I think we're going to see inflation come down a little bit more meaningfully than perhaps we've been expecting it to. This is the time for meta to take a shot, right? I mean, Twitter is just in a state of chaos. Musk has had to unwind a lot of things that were done to Twitter the platform over the years. And he's taking a different approach with a bit of a different philosophy. It will be interesting to see how these two platforms coexist because they are very similar.
Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us.
(00:21) Jason Moser and Matt Argersinger discuss: - Whiplash in employment data, and the certainty of rate hikes for the rest of the year. - Meta’s new app Threads and what it means for Twitter. - Some surprises from the first half of 2023 and stories to watch for the rest of the year.
(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.
(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.
Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith Engineer: Dan Boyd
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