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Aug 2024
40m 31s

Rates Going Down, Cava Keeps Climbing

The Motley Fool
About this episode

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


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