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The Future of Food, EVs in the Spotlight, and 3 Trends To Watch in 2022

Jan 5, 2022

Emily Flippen, a Senior Analyst at Motley Fool, shares her insights on KFC's new Beyond Meat chicken and its implications for the fast-food industry. Meanwhile, Jason Moser analyzes the competitive EV market, highlighting Nikola's recent deal and Sony's leap into electric vehicles. They discuss vital trends for investors, including e-commerce strategies for last-mile delivery, semiconductor supply chain issues, and the race towards the metaverse among tech giants and innovative startups alike.

26:45

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Episode guests

Jason Moser

Emily Flippen

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Episode notes

Intro

4min

Trends and Tensions in the EV and Food Markets

11min

Amazon vs. Sony: A Study in Capital Allocation and Market Predictions

4min

Navigating the Future of Last-Mile Delivery and Supply Chain Challenges

3min

The Future of Semiconductors and the Metaverse

4min

KFC launches a Beyond Meat version of its fried chicken in 4,000 restaurants across America. Nikola shares rise on an announced deal to sell 10 trucks (with the possibility of 90 more) to a logistics business. Emily Flippen analyzes those stories, and weighs in on Sony rolling out an electric SUV as it aspires to becoming an automaker. Then Jason Moser discusses three trends for investors to watch this year:

- How Shopify, Etsy, Wayfair, and Lowe’s are approaching their own investments in “the last mile”

- Semiconductors being at the center of global supply chain issues and how businesses like AMD and Marvell Technology are reacting

- Tech behemoths like Apple, Alphabet, and Meta Platforms are preparing for the metaverse, but so are smaller companies like Unity Software

Stocks: BYND, YUM, NKLA, TSLA, SNE, AAPL, SHOP, ETSY, W, LOW, AMD, MRVL, META, GOOG, GOOGL, U

For more information on investing in semiconductor stocks:

https://www.fool.com/investing/stock-market/market-sectors/information-technology/semiconductor-stocks/

Host: Chris Hill

Guests: Emily Flippen, Jason Moser

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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