Everybody needs money. That's why they call it money.

From full global headquarters, this is Motley Full Money.

Welcome to Motley Full Money. Thanks for being here.

I'm your host, Krystal, and joining me in studio this week for Motley Full Inside Value,

from Motley Full Asset Management, Tim Hansen, and from Million Dollar Portfolio, Charlie Travers.

Good to see you guys. Hello. We got a lot going on.

We've got retailers hiring. We've got one beverage stock hitting an all-time high,

and we've got email piling up in the full mail bag.

We will get to all of that as well as the stocks on our radar.

But we begin with the big macro. On Friday, the Labor Department said the U.S. economy added 114,000 jobs in September.

The unemployment rate fell to 7.8%. That's the lowest it's been since January 2009.

Tim, I'll start with you. We also saw the numbers for July and August being revised upwards.

What do you think of the numbers?

I think, first of all, it's unequivocally good that more people are working now than where a few months ago.

I think that goes without saying in terms of the economic health of the country.

I thought this was an interesting job report, though, for two reasons.

The first is that everybody's really excited about 7.8% unemployment.

If I had told you in 2000 that in 10 years, 12 years, we'd be amped about 7.48% unemployment.

Expectations have been reset for a time being, so 7.8% is still not great.

And the other thing is that it looked like the biggest gain in jobs came from part-time work.

And these are economic part-timers, which means either the job they found couldn't afford or didn't want to take them on full time,

or they got downsized from a full-time job to a part-time job for lack of work.

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