Scott Galloway on CEOs, Big Tech, and Energy

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 30 September 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements. (19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history. (37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target. Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got earnings from Nike, thoughts on Amazon's new hardware, and a look at the future
0:10.0	of America through the lens of 100 charts from its past.
0:14.5	Motley Fool Money starts now.
0:17.1	Everybody needs money.
0:28.1	This is why they call it money.
0:37.1	From Fool Global Headquarters, this is Motley Fool Money.
0:40.5	It's the Motley Fool Money radio show.
0:42.3	I'm Ron Gross sitting in for Chris Hill.
0:45.2	Joining me today are Senior Analyst Maria Gallagher and Jason Bozer, Fool's How You Do It.
0:51.4	Good, thank you.
0:53.4	Let me just say right at the top that our hearts go out to those impacted by Hurricane
0:59.0	Ian and certainly our thoughts are with you all.
1:03.1	Fool's, it was another very volatile week for the markets as the quarter drew to a close
1:08.1	with some mixed economic data.
1:10.6	The coming earnings season is going to be, let's just say, interesting.
1:14.4	Today, we're going to talk new gadgets, mountains, and used cars, but we begin by just
1:21.8	doing it.
1:23.0	On Friday, Nike reported a sharply lower profits highlighted by soaring inventory, markdowns,
1:29.0	and higher operating costs.
1:31.0	Maria, the stocks sold off rather sharply on the news are the inventory and cost issues
1:36.8	temporary or do we have a bigger problem here?
1:40.0	I think it's not just Nike.
	...

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