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cover of episode Taking the Market's Weight

Taking the Market's Weight

2025/5/2
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Motley Fool Money

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People
A
Asit Sharma
金融分析师,专注于市场趋势和公司表现分析。
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。
R
Rick Munarriz
Topics
Asit Sharma:我观察到美国经济正在走向衰退。GDP下降和洛杉矶港口货物运输量减少等数据都指向了这一点,尽管4月份的非农就业人数好于预期,但这可能只是暂时的现象。我认为我们很快就会正式宣布经济衰退。 此外,我们还没有看到最近生效的关税的影响。随着时间的推移,我们将看到产品减少,价格上涨,经济痛苦加剧。 当然,经济形势并非完全负面。医疗保健等某些行业就业强劲,大科技公司也表现不错。但总体而言,我认为我们正处于衰退的边缘。 Jason Moser:经济衰退通常伴随着熊市,但这也是我们积累财富的时期。我们应该关注那些能够经受住经济风暴考验的优秀企业,并长期持有。 最近的数据显示,近四分之一的美国人取消了重大购买计划,另有三分之一的人推迟了购买。这表明消费者信心正在下降。 在经济衰退时期,强大的企业会变得更强大,因为客户更倾向于选择他们信任的供应商。我们应该寻找那些能够在经济逆境中生存并发展的企业。

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Shownotes Transcript

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.

Jason Moser and Asit Sharma join Ricky Mulvey to discuss:

  • If the U.S. economy is sliding into a recession.

  • Earnings from Amazon, Meta, Microsoft, and Apple.

  • If investors should mind 20% of the S&P 500’s market cap being tied to four companies.

Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry.

(32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.

Host: Ricky Mulvey

Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz

Engineer: Dan Boyd

Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/

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