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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

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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 Etheridge
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,这提醒我们世界和美国的和平不应被视为理所当然。我们应该暂时抛开商业话题,关注这一历史性的时刻。 Jason Moser: 以色列袭击伊朗核设施的消息确实不好,这可能导致全球局势持续升级和不明朗。以色列可能已经计划了14天的行动来实现其目标,希望局势不会继续升级。局势升级导致油价上涨,资金流向美元,武器制造商和政府承包商的股价也略有上涨。 Matt Argersinger: 作为投资者和世界公民,我们必须接受世界存在许多我们无法控制的不确定性。尽管存在贸易不确定性和多起可能升级的大规模冲突,且利率处于多年高位,但股市接近历史高点令人惊讶。不过,积极因素包括强劲的劳动力市场、持续的消费者支出和人工智能革命带来的大量科技支出。宏观背景对于我来说,作为投资者,现在看起来糟透了。

Deep Dive

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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