There is No (Convenient) Alternative

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 May 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Downgrades sound scary, but the U.S. is still the best place for investors to put money to work. (00:21) Asit Sharma and Dylan Lewis discuss: - Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors. - Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S. - Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy. (16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right. Companies discussed: WMT, COIN Host: Dylan Lewis Guests: Asit Sharma, David Henkes, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Race the rudder, raise the sails, raise the sales!
0:05.0	Captain, an unidentified ship approaching. Over.
0:07.0	Roger that.
0:08.0	Wait, is that an enterprise sales solution?
0:13.0	Reach sales professionals, not professional sailors.
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0:21.4	To get £100 off your first campaign, go to LinkedIn.com slash lead to claim your credit.
0:26.6	That's LinkedIn.com slash lead. Terms and conditions apply.
0:35.2	Moody's joins the crowd on US debt.
0:37.4	About with full money Money starts now.
0:40.3	I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool analyst Asset Sharma. Aset, thanks for
0:55.3	joining me today. Hey, Dylan. Thanks for having me. As we catch up on the news this Monday morning,
0:59.7	the macro picture stays very much in the headline. Market's starting off the week down a little bit
1:04.8	after ratings agency Moody's downgraded U.S. debt on Friday. Asset, S&P, Fitch, had downgraded U.S. debt several years ago.
1:13.7	Moody's finally joining them. Is this a symbolic change, or is this a substantial change?
1:19.1	I think it's in between, Dylan. So they changed the debt rating from capital A to lowercase
1:25.6	A's or AAA to capital A, lowercase A1.
1:30.3	That's a slight difference, but it is a notch down, and it does join its peers, which
1:36.3	had already taken the US out of their top-tier rating bucket.
1:40.3	So what does it mean?
1:42.3	Well, Moody's pointed to higher interest rates and, of course, the burden of our increasing
1:48.2	debt as a country.
	...

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