Ronald: Oracle currently at all time highs up 80% over the past year. Larry Ellison is reaping a lot of those rewards as now one of the richest people in the world. These numbers have to continue though, these kinds of growth numbers have to continues. Otherwise these stocks all of a sudden become expensive. One spot to look for growth, NASDAQ buying a denser and another sign of optimism in the markets.
Some are saying it’s a bull market, we’re calling it a giddy one.
(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava.
(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.
(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR
Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices