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Asit Sharma

Motley Fool senior analyst discussing global trade and tariffs.

Top 10 podcasts with Asit Sharma

Ranked by the Snipd community
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98 snips
Dec 27, 2024 • 39min

Your 2025 Stock Market Preview

Ron Gross and Asit Sharma, both Senior Analysts at Motley Fool, discuss the promising sectors for 2025 and the challenges facing companies like Southwest Airlines and Moderna. They highlight the unpredictable nature of market forecasts and the importance of historical perspectives. Best-selling author Morgan Housel shares insights from his book, emphasizing the folly of relying on accurate predictions. The trio also tackles reckless predictions for the year, focusing on standout stocks like Endava and Marvell Technology.
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69 snips
Feb 3, 2025 • 32min

Global Trade, Tariffs, AI Efforts

Asit Sharma, a senior analyst at Motley Fool, dives into how tariffs imposed by the Trump administration are reshaping global trade, affecting everything from supply chains to stock markets. He discusses the 'de minimis' exemption and its implications for retailers amidst increased international competition. Nick Sciple explores Big Tobacco's future in a smoke-free world, analyzing regulatory changes and the rise of products like Zin. Together, they reflect on significant shifts in market dynamics and the evolving landscape of the nicotine industry.
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66 snips
Jan 31, 2025 • 39min

DeepSeek Disrupts, Big Tech Responds

Jason Moser, a Senior Analyst at Motley Fool, and Asit Sharma, a skilled analyst in technology and market trends, dissect the evolving landscape of artificial intelligence spurred by DeepSeek's new chatbot model. They highlight how major players like Microsoft and Meta are adapting to this shake-up. The duo also delves into Apple's struggles in the Chinese market, Tesla's ambitious future initiatives, and Starbucks' efforts to revitalize its brand under new leadership. Plus, they analyze the resilient performance of Visa and Mastercard amid evolving consumer behaviors.
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26 snips
Dec 16, 2024 • 30min

Apple Rethinks the iPhone

Asit Sharma, an investment analyst at The Motley Fool, and Anthony Schiavone, a senior analyst with a focus on UPS, dive into exciting developments in tech and logistics. They discuss Apple's bold moves towards thinner, possibly foldable iPhones to boost sales amid intense competition. The conversation shifts to a disruptive new ride-hailing competitor that's shaking up the market with an innovative subscription model. Finally, they explore UPS's challenges and strategic shifts in response to rising costs and market pressures.
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24 snips
Jan 3, 2025 • 40min

OpenAI’s Magic Number? $100B

Asit Sharma, a Motley Fool senior analyst focusing on AI and fintech, and Bill Mann, another senior analyst with insights on investment trends, join Tom Gardner, CEO of Motley Fool and market strategist. They dive into OpenAI's ambitious $100 billion goal for AGI, Microsoft’s partnership with Meta's AI influencers, and highlight Jimmy Carter's unexpected legacy on craft brewing. Additionally, Tom shares his 2025 investing playbook and thoughts on Bitcoin's market position, while Asit and Bill discuss investment opportunities in Darden Restaurants and IMAX.
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18 snips
Jan 23, 2025 • 31min

AI Gets Star Power

Asit Sharma is an insightful investment analyst at The Motley Fool, and Seth Jayson specializes in the rooftop solar industry. They delve into an ambitious $500 billion AI infrastructure project involving giants like Oracle and OpenAI. Asit discusses the implications of this strong investment, while Seth sheds light on the challenges facing the rooftop solar market, including rising costs and financial health of major players like Enphase and SolarEdge. Their conversation balances technology's future with the realities of renewable energy economics.
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18 snips
Dec 31, 2024 • 25min

2024’s Winners and Losers

Asit Sharma, an investment analyst at The Motley Fool, dives into the year's investment highlights alongside host Ricky Mulvey. They dissect the S&P 500 winners, examining what traits these companies shared, particularly in the realm of AI. Sharma discusses growing interest in gold and Bitcoin as safe havens amid economic uncertainty, and the recent challenges faced by Walgreens. They also share favorite discoveries from the year and recommend a suspenseful author, blending market insights with a touch of literary flair.
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17 snips
Dec 9, 2024 • 32min

The $1 Trillion Ad Opportunity

David Meier, a Motley Fool analyst, dives into the booming global advertising market, projected to surpass $1 trillion in 2024. He discusses the implications of digital ad spending and highlights key stocks like Reddit, which is enhancing engagement with its AI feature, Reddit Answers. Asit Sharma, a senior Motley Fool analyst, contrasts the investment strategies of Bernard Arnault and Warren Buffett, showcasing their unique approaches to growth and acquisition. Discover the unexpected winners and how to navigate the small cap investment landscape!
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14 snips
Jan 15, 2025 • 28min

Investors Check the Label on Retail

Nick Sciple, a Motley Fool analyst specializing in retail trends, discusses the surprising market reactions to strong holiday forecasts from Abercrombie & Fitch and Lululemon. He highlights how Aritzia is rapidly expanding in the U.S. by appealing to young women with its 'everyday luxury' concept. Meanwhile, Asit Sharma, a senior analyst, delves into the impact of climate change on home insurance, especially in disaster-prone areas. He emphasizes the crucial need for homeowners to understand their coverage amid increasing risks.
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12 snips
Jan 30, 2025 • 22min

The Hyperscalers Are Hyper-Spending

Asit Sharma, an investment analyst at The Motley Fool, joins to dissect the vast spending by Meta and Microsoft, both channeling around 30% of their revenues into capital expenditures. They explore how Meta’s ambitious data center projects could reshape its future and discuss the revolutionary DeepSeek's impact on AI investment perspectives. Sharma also highlights Microsoft’s booming $13 billion AI business and its 'fungible fleet' strategy, signaling profound shifts in tech company dynamics.