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cover of episode The World Grows More Uncertain

The World Grows More Uncertain

2025/6/13
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Motley Fool Money
AI Deep Dive AI Chapters Transcript
People
J
Jason Moser
作为 Motley Fool 高级分析师，Jason Moser 专注于提供深入的财经分析和投资建议。
M
Malcolm Ethridge
M
Matt Argersinger
R
Ricky Mulvey
作为《Motley Fool》播客主持人，Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
Topics
Ricky Mulvey: 昨晚以色列袭击伊朗核设施和军事领导层，这一举动引发了超出节目范围的重大问题。我认为我们不应该把世界和美国的和平视为理所当然。 Jason Moser: 我认为这显然不是好消息，听起来可能会持续一段时间。我们已经看到了来自伊朗的报复。以色列似乎已经计划了14天的行动来实现他们的目标，希望局势不会继续升级。局势升级会导致持续的不确定性，尤其考虑到美国在其中的角色。从投资角度来看，油价上涨并不意外，美元似乎也受到追捧，武器制造商和政府承包商的股价有所上涨。 Matt Argersinger: 作为投资者和世界公民，我们必须接受不确定性。尽管存在贸易不确定性、地缘政治风险以及对就业市场和人工智能的担忧，但标普500指数仍接近历史高点，这令人惊讶。尽管存在贸易不确定性、多起可能升级的大规模冲突以及多年来的高利率，但股市不应该如此接近历史高位。积极因素包括强劲的劳动力市场、持续的消费支出以及人工智能革命带来的大量科技支出。宏观背景对于投资者来说非常糟糕。我对市场的韧性感到惊讶。

Deep Dive

Chapters
The market is near all-time highs despite significant global uncertainty, including geopolitical conflicts and economic headwinds. Analysts discuss the resilience of the market and the factors contributing to it.
  • Market near all-time highs despite uncertainty
  • Geopolitical tensions impact oil prices and the dollar
  • Strong corporate earnings and economic resilience contribute to market's positive performance
  • Uncertainty about the job market and AI also influence the market

Shownotes Transcript

And yet, the market remains close to all time highs.

(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:

  • Macro uncertainty and market bullishness.

  • A record amount of unsold housing stock in the United States.

  • Chime’s IPO.

  • Earnings from RH and Adobe.

(19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident".

(35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool.

Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR

Host: Ricky Mulvey

Guests: Jason Moser, Matt Argersinger

Engineer: Dan Boyd

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