Motley Fool Money

The Motley Fool Money Half-Year Review

Jun 30, 2023

Join Andy Cross, a senior analyst at Motley Fool, Jason Moser, another senior analyst focusing on market trends, and Dave Meyer, VP of Growth and Analytics at BiggerPockets. They explore key economic indicators, the rebound of the stock market, and the latest from Nike's earnings reports. Dave digs into the housing market dynamics amidst rising rates and trends like aging in place and migration to the Sunbelt. Additionally, the team analyzes Amazon’s regulatory challenges and highlights Winmark's sustainable business model and impressive financials.

39:31

Creator website

Episode guests

Dave Meyer

Jason Moser

Andy Cross

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Episode notes

Intro

2min

Economic Resilience and Corporate Insights

16min

Navigating the Housing Market Landscape

12min

Midwest Growth and the Sriracha Shortage

3min

Exploring Unique Flavor Innovations in Condiments

2min

Regulatory Scrutiny on Amazon: Implications for Market Power

2min

Investing in Sustainability: A Deep Dive into Winmark Corporation

2min

2023 is half over and the stock market has rebounded significantly from its 2022 lows.

(00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China.

(19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay.

(32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark.

Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA

Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd

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