Category: 3-PersonalFinanceDaily

Earnings season begins again and the big banks lead the way.

(00:21) Ricky Mulvey and Jason Moser discuss:

- The “new” growth engine for Goldman Sachs

- The macro risks that Morgan Stanley highlighted.

- Why the CEO of Adidas gave his cell phone number to 60,000 people.

Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.

Stocks mentioned: GS, MS, ADDYY

Epic Bundle discount link: www.fool.com/epic198

Got a question for the show? Our email is podcasts@fool.com

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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American renters spend a record 30% of their paychecks on average on rent — But we’ll tell you how Minneapolis became a renters’ heaven.

Royal Caribbean just received the biggest cruise ship ever: It’s 5x the size of the Titanic — So we’re looking at the Cruisenomics of how (and when) it actually makes money.

And Nick Saban is done at the University of Alabama after 6 national championships there — What you don’t realize is the huge economic impact he had on Tuscaloosa, Alabama. 

$RCL $SPY $BX

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Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: 

• Disconnects between the real economy and financial markets,
• Whether the US stock market is merely a “lucky survivor,”
• And the dangers of institutional thinking – in investing and academia.

Tickers discussed: NOK, BTC

Host: Ricky Mulvey

Guest: Jules van Binsbergen

Producer: Mary Long

Engineer: Rick Engdahl

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Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.

Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:

- Why investors should pay attention to the S&P 600.

- Cracks in consumer spending.

- The year of efficiency, part two.

- A major tailwind for the economy.

Host: Deidre Woollard

Guest: Liz Ann Sonders

Producer: Ricky Mulvey

Engineers: Tim Sparks, Chace Przylepa

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Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.

(00:21) Ron Gross and Emily Flippen discuss:

- The latest inflation numbers and why we shouldn’t bank on rate cuts yet

- Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private.

- Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.

(19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.

(32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.

Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP

Host: Dylan Lewis

Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple

Engineers: Dan Boyd

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Bitcoin reached a 2-year high as the first ever crypto ETFs began trading on Wall Street — So we’ll tell you what positives and negatives of Bitcoin’s Bit Mitzvah (mazel).

The top-selling liquor in America right now? It’s not Jack Danliels or Tito’s, it’s High Noon — We’ll tell you how the canned tequila cocktail reached #1.

And ChatGPT just launched a Bot Store — ChatGPT’s new market of bots is inspired by the Spice Girls.

$BTC $IBIT $MSFT

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(00:21) David Meier and Deidre Woollard discuss:

- The macro and micro of job cuts.

- What companies are signaling when layoffs happen.

- If bitcoin is more like an IPO or gold.

(16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.

Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST

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Host: Deidre Woollard

Guests: David Meier, Ricky Mulvey, Alicia Alfiere

Producers: Mary Long, Ricky Mulvey

Engineer: Dan Boyd

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The top-trending New Year’s resolution is #NoSpendJanuary — And it reveals the power of the Finfluencer (= “Financial” + Influencer”).

Instacart’s smart cart will now convince you upsell you to buy ice cream — Because the game of groceries is still a physical sport.

And Mister Car Wash became the largest car wash chain in America with 1 simple strategy — Chainification: It bought up all the mom & pops.

$MCW $CART $SPY

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The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.

(00:21) Jason Moser and Dylan Lewis discuss:

- The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked.

- Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.

- An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.

(12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.

Companies discussed: UBER, LYFT, DASH, AMXZN, BUR

Host: Dylan Lewis

Guests: Jason Moser, Rich Griefner,

Engineers: Dan Boyd, Dez Jones

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