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Rates Going Down, Cava Keeps Climbing

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Manage episode 435804135 series 8012
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”

(00:21) Ron Gross and Matt Argersinger discuss:

- The Fed’s path to lower rates and what kind of cuts investors can expect.

- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024

- Retail earnings from: Target, Lowe’s, and TJX.

(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.

(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.

Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1705 episod

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Rates Going Down, Cava Keeps Climbing

Motley Fool Money

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iconKongsi
 
Manage episode 435804135 series 8012
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”

(00:21) Ron Gross and Matt Argersinger discuss:

- The Fed’s path to lower rates and what kind of cuts investors can expect.

- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024

- Retail earnings from: Target, Lowe’s, and TJX.

(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.

(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.

Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1705 episod

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