Not Too Big To Fail

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 10 March 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.

(0:21) Jason Moser and Matt Argersinger discuss:
- February's jobs report (and potential ripple effects)
- The stunning collapse of Silicon Valley Bank
- Vail Resorts staffing up to meet demand
- How the "Lipstick Effect" is benefitting Ulta Beauty
- The latest from Docusign, and Dick's Sporting Goods

(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards.

(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.

Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, Nell Minow
Engineer: Dan Boyd

Transcript

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0:00.0	The situation is fluid people buckle up.
0:08.1	Motley full of money starts now.
0:10.6	Everybody needs money.
0:28.1	That's why they call it money.
0:37.0	From full global headquarters, this is Motley full money.
0:40.4	It's the Motley full money radio show.
0:41.8	I'm Chris Hill joining me in studio Motley full of senior analyst Jason Moser and Matt
0:46.0	Argusinger.
0:47.0	Good to be here with you guys.
0:48.6	What is this physical togetherness?
0:50.8	It's fans gone.
0:52.8	We got the latest headlines from Wall Street.
0:54.6	Nell Minow is our guest and as always we got a couple of stocks on our radar.
0:58.6	But we begin with the big macro.
1:00.4	The US economy added 311,000 jobs in February.
1:04.9	The report reflected higher participation and higher wages.
1:10.5	And Jason I'll just start with you.
1:13.5	We're going to stick with the big macro for a while here.
1:15.7	But just when it comes to this report, maybe not a big surprise that one of the first reactions
1:20.9	out of this report went immediately to the Federal Reserve people talking about, well,
1:25.4	what is this port 10 for the next interest rate?
1:28.4	Like will it be half a point, quarter point, that sort of thing?
	...

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