Management Weighs in on the Macro

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 18 April 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ding, ding, ding, it's earnings season.
0:07.2	This week's Motleyful Money Radio show starts now.
0:27.0	Thank you. Everybody needs money.
0:29.3	That's why they call it money.
0:32.5	The best things in life are free,
0:36.1	but you can give them to the pros and bees.
0:41.9	From Fool Global Headquarters, this is Motley Fool Money Radio Show.
0:42.6	I'm Dylan Lewis.
0:46.6	Joining me over the Airwaves, Motley Fool's senior analyst, Jason Moser, and Matt Argusinger.
0:48.3	Fools, wonderful to have you both here.
0:49.0	Delhi.
0:53.6	We are kicking off earnings season with a look at results from the big banks. We've also got a glimpse at our robotics future with one of MIT's leading experts.
0:57.9	And of course, you guys have brought your stocks on your radar this week.
1:01.3	Matt, Jason, I have been away since late March, getting married, gallivanting around Europe on my honeymoon.
1:07.1	I return a little tanner, a belly full of oysters in Portuguese wine.
1:10.7	My first show back in the host seat in a little while.
1:14.2	Jason, Jason, what have I missed?
1:16.0	Belly full of oysters.
1:17.4	I mean, are you rubbing it in, Dylan?
1:19.2	I mean, I love oysters.
1:20.9	Golly.
1:21.8	Hey, listen, congratulations, by the way.
	...

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