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Motley Fool Money

The Carry Trade, Nikkei, and Your Portfolio

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 5 August 2024

⏱️ 28 minutes

🧾️ Download transcript

Summary

There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. (00:21) Jason Moser and Dylan Lewis discuss: - The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world. - Whether investors should be paying attention to Warren Buffett’s cash position - Some keep calm and carry on advice for weathering whatever the market has in store for us. (16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step. Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B Host: Dylan Lewis Guests: Jason Moser, Mary Long, Lou Whiteman Producer: Ricky Mulvey Engineers: Austin Morgan, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Markets are down and we're here with a dose of keep calm and carry on.

0:08.6

Botley full money starts now. I'm Dylan Lewis and I'm joined over the airwaves by Motley Full analyst

0:24.0

Jason Moser.

0:25.0

Jason, thanks for joining me on what I imagine is a bit of a busy day for you.

0:30.0

Well, it's been a busy day for all of us,

0:32.0

but yeah, thanks for having me, Dylan.

0:34.0

A bit of red to start the week for investors, kind of carrying forward some concerns we saw

0:39.4

late last week.

0:40.9

We're going to talk about what's going on in the market.

0:42.4

We're also going to be talking about how our investors are looking at the state of things.

0:47.0

Jason, why don't we kick off though talking about some of the moving parts here and what took from some concerns late last week to some real large market

0:57.1

moves as the market opened on Monday morning what exactly is going on here?

1:03.0

Yeah, it's been a fascinating day to this point, right?

1:08.0

I mean, the pre-market and the market open, I mean, things look like the world may be coming to an end. Thankfully... it's

1:15.0

gotten a little bit better since since since then but yeah I mean it's all kind of

1:19.8

started on Friday right we got we've got some economic numbers that are offering a little

1:24.5

bit of concern here in the US, but then today I think really things kind of snowballed.

1:30.1

And so I'm going to I'm going to go through this and it's going to be with an excellent assist from our colleague Bill Mann who really does keep a keen eye on these types of things when it comes to international investing and what on.

1:41.5

He wrote an excellent piece today for our premium

1:44.2

members though. If you're able to check that out I strongly encourage it. But this

1:48.0

really all centers around today's crisis de jure right? I mean that that all it all centers around what we've heard

1:55.9

this yen carry trade and so I'm gonna try to simplify this and make it easy for folks

...

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