I think that's a fair argument, right? Anytime interest rates are increasing, then your present value of your cash flows are decreasing and the valuation there is decreasing. But for long-term investors, rates change over the course of their investing horizon, which is why I think it's so important to remain business focused. And if you actually look at where the market is in general right now, well, I don't think anybody will come out here and say it's incredibly cheap.
Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Why more rate hikes are on the way. - How housing’s impact on inflation probably won’t slow down any time soon. - Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through.
(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments.
(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.
Stocks discussed: ADBE, AMZN, IRBT, MSFT, ATVI, SPOT, SCHD
Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woolard, Atif Qadir Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices