The Office Space Depression

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 22 September 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. (00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay. (19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. (33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike.. Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The interest rate picture gets a little clearer while labor outlook and entertainment
0:08.6	and autos stays murky.
0:10.4	Motivall money starts now.
0:12.6	Everybody needs money, that's why they call it money.
0:37.2	From full global headquarters, this is Motley full money.
0:40.6	It's the Motley full money radio show.
0:42.0	I'm Dylan Lewis, joining me over the airwaves, Motley full senior analysts Matt Argersinger
0:46.1	and Ron Gross, gentlemen, great to have you both here.
0:49.1	Dylan, what are you doing, Dylan?
0:51.2	We've got an inside look at quantum computing, a music catalog, fetching $200 million
0:55.7	and stocks on our radar.
0:57.2	But we are kicking off today with the latest in FedWatch 2023.
1:02.2	After meeting this week, the Fed decided to keep rates where they are maintaining the
1:05.9	wait and see approach.
1:07.2	Ron, it seems like, based on everything we've been getting from the Fed so far, we can bank
1:11.7	on one more rate hike this year.
1:13.6	That does seem to be the consensus.
1:15.8	So far, they've held interest rates steady this time around a 22 year high, I will note,
1:23.0	currently stand at 5 and a quarter to 5 and a half percent.
1:26.2	Now, 12 of 19 officials favor raising rates one more time this year.
1:32.7	Seven think they can leave them unchanged.
1:34.9	So we don't have, we have a majority, but not unanimous view at the moment.
	...

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