The Big Macro Gets Bigger

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 12 July 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending. - Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines. - A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers. (19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries. (34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab. Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got the big picture in full focus and a little preview of Fool Fest
0:08.9	2024. This week's Motley Full Money Radio Show starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in life are free. but you can give them to the prize and be the
0:36.0	from fool global headquarters, this is Motley Fool Money.
0:40.0	It's the Motley Full Money radio show.
0:42.0	I'm Dylan Lewis. Joining me over the airwaves the Motley Full Money Radio Show. I'm Dylan Lewis.
0:43.2	Joining me over the airwaves, Motley Fool's senior analysts, Bill Mann and Ron Gross.
0:47.8	Bools, great to have you both here.
0:49.9	How you doing, Dylan.
0:51.3	Dylan is really hot outside.
0:53.0	It's just a bit, just a bit.
0:55.0	Yeah.
0:56.0	I was not informed of this.
0:58.0	Listeners, I hope you're staying cool wherever you might be, especially if you're in Washington, D.C.
1:03.0	We are going to be talking through a bunch of stuff this week.
1:05.6	We've got to look at how one chipmaker is trying to seize some of the AI action,
1:10.2	a watershed moment in price hikes, of course stocks on our radar.
1:14.6	We are going to kick off though looking at the big macro.
1:17.8	Ron, fresh inflation data out.
1:20.4	We have CPI, we have PPI numbers, we have comments from Fed Chair Powell. Where do you want to start?
	...

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