Small Caps are Back!

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 July 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below. (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant. (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Is the great small cap rally upon us? This week's Motley
0:06.0	money radio show starts now. So, Everybody needs money.
0:27.0	money. That's why they call it money.
0:30.0	The best things in life are free.
0:32.0	But you can give them to the prize and
0:35.6	be the from from Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Money radio show. I'm Dylan Lewis. Joining me over the airwaves, Motley Fool Money Radio Show. I'm Dylan Lewis joining me over the airwaves. Motley Fool's senior analyst Bill Mann and Jason Moser.
0:47.0	Fools, great to have you both here. Is this thing working? Oh, it's on. Yeah, are we working?
0:53.5	You're coming through.
0:55.1	We're battling through some technical difficulties today.
0:58.6	And I think, you know, that's kind of the theme of the day,
1:01.1	both for us and for, you know, the economy at large we're going to talk about that
1:05.1	in just a second but we have stocks on our on our radar as always we have stocks on sale and we have a
1:11.4	look at one of the best performing restaurant concepts of the past year and some
1:16.1	insights from their CEO from Foolfest 2024 a stocked show if you will.
1:22.6	We're going to start off though looking at the big picture
1:25.0	and the market overall.
1:27.5	Bill, when it comes to market returns,
1:29.5	we've been saying it for a while,
1:30.6	the big dogs are moving the market forward and driving the
1:34.0	S&P 500 over the last year and a half or so. We finally have a sign that maybe
1:38.3	that's not the case. The Russell 2000 up over 10% in just the past month. What's going on with small caps?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.