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Ron Gross

Motley Fool analyst contributing to the discussion on big tech spending and earnings reports.

Top 5 podcasts with Ron Gross

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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21 snips
Feb 7, 2025 • 40min

Big Tech’s $300B Spending Spree

Join Ron Gross, a seasoned Motley Fool analyst, Jason Moser, a senior analyst with a knack for tech insights, and Nick Sciple, an expert on legalized sports betting. They dive into big tech's ambitious $300B spending plans fueled by cloud enhancements. The discussion encompasses Amazon and Alphabet's latest earnings, PayPal's surprising stock dip despite solid results, and Spotify's streaming dominance. Plus, Nick sheds light on the booming sports betting market and the risky allure of parlays, making for a riveting conversation.
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Sep 20, 2024 • 41min

Rates Go Down, Market Goes Up

Ron Gross, a seasoned financial analyst, and Asit Sharma, a finance expert, delve into the impacts of a recent 50-basis point rate cut by the Fed. They discuss how low rates can drive stock market gains and what history tells us about such cuts. The duo talks about Nike's CEO transition and its potential repercussion on the brand. They also explore FedEx's shipping challenges and a new partnership that may hide Olive Garden's struggles. Plus, insights on stocks like D.R. Horton and Intel further enrich the conversation.
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Apr 8, 2024 • 29min

If You Build It, Chips Will Come

Ron Gross and Jason Moser chat about TSMC's expansion in Arizona, challenges of semiconductor growth in the US, and Jamie Dimon's comparison to Warren Buffett. Ron Gross delves into the minds of activist investors, discussing strategies, identifying underperforming companies, and tactics for enhancing shareholder value.
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Jan 12, 2024 • 41min

Activist Investors are Acting Up

Financial expert Ron Gross and investment specialist Emily Flippen discuss the latest inflation numbers, activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. Documentary filmmaker Chris Temple talks about his new movie and how parasocial relationships impact financial decisions and the growing financial nihilism among young Americans. Ron and Emily also break down two stocks on their radar: Despegar and On Holdings.