Motley Fool Money No Crypto at the Dinner Table!
Nov 24, 2023
This week features James Zahn, Editor in Chief at The Toy Book, who shares his insights on the toy industry just in time for the holiday season. He highlights trending toys that blend traditional play with tech, and the rise of sustainable, screen-free options. James also discusses how media franchises are shifting toy sales, and offers tips for choosing thoughtful gifts for children. The lively conversation touches on nostalgic family games, making the holiday preparations sound even more fun!
AI Snips
Chapters
Books
Transcript
Episode notes
Market Sentiment vs. Indices
- The market feels bearish despite the S&P 500 being up 18% and Nasdaq up 37% year-to-date.
- This disconnect stems from the performance of smaller companies, with the average Russell 2000 company down over 30%.
Bill's Humble Pie: SVB Collapse
- Bill Mann admits to underestimating the Silicon Valley Bank collapse.
- He anticipated rising interest rates would benefit banks but overlooked the vulnerability of branchless banks due to low customer stickiness.
Jason's Humble Pie: Recession Prediction
- Jason Moser acknowledges his incorrect recession prediction for 2023.
- He cites unexpected consumer resilience and questions if rate hike impacts will be delayed to 2024.