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From full global headquarters, this is Motley Fool Money.

It's the Motley Fool Money radio show. I'm Chris Hill joining me this week. Jason Moser and Ron Gross. Good to see you, gentlemen.

Hey, Chris. We've got the latest headlines from Wall Street. Shopify CEO Toby Luki is our guest.

And as always, we've got some stocks on our radar, but we begin with the big macro.

The jobs report from may showed a surprising increase of two and a half million jobs.

This brings the unemployment rate down to 13.3% run.

We take the long view as investors unemployment is still nearly four times higher than it was a year ago, but this was still good to see.

And evidence or at least indications that PPP worked.

PPP worked. The recovery has begun. Let's hope we continue on that road and don't fall back a bit.

But this is the biggest one month gain in history. Perhaps not surprising because we started from such a low base.

So obviously, once things start to open up, things kind of get back pretty rapidly.

Love to see where the jobs were created. Leisure and hospitality made up almost half of the gain.

1.2 million jobs in that sector. Bars and restaurants. Again, these gig workers, as we call them, 1.4 million jobs in that sector.

Construction was big. Labor participation rate ticked up a bit. I think it's nice to see that.

Sometimes we talk about the U6 unemployment number, which is a more all-encompassing unemployment number that the government puts out.

That actually fell as well, but still at 21.2%. Because it includes discouraged workers that have kind of stopped working and includes part-time workers that would like to be full-time.

So that's over 21% still, but again, it was down. And this is all within the backdrop of a stock market that has been anticipating this recovery.

We're down only about 1.5% on the S&P 500 for the year of remind listeners that we were up 30% in 2019.

So we're still unbelievably strong from a two-year perspective. The NASDAQ is actually up 9% this year.

Jason, what stood out to you?

Yeah, I mean, the timing does seem maybe a little bit early. It was a little bit of a surprising report. I guess, but this generally was or is the idea, right?

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