logo
episode-header-image
Sep 2023
41m 31s

The Office Space Depression

The Motley Fool
About this episode

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. 

(00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay. 

(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. 

(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..

Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, 

Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. 

Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd 

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

Up next
Yesterday
Starbucks' China Challenge and Decoding Meta's AI Push
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewea ... Show More
20m 38s
Jul 8
Is Amazon the Best Prime Day Deal?
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions ... Show More
15m 6s
Jul 7
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ... Show More
19m 51s
Recommended Episodes
Aug 2023
Office space meltdown
HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:15) Nearly half of Americans would try weight loss pills. (2:52) Morgan Stanley shakes up its dividend stock poftfolio. (4:20) Read a transcript of this episode at Seeking Alpha. S ... Show More
5m 33s
Sep 2023
Back to the office
Many employers say they are desperate to get staff back into the office more often, but what's the best and fairest way to wean employees off remote working?As companies from tech to banking grapple with this issue, Evan Davis and guests discuss the productivity pros and cons, th ... Show More
28m 49s
Apr 2019
Financials: A Socially-Responsible Bank and Wells Fargo’s CEO Search
In this episode of Industry Focus: Financials, host Jason Moser sits down with Amalgamated Bank (NASDAQ: AMAL) CEO Keith Mestrich to talk about the opportunities and challenges of operating a smaller and socially-responsible bank in the modern financial landscape. Plus, Fool.com ... Show More
32m 21s
Sep 2023
UAW pushback hits GM, Ford
Labor pains: General Motors (GM) and Ford (F) fall after the UAW pushes back against offers. (00:29) Apple (AAPL) slips again on China worries; issue is 'way overblown,' analysts say. (02:01) SEC investigating Ryan Cohen's Bed Bath & Beyond trades - WSJ. (03:11) Episode transcrip ... Show More
7m 23s
Jan 2024
Live Oak: The Small Business Bank - [Business Breakdowns, EP.143]
This is Matt Reustle. Today we are breaking down Live Oak Bank. Our guest is Stephen Vafier, the Founder of Storri Labs Capital Partners. Live Oak is a bank that received a charter right before the financial crisis. It does not have the a 100+ year histories of many of the banks ... Show More
1h 4m
Jan 2024
Job growth keeps chugging along
Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48) Show Notes Dividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, an ... Show More
6m 36s
Jan 2024
2024 Will Mark End of Post-Pandemic Economy
Allison Schrager, Senior Fellow at the Manhattan Institute, explains why the trade-off between bringing down inflation and harming growth will come back with a vengeance for the economy. Bloomberg Technology Co-Host Ed Ludlow breaks down fourth-quarter vehicle delivery numbers fo ... Show More
42m 36s
Dec 2023
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Anthony Dilweg, veteran real estate investor and Founder & CEO and of Dilweg, joins Forward Guidance to share shocking information from the world of commercial real estate (CRE) in general and office in particular. Dilweg, whose firm owns over 5.5 million square feet of real esta ... Show More
1h 48m
Jan 2022
Market Slumps After Historic Rebound and Earnings Season Heats Up – Interviews with the CEOs of GE and Raytheon Technologies.
Carl Quintanilla, Jim Cramer and David Faber delved into another volatile day for the markets. Stocks tumble one day after an amazing turnaround for the major indices, which finished Monday’s session in the green after the Dow erased a 1,000+ point loss and the Nasdaq recovered f ... Show More
52m 22s
Feb 2024
Berkshire's Operating Units Holding Up Well
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ... Show More
38m 52s