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cover of episode Albertson’s Carries Baggage

Albertson’s Carries Baggage

2025/6/18
logo of podcast Motley Fool Money

Motley Fool Money
AI Chapters Transcript
Chapters
This chapter discusses the upcoming Fed meeting and the factors influencing Jerome Powell's interest rate decision, including inflation, the labor market, geopolitical tensions, and oil prices. The analysts also discuss how this decision might affect their investment strategies.
  • Inflation is receding, and the labor market is relatively solid.
  • Geopolitical tensions and rising oil prices could push inflation higher.
  • Cutting rates now could be a catalyst for even more inflation.
  • The analysts don't plan to change their portfolio based on Powell's decision.

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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