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cover of episode Albertson’s Carries Baggage

Albertson’s Carries Baggage

2025/6/18
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Motley Fool Money

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David Meier
一位积极参与金融分析和投资讨论的投资者和金融专家。
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David Meier: 作为高级分析师,我认为尽管经济数据显示通胀放缓和劳动力市场稳固,但由于国际紧张局势和油价上涨等因素带来的不确定性,美联储不太可能降低利率。如果美联储现在降息,实际上可能会刺激通货膨胀。如果我是美联储主席,我会关注这些不确定性,暂时不会改变利率。我个人也不会因为美联储的决定而改变我的投资组合,因为我的投资策略是寻找具有长期增长潜力、强大竞争优势和合理估值的优质公司。美联储的短期利率政策对我的投资决策影响不大,除非经济出现重大变化迫使我重新评估。

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Shownotes Transcript

The grocer is in a pickle. Can a longtime employee and new CEO turn it around?

(00:21) David Meier and Mary Long discuss:

  • The macro factors influencing Powell’s interest rate decision.

  • Andy Jassy’s letter to Amazon employees.

  • Albertson’s turnaround and market-beating potential (or lack thereof).

Companies discussed: AMZN, META, MSFT, ACI, KR

Host: Mary Long

Guest: David Meier

Producer: Ricky Mulvey

Engineer: Dan Boyd

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