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Motley Fool Hidden Gems Investing

Motley Fool Money: 03.11.2011

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 11 March 2011

⏱️ 39 minutes

🧾️ Download transcript

Summary

On this week's show, we talk about the economic implications of the earthquake in Japan. Seth Jayson explains why he thinks Netflix has a Facebook-sized problem. James Early explains why Warren Buffett is the anti-Starbucks. And Ron Gross gives his take on a Twitter-based hedge fund. All that plus ESPN columnist Chad Millman talks about the business of sports gambling. 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.

0:08.0

From full global headquarters, this is Motley Full Money.

0:19.0

Welcome to Motley Full Money. Thanks for being here. I'm your host Chris Helm.

0:22.0

I'm joined by Motley Full Senior Analyst, Seth Jason, James Early, and Ron Gross.

0:26.0

Guys, good to see you. Good to see you.

0:28.0

Chris, we've got the latest from Starbucks, Microsoft, Facebook, and more.

0:32.0

We'll talk about the parallels between investing and gambling with ESPN sports gambling columnist Chad Millman.

0:38.0

Plus, as always, a look at the stocks on our radar.

0:41.0

But we begin with the disaster in Japan.

0:44.0

The largest earthquake on record to hit Japan has left untold damage, both in terms of the human toll and property damage.

0:51.0

Ron Gross, this is a show about business.

0:55.0

And I really can't put this any more eloquently than CNBC's Carl Kintonea did on Twitter.

1:02.0

When he wrote, people seem to think talking about the economic impact of the earthquake is crass.

1:07.0

It may, in fact, be what affects human lives the most.

1:11.0

What are your thoughts when you look at this story?

1:13.0

Yeah. Well, certainly our hearts go out to the people of Japan.

1:16.0

But when it comes from a business perspective, it's kind of four things I'm thinking through.

1:20.0

One is that the Japanese economy was already in a very fragile state.

1:24.0

So this is very unfortunate. The timing is very poor.

1:28.0

Interest rates are already at zero over there.

1:30.0

The only thing the government can really do is inject capital, which will probably increase their already high debt levels, very unfortunate.

1:38.0

Second property damage, the insurance implications will be very important.

...

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