Motley Fool Money - The Office Space Depression

The Office Space Depression

09/22/23 • 41 min

2 Listeners

Motley Fool Money

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

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

(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

Previous Episode

Powell Stays Put, For Now

Interest rates are paused but the hikes may not be over yet.

(00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has evolved over time. - The traits a good chief financial officer should have.

(14:52) Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.

Companies discussed: FDX, UPS, TMDX

Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd

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Next Episode

CEO Shake-Ups

Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas.

Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:

Whether CEO transitions truly change an investment thesis
Where to source ideal replacement candidates
And recent examples of expected departures, activist strong-arming, and questionable plays

Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT

Host: Deidre Woollard Guest: Anand Chokkavelu, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl

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