The Motley Fool Money Half-Year Review

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 30 June 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China. (19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. (32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	As the first half of 2023 comes to a close, we've got some encouraging economic data, earnings
0:11.1	from Nike, and a look at how the housing market has held up so far this year.
0:16.0	Motley Fool Money starts now.
0:17.8	Everybody needs money.
0:28.1	That's why they call it money.
0:37.2	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	It's the Motley Fool Money radio show.
0:42.2	I'm Ron Gross sitting in for Dylan Lewis.
0:44.8	Joining me today are Senior Analyst Andy Cross and Jason Moser.
0:49.2	Fools, how you doing?
0:51.2	Hey Ron.
0:51.6	Hey.
0:52.6	Fools believe it or not 2023 is half over.
0:56.8	The stock market has rebounded nicely from the 2022 lows with the S&P up about 15.5%.
1:04.5	And the NASDAQ up a whopping 31.5%.
1:10.0	Oh, and by the way, Apple's market cap now tops $3 trillion.
1:16.3	Today we're going to talk semiconductors and spice and everything Nike.
1:21.9	See what I did there, Fools?
1:23.4	But we begin with the big macro.
1:25.4	On Thursday, revised data showed that the economy actually increased at a 2% annualized pace
1:31.9	in the first quarter up from the previous estimate of 1.3%.
1:36.6	And we got some encouraging inflation data on Friday.
	...

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