This chapter analyzes recent job statistics and their effects on interest rates and the stock market. It speculates on possible Federal Reserve rate cuts and discusses the positive market response to Kava's earnings report.
The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”
(00:21) Ron Gross and Matt Argersinger discuss:
- The Fed’s path to lower rates and what kind of cuts investors can expect.
- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024
- Retail earnings from: Target, Lowe’s, and TJX.
(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.
(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.
Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices