Motley Fool Money

Hand-Wavy Finance

Jul 15, 2023

Anand Chokkavelu, an investment analyst at The Motley Fool, dives into the world of 'hand-wavy finance' alongside host Ricky Mulvey. They discuss how companies like Apple have repeatedly outperformed Wall Street predictions while using buzzwords like 'artificial intelligence' to their advantage. The conversation reveals the 'big bath' strategy for managing negative news and explores how previous hype cycles can inform today's investment decisions. They advocate for transparency in communication and the benefits of simple investment strategies like low-cost index funds.

23:30

Creator website

Episode guests

Anand Chokkavelu

AI Chapters

Episode notes

Intro

2min

The Illusion of Hand-Wavy Finance

12min

Strategic Expectations in Financial Engineering

3min

The Big Bath Strategy

5min

Embracing Simple Investment Strategies

2min

S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl

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