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Motley Fool Hidden Gems Investing

Investors vs. Inflation

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 11 June 2021

⏱️ 39 minutes

🧾️ Download transcript

Summary

Despite increased fears about inflation the S&P 500 hits a new all-time high. Chewy, RH, and Marvell Technology all post better 1st-quarter results than Wall Street was expecting. Dave & Buster’s pops. Casey’s General Stores drops. Monday.com makes its public debut. Stitch Fix shows encouraging growth as it gets ready for a new CEO. Jason Moser and Ron Gross analyze those stories and share why Masimo and Accenture are on their radar. Plus, best-selling author and Nobel Prize-winner Daniel Kahneman shares insights from his new book, Noise: A Flaw in Human Judgment.   Interested in getting stock research delivered right to your email? Get 50% off Stock Advisor just by going to http://RadarStocks.fool.com.   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 Jason Moser and Ron Gross. Good to see you.

0:24.0

It was always gentlemen. Howdy.

0:26.0

Howdy.

0:27.0

We've got the latest headlines from Wall Street, Nobel Prize winner Daniel Connamen is our guest.

0:32.0

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

0:35.0

But we begin with the market in general.

0:37.0

The S&P 500 hit a new all-time high this week.

0:40.0

This comes amid growing concerns about inflation and yet Ron Gross,

0:45.0

to borrow from Taylor Swift.

0:47.0

Busters are shaking off those inflation fears. But should they?

0:52.0

I think a little bit of concern is warranted. Prices are clearly higher from food,

0:58.0

to cars, to energy, real estate. Some of this is transitory as the economy reopens.

1:03.0

But the question is, will all that stimulus money that was pumped into the economy

1:08.0

plus the Fed's quantitative easing programs lead to more sustained inflation?

1:13.0

Supply chain problems, labor shortage have added to the increase in prices we're seeing now.

1:19.0

Again, it's cars and it's even your burrito at Chipotle.

1:23.0

It's very widespread. And I do think some higher prices are here for a while.

1:28.0

Are we looking at a repeat of the 1970s? I don't think so.

1:32.0

I certainly don't hope so. But Deutsche Bank, a bit of an outlier here.

...

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