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Big Tech Layoffs, Signs of Housing Trouble

Jan 20, 2023

Jurrien Timmer, Director of Global Macro at Fidelity Investments, shares his expertise on market cycles and investment strategies. He discusses the ripple effects of recent layoffs at tech giants like Microsoft and Alphabet, pondering whether Apple will follow suit. Timmer also delves into the housing market's challenges, including soaring cancellation rates, and contrasts differing predictions on interest rates. Listeners gain insights into how these factors could influence consumer spending and investment opportunities.

39:26

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Episode guests

Jurrien Timmer

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Episode notes

Intro

3min

Tech Giants and Market Shifts

7min

Analyzing Housing Stability and Consumer Spending Trends

2min

Retail Woes and Financial Strains

5min

Navigating Shifting Interest Rates and Investment Strategies

14min

Insights from the Fool Mailbag

4min

Analyzing Regional Banks and Niche Technologies

4min

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?

(0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data

(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors.

(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial.

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Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick Engdahl

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