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The Carry Trade, Nikkei, and Your Portfolio
Manage episode 432674129 series 3329
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.
(00:21) Jason Moser and Dylan Lewis discuss:
- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.
- Whether investors should be paying attention to Warren Buffett’s cash position
- Some keep calm and carry on advice for weathering whatever the market has in store for us.
(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.
Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.
Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Austin Morgan, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1613 episodes
Manage episode 432674129 series 3329
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.
(00:21) Jason Moser and Dylan Lewis discuss:
- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.
- Whether investors should be paying attention to Warren Buffett’s cash position
- Some keep calm and carry on advice for weathering whatever the market has in store for us.
(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.
Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.
Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Austin Morgan, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1613 episodes
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