Bill Barker, an investment analyst known for his sharp market insights, discusses Hershey’s surprising growth amidst increasing health awareness and Eli Lilly’s booming weight-loss drugs. He highlights the unique coexistence of junk food popularity with weight-loss trends. Meanwhile, Jordan Harper, a Hollywood writer, shares his views on the evolving TV landscape dominated by streaming platforms. He explores the tension between creative storytelling and commercial pressures in an industry undergoing dramatic changes.
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insights INSIGHT
DeepSeek Overreaction
The market overreacted to DeepSeek, fueled by incomplete information and impulsive trading.
The story is still developing, and investors should exercise caution.
volunteer_activism ADVICE
Preparing for Volatility
Diversify holdings across multiple sectors to better prepare for market volatility.
Avoid overexposure to any single sector, such as AI.
insights INSIGHT
Junk Food's Resilience
Despite health trends and weight-loss drugs, Americans continue to enjoy chocolate and salty snacks.
Hershey's sales growth reflects this enduring consumer preference.
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The novel follows Luke Crosswhite, a young man who returns to his family's home in Devore, California, after failing to establish a new life. Luke's family is part of a criminal gang known as The Combine, led by his uncle Del and controlled from prison by his father, Big Bobby. As Luke reintegrates into this brutal and unforgiving world, he must confront his own identity and the looming threat from another gang, the Aryan Steel, led by the violent Beast Daniels. The story explores themes of family, loyalty, and self-discovery against the backdrop of California's criminal underworld and the devastating wildfires that threaten their home.
She rides shotgun
Jordan Harper
In 'She Rides Shotgun', Jordan Harper tells the story of Nate McClusky, a hardened criminal fresh out of prison, and his eleven-year-old daughter Polly. After Nate kills a high-ranking member of the Aryan Steel gang, a kill order is issued against him, his ex-wife, and Polly. Nate manages to save Polly but is too late to save her mother. Together, they embark on a perilous journey to evade their enemies and figure out if they can be a family again. The novel explores themes of family, loyalty, and survival through intense and emotionally charged scenes, challenging the definitions of heroes and villains and what it means to protect one another.
Two things can be true.
(00:14) Bill Barker and Ricky Mulvey discuss:
- Legislation to ban DeepSeek on US government devices.
- Hershey’s quarter, and what it reveals about American eating habits.
- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.
Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.
Motley Fool Money 
