balance sheets

Explore "balance sheets" with insightful episodes like "We Like Cannibals*", "Investors Shrug Off Inflation Fears", "Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]", "How The Crisis Nearly Blew Up One Of The World’s Safest Trades" and "How Private Sector Balance Sheets Changed Recessions" from podcasts like ""Motley Fool Money", "Motley Fool Money", "Invest Like the Best with Patrick O'Shaughnessy", "Odd Lots" and "Odd Lots"" and more!

Episodes (5)

We Like Cannibals*

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism. (0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private. Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories. Companies discussed: AAPL, EBAY, SNBR, AER Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/ Link to Motley Fool message boards: https://community.fool.com/ Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

enOctober 31, 2023

Investors Shrug Off Inflation Fears

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off. (0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar (12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines. Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL Host: Chris Hill Guests: Bill Mann, Lou Whiteman, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

enJuly 13, 2022

Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]

My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his view on the state of the public equity market, why it will be hard for the market to deliver great returns for the next decade relative to the last, and where opportunities may lie. Please enjoy. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes (1:42) – (First question) – Adjustments to his portfolio in the age of a pandemic (6:41) – Chris Bloomstran Podcast Episode (9:36) – The Federal Reserve Act (12:32) – Surprising action in the markets during the crisis (13:08) – 2020 Investment Letter (15:02) – Why we won’t see the same performance in tech over the future as we’ve seen the last decade (21:00) – The carnage in energy sector and return potential (30:06) – Berkshires activity since the crisis started (35:48) – Where sectors are valued in the current market (41:12) – Expectation for deflation over inflation (48:54) – Characteristics to look for in businesses to own over the next 10 years (52:05) – Economic factors they are focusing on Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag

Invest Like the Best with Patrick O'Shaughnessy

enApril 30, 2020

How The Crisis Nearly Blew Up One Of The World’s Safest Trades

In normal times, U.S. Treasuries are the ultimate safe haven. They are highly liquid and guaranteed to pay out. So when people want to hide out during periods of economic and financial market volatility, you can typically count on there being a strong bid for them. But in the last couple of weeks, the volatility has been so extreme, and the flight-to-cash so severe, that the market stopped behaving as normal. And popular trades involving arbing Treasuries and Treasury bond futures started to fail. On today’s episode, we speak with Josh Younger, a managing director at JPMorgan, who explains how and why it started to fall apart.

See omnystudio.com/listener for privacy information.

enMarch 26, 2020

How Private Sector Balance Sheets Changed Recessions

Can the U.S. economy have a recession without it turning into a crisis? In the old days, such garden-variety recessions were fairly common. These days, less so. But why is this? And can we go back to the old-style soft recessions? The issue, arguably, is that private sector balance sheets (both debts and assets) have grown so large relative to incomes, that the value of financial assets swamp effects from changing incomes.

On this week's Odd Lots, we speak with David Levy of the Jerome Levy Forecasting Center about his new report called Bubble Or Nothing about how the economy works in a world of gigantic balance sheets and extreme risk taking.

See omnystudio.com/listener for privacy information.

enOctober 21, 2019

On this page

balance sheets

Episodes (5)

We Like Cannibals*

Investors Shrug Off Inflation Fears

Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]

How The Crisis Nearly Blew Up One Of The World’s Safest Trades

How Private Sector Balance Sheets Changed Recessions