Motley Fool Money

More Rate Hikes Coming

Oct 7, 2022

In this discussion, Andy Cross and Jason Moser, both seasoned analysts, dissect the implications of September's jobs report signaling possible interest rate hikes. They delve into AMD's lowered revenue forecast and Constellation Brands' quarterly losses. Malcolm Ethridge shares insights on seasonal hiring trends and earnings expectations, while the panel speculates on DraftKings' potential partnership with ESPN and highlights promising stocks like Alphabet and Dream Finders Homes. Expect a lively debate on market dynamics and investment strategies!

39:20

Creator website

Episode guests

Jason Moser

Malcolm Ethridge

Andy Cross

AI Chapters

Episode notes

Intro

2min

Strength of the Labor Market Amid Interest Rate Hikes

2min

Navigating Industry Challenges

6min

Growth Prospects and Workforce Challenges in Shifting Markets

2min

Peloton's Restructuring and Retail Insights

17min

Seasonal Hiring Trends and Consumer Sentiment Ahead of the Holidays

4min

DraftKings and Major Partnerships

7min

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl

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