jack in the Box, and Shake Shack,  Plus, our analysts share two stocks on their radar: Tyler Technologies and Accenture. And CFP Dan Messeca talks 401Ks and last-minute financial planning tips for investors. For more from Dan Messeca and his co-host Ross Anderson, check out their podcast “Check Your Balances”. https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Everybody needs money. That's why they call it money.

0:07.0

From full global headquarters, this is Motley Fool Money.

0:19.0

It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week.

0:22.0

Senior analyst Emily Flippin and Ron Gross. Good to see you both.

0:25.0

How you doing, Chris? We've got the latest headlines from Wall Street.

0:28.0

We've got some end of the year financial tips with our guest Dan Maseca.

0:32.0

And as always, we've got a couple of stocks on our radar.

0:35.0

But once again, we begin with the big macro, specifically inflation.

0:40.0

Prices in November rose nearly 7% over the previous year.

0:44.0

The highest spike we've seen since 1982.

0:48.0

Ron, I know what higher prices mean for consumers.

0:52.0

How should investors process this news?

0:54.0

Yeah, you know, that almost 7% increase includes food and energy.

0:58.0

And energy prices have increased 33% since November 2020.

1:03.0

Gasoline alone is up 58%.

1:06.0

But I think the good news is that we're seeing gas prices come down pretty dramatically recently.

1:11.0

And as you know, that is a good thing to see for consumers.

1:15.0

As far as your question about investors, the market seems to be relatively okay with these numbers.

1:21.0

The concern being that in order to cool down the economy,

1:25.0

the Fed has said it will more aggressively taper its bond buying program.

1:30.0

The bond buying program has injected money into the system to keep interest rates low.

1:36.0

And let's face it, money basically free.

...

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