S&P 500 Shakes Liberation Day Loss

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 8 May 2025

⏱️ 32 minutes

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Summary

For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressive growth numbers. - What more global uncertainty means for Shopify. Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining. Companies discussed: AXON, SHOP, TMC Host: Ricky Mulvey Guests: Jason Moser, Gerard Barron Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The trade deals are coming. So are earnings. You're listening to Motley Fool Money. I'm Ricky Mulvey, joined today by import and export expert.
0:23.9	Jason Moser, Jason, thanks for being here, man.
0:25.7	Wait a minute, don't you mean art band?
0:27.4	No, no, no, no, no.
0:28.1	Yeah, Jason, that's right.
0:30.0	Hey, Ricky, how's it going?
0:32.0	It's going pretty well.
0:32.9	We got a lot of news today.
0:34.5	You know, one thing about this news cycle is I'm not worried about having
0:38.1	enough to talk about. We got big macro. We got AXon. We got Shopify. Let's get into it. So
0:43.9	big macro, kind of two big stories. We had the Federal Reserve meeting yesterday. We also have a trade deal
0:50.2	with the United Kingdom announced this morning. We will first start with the Fed meeting
0:55.1	where Jay Powell basically keeping his options open, telling folks to be a little cautious
1:00.9	about the economy, quote, if the large increases in tariffs that have been announced are sustained,
1:07.5	they are likely to generate a rise in inflation, a slowdown in economic growth,
1:11.7	and an increase in unemployment. The effects on inflation could be short-lived, reflecting
1:16.2	a one-time shift in the price level. It is also possible that the inflationary effects could
1:21.3	be more persistent, end quote. J-mo, my translation here is I think Jerome Powell is basically saying,
1:27.7	please, please, let this be a bluff or else we're getting stagflation.
1:32.1	He is approaching things, I think, the way most reasonable or rational investors would.
1:37.9	We're taking it day by day.
1:40.0	We're not going to go too far one way or the other.
	...

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