economy

Retail numbers fall as some wonder if it’s more than cold weather holding consumers back. (00:21) Bill Barker and Deidre Woollard discuss: - How the retail spending numbers might impact the Fed. - If Stellantis is ready to take on Big EV. - Deere’s returns for investors. (17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout. Companies discussed: WMT, DG, KR, STLA, GM, F, DE Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Bill Barker, Chris Andrews Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. (00:21): Ricky Mulvey and Asit Sharma discuss:  - What lower inflation means for stock investors. - Sticky housing prices.  - Home Depot’s quarter and sales decline.  - What softer spend on big-ticket purchases means for Trex.  Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.  Companies discussed: HD, TREX, AAPL, COST  Stock Advisor discount: www.fool.com/mfmdiscount  Hosts: Ricky Mulvey, Alison Southwick  Guests: Asit Sharma, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?  (00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right.  (19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers.  (32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot. To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa  Learn more about your ad choices. Visit megaphone.fm/adchoices

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.  (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.   (19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers.  - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan (30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.  Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It could literally be the hottest job going this summer. There is never a good time for the air conditioning to go out, but when it happens and the temperature is 107 degrees, homeowners will do anything to get it fixed fast.

Dr. Stephen Pape, the associate dean for Construction Sciences at the Dallas College School of Manufacturing and Industrial Technology, joined Ask the Expert Tuesday to explain.

Photo credit: Getty Images

The earnings parade is on, and this quarter it pays to be in the black. (00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards.  - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going.  (19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation. (31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes. Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Kara's got the latest from the Barbie premiere, where YES she saw Mr and Mrs. Gaetz. Scott has some more thoughts on who the real enemy is in the Hollywood strikes (and it's not him!) The government has Big Tech in its crosshairs with the latest proposed M&A guidelines, Google pitches an AI news writing product, and Scott really does think Trump will drop out. But above all, stick around for the listener mail from 10-year-old Henry, who's ready to make some money on the stock market. We’ve got some more listener mail episodes coming your way soon, so send us your questions! Call 855-51-PIVOT or go to nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Times Briefing for the afternoon of Monday 17th July. For more on these stories throughout the day tune into Times Radio - on DAB, online, through your smart speaker or on the Times Radio app.

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2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China. (19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. (32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

Preston Pysh and Luke Gromen talks about the current events unfolding around the Fed’s current rate hike pause, whether this is it or will they keep on tightening in future meetings. They talk about the energy market, its impact on treasury yields, the Bitcoin shift that’s currently taking place, and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:26 - The FED recently paused with their efforts to raise interest rates - what's happening? 04:08 - Everyone's talking about the TGA needing refilled, what's actually happening? 15:14 - How does the US Government need to issue 2.1 Trillion in the second half of 2023 and what's the impact? 30:03 - What is happening with the current number of cardboard boxes and why is it important? 37:52 - What's happening in the energy market right now? 59:14 - Luke's thoughts on Blackrock Bitcoin ETF. 01:04:25 - What's happening in US - China Relations right now? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Luke Gromen's Newsletter. Luke's Books on Amazon. Luke's company FFTT. Related episode: Listen to BTC101: 4th Quarter Macro Overview w/ Luke Gromen, or watch the video. Related episode: Listen to BTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen, or watch the video.   NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.     SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel Learn more about your ad choices. Visit megaphone.fm/adchoices

Some are saying it’s a bull market, we’re calling it a giddy one.  (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up.  - Why the market was hungry for shares of restaurant brand Cava. (19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.   (35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is slowing down. Is this what a soft landing looks like? (00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk. Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.  Companies discussed: ADDYY, NKE Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business    Host: Ricky Mulvey  Guests: Asit Sharma, Robert Brokamp, Alison Southwick  Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s tough facing the house, whether you’re playing it or trying to pay for one. (00:21) Asit Sharma and Dylan Lewis discuss: The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow.  (12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space.  Companies discussed: MGM, CZR, LLY, NVO, WW Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Companies continue to raise prices on everything from streaming services to handbags, sometimes at a rate that exceeds the pace of inflation. WSJ’s Suzanne Kapner and Greg Ip unpack why this is happening. Further Reading: - Pricing Power: This Is Kate Spade’s Hottest Bag…and It Costs $500  - We May Be Getting Used to High Inflation, and That’s Bad News  Further Listening: - Why the Fed Raised Interest Rates Amidst a Banking Crisis  Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks (19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott and Kara* dissect TikTok CEO Shou Chew’s testimony in the House as the app fends of a potential U.S. ban. And in A.I. news, Google released its chat bot, Bard, to the general public. Plus, President Trump is still a free man, the Fed has raised interest rates yet again, and Ford’s EV business is in the red. Then, a listener question about getting paid in stock. *See what we did there? You can listen to Kara’s interview with OpenAI CEO Sam Altman here. For a deeper dive on the implications of the potential Trump indictment, check out Stay Tuned from friend of the show, Preet Bharara. Send us your questions! Call 855-51-PIVOT or go to nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Times Briefing for the evening of Friday 17th March. For more on these stories throughout the day tune into Times Radio - on DAB, online, through your smart speaker or on the Times Radio app.

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Federal Reserve Chair Jerome Powell told Congress this week that interest rates could go up faster and higher than previously planned. WSJ’s Nick Timiraos explains what’s behind the Fed’s change of strategy, and why it’s struggling to tame inflation.  Further Reading: - Powell Says Data Will Determine Size of Next Rate Increase  - Powell Says Fed Is Prepared to Speed Up Interest-Rate Rises  - Why the Recession Is Always Six Months Away  Further Listening: - Mass Layoffs or Hiring Boom — Which Is It?  - Consumers Are Starting to Freak Out  Learn more about your ad choices. Visit megaphone.fm/adchoices

Major layoffs keep making headlines, yet the U.S. is still seeing record low unemployment. WSJ’s Ray A. Smith dives into the mystery in the job market. Further Reading: - Mass Layoffs or Hiring Boom? What’s Actually Happening in the Jobs Market  Further Listening: - The New Layoff: On a Wednesday On Zoom   - What Will the Economy Look Like in 2023?  Learn more about your ad choices. Visit megaphone.fm/adchoices