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Everything at Highs: Tech, Rates, Gold and Cocoa

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Manage episode 412193579 series 2500334
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?

(00:21) Emily Flippen and Matt Argersinger discuss:

- The latest inflation numbers and whether the Fed will actually cut rates in 2024.

- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.

- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .

(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.

(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.

Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY

Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1516 episoade

Artwork
iconDistribuie
 
Manage episode 412193579 series 2500334
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?

(00:21) Emily Flippen and Matt Argersinger discuss:

- The latest inflation numbers and whether the Fed will actually cut rates in 2024.

- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.

- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .

(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.

(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.

Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY

Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1516 episoade

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