The Election, The Fed, and What’s Next

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 8 November 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got election results, Fed decisions, and updates from Uncle Warren to sort through.
0:09.8	Motleyful money starts now.
0:19.6	Everybody needs money.
0:21.8	That's why they call it money.
0:28.1	From Fool Global Headquarters, this is Motley Fool Money Radio show.
0:36.0	I'm Dylan Lewis.
0:36.8	Joining me over the Airwaves, Motley Fool Senior Analyst, Jason Moser Fool Money Radio Show. I'm Dylan Lewis. Joining me over the Airwaves,
0:37.7	Motley Fool's senior analyst Jason Moser and Bill Mann. Fools, great to have you both here.
0:42.9	Hey, hey. Nice to be with you on a quiet week. Yeah, yeah. It's been a bit noisy in the market.
0:50.3	Busy. There has been a lot of headlines, a lot of stuff for us to sort through. I am very, very
0:55.6	happy to have you both with me to do it. We have some humongous earnings reactions. We have updates
1:01.4	on interest rates. And we also have some election results that we have to process. I think we should
1:05.2	probably kick off there. Bill, after a wild lead-up, it turns out the betting markets had it
1:10.5	right.
1:12.5	Donald Trump will be our 47th president.
1:17.3	We saw the market process this, and we saw it process it in a lot of different ways.
1:20.0	Stocks, crypto, the U.S. dollar marching on.
1:24.6	What jumped out to you as you saw the market digest the election results?
1:31.2	Well, it's the first election result that we've had in 12 years in which the outcome really was not in doubt within the same day of the election.
1:36.9	You know, for even, you know, both of the last two were contended for days and months and in some ways, you know, in very disturbing ways after the election.
1:49.7	This time it was perfectly clear.
1:51.6	And so what you've seen in the stock market is a recognition of a risk factor or an uncertainty factor being ripped away. We know for a fact that the Republicans
	...

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