The Market's Coiled Spring

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 16 August 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. (00:21) Jason Moser and Matt Argersinger discuss: - What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive. - Earnings updates from Home Depot, Walmart, and Brinker. - Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean. (30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue. Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	In a clash of food titans, coffee takes a win over burritos.
0:07.0	Motley Full Money 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 a life are free. but you can give them to the press and
0:35.3	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	It's the Motley Full Radio Show. I'm Dylan Lewis.
0:43.1	Joining me over the airwaves, Motley Fool's senior analyst, Jason Moser and Matt Argersinger.
0:47.6	Fools, great to have you both here.
0:49.6	Dela.
0:50.6	We've got the inside scoop on what Warren Buffett's been buying, earnings
0:54.9	updates from big box retail and stocks on our radar. We're gonna kick off this
1:00.0	week with a touch of the big macro. Mat rates on people's minds
1:04.4	based on what we're seeing with inflation data
1:06.2	and some of the other macro indicators
1:08.1	seems like that rate cut everyone's been looking for
1:10.4	in September, just a little bit more likely.
1:13.0	Definitely on track there, Dylan.
1:14.6	And I don't like using this term because I hate when I hear it
1:18.3	in news media or financial news terms,
1:20.6	but I feel like Goldilocks is the best way to describe the current
1:25.1	macro situation in the US because yes inflation data this week we had
	...

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