This chapter delves into the effects of currency speculation on the Japanese Nikkei index and the broader implications for investors amidst significant market volatility. The discussion emphasizes portfolio diversification as a key strategy for managing risk and highlights potential shifts toward small-cap stocks for a more resilient recovery.
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.
(00:21) Jason Moser and Dylan Lewis discuss:
- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.
- Whether investors should be paying attention to Warren Buffett’s cash position
- Some keep calm and carry on advice for weathering whatever the market has in store for us.
(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.
Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.
Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Austin Morgan, Dan Boyd
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