More Jobs for Americans, More Confusion for Investors

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 2 December 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone. (0:21) Matt Argersinger and Jason Moser discuss: - A strong jobs report, latest housing data, and contrary indications from the retail industry - Ulta Beauty continuing a standout year - VICI Properties increasing its share of properties on the Las Vegas Strip - Signs of life from Okta - The latest from Salesforce, Five Below, and Crowdstrike (19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space. Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	We've got retail, real estate, software, cyber security, and a limited edition holiday
0:10.1	item we can't wait to get our hands on.
0:12.5	Motley Fool Money starts now.
0:17.0	Everybody needs money.
0:28.1	That's why they call it money.
0:37.1	From Fool Global headquarters, this is Motley Fool Money.
0:40.4	It's the Motley Fool Money radio show.
0:41.8	I'm Chris Hill joining me in studio, Motley Fool's Senior Analyst, Jason Moser, and Matt
0:46.1	Argus and your good to see you both.
0:48.8	We've got the latest headlines from Wall Street.
0:50.7	We will take a closer look at the commercial real estate market.
0:54.1	And as always, we've got a couple of stocks on our radar.
0:56.9	So we begin with the big macro.
0:58.6	The US added 263,000 jobs in November, much higher than economists were expecting.
1:06.1	We also got housing data that pending home sales in the US fell more than 35% year over
1:11.6	year.
1:12.6	The largest decline on record.
1:15.0	And earlier in the week, Fed Chairman Jay Powell made comments indicating future interest rate
1:19.5	hikes might be lower.
1:22.2	Matt, where do you want to start?
1:24.2	I'll start by being confused.
1:27.0	I will join you.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.