Market Movers: Jerome Powell and Jensen Huang

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 21 March 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO. (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma. Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We're parsing the words of Jerome Powell and Jensen Huang.
0:07.9	This week's Motleyful Money Radio show starts now.
0:27.0	This week's Motleyful Money Radio show starts now. 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.
0:41.6	From Fool Global Headquarters, this is Motley Fool Money Radio Show.
0:42.3	I'm Dylan Lewis.
0:45.8	Joining me over the Airwaves, Motley Fool's senior analyst, Jason Moser, and Asset Sharma.
0:47.6	Fools, wonderful to have you both here.
0:48.2	Addy.
0:49.2	Hey, Dylan.
0:51.8	We've got the latest and greatest in AI from Nvidia,
0:54.3	how a company focused on infrastructure projects, is thinking about the tariff impact, and of course, the stocks on your radar this week.
0:58.7	We're going to pick up talking Fed, though. Jerome Powell and company got together to take a look
1:02.8	at the economy. They gave us thoughts on rates, economic outlook, inflation. Jason, where
1:07.6	were you paying attention? Yeah, it's only March, but it sure feels like we've gotten a year's worth of volatility in the markets already.
1:13.7	Certainly could be worse, though.
1:14.7	I mean, S&P down around 3% so far this year, and that really is impressive.
1:20.4	But you consider all of the magnificent seven stocks, save one, are underperforming the market to date here.
1:26.1	So I just think that's sort of an interesting perspective there on the markets,
1:29.4	which leads us to then exactly sort of how to Fed is viewing things.
	...

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