The Election, The Fed, and What’s Next

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. 

(00:40) Jason Moser and Bill Mann discuss:

- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. 

- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? 

- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.

(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.

(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.

Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers

Engineers: Rick Engdahl

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